Lattice Semiconductor očekává za čtvrtletí zisk na akcii ve výši 0,55 USD, což je meziročně o 96,4 % více, a tržby ve výši 255,13 milionu USD, meziročně o 91,3 % více.
Lattice Semiconductor (LSCC - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 2. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis chipmaker is expected to post quarterly earnings of $0.55 per share in its upcoming report, which represents a year-over-year change of +96.4%.
Revenues are expected to be $255.13 million, up 91.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.35% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Lattice?For Lattice, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.60%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Lattice will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Lattice would post earnings of $0.44 per share when it actually produced earnings of $0.53, delivering a surprise of +20.45%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Lattice doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAmong the stocks in the Zacks Electronics - Semiconductors industry, Entegris (ENTG - Free Report) , is soon expected to post earnings of $1.04 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +44.4%. This quarter's revenue is expected to be $924.45 million, up 14.5% from the year-ago quarter.
The consensus EPS estimate for Entegris has been revised 0.1% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -2.06%.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP makes it difficult to conclusively predict that Entegris will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
SummaryLattice Semiconductor is entering a new growth phase, driven by accelerating data center demand and strategic expansion beyond niche FPGAs.I initiate a Buy rating, citing rising FPGA attach rates, higher ASPs, and the transformative AMI acquisition, which doubles LSCC's SAM and enhances platform capabilities.LSCC's I&E segment is recovering from destocking, posting 36% YoY growth, with edge AI applications providing further upside.Despite a 46.1x FY2026 P/E, LSCC's premium is justified by a $1B run rate, a >40% targeted revenue CAGR to 2030, and conservative consensus estimates.Igor Paszkiewicz/iStock via Getty Images
Introduction While FPGAs have generally received less attention as an AI beneficiary, Lattice Semiconductor's (LSCC) Q2 2026 results show that the company is becoming an integral part of the data center buildout. Revenue accelerated to
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First Citizens Bank & Trust ve třetím čtvrtletí snížila svůj podíl ve společnosti Lattice Semiconductor o 64 % na 5 591 akcií poté, co prodala 9 928 akcií.
First Citizens Bank & Trust Co. reduced its position in shares of Lattice Semiconductor Corporation (NASDAQ:LSCC – Free Report) by 64.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,591 shares of the semiconductor company’s stock after selling 9,928 shares during the quarter. First Citizens Bank & Trust Co.’s holdings in Lattice Semiconductor were worth $702,000 as of its most recent SEC filing.
Other hedge funds also recently modified their holdings of the company. BlackRock Inc. bought a new position in Lattice Semiconductor during the second quarter valued at about $2,637,161,000. William Blair Investment Management LLC acquired a new stake in Lattice Semiconductor in the 2nd quarter valued at about $177,497,000. TimesSquare Capital Management LLC acquired a new stake in Lattice Semiconductor in the 2nd quarter valued at about $173,633,000. Bank of New York Mellon Corp bought a new position in shares of Lattice Semiconductor during the 2nd quarter valued at about $139,705,000. Finally, Wellington Management Group LLP boosted its position in shares of Lattice Semiconductor by 299.2% during the 2nd quarter. Wellington Management Group LLP now owns 685,935 shares of the semiconductor company’s stock valued at $104,921,000 after purchasing an additional 514,105 shares in the last quarter. 98.08% of the stock is currently owned by institutional investors and hedge funds.
Shares of NASDAQ:LSCC opened at $103.65 on Friday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.33 and a current ratio of 3.02. The company has a market cap of $14.20 billion, a PE ratio of 184.64, a price-to-earnings-growth ratio of 1.64 and a beta of 1.83. Lattice Semiconductor Corporation has a 52 week low of $60.50 and a 52 week high of $157.01. The firm has a 50 day simple moving average of $119.95 and a 200 day simple moving average of $125.79.
Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The semiconductor company reported $0.53 earnings per share for the quarter, topping the consensus estimate of $0.44 by $0.09. Lattice Semiconductor had a net margin of 5.58% and a return on equity of 10.92%. The firm had revenue of $201.08 million for the quarter, compared to analysts’ expectations of $185.50 million. During the same period in the previous year, the company posted $0.24 EPS. The company’s quarterly revenue was up 62.2% compared to the same quarter last year. Lattice Semiconductor has set its Q3 2026 guidance at 0.540-0.580 EPS. As a group, research analysts expect that Lattice Semiconductor Corporation will post 1.10 earnings per share for the current year. Analyst Upgrades and Downgrades Several equities analysts have recently issued reports on the stock. Benchmark assumed coverage on shares of Lattice Semiconductor in a research note on Tuesday, August 25th. They issued a “buy” rating and a $160.00 price objective on the stock. Needham & Company LLC increased their target price on shares of Lattice Semiconductor from $140.00 to $160.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Royal Bank Of Canada raised their target price on shares of Lattice Semiconductor from $140.00 to $165.00 and gave the stock an “outperform” rating in a report on Wednesday, August 5th. William Blair started coverage on shares of Lattice Semiconductor in a research report on Tuesday, October 6th. They issued an “outperform” rating on the stock. Finally, Rosenblatt Securities restated a “buy” rating and issued a $175.00 price target on shares of Lattice Semiconductor in a research report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $147.46.
View Our Latest Stock Analysis on LSCC
Insider Activity at Lattice Semiconductor In related news, SVP Pravin Desale sold 2,039 shares of the stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $111.83, for a total value of $228,021.37. Following the completion of the sale, the senior vice president directly owned 73,456 shares of the company’s stock, valued at approximately $8,214,584.48. This represents a 2.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Esam Elashmawi sold 15,742 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $134.77, for a total value of $2,121,549.34. Following the sale, the senior vice president owned 155,420 shares of the company’s stock, valued at $20,945,953.40. The trade was a 9.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 19,661 shares of company stock valued at $2,587,259. Company insiders own 0.62% of the company’s stock.
