Stock Track | Semtech Plummets 8.28% on Mixed Q4 Guidance Despite Q3 Earnings Beat

Stock Track11-25

Semtech Corporation (NASDAQ: SMTC) saw its shares plummet 8.28% in Tuesday's trading session, following the release of its third-quarter earnings report and fourth-quarter guidance. The semiconductor company's stock decline comes as investors grapple with mixed forward-looking projections, overshadowing the positive Q3 results.

For the third quarter, Semtech reported adjusted earnings per share of $0.48, surpassing the analyst consensus estimate of $0.44. This represents a significant 84.62% increase from the same period last year. Revenue for the quarter came in at $267 million, slightly beating the expected $266.4 million and marking a 12.75% year-over-year growth.

However, the company's fourth-quarter outlook appears to be the primary driver behind the stock's sharp decline. Semtech projects Q4 adjusted earnings per share of $0.43, plus or minus $0.03, which falls slightly below the consensus estimate of $0.44. On the revenue front, the company expects $273 million, plus or minus $5 million, which is above the analyst expectations of $265.9 million. This mixed guidance, coupled with potential concerns about future growth prospects in the semiconductor industry, seems to have outweighed the solid Q3 performance in investors' minds.

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