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SMTC Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

TechnologySemiconductorsScore data as of Sep 4, 2026

SMTC

Catalysts
Semtech Corporation
Technology· Semiconductors
AIQ Score
NeutralAIQ Edge 5/10
Low Priority
In Line With Peers
Score data as of Sep 4, 2026
Last price
$147.89
+$12.48 (+9.22%)
Latest market quote
Momentum63
Value26
Quality68
Risk Resilience27
Sentiment
View financial data

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Nov 23, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 48/100

Momentum 63/100 and sentiment before the next covered event.

Recent coverage
5 articles

Updated Sep 5, 2026 · Sentiment 49.32%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 63/100AIQ Edge 5/10 In Line With Peers
Beat rate
100%
8 of 8 reported periods
Average surprise
+10.2%
Across covered historical reports
Latest result
+15.6%
Aug 25, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Aug 25, 2026$0.61$0.71+15.6%$328.67M$341.9M
May 26, 2026$0.45$0.51+12.4%$283.53M$291M
Mar 16, 2026$0.43$0.44+2.3%$273.2M$274.4M
Nov 24, 2025$0.44$0.48+7.9%$266.43M$266.97M
Aug 25, 2025$0.40$0.41+2.5%$264.74M$257.59M
May 27, 2025$0.37$0.38+2.5%$250.09M$251.06M
Mar 13, 2025$0.32$0.40+25.0%$249.26M$251M
Nov 25, 2024$0.23$0.26+13.0%$232.89M$236.83M

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Buy
13
Buy
2
Hold
12-month analyst target
$187.38
+26.71% versus current price
Based on 14 analyst observations. Targets are estimates, not predictions.
Low target
$100.00
-32.38% vs latest price
Average target
$187.38
+26.71% vs latest price
High target
$300.00
+102.86% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateNov 23, 2026

Next known earnings or reporting date.

EPS estimate$1.06

Current analyst expectation for the upcoming report.

Revenue estimate$410.62M

Current analyst expectation for the upcoming report.

Sentiment score

News pressure around the setup.

Momentum score63

Where event reaction would show up first.

AIQ score48/100

Composite decision read before event confirmation.

Analyst context

Consensus
Buy
Analysts
14
Average target
$187.38
Target upside
26.71%
Target range
$100.00 - $300.00
90-day revisions
64

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
5
Neutral
0
Negative
0
finance.yahoo.com · Sep 3, 2026

NetApp Q1 Earnings Call Highlights

NetApp (NASDAQ:NTAP) reported a record start to fiscal 2027, with first-quarter revenue rising 30% year over year to $2.03 billion and non-GAAP earnings per share increasing 66% to $2.58. The company said results exceeded the high end of its guidance ranges and reflected broad demand across its hybr

finance.yahoo.com · Aug 29, 2026

Red Violet Eyes M&A Growth as AI Identity Platform Expands Across Key Markets

Red Violet (NASDAQ:RDVT) outlined its identity intelligence platform, growth strategy and plans to use recently raised capital for acquisitions during a company presentation led by Camilo Ramirez, senior vice president of finance and head of investor relations. Ramirez said the company seeks to pro

finance.yahoo.com · Aug 29, 2026

ATN International Eyes Growth, Margin Gains After $268M Tower Sale

ATN International (NASDAQ:ATNI) outlined plans to pursue customer growth, margin improvement and disciplined capital allocation following the initial closing of its U.S. tower portfolio sale, which generated $268 million in cash proceeds. President and CEO Naji Khoury, who said he joined the compan

finance.yahoo.com · Aug 29, 2026

Smith-Midland Targets $100M Backlog as Barrier Rentals, Data Centers Drive Growth

Smith-Midland (NASDAQ:SMID) outlined growth opportunities in highway safety barriers, infrastructure construction, utility projects and prefabricated building systems during a company presentation led by Chief Executive Officer Ashley Smith and Chief Financial Officer Dominic Hunter. Smith said the

seekingalpha.com · Aug 28, 2026

Baron Discovery Fund Q2 2026 Commentary (BDFIX)

Baron Discovery Fund increased 19.08% (Institutional Shares) in the quarter, which lagged the Russell 2000 Growth Index's (the Benchmark) performance of 25.71%.

Open full news and sentiment

SMTC Catalysts FAQ

What are the next catalysts for SMTC stock?

SMTC's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move SMTC stock?

Upcoming events that could move SMTC include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could SMTC's next earnings report affect the stock?

SMTC's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive SMTC stock higher?

SMTC could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt SMTC stock?

SMTC could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.