Lattice Semiconductor Company Profile (Free Report)
Lattice Semiconductor Corporation (NASDAQ: LSCC) is a fabless semiconductor company that develops low-power, programmable logic devices and related software. Its product portfolio includes field-programmable gate arrays (FPGAs), complex programmable logic devices, programmable system-on-chip solutions, development boards, design tools and intellectual property.
The company’s products are designed to provide flexible, power-efficient processing, control and connectivity for applications such as industrial equipment, communications infrastructure, automotive systems, consumer electronics, computing and aerospace and defense.
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Lattice Semiconductor a AMI zahájily v rámci projektu Open Compute Project iniciativu SCMP pro otevřenou a bezpečnou správu a řízení infrastruktury datových center pro AI.
SAN JOSE, Calif.--(BUSINESS WIRE)--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, and AMI, a Lattice company, today announced SCMP (Secure Control and Management Plane), a new Open Compute Project workstream. Announced during a joint keynote at the 2026 OCP Global Summit, SCMP is an open, vendor-neutral architecture for secure control, boot, and management of data center infrastructure. It gives data center operators more confidence that complex AI systems will work as expected across vendors and platforms, with less integration risk and more freedom of choice. SCMP defines how a control authority establishes and maintains trust from silicon root of trust through rack and pod, building on existing OCP initiatives and industry standards.
“As AI infrastructure scales toward autonomous operation, the management and control plane becomes the foundation of trust. That foundation should be open and verifiable, and SCMP gives the industry a common architecture to achieve it, from silicon to rack to grid. We’re pleased to launch this work with OCP and our founding contributors, and we invite the industry to help define it.” — Ford Tamer, CEO, Lattice Semiconductor
“Firmware sits at the center of every data center's control path, and AMI has seen firsthand where fragmentation limits security and interoperability. SCMP turns that experience into an open specification that any vendor can implement and any operator or auditor can verify. We are contributing alongside the other founding members, and look forward to working with the OCP community to make trusted management and control the golden standard for AI infrastructure.” — Sanjoy Maity, SVP, AMI, A Lattice Company
“SCMP represents an important milestone in advancing open, trusted infrastructure management for next-generation AI data centers. It also complements OCP's 'Chip-to-Grid' Vision and the Mission by bringing the needed Open Firmware (BMC and FPGAs) designs integrated with Open Hardware! OCP welcomes this initiative from Lattice and AMI, and all the other founding companies contributing to the OCP's SCMP workstream. This reflects our shared commitment to open collaboration, interoperable standards, and a more secure foundation for AI-scale infrastructure and end-to-end computer continuum developments." — George Tchaparian, CEO, Open Compute Project Foundation
Closing Gaps in Infrastructure Control
As outlined in the Lattice and AMI keynote presentation at OCP Global Summit 2026, several areas of infrastructure control remain unspecified or vendor-specific today, at a time when data center AI capital expenditure is projected to reach $1.2 trillion in 2027i. SCMP addresses key challenges to connecting them, including:
Accelerated Shift Left: Boot-up above the device boundary is unspecified. SCMP defines the control authority and the bring-up sequence that govern how a rack is booted, verified, and supplied with firmware. Increasing Complexity: Control and telemetry interfaces vary by platform and ODM. SCMP standardizes the control authority interface and its delegation model, so compliant implementations are interchangeable. Distributed Security: Attestation terminates at the device boundary. SCMP specifies how component identities compose into a verifiable trust chain at the rack and pod tier, building on Caliptra™, DMTF SPDM, and OCP S.A.F.E.™ Future-Proofing Infrastructure: Recovery from failed trusted boot, ownership transfer, and revocation are undefined across vendors. SCMP defines these procedures as open, verifiable interfaces, ensuring infrastructure can be secured, recovered, and re-provisioned across vendors and generations. SCMP launches with AMD, AMI, Arm, ASPEED, Intel, Jabil, Lattice, Microsoft, and NXP as founders, each of whom bring core competencies and expertise to strengthen the workstream’s mission and success.
“AI infrastructure is increasingly being designed at the rack level, where compute, networking, security and management need to work together as a trusted system. Through SCMP, Arm is bringing our compute, security and platform expertise to the OCP community to help define an open, interoperable foundation for trusted AI infrastructure at scale.” — Eddie Ramirez, Vice President of Go-to-Market, Cloud AI, Arm
Join SCMP to Help Shape Open Infrastructure Control
Given the industry's need for an open, verifiable foundation for infrastructure control, OCP, whose community represents more than 400 member companies, has invited Lattice and AMI to lead the development of SCMP. The workstream launches in Q4 2026 with founding contributors across silicon, firmware, manufacturing, and operations, and is open to all OCP participants, including operators, silicon suppliers, ODMs, and system integrators. All contributions are made under the OCP contribution license. Interested organizations may contact Lattice or AMI, or visit opencompute.org.
Supporting Resources
For more information about the SCMP (Secure Control and Management Plane) OCP workstream, visit the OCP Community webpage. For more information about Lattice and AMI's participation at OCP Global Summit 2026, visit OCP event webpage. For more information about the OCP Global Summit, visit OCP Global Summit webpage. About Lattice Semiconductor
Lattice Semiconductor (NASDAQ: LSCC) is the low power programmable and platform firmware leader. We solve customer challenges from the Edge to the Cloud, in the growing Compute, Communications, Industrial, and Embedded markets. With the addition of AMI's industry-leading, silicon-neutral platform firmware and infrastructure manageability solutions, Lattice now delivers the industry's most complete secure management and control platform for cloud and AI data center infrastructure. Our technology, long-standing relationships, and commitment to world-class support let our customers quickly and easily unleash their innovation to create a smart, secure, and connected world. For more information about Lattice, please visit www.latticesemi.com and follow us via LinkedIn, X, YouTube, Facebook, WeChat, and Weibo.
