For the quarter ended October 2025, Semtech (SMTC) reported revenue of $267 million, up 12.8% over the same period last year. EPS came in at $0.48, compared to $0.26 in the year-ago quarter.
The reported revenue represents a surprise of +0.13% over the Zacks Consensus Estimate of $266.65 million. With the consensus EPS estimate being $0.44, the EPS surprise was +9.09%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Semtech performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Net Sales by reportable segment- IoT Systems and Connectivity: $88.3 million versus $90.92 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.1% change.
- Net Sales by reportable segment- Signal Integrity: $81.6 million versus the two-analyst average estimate of $79.54 million. The reported number represents a year-over-year change of +14.1%.
- Net Sales by reportable segment- Analog Mixed Signal and Wireless: $97 million versus the two-analyst average estimate of $96.81 million. The reported number represents a year-over-year change of +17.1%.
View all Key Company Metrics for Semtech here>>>
Shares of Semtech have returned -5.8% over the past month versus the Zacks S&P 500 composite's -1.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.5 Stocks Set to Double
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
