Semtech Corp(SMTC)Earnings Date, History & Expected Move
Next report date, beat rate and options-implied move
SMTC is scheduled to report on Nov 23, 2026, usually after the market closes. Analysts expect EPS of $1.15.
EPS: Actual vs Estimate
Reported EPS against the consensus estimate, last 12 quarters.
Green beat or met, red missed, amber sources differ.
Stock Reaction After Earnings
Close-to-close move in the first session that reflected each report.
Dashed lines mark the average actual move (±11.0%).
Did the stock rise after good news?
The next-day move after each of its last 9 EPS beats and 1 misses.
In plain words: it beat expectations 9 times, but the stock still fell 3 of those 9 times.
- Aug '26Beat▲ +10.4%
- May '26Beat▼ -4.4%
- Mar '26Beat▼ -11.0%
- Aug '25Beat▲ +15.1%
- May '25Beat▼ -4.6%
- Mar '25Beat▲ +21.1%
- Nov '24Beat▲ +18.1%
- Aug '24Beat▲ +11.2%
- Mar '24Missed▲ +6.8%
- Dec '23Beat▲ +16.3%
Clear beats and misses with a known reaction only. What counts as a beat
Why did SMTC fall after beating earnings?
4 of SMTC's last 10 reactions went against the EPS result. What stands out in each:
SMTC beat EPS estimates in 9 quarters, and the stock still closed lower the next day 3 times. In 3 of the 3 where we have price data, the stock had already run up before the report.
- May 26, 2026EPS beat +13.3%stock -4.4% next day
- It had risen 62.4% in the 20 trading sessions before the report, so good news may already have been priced in.
- It opened 4.8% higher, but sellers took over and it closed -4.4%.
- Mar 16, 2026EPS beat +2.3%stock -11.0% next day
- It had risen 4.5% in the final week before the report, so good news may already have been priced in.
- It opened 6.5% lower as soon as trading resumed.
- May 27, 2025EPS beat +2.7%stock -4.6% next day
- It had risen 29.6% in the 20 trading sessions before the report, so good news may already have been priced in.
- It opened 1.7% lower as soon as trading resumed.
Rose despite an EPS miss (1 of 1)
- Mar 28, 2024EPS missed -50.0%stock +6.8% next day
- It opened 3.7% higher as soon as trading resumed.
Patterns in estimates and prices, not confirmed causes: how we read them.
Was SMTC's earnings move already priced in?
SMTC's move in the month before each of its last 11 reports, against what it did after.
How the run-up is measured (a move of 5% or more counts as large).
Before vs after each report
Grey: the month before each of the last 11 reports. Green or red: the day after.
Past reports only. How the run-up is measured
Does SMTC hold its opening gap after earnings?
SMTC's opening move after each report and where it closed that day.
In 11 reports SMTC opened at least 1% away from the previous close. It gave back half or more of that gap by the close 2 of 11 times (18%), and fully reversed 2 times. Gaps up faded 2 of 9; gaps down recovered 0 of 2.
- Aug 25, 2026HeldOpened +2.7%, closed +10.4%
- May 26, 2026ReversedOpened +4.8%, closed -4.4%
- Mar 16, 2026HeldOpened -6.5%, closed -11.0%
- Aug 25, 2025HeldOpened +7.0%, closed +15.1%
- May 27, 2025HeldOpened -1.7%, closed -4.6%
- Mar 13, 2025HeldOpened +13.9%, closed +21.1%
- Nov 25, 2024HeldOpened +18.8%, closed +18.1%
- Aug 27, 2024HeldOpened +6.1%, closed +11.2%
What the history says
- SMTC has beaten EPS estimates in 9 straight quarters.
SMTC earnings history
Last 12 reported quarters with the stock's reaction.
Swipe sideways to see every column →
| Report date | Time | EPS est. | EPS actual | Surprise | 1-day move | 3-day move |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | After close | $0.61 | $0.71 | +16.4% | +10.41% | +2.86% |
| May 26, 2026 | After close | $0.45 | $0.51 | +13.3% | -4.41% | -7.25% |
| Mar 16, 2026 | After close | $0.43 | $0.44 | +2.3% | -11.00% | -11.97% |
| Nov 24, 2025 | After close | $0.45 | $0.48 | +6.7% | — | — |
| Aug 25, 2025 | After close | $0.40 | $0.41 | +2.5% | +15.14% | +18.75% |
| May 27, 2025 | After close | $0.37 | $0.38 | +2.7% | -4.56% | -3.74% |
| Mar 13, 2025 | After close | $0.32 | $0.40 | +25.0% | +21.06% | +18.16% |
| Nov 25, 2024 | After close | $0.23 | $0.26 | +13.0% | +18.10% | +19.84% |
| Aug 27, 2024 | After close | $0.10 | $0.11 | +10.0% | +11.19% | +14.83% |
| Jun 5, 2024 | After close | — | $0.06 | — | -1.81% | -17.35% |
| Mar 28, 2024 | After close | -$0.04 | -$0.06 | -50.0% | +6.84% | +14.51% |
| Dec 6, 2023 | After close | -$0.15 | $0.02 | +113.3% | +16.29% | +23.47% |
Consensus for the next report: EPS $1.15, revenue $423.77M.
SMTC Earnings FAQ
Answers computed from Semtech Corp's reported history
SMTC is scheduled to report on Nov 23, 2026, usually after the market closes. Analysts expect EPS of $1.15.
Over the last 11 quarters with a usable EPS surprise, SMTC beat the consensus estimate 10 times (91%), missed 1 and landed in line 0. It has beaten estimates in each of the last 9 counted quarters.
Across its last 11 quarters with a measured reaction, SMTC moved an average of ±11.0% in the first session after reporting. It closed higher 64% of the time; the largest gain was 21.1% and the largest drop -11.0%.
SMTC fell in the first session after 3 of its last 9 EPS beats (33%). A beat that was already priced in, or weaker guidance, can send a stock lower. In 3 of the 3 of those falls where price data is available, the stock had already risen before the report.
Across its last 11 quarters with price data, SMTC moved an average of +16.1% in the 20 trading sessions before reporting and was higher in 73% of them. After a run-up of 3% or more (7 quarters), it fell the next day 29% of the time, averaging +7.7%. This describes past reports; it is not a forecast.
In 11 reports SMTC opened at least 1% away from the previous close. It gave back half or more of that gap by the close 2 of 11 times (18%), and fully reversed 2 times. A fade means the opening move was partly undone during the first session.
How we calculate these numbers · SMTC: 12 reported quarters, latest Aug 25, 2026. Information only, not investment advice.
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