Semtech beats Q2 estimates with strong TIA demand
Semtech reported earnings after market close on August 25, 2026, beating estimates with EPS of $0.71 versus $0.61 expected and revenue of $341.9M versus $328.7M expected. Options implied a roughly 10.5-19.5% move in the share price post-earnings, with call spreads leading an options surge.
Detected & updated continuously · Source: Nebula
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@schaeffers
SEMTECH $SMTC EARNINGS ARE OUT! 🟢 EPS: $0.71 | Est. $0.61 🟢 REV: $341.9M | Est. $328.7M IMPLIED MOVE TOMORROW: ±19.51%!! https://t.co/fpU6745d0E
@dollar_mara
$SMTC earnings released 5 minutes after market close
@dollar_mara
$SMTC Semtech Options Surge, Led by Call Spreads
@dollar_mara
$SMTC: Semtech options imply 10.5% move in share price post-earnings
@crux_capital_
Everyone is looking to $NVDA earnings... But what about $SMTC tomorrow? I am really excited about 2027, but there is enough to be excited about today too. > $AAOI just said TIAs + DSPs are limiting 800G/1.6T shipments. SMTC says TIA demand is “exceptionally strong.” Really