Lattice Semiconductor Corporation, Lattice Semiconductor (& design), AMI, and specific product designations are either registered trademarks or trademarks of Lattice Semiconductor Corporation or its subsidiaries in the United States and/or other countries. The use of the word “partner” does not imply a legal partnership between Lattice and any other entity.
GENERAL NOTICE: Other product names used in this publication are for identification purposes only and may be trademarks of their respective holders
Lattice uvedla nové FPGA Mach-N2 pro výpočetní, komunikační a průmyslovou infrastrukturu. Nabízejí až dvojnásobnou logickou hustotu a podporu postkvantové kryptografie.
Key Takeaways Lattice launched Mach-N2 FPGAs for computing, communications and industrial infrastructure.LSCC's Mach-N2 offers up to twice the logic density, enhanced SERDES bandwidth and low-latency performance.Mach-N2 supports post-quantum cryptography, PCIe 4.0, 10G Ethernet and SERDES speeds up to 16 Gbps. Lattice Semiconductor Corporation (LSCC - Free Report) has launched the new Mach-N2 FPGA family, offering secure control solutions for computing, communications and industrial infrastructure. Built on the company’s Nexus 2 small FPGA platform, the devices combine higher logic density, advanced connectivity and integrated security features to support modern, long-lifecycle systems.
Lattice’s Mach-N2 devices offer up to twice the logic density of previous solutions, supporting advanced system control functions. Enhanced SERDES bandwidth enables direct connections to modern system-on-chips and processors, while low-latency, deterministic performance supports real-time monitoring. They provide power sequencing and system management capabilities for infrastructure applications.
The company’s platform includes advanced security features and supports CNSA 2.0-compliant post-quantum cryptography, including ML-DSA, LMS, XMSS and ML-KEM. It also offers crypto-agility, PUF-based device identity, DICE and SPDM attestation to help protect systems and supply chains. Integrated non-volatile flash secures configuration data and instant-on configuration enables faster startup. Support for up to three configuration images provides flexibility for system recovery.
For high-speed connectivity, the new family supports PCIe 4.0, 10G Ethernet and SERDES speeds of up to 16 Gbps. The combination of performance, integrated flash and advanced security capabilities broadens Lattice’s offerings for trusted system control across next-generation infrastructure.
How Are Competitors Performing?Lattice faces stiff competition from Ambarella, Inc. (AMBA - Free Report) and FormFactor, Inc. (FORM - Free Report) . Ambarella launched the X7 edge artificial intelligence (AI) accelerator, expanding its semiconductor portfolio for AI applications. The company is working with partners to bring AI models and management tools to its low-power edge AI chips. Ambarella is strengthening its focus on edge AI applications across automotive, robotics, industrial and security markets.
FormFactor expanded its semiconductor test and measurement capabilities to support advanced technologies such as AI, high-performance computing and advanced packaging. The company has partnered with Keystone Microtech to increase probe card manufacturing and testing capabilities. FormFactor is witnessing strong demand for its semiconductor test technologies, particularly from High Bandwidth Memory and AI-related applications.
LSCC’s Price Performance, Valuation & EstimatesLattice shares have soared 58.8% over the past year compared with the industry’s 26.7% growth.
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From a valuation standpoint, Lattice trades at a forward price-to-sales ratio of 12.36, above the industry tally of 4.75.
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Earnings estimates for 2026 have increased 19% to $2.13 per share over the past 60 days, while the same for 2027 have risen 34.5% to $3.08.
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Lattice currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Canada Pension Plan Investment Board ve 2. čtvrtletí nově koupila 21 900 akcií Lattice Semiconductor za zhruba 3,35 milionu USD. Společnost zároveň oznámila zisk na akcii 0,53 USD a tržby 201,08 milionu USD, nad odhady.
Canada Pension Plan Investment Board acquired a new position in Lattice Semiconductor Corporation (NASDAQ:LSCC – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 21,900 shares of the semiconductor company’s stock, valued at approximately $3,350,000.
Several other institutional investors have also recently made changes to their positions in LSCC. BlackRock Inc. purchased a new position in Lattice Semiconductor in the 2nd quarter worth approximately $2,637,161,000. Invesco Ltd. grew its holdings in Lattice Semiconductor by 177.3% during the 3rd quarter. Invesco Ltd. now owns 6,076,616 shares of the semiconductor company’s stock valued at $445,538,000 after buying an additional 3,885,482 shares in the last quarter. Bank of America Corp DE raised its position in shares of Lattice Semiconductor by 77.4% during the second quarter. Bank of America Corp DE now owns 3,186,024 shares of the semiconductor company’s stock valued at $156,083,000 after buying an additional 1,390,109 shares during the last quarter. William Blair Investment Management LLC bought a new stake in shares of Lattice Semiconductor during the second quarter valued at approximately $177,497,000. Finally, TimesSquare Capital Management LLC purchased a new position in shares of Lattice Semiconductor in the second quarter worth $173,633,000. Hedge funds and other institutional investors own 98.08% of the company’s stock.
Wall Street Analyst Weigh In A number of equities analysts recently weighed in on the stock. TD Cowen upped their target price on shares of Lattice Semiconductor from $145.00 to $165.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Needham & Company LLC lifted their price target on shares of Lattice Semiconductor from $140.00 to $160.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Jefferies Financial Group boosted their price target on shares of Lattice Semiconductor from $145.00 to $175.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Benchmark began coverage on shares of Lattice Semiconductor in a report on Tuesday, August 25th. They set a “buy” rating and a $160.00 price objective for the company. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on Lattice Semiconductor from $150.00 to $175.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $147.46.
