How Semtech Stock Reacted to Its August 2026 Earnings, Measured Minute by Minute
Every earnings headline that crossed for Semtech on 25 August 2026, with the price reaction measured from the instant each line printed.
- Measured from the print at 20:05 UTC on 25 August 2026: $126.93 to $133.25 in fifteen minutes, +4.98%.
- Every headline row is measured from its own instant, so the lines can be compared directly.
- One-minute versus fifteen-minute readings show how fast the report was actually priced.
Semtech's beat was taken at face value. Measured from the first line at 20:05 UTC, the stock moved from $126.93 to $133.25 over fifteen minutes: +4.98%.
This page is the measured anatomy of that print on 25 August 2026: every earnings-related headline that crossed for Semtech, in order, each with the price reaction measured from its own instant.
The print, row by row
| Crossed | Headline as recorded | 15-min move from that instant | Volume vs normal |
|---|---|---|---|
| 20:05 UTC | Semtech Q2 Adj. EPS $0.71 Beats $0.57 Estimate, Sales $341.900M Beat $328.611M Estimate | +4.98% | — |
The shape matters as much as the size. One minute in, the stock had moved -1.21%; by minute fifteen the sign had flipped to +4.98%. The first algorithmic read and the considered read disagreed, and the considered read won — a reversal inside the first quarter-hour, which is the single strongest argument for measuring at more than one horizon.
Did the first read hold?
It did. By the close of the next session, Semtech stood at +10.41% against the prior close — the same direction the first fifteen minutes priced. The instant read and the considered read agreed.
The cleanest case: better numbers, higher price, and a measurable window in which that repricing happened. The volume column shows how much participation confirmed it.
How these numbers were measured
We record the price of the instrument immediately before each headline crosses our tape, then again one minute and fifteen minutes later, together with traded volume against that instrument's own normal. Every figure on this page comes from those recordings — the timestamps are the actual instants the lines crossed. Nothing here is an estimate, a close-to-close change, or a model's guess. The method, the gates every page must pass, and how we correct errors are documented in our editorial standards.
How did Semtech stock react to its August 2026 earnings?
Measured from the instant the first headline crossed on 25 August 2026 at 20:05 UTC, Semtech moved from $126.93 to $133.25 over the following fifteen minutes — +4.98%. The measurement starts at the print itself, not at the open, so it isolates the report's own effect.
How fast was the report priced in?
One minute after the print the measured move was -1.21%; at fifteen minutes it was +4.98%. The gap between those two figures is the pricing-in window — how long the market took to finish reading.
Sources
-
Semtech surges on strong Q2 beat and upbeat Q3 guidance
— Yahoo Finance
Record revenue of $341.9 million, up 33%, with adjusted EPS of $0.71 beating the $0.61 estimate and upbeat guidance.
-
Semtech Q2 earnings beat: GAAP EPS $1.59 vs estimated $0.36
— GuruFocus
Record data-center revenue of $100 million rose 91% year over year on 800G and 1.6T demand.
Never miss the next market-moving story
Seven market specialists, with experience dating back to 2006, watch global markets and U.S. stocks of every size. Start Pro to get the full live feed, clear context, measured price moves, search, watchlists, and alerts.
Start Pro — $29 for 7 days Watch SMTC live -- free