SEMTECH CORP — Form 8-K
Filed August 25, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Semtech reported Q2 FY2027 net sales of $341.9M (up 17% sequentially, 33% year-over-year), with GAAP gross margin 53.8% and non-GAAP adjusted gross margin 54.5%. GAAP diluted EPS was $1.59; non-GAAP adjusted diluted EPS was $0.71. The company issued Q3 guidance of $410M net sales (±$5M), non-GAAP adjusted operating margin 31.0% (±60 bps), and adjusted diluted EPS $1.05 (±$0.03). Strong bookings and record backlog signal continued growth momentum into next fiscal year.
Why this rating
Strong revenue beat, margin expansion, record backlog, and raised guidance indicate robust AI/datacenter demand and successful execution. Meaningful positive inflection relative to $4B market cap.
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