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UBS Sees Semtech’s Data Center Business Doing The Heavy Lifting

Semtech logoSemtech
Sig1.22Sen+4.85Env0.00Soc0.00Gov0.00

Semtech is expected to cut indirect costs and lift gross margin by about 500 basis points (5 percentage points) by shifting to higher-margin products. For fiscal Q3, it guided revenue of $405 million–$415 million and EPS of $1.02–$1.08, beating prior UBS estimates. The improved mix adds roughly $20 million more gross profit in a quarter and supports UBS raising its price target while staying positive.

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