Semtech Corporation to host Data Center teach-in event on Oct. 15, 2026. Business Wire 17-Aug-2026 9:00 AM Event to feature strategy overview, technology portfolio and long-term financial objectives from Semtech leadership Semtech Corporation (NASDAQ:SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things ("IoT") devices worldwide, will host a teach-in for its Data Center business on Thursday, Oct. 15, 2026, in San Jose, Calif. The event will begin at 9 a.m. PT. Semtech President and Chief Executive Officer Dr. Hong Hou, Senior Vice President and General Manager of its Signal Integrity Products Group Imran Sherazi, and Executive Vice President, Chief Financial Officer Mark Lin, will provide an in-depth overview of the company's strategy, differentiated technology portfolio, key growth opportunities, and long-term financial objectives. The event will also feature a panel discussion with industry experts, question-and-answer sessions, product demonstrations, and opportunities for in-person attendees to engage with members of Semtech management. Additional information regarding the agenda and registration will be provided in the coming weeks. Due to space limitations, in-person attendance will be limited, and advance registration will be required. A live webcast of the teach-in, along with the accompanying presentation materials, will be available under "News & Events" on the Investor Relations section of Semtech's website at investors.semtech.com. A replay of the webcast will be available following the conclusion of the event. About Semtech Semtech Corporation (NASDAQ:SMTC) is a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected IoT devices worldwide. Its global teams are committed to empowering solution architects and application developers to develop breakthrough products for the infrastructure, industrial and consumer markets. To learn more about Semtech technology, visit Market Chameleon at Semtech.com or follow Market Chameleon on LinkedIn or X. Semtech and the Semtech logo are registered trademarks or service marks of Semtech Corporation or its subsidiaries. All other trademarks, service marks and trade names mentioned in this press release are the property of their respective owners. Investor Contact Mitch Haws Semtech Corporation [email protected]

SMTC jumps as Semtech sells cellular unit to Compal. TIM BOHEN - UPDATED AUG. 14, 2026, 4:48 PM ET Semtech Corporation stocks have been trading up by 5.3 percent on strong investor optimism over its latest semiconductor innovations. What traders need to know. * Semtech is selling its cellular module business to Compal Electronics for $62M in cash to sharpen focus on AI data center networking and LoRa/IoT connectivity. * The divestiture has board approval and is expected to close in Q4 of Semtech's fiscal 2027, pending regulatory approvals and customary conditions. * The company has set its Q2 FY2027 earnings date, where management is likely to update traders on AI data center, IoT, and cellular strategy. * The COO sold 3,000 shares for about $435,120 on 2026/07/14 but still indirectly controls 93,862 shares, according to an SEC Form 4. * An amended Schedule 13G filing disclosed updated beneficial ownership in Semtech by one or more large or institutional holders. Weekly Update Aug 10 - Aug 14, 2026: On Friday, August 14, 2026 Semtech Corporation stock [NASDAQ: SMTC] is trending up by 5.3%! Discover the key drivers behind this movement as well as its expert analysis in the detailed breakdown below. Technology industry expert: Analyst sentiment - positive Semtech occupies a niche analog/mixed-signal and connectivity position, but fundamentals remain mixed. Core gross margin near 52% and Q1 EBIT margin of ~9% show solid product economics, yet full-year EBIT at 3-4% and negative LTM ROA/ROE reflect underutilized scale and restructuring drag. Balance sheet is levered but manageable (total debt/equity 0.86, current ratio 2.4), with adequate liquidity. Valuation is demanding: ~12x sales, ~23x book, and >90x cash flow leave little room for execution missteps. Technically, SMTC is in a strong intermediate uptrend, with the weekly tape stepping from low-130s to ~141 and repeated closes near highs, signaling persistent institutional demand. Intraday 5-minute action shows shallow pullbacks being bought and expanding range on upticks, consistent with momentum continuation. A key actionable level is $133-134: prior resistance now support. As long as price holds above $133 on closing basis with healthy volume, the risk-reward favors buying dips rather than chasing breakouts. The announced sale of the cellular module business to Compal for $62 million is strategically positive, sharpening focus on AI data center networking and LoRa/IoT, where industry growth and margin potential exceed the divested asset. Sector context is constructive: semis and equipment peers are in cyclical upswing, and SMTC is pivoting toward faster-growth segments, justifying a premium multiple. I see an upside-biased outlook with near-term support at $133 and resistance at $150, implying a constructive trading stance. Quick financial overview. Semtech Corporation (SMTC) is trying to reshape its profile around higher-conviction areas like AI data center networking and LoRa/IoT. The sale of its cellular module business to Compal Electronics for $62M in cash supports that shift and adds liquidity. On the top line, Semtech generated about $1.05B in revenue with solid gross margin of 51.6%, but bottom-line metrics remain pressured, with a pretax margin of -23.2% and negative overall profit margin. The balance sheet shows current ratio of 2.4 and quick ratio of 1.2, which gives Semtech Corporation decent short-term flexibility, but leverage is not trivial with total debt-to-equity at 0.86 and interest coverage only 0.8. Valuation ratios such as price-to-sales near 11.97 and price-to-book around 22.75 point to a rich multiple