Get Our Latest Research Report on LSCC Insider Buying and Selling at Lattice Semiconductor In other news, Director James P. Lederer sold 6,101 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $153.94, for a total transaction of $939,187.94. Following the sale, the director directly owned 41,201 shares in the company, valued at approximately $6,342,481.94. This represents a 12.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Esam Elashmawi sold 15,742 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $134.77, for a total transaction of $2,121,549.34. Following the completion of the transaction, the senior vice president directly owned 155,420 shares of the company’s stock, valued at approximately $20,945,953.40. The trade was a 9.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 28,502 shares of company stock worth $4,005,820 over the last three months. 0.62% of the stock is owned by company insiders.
Lattice Semiconductor Price Performance NASDAQ LSCC opened at $114.40 on Monday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.33 and a current ratio of 3.02. The company has a market capitalization of $15.67 billion, a P/E ratio of 440.00, a P/E/G ratio of 1.74 and a beta of 1.81. Lattice Semiconductor Corporation has a one year low of $60.50 and a one year high of $157.01. The stock has a 50 day moving average price of $130.58 and a 200-day moving average price of $120.01.
Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) last posted its earnings results on Tuesday, August 4th. The semiconductor company reported $0.53 earnings per share for the quarter, beating analysts’ consensus estimates of $0.44 by $0.09. Lattice Semiconductor had a net margin of 5.58% and a return on equity of 10.92%. The firm had revenue of $201.08 million during the quarter, compared to analyst estimates of $185.50 million. During the same period last year, the firm posted $0.24 earnings per share. Lattice Semiconductor’s revenue for the quarter was up 62.2% compared to the same quarter last year. Lattice Semiconductor has set its Q3 2026 guidance at 0.540-0.580 EPS. As a group, equities analysts predict that Lattice Semiconductor Corporation will post 1.12 EPS for the current fiscal year.
(Free Report)
Lattice Semiconductor Corporation is a U.S.-based semiconductor company specializing in low-power, small-footprint programmable logic devices. The company’s product portfolio centers on field-programmable gate arrays (FPGAs), programmable logic devices (PLDs) and related intellectual property cores that enable customers to implement custom digital functions in applications where energy efficiency and compact size are critical. Lattice’s solutions are widely used to accelerate edge computing, support video and sensor interfaces, and provide flexible I/O connectivity across a variety of end markets.
The company offers a range of FPGA families, including the iCE40 series for ultra-low power mobile and consumer applications, the MachXO series for embedded control and security, and the ECP5 series for midrange performance in communications, industrial automation and automotive domains.
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Lattice Semiconductor a AMI chtějí nabídnout zabezpečené řízení pro datová centra s AI a fyzickou AI. Cílí na tržby 1 mld. USD v běžném ročním tempu a 3 mld. USD v běžném ročním tempu do konce roku 2030.
This Expensive Chip Stock Is Up 140%, Analysts Say It's Still a BuyLattice Semiconductor NASDAQ: LSCC CEO Ford Tamer and AMI Business Unit leader Sanjoy Maity outlined how the companies’ combination is intended to address growing management, control and security demands across AI data centers and physical AI systems.
Speaking at The Six Five Summit 2026, Tamer described Lattice as a provider of low-power programmable devices used alongside processors, networking equipment and sensors. The company’s small and mid-range FPGAs support functions including booting, power sequencing, security management, control, bridging, I/O expansion, sensor fusion and data processing, he said.
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3 AI Names With Big Buybacks: GEV, PSTG, and LSCC Signal ConfidenceAMI, which Maity said has developed foundational firmware for four decades, provides firmware used to boot, manage and secure AI data center infrastructure. Its offerings also include telemetry, monitoring, error correction and a “single pane of glass” view intended to help administrators oversee complex data center environments.
Combination targets faster deployment Tamer said the companies have known each other for six years and serve similar customers, including hyperscalers, neocloud providers, server and networking OEMs, and silicon and systems partners. He characterized the businesses as complementary because Lattice operates close to hardware and sensors, while AMI provides low-level firmware for managing and securing those components.
Lattice Semiconductor’s Market Reset Is Over: The Rebound Begins“Together, we believe we’re going to provide secure management control solution, a turnkey, and speed up our customers’ time to market,” Tamer said.
Maity said the combined organization aims to provide pre-validated solutions so customers can spend less time addressing integration issues and focus more on their own intellectual property and business development. He said the approach could reduce integration costs and accelerate product launches.
AI infrastructure is becoming more complex Tamer said AI infrastructure has undergone a rapid expansion in recent years, with 2025 centered on training workloads and 2026 seeing a greater shift toward inference and agentic AI. He said the shift has increased demand not only for GPUs but also for CPUs, storage and networking infrastructure.
He also cited changes in networking architectures, liquid cooling and increased sensor deployment. According to Tamer, the number of sensors in a server has grown to as many as 1,200, monitoring functions ranging from fans and cooling distribution units to optical interconnects.
That expansion has increased the use of low-power FPGAs from tens of devices per rack to hundreds of devices per rack, he said. Lattice’s devices are positioned near sensors and hardware components to provide deterministic, low-latency connectivity and parallel processing.
Data center infrastructure is becoming more disaggregated across compute, power and cooling, networking, and storage. Systems are becoming more heterogeneous, incorporating CPUs, GPUs, NPUs, Arm-based processors and RISC-V architectures. Operators need broader rack-, pod- and data-center-level management capabilities. Maity said scalability, security and sustainability are major industry challenges. AMI uses a modular firmware approach based on open-source technology that can support multiple architectures, board management controllers and companion chips using a single version of code, he said.
Security and physical AI opportunities Tamer highlighted security as a core application for programmable logic, particularly as requirements evolve around post-quantum cryptography. He said FPGAs can be updated in the field as security algorithms change, unlike fixed-function ASICs.
In physical AI, Tamer said Lattice works with NVIDIA on sensor-fusion and preprocessing functions associated with NVIDIA’s Holoscan platform. Lattice’s devices can process data from sensors and provide metadata to NVIDIA Thor and Orin systems, he said.
Looking further ahead, Tamer said disaggregated infrastructure, telemetry and automation could support more self-diagnostic and self-healing operations. He cited the potential need for such capabilities in future space-based data centers, where direct human servicing would be more difficult.
