SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock? Semtech Corporation SMTC is scheduled to report second-quarter fiscal 2027 results on Aug. 25. For the fiscal second quarter, Semtech anticipates revenues to be $328 million (+/- $5 million). The Zacks Consensus Estimate for revenues is pegged at $328.4 million, indicating a rise of 27.5% from the year-ago quarter. SMTC expects non-GAAP earnings per share to be 61 cents (+/- 2 cents). The consensus mark for the same is pegged at 62 cents, unchanged over the past 60 days, indicating a year-over-year rise of 51%. Factors to Consider for SMTC Stock Semtech’s performance in the to-be-reported quarter is likely to have benefited from continued momentum across its infrastructure, industrial and high-end consumer end markets. The company’s data center business remains a key growth driver as demand for high-speed optical and copper interconnect solutions accelerates alongside the expansion of artificial intelligence infrastructure. Semtech Corporation Price and EPS Surprise Semtech Corporation price-eps-surprise | Semtech Corporation Quote Increasing adoption of FiberEdge products and the transition to next-generation 1.6T architectures are expected to have supported growth in the to-be-reported quarter. The broader evaluation and deployment of CopperEdge solutions for active copper cable and onboard linear equalizer applications could have further strengthened the company’s data center opportunity. LoRa is also expected to have remained an important contributor to Semtech’s industrial business. Broader deployments across utilities, smart buildings, smart cities and asset management are likely to have supported demand. The company’s efforts to expand LoRa into multi-protocol applications through LoRa Plus could have strengthened its addressable market, while growing design-win momentum and emerging consumer applications are expected to have provided additional support in the to-be-reported quarter. Semtech’s high-end consumer business is likely to have benefited from increasing content per premium handset, continued gains