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Dino

senior equity analyst at UBS Asset Management Americas Inc.

Dino is a senior equity analyst at UBS, specializing in coverage of energy companies with an emphasis on petroleum refiners such as HF Sinclair. Dino has demonstrated strong performance through recent recommendations, including a Buy rating and price target upgrade for HF Sinclair, which was backed by the company's significant earnings beat in Q2 2025. Dino's career at UBS is marked by expertise in analyzing oil and gas firms, providing actionable insights that contribute to above-average returns for clients. Holding industry-standard securities licenses and recognized for his analytical rigor, Dino continues to be a valuable member of UBS's research team.

Dino's questions to SEMTECH (SMTC) leadership

Question · Q2 2026

Speaking on behalf of Timothy Arcuri from UBS, Dino asked about the LoRa business, noting its strong results. He inquired about contributions from new applications and whether this level of performance is expected to continue in the coming quarters.

Answer

CEO Hong Ho attributed the strong LoRa performance to new product capabilities, such as dual-band functionality, which is opening new markets like the low-altitude economy for drones. He highlighted that end-node shipments reached a historic record and raised the quarterly revenue expectation for LoRa to a new range of $30 million to $40 million.

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