Revenue targets Tamer said the companies are focused in the near term on adding resources, meeting customer commitments and bringing combined solutions to market more quickly. Longer term, he said the goal is to become a leader in secure management and control for data center AI and physical AI.
Financially, Tamer said the company had guided at its most recent earnings call to a midpoint third-quarter revenue run rate of $1 billion for the combined businesses. He said it expects to exit the year at approximately a $1.2 billion run rate and has an aspirational target of reaching a $3 billion run rate by the end of 2030.
Tamer said Lattice generated $520 million in revenue in 2025 and that reaching the 2030 target would require annual revenue growth of slightly more than 25%.
About Lattice Semiconductor (NASDAQ:LSCC)Lattice Semiconductor Corporation is a U.S.-based semiconductor company specializing in low-power, small-footprint programmable logic devices. The company's product portfolio centers on field-programmable gate arrays (FPGAs), programmable logic devices (PLDs) and related intellectual property cores that enable customers to implement custom digital functions in applications where energy efficiency and compact size are critical. Lattice's solutions are widely used to accelerate edge computing, support video and sensor interfaces, and provide flexible I/O connectivity across a variety of end markets.
The company offers a range of FPGA families, including the iCE40 series for ultra-low power mobile and consumer applications, the MachXO series for embedded control and security, and the ECP5 series for midrange performance in communications, industrial automation and automotive domains.
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Should You Invest $1,000 in Lattice Semiconductor Right Now?Before you consider Lattice Semiconductor, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Lattice Semiconductor wasn't on the list.
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Čtyři sledovaní manažeři hedge fondů vykázali velké dlouhé pozice v Lattice Semiconductor, zatímco Stanley Druckenmiller z Duquesne Family Office z LSCC úplně vystoupil. Firma zároveň vykázala rekordní tržby za 2. čtvrtletí 2026 ve výši 201 milionů USD, meziročně o 62 % více.
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Four of the most closely watched hedge fund managers on Wall Street disclosed sizable long positions in Lattice Semiconductor (NASDAQ:LSCC | LSCC Price Prediction) in 13F filings covering the quarter that ended June 30, 2026, released on August 14, 2026. Steve Cohen’s Point72 added to what is now a $228.2 million position, representing 0.25% of the fund’s portfolio. Daniel Sundheim’s D1 Capital held 1,084,051 shares worth $165.8 million, or 0.48% of the portfolio. Dmitry Balyasny added to a 882,412-share stake valued at $135 million, and Israel Englander’s Millennium added to a 585,818-share position worth $89.6 million.
The counter-signal deserves equal weight. Stanley Druckenmiller’s Duquesne Family Office completely exited its LSCC position, previously valued at roughly $30 million. Given Druckenmiller’s track record, that exit registers as a legitimate contrarian datapoint.
What the Bulls See The thesis for the four buyers is grounded in a fundamental acceleration that became visible after the quarter closed. Lattice reported record Q2 2026 revenue of $201 million, up 62% year over year, with the Compute and Communications segment growing 83% year over year on AI server demand. Non-GAAP EPS came in at $0.53, more than doubling year over year, and non-GAAP gross margin expanded to 71.7%.
The larger catalyst is the AMI acquisition, which closed July 27, 2026 for $1 billion in cash plus 5.2 million shares. AMI brings a $200 million-plus annual revenue run rate with mid-to-high 70% gross margins and EBITDA margins above 40%. Combined Q3 guidance calls for $245 million to $265 million in revenue, an annualized run rate above $1 billion. CEO Ford Tamer told analysts that “the visibility is increasing daily. It’s really unprecedented. We’ve got visibility all the way to the end of 2027. 2027 is pretty much booked.”
Cohen, Sundheim, Balyasny, and Englander were positioning ahead of these disclosures. The stock has since responded, gaining 80.31% year to date and 108.83% over the past year.
What Druckenmiller Might Be Seeing Druckenmiller’s exit almost certainly predates the Q2 report. The bear case rests on the price paid for the operating story. Lattice trades at a trailing P/E of 522 and a forward P/E of 66, with a price-to-sales ratio of 28. Insiders have logged 28 recent transactions net to selling. Layer in 78% Asia revenue concentration, AMI integration risk, and semiconductor cyclicality, and the risk framing sharpens.
Verdict for Retail Investors The consensus target from analysts sits at $164.92, with 11 buys and 1 sell, above the current $125.10 quote. The four-fund consensus is worth respecting because it aligns with an operating inflection: record revenue, expanding margins, an accretive acquisition, and booked capacity into 2027. For a retirement-focused investor, the setup worth watching is a pullback toward the 200-day moving average near $104, where the fundamental picture remains intact and Druckenmiller’s valuation objection loses some of its bite. The smart-money signal aligns with the operating thesis rather than the current top tick.
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Lattice Semiconductor uvádí rostoucí poptávku po FPGA v serverech taženou AI i běžnými nasazeními. Podíl byznysu souvisejícího s AI je už v horní dvacítce procent celkového byznysu.
This Expensive Chip Stock Is Up 140%, Analysts Say It's Still a BuyLattice Semiconductor NASDAQ: LSCC CFO Lorenzo Flores said the company is seeing rising demand from both AI-focused and general-purpose server deployments, supported by increasing FPGA content per server and higher average selling prices.
Speaking at a KeyBanc Capital Markets event, Flores said industry estimates for total server shipments have increased during the year, from roughly 15 million units with an approximately 20% AI mix at the start of the year to a recent estimate of about 20 million units with a higher AI mix. He said both AI servers and the conventional CPU-based infrastructure supporting broader agentic workloads are contributing to demand.
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3 AI Names With Big Buybacks: GEV, PSTG, and LSCC Signal Confidence“We saw a really strong unit volume growth in our products going to servers,” Flores said. He attributed that growth to rising attach rates, growing server complexity and expanding average selling prices for Lattice devices.