that demands clean execution on the AI and IoT strategy. Returns on assets and equity are negative on a trailing basis, signaling that the market is paying for future improvement rather than current profitability. On the chart, SMTC has pushed from roughly $132 to above $140 in recent sessions, with the latest weekly close near $140.90. Intraday, the stock spent most of the session grinding higher from the mid-$130s, holding higher lows and finishing at the top of the day's range. That pattern tells traders dip-buyers are still in control for now, with the $138-$139 zone acting as intraday support and the $140-$141 area emerging as a short-term resistance band to track. Conclusion. Semtech Corporation (SMTC) is in the middle of a clear strategic pivot, and the tape is starting to reflect that. The $62M cash sale of the cellular module business to Compal Electronics removes a non-core asset and lets management focus on AI data center networking and LoRa/IoT, which the market currently rewards with premium valuation multiples. For short-term traders, this kind of portfolio cleanup, backed by board approval and a defined closing window in fiscal Q4 2027, often acts as a series of catalysts rather than a one-day event. Financially, SMTC still carries negative pretax margins and weak returns on capital, so the bullish case depends on management turning that strong 51.6% gross margin into healthier net earnings over time. The recent price push into the $140s, supported by steady intraday higher lows, lines up with the bullish narrative but leaves the stock vulnerable if earnings or deal updates disappoint. Traders should watch the upcoming Q2 FY2027 call for clarity on how proceeds from the sale will be used and how fast the AI and IoT businesses can scale. As Tim Bohen, lead trainer with StocksToTrade says, "Preparation is half the trade. By the time the bell rings, my decisions are nearly made.", and that mindset is critical when mapping out potential scenarios around earnings, guidance, and deal milestones. From here, the key tactical levels are the $138-$139 support band on the intraday chart and the recent high near $141 as near-term resistance. A clean breakout with volume through the high can open room for momentum continuation, while a break back below $138 would warn that the news pop is fading. As I tell my students all the time, "You do not trade the story, you trade the levels the story creates."","scores":{"risk-level":"medium"},"trade":"true This is stock news, not investment advice. StocksToTrade News delivers real-time stock market updates tailored to highlight the key catalysts driving short-term price movements. Its coverage is designed for active traders and investors who thrive in fast-moving markets, with a focus on volatile sectors like penny stocks, AI stocks, Robinhood stocks and other momentum plays. 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Semtech Corporation announces definitive agreement on sale of cellular module business to Compal Electronics. Foto: adobe.stock.com Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking, Internet of Things ("IoT") and cellular connectivity and intelligent connected devices worldwide, today announced that it has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. (TWSE: 2324) for $62 million in cash, subject to customary adjustments. The transaction has been approved by both Semtech's and Compal's Board of Directors. Under the terms of the agreement, Compal will acquire substantially all of the assets and operations comprising Semtech's cellular module business, including its associated intellectual property, customer relationships, and personnel. "This divestiture sharpens our focus on the product portfolio where we have the strongest conviction in growth and industry leadership: data center and LoRa connectivity," said Hong Hou, president and chief executive officer. "It reflects the broader discipline we have been applying across the portfolio, concentrating our resources and our technology leadership where we believe we can create the most value over time." Transaction Details The transaction is expected to close during the fourth quarter of Semtech's 2027 fiscal year, subject to the satisfaction or waiver of customary closing conditions, including but not limited to receipt of certain regulatory approvals. Semtech Advisors UBS Investment Bank served as financial advisor and O'Melveny & Myers LLP served as legal counsel in connection with the transaction. About Semtech Semtech Corporation (Nasdaq: SMTC) is a leading provider of high-performance semiconductors powering AI data center networking, IoT connectivity and intelligent connected devices worldwide. Our global teams are committed to empowering solution architects and application developers to develop breakthrough products for the infrastructure, industrial and consumer markets. To learn more about Semtech technology, visit us at Semtech.com or follow us on LinkedIn or X. Semtech and the Semtech logo are registered trademarks or service marks of Semtech Corporation or its subsidiaries. All other trademarks, service marks and trade names mentioned in this press release are the property of their respective owners. Forward-Looking Statements This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements relate to future events or to Semtech's future financial performance, including statements regarding the anticipated benefits of the proposed transaction, the expected timing of the closing of the transaction, and Semtech's strategic direction following the closing, which reflect the current analysis of existing information. Statements containing words such as "believe," "will," "expect," "see," or "positioned," or other similar expressions constitute forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. Business Wire (engl.) Autor folgen Verfasst von Letzte Änderung13.08.2026, 11:35 Im Artikel enthaltene Werte