Human interface semiconductor firm Synaptics Q1 revenue beats estimates on strong core IoT product sales

Reuters11-07
Human interface semiconductor firm Synaptics Q1 revenue beats estimates on strong core IoT product sales 

Overview

  • Synaptics fiscal Q1 2026 revenue rises 14% yr/yr, slightly beating analyst expectations

  • Adjusted EPS for fiscal Q1 2026 beats consensus, reflecting strong operational performance

  • Core IoT product sales increased 74% yr/yr, driving revenue growth

Outlook

  • Synaptics expects Q2 fiscal 2026 revenue of $300 mln ± $10 mln

  • Company projects Q2 GAAP gross margin of 43% ± 2%

  • Synaptics anticipates Q2 Non-GAAP EPS of $1.15 ± $0.15

Result Drivers

  • CORE IOT SALES - Core IoT product sales rose 74% yr/yr, significantly contributing to revenue growth

  • ASTRA PROCESSORS LAUNCH - Launched next-generation Astra processors for intelligent IoT edge applications

  • BUSINESS MOMENTUM - Co reports solid business momentum with improving revenue, growing pipeline, and increasing design-wins

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Revenue

Slight Beat*

$292.50 mln

$289.97 mln (10 Analysts)

Q1 Adjusted EPS

Beat

$1.09

$1.06 (11 Analysts)

Q1 EPS

-$0.53

Q1 Adjusted Net Income

Beat

$43.30 mln

$41.39 mln (10 Analysts)

Q1 Adjusted Gross Margin

53.20%

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the semiconductors peer group is "buy"

  • Wall Street's median 12-month price target for Synaptics Inc is $80.00, about 12.3% above its November 5 closing price of $70.17

  • The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nGNX61pdL6

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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