Server Content and AI Exposure Flores said Lattice’s historical server footprint was centered on bridging and I/O expansion, with security capabilities including root of trust subsequently added. The company is now seeing opportunities in manageability functions, including power and cooling management.
Lattice Semiconductor’s Market Reset Is Over: The Rebound BeginsHe said Lattice’s attach rate in server applications has risen from roughly 1.x several years ago to 2.x and then 3.x, and is now higher still. The company has also moved toward supplying higher-value FPGA products, including devices from its MachXO and Nexus families.
AI-related exposure, including products used on the data path and in the server domain, has grown to the high-20% range of Lattice’s overall business, according to Flores. He said the company does not have significant direct exposure to AI compute itself and does not always have complete visibility into how customers deploy every device after shipment.
For the FPGA business, Flores said unit-volume growth should remain the primary driver over the next several years, with continued increases in attach points providing additional upside. He cited leak detection as an example of a data-center application that has become increasingly important. He also expects ASPs to continue progressing.
AMI Acquisition and Data-Center Management Flores said Lattice’s acquisition of AMI is intended to expand the company’s capabilities in server management and create opportunities for integrated hardware and firmware solutions. He described the combined offering as a “greenfield” opportunity that could deliver more value than an FPGA or management firmware product on a standalone basis.
According to Flores, customer discussions around the combined Lattice-AMI offering have focused on several key data-center issues:
Increasing system uptime and accelerating rack startup. Improving security through hardware- and firmware-based capabilities. Optimizing power consumption and cooling. Responding quickly to events such as liquid leaks to avoid catastrophic failures. Managing infrastructure sourced from multiple original design manufacturers and combining older and newer equipment. Flores said AMI’s firmware-layer management capabilities are particularly relevant as hyperscalers seek to use more heterogeneous sources of supply.
He also said Lattice’s approach of providing companion functions rather than competing in core data-center processing helps reduce the risk that FPGA functions could be replaced by customer-designed ASICs. Lattice devices can handle functions such as I/O expansion using older process nodes, he said, while preserving more advanced silicon for core processing. Faster rack design cycles, low-power characteristics and programmable updates also support the sustainability of FPGA content, Flores added.
Physical AI, Industrial Demand and Supply In physical AI and robotics, Flores said Lattice sees opportunities in sensor fusion, vision processing and the aggregation and preprocessing of data from multiple sensors before information is sent to a core processor. He said the company participates in NVIDIA’s Holoscan platform and believes it has a footprint across nearly all robotics companies.
Flores said some robotics companies are less advanced than traditional industrial automation companies in using FPGAs, and Lattice is working to provide a more software-like programming environment. He said meaningful physical-AI volume could begin to emerge toward the end of next year, though he added that timing remains uncertain. The company expects multiple sockets per deployment.
Separately, Flores said Lattice’s traditional industrial business has begun to recover and is showing roughly 20% year-over-year growth. He said the company expects that business to grow again next year on a comparable-period basis.
On supply and visibility, Flores said Lattice’s order book has expanded both in dollar value and duration, while tighter channel inventory has improved visibility into end-customer demand. Lead times rose above one year in some cases earlier this year, but the company has worked to bring them down into the 40-week range. Assembly, test and packaging remain the principal supply-chain constraint, while fab capacity is more comfortable, he said.
Flores said Lattice has bookings extending through the fourth quarter of next year, while emphasizing that the company can still support additional demand. He said the company is expanding its supply chain and test capacity in anticipation of continued growth.
About Lattice Semiconductor (NASDAQ:LSCC)Lattice Semiconductor Corporation is a U.S.-based semiconductor company specializing in low-power, small-footprint programmable logic devices. The company's product portfolio centers on field-programmable gate arrays (FPGAs), programmable logic devices (PLDs) and related intellectual property cores that enable customers to implement custom digital functions in applications where energy efficiency and compact size are critical. Lattice's solutions are widely used to accelerate edge computing, support video and sensor interfaces, and provide flexible I/O connectivity across a variety of end markets.
The company offers a range of FPGA families, including the iCE40 series for ultra-low power mobile and consumer applications, the MachXO series for embedded control and security, and the ECP5 series for midrange performance in communications, industrial automation and automotive domains.
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Should You Invest $1,000 in Lattice Semiconductor Right Now?Before you consider Lattice Semiconductor, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Lattice Semiconductor wasn't on the list.
While Lattice Semiconductor currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
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The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge—and the key risks investors should watch as the global AI buildout accelerates.
Lattice Semiconductor dokončila akvizici AMI a oznámila rekordní tržby za 2. čtvrtletí. Pro 3. čtvrtletí čeká tržby ve výši 245 až 265 milionů USD, včetně zhruba dvou měsíců příspěvku AMI.
Key Takeaways Lattice Semiconductor posted record Q2 revenue and completed the AMI acquisition, expanding its AI platform.LSCC expects AMI to broaden its market, support higher-margin software and create cross-selling opportunities.LSCC guided for Q3 revenue of $245M-$265M, including about two months of AMI contribution. Lattice Semiconductor (LSCC - Free Report) delivered record second-quarter revenues while completing its acquisition of AMI, creating what management describes as the industry's most complete secure management and control platform for AI infrastructure. The combination comes as AI server deployments continue to accelerate and customers increasingly require hardware, firmware and infrastructure management solutions that work together.
The acquisition gives investors more than another source of revenue. It expands Lattice's addressable market, diversifies the business toward higher-margin software and creates new cross-selling opportunities across hyperscalers, OEMs and cloud infrastructure providers. The question now is whether management can successfully execute on that vision.
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Why AMI Expands Lattice Beyond FPGAsFor years, Lattice has built its reputation around low-power FPGAs used for system control, connectivity and security. AMI extends that strategy by adding industry-leading firmware, platform management and infrastructure software that supports modern data centers.
Importantly, AMI will continue operating under its long-established silicon-neutral model. Its firmware and infrastructure management software supports multiple processor architectures rather than being tied exclusively to Lattice hardware. Maintaining that neutrality allows AMI to preserve relationships with hyperscalers, OEMs and original design manufacturers while giving Lattice additional opportunities to expand its hardware footprint over time. Management believes the transaction doubles the company's addressable market while broadening customer relationships across cloud and AI infrastructure.
AI Infrastructure Is Becoming More Than Just AI ChipsMuch of today's AI investment is centered on compute accelerators from companies such as Advanced Micro Devices (AMD - Free Report) . However, those systems also require secure boot capabilities, platform management, firmware, remote monitoring and low-power control devices to operate efficiently at scale.
That creates an opportunity for Lattice. During the earnings call, management said AI server growth, increasing FPGA attach rates, rising AI content per server, stronger security requirements and increasingly disaggregated server architectures are all expanding demand for its products. The company also highlighted growing applications involving power management, cooling systems and infrastructure connectivity inside AI data centers.
Lattice's strategy also complements infrastructure suppliers such as Marvell Technology (MRVL - Free Report) . While Marvell benefits from AI networking and custom silicon, Lattice addresses the management and control layer of next-generation data centers. Combining AMI's firmware expertise with Lattice's FPGA portfolio positions the company to participate across a broader portion of AI infrastructure spending rather than relying solely on programmable logic.
Can Management Deliver on the Financial Opportunity?Management believes the acquisition should improve both growth and profitability.
AMI is expected to operate at an annual revenue run rate exceeding $200 million by the end of 2026 while generating gross margins above 75% and EBITDA margins above 40%. Lattice also expects the acquisition to become accretive to gross margin, EBITDA, free cash flow and earnings per share, with meaningful EPS accretion beginning in the fourth quarter after temporary integration-related impacts subside.
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Execution Remains the Key VariableManagement must successfully integrate AMI while preserving its silicon-neutral business model, retaining customers and realizing anticipated cross-selling opportunities. Investors will also monitor how quickly Lattice exits AMI's noncore hardware pass-through business, which temporarily weighs on margins during the integration period. Supply-chain constraints across semiconductor assembly operations and broader geopolitical uncertainty also remain risks despite the company's healthy backlog and strong demand environment.
What Investors Should Watch NextThe third quarter will provide the first meaningful look at the combined company.
Management guided for total third-quarter revenues of $245 million to $265 million, including approximately two months of AMI contribution, with non-GAAP earnings expected between $0.54 and $0.58 per share. Investors will closely monitor whether AI-related demand continues supporting higher FPGA attach rates, backlog expansion and accelerating bookings. Evidence that industrial markets continue recovering and that AMI integration remains on schedule would further strengthen confidence in management's long-term growth strategy.
How the Zacks Rank Supports This Event-Driven ViewLSCC currently carries a Zacks Rank #2 (Buy), reflecting favorable earnings estimate revisions following the company's accelerating growth outlook. The Growth Score of A supports the expanding AI infrastructure opportunity and the larger addressable market created by the AMI acquisition, while the Momentum Score of B aligns with improving operating performance and positive investor sentiment.
The Value Score of F, however, reminds investors that much of this optimism is reflected in the stock's premium valuation. The VGM Score of C reinforces a balanced view, suggesting that strong growth and momentum characteristics are partially offset by valuation concerns. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
For long-term investors, the AMI acquisition represents a strategic expansion that reaches beyond incremental revenue. If management successfully integrates the business while capitalizing on growing AI infrastructure demand, Lattice could emerge as a broader platform provider serving multiple layers of next-generation data center architecture. The premium valuation, however, leaves little room for execution missteps, making integration progress one of the most important developments to watch over the coming quarters.
LSCC těží z poptávky po AI serverech a zlepšujícího se průmyslového sektoru, ale jeho prémiové ocenění zvyšuje riziko při případných chybách v integraci AMI.
Key Takeaways LSCC benefits from AI server demand, expanding FPGA adoption and improving industrial market trends.Lattice's AMI acquisition adds firmware and infrastructure software to broaden its portfolio.LSCC's premium valuation leaves less room for execution missteps as investors monitor AMI integration. Lattice Semiconductor (LSCC - Free Report) is benefiting from accelerating AI infrastructure investments, expanding product capabilities and improving industrial demand. The company's recent acquisition of AMI has further broadened its long-term opportunity by adding firmware and infrastructure management software to its portfolio.
The key question for investors is whether these growth catalysts justify LSCC's premium valuation. While the company's niche in low-power programmable logic differentiates it from larger semiconductor peers, investors must balance its attractive AI-driven outlook against execution risks and an expensive valuation.
Can LSCC Sustain AI Infrastructure Momentum?AI infrastructure continues to be one of Lattice's strongest growth drivers. Demand for its low-power field-programmable gate array (FPGA) solutions is increasing as cloud providers and enterprise customers deploy next-generation AI servers that require efficient system management, security and connectivity alongside AI accelerators.
Unlike AI chipmakers, such as Advanced Micro Devices (AMD - Free Report) , whose graphics processing units perform the computational workload for AI training and inference, Lattice focuses on control, management and security functions inside AI servers. As server architectures become increasingly sophisticated, FPGA content per platform continues to rise, supporting higher attach rates and expanding design wins across hyperscale and enterprise deployments.
The company has also continued to broaden its FPGA portfolio and software ecosystem, strengthening customer relationships while creating opportunities for recurring software revenue. If AI infrastructure spending remains healthy, increasing FPGA penetration across next-generation server platforms should continue supporting above-average growth.
How the AMI Deal Changes Lattice's StoryThe completed acquisition of AMI represents an important strategic expansion for Lattice. Historically recognized for low-power programmable logic devices, the company now adds firmware, platform management and infrastructure software capabilities that complement its existing hardware portfolio. The broader offering enables Lattice to provide customers with integrated infrastructure management solutions instead of standalone semiconductor products.
