Semtech Highlights FY2026 Surge, Targets 50%+ Data Center Growth at Roth Conference

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MarketBeat

Wed, March 25, 2026 astatine 8:19 AM CDT 6 min read

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Fiscal 2026 beat: Semtech reported gross of $1.05 billion (up 15.5%) and EPS of $1.71 (up 94%), with beardown currency generation—$61.5M operating currency travel and $59.1M escaped currency travel successful Q4, exceeding each of fiscal 2025 escaped currency flow.
Management forecasts more than 50% integrated maturation successful information center for fiscal 2027 (with ~12% sequential maturation into Q1), driven by ramps successful 800G optical, 1.6T copper/optical, and upcoming CopperEdge linear equalizer shipments.
Strategic merchandise and portfolio moves: Semtech is commercializing low-power ACC (demoed astatine 1.6T/3m, ~90% little powerfulness than AECs) with archetypal revenues expected successful Q1, added photonics capabilities via the HieFo tuck‑in to grow module contented astatine higher speeds, and is pursuing a divestiture of its cellular module concern to amended consolidated margins.
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Semtech (NASDAQ:SMTC) outlined beardown fiscal 2026 results and elaborate its maturation priorities successful information halfway connectivity and LoRa during a fireside chat astatine Roth’s 30th yearly league successful Orange County. Mark Lin, presenting connected behalf of the company, said the past twelvemonth marked a “transformational” play some for operating show and currency generation, portion absorption is expanding R&D concern to seizure what it views arsenic high-return opportunities—particularly successful information center.

Lin said Semtech reported fiscal 2026 gross of $1.05 billion, up 15.5%, and net per stock of $1.71, up 94%. He added that the institution recorded its eighth consecutive 4th of gross maturation successful the 4th quarter, with EPS, operating margins, and gross margins supra the midpoint of guidance.

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He besides emphasized currency travel show arsenic a cardinal diagnostic of the year. Semtech generated $61.5 cardinal successful operating currency travel and $59.1 cardinal successful escaped currency travel successful the 4th quarter. Lin noted that the fourth-quarter escaped currency travel fig exceeded the full escaped currency travel recorded successful each of fiscal 2025.

Looking ahead, Lin said Semtech is forecasting information halfway gross maturation of much than 50% twelvemonth implicit twelvemonth connected an integrated ground successful fiscal 2027, with 12% sequential maturation expected into fiscal archetypal quarter. He attributed the outlook to aggregate “growth vectors,” including ramps successful 800G optical, 1.6T copper, and 1.6T optical, arsenic good arsenic the expected first-quarter shipment of CopperEdge linear equalizers.

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