Semtech Corporation reports first-quarter fiscal 2027 results on Tuesday, May 26, after market close.

Analysts forecast consensus revenue of $283.3 million. This figure represents a 12.8% year-over-year increase. Non-GAAP earnings per share are expected to reach $0.45. This projection marks an 18.4% rise from the previous year.

Investors are monitoring infrastructure end markets and hyperscale data center demand. AI-related applications remain a primary focus for the quarter.

Adoption of FiberEdge and CopperEdge products drives anticipated growth. These technologies support the deployment of 800G and 1.6T architectures. Semtech maintains a track record of exceeding Wall Street expectations.