The acquisition also expands the company's addressable market by increasing exposure to server management software, firmware security and enterprise infrastructure management. Those capabilities become increasingly valuable as AI data centers grow in scale and complexity.
The strategy shares similarities with broader infrastructure suppliers such as Marvell Technology (MRVL - Free Report) , which continues to expand its presence across AI networking, custom silicon and data center infrastructure. While Marvell targets high-speed connectivity and custom compute solutions, Lattice is building a differentiated position around low-power control, platform management and embedded security.
Successfully integrating AMI and realizing expected revenue synergies will be essential to validating this broader platform strategy.
Where Growth Meets Execution RiskLattice enters this next phase with several favorable operating trends. Industrial markets are showing signs of recovery, bookings have strengthened and AI infrastructure demand continues to offset softness across other end markets.
At the same time, several risks remain. Competition within programmable logic continues to intensify as larger semiconductor companies invest aggressively across AI infrastructure. Maintaining technology leadership will require continued product innovation and successful execution across multiple markets.
Geopolitical uncertainty, evolving export regulations and supply-chain disruptions could also affect customer spending and semiconductor demand. Another consideration is the company's reliance on third-party manufacturing partners. Although the asset-light model supports healthy profitability, production constraints at external foundries could limit shipment flexibility during periods of elevated demand.
Finally, investors will closely monitor integration of the AMI acquisition. Delays in achieving operational synergies or integrating software capabilities could slow the company's long-term growth trajectory.
Does Premium Valuation Limit LSCC's Upside?Lattice commands a premium valuation relative to many semiconductor companies because investors expect sustained AI-driven growth, expanding software revenues and increasing FPGA adoption.
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Those expectations appear supported by improving operational momentum and the company's differentiated position within AI infrastructure. However, premium valuations also reduce the margin for execution errors. Any slowdown in AI infrastructure spending, weaker-than-expected industrial recovery or integration challenges could pressure the stock even if the company's long-term strategy remains intact.
For investors considering LSCC today, the debate centers less on whether the company has attractive growth drivers and more on whether those strengths are already reflected in the share price.
How the Zacks Rank Fits the Investment CaseLSCC currently carries a Zacks Rank #2 (Buy), reflecting favorable earnings estimate revisions and improving business fundamentals. The company's Growth Score of A aligns with expanding AI infrastructure demand and long-term revenue opportunities, while its Momentum Score of B indicates continued positive trading momentum. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Value Score of F, however, highlights the stock's premium valuation, suggesting investors are paying a higher price for its expected growth. Meanwhile, the VGM Score of C reinforces a balanced investment profile, indicating that strong growth and momentum characteristics are moderated by weaker valuation metrics.
Taken together, the Zacks indicators support a balanced investment outlook. Lattice's expanding AI footprint, broader software capabilities and improving operating momentum strengthen the long-term growth story. However, the premium valuation and execution risks suggest investors should weigh those growth opportunities carefully before establishing or adding to positions.
Lattice Semiconductor (LSCC - Free Report) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +20.46%. A quarter ago, it was expected that this chipmaker would post earnings of $0.36 per share when it actually produced earnings of $0.41, delivering a surprise of +13.89%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Lattice, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $201.08 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 8.65%. This compares to year-ago revenues of $123.97 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Lattice shares have added about 72.9% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Lattice?While Lattice has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Lattice was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.47 on $193.66 million in revenues for the coming quarter and $1.79 on $749.72 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Semiconductors is currently in the top 17% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Alpha and Omega Semiconductor (AOSL - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This chipmaker is expected to post quarterly loss of $0.23 per share in its upcoming report, which represents a year-over-year change of -1250%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Alpha and Omega Semiconductor's revenues are expected to be $168 million, down 4.8% from the year-ago quarter.
Lattice Semiconductor čeká ve 2. čtvrtletí meziroční růst tržeb na 185,1 mil. USD a zisku na 44 centů na akcii. Tahounem má být poptávka po nízkoenergetických FPGA a investice do AI serverů.
Key Takeaways LSCC is expected to post higher Q2 2026 revenues and earnings compared to last year.LSCC's low-power FPGA demand and AI server investments are expected to support quarterly sales.Lattice's industrial demand and expanding design wins are expected to sustain momentum. Lattice Semiconductor Corporation (LSCC - Free Report) is set to report second-quarter 2026 results on Aug. 4, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 13.89%. It pulled off a trailing four-quarter earnings surprise of 3.47% on average, beating estimates only once in the previous quarters.
The company is expected to record year-over-year revenue growth, supported by a favorable demand environment across its key end markets. Healthy customer demand and continued execution of its product strategy are expected to have aided its business performance.
Factors at PlayDuring the second quarter of 2026, Lattice is expected to have benefited from continued demand for its low-power FPGA portfolio, including the Nexus, Avant, Certus and LatticeECP families. Ongoing customer migration to these next-generation platforms, driven by their enhanced performance, power efficiency and connectivity features, is likely to have supported product sales during the quarter.
During the quarter under review, continued investments in AI servers and cloud infrastructure are expected to have remained a key growth driver for Lattice. Rising capital spending by hyperscale and enterprise customers is likely to have boosted demand for the company's platform management, secure boot, I/O expansion and system control solutions, contributing positively to quarterly revenues.
Lattice's Industrial and Embedded business is expected to have delivered a steady performance during the June quarter, supported by sustained demand from factory automation, robotics and embedded computing applications. Improving channel inventory conditions and broader customer spending trends across industrial markets are likely to have provided an additional tailwind to quarterly performance.
During the to-be-reported quarter, Lattice's expanding design-win pipeline, supported by continued investment in development tools, IP cores, reference designs and software platforms, is expected to have strengthened its product ecosystem. This is likely to have facilitated the transition of new designs into commercial deployments, helping maintain business momