Semtech Faces Upside to Q4 Print Amid Data Center AI Wins, Oppenheimer Says

MT Newswires Live

Mar 11

Semtech (SMTC) faces upside to upcoming fiscal Q4 results on Monday and consensus fiscal Q1 outlook on emerging data center artificial intelligence wins along with its FiberEdge optical transceivers product line, Oppenheimer said in a Q4 preview emailed Tuesday.

The company's infrastructure segment is expected to rise 10% quarter-on-quarter in fiscal Q4, while industrial segment is expected to show a flattish growth in fiscal Q4 with long-range channel inventory running low, Oppenheimer said.

Additionally, Semtech's consumer segment is anticipated to be down 15% quarter-on-quarter in fiscal Q4, reflecting iPhone seasonality, according to the brokerage.

Looking ahead, Oppenheimer said Semtech is "well positioned" to ramp active copper cable and linear pluggable optics technologies in 2026. The firm maintained its 2025, 2026 and 2027 earnings per share estimate at $1.70, $2.20, and $2.90, respectively.

The firm maintained its outperform rating on Semtech with a new price target of $100.

Price: 86.80, Change: +1.66, Percent Change: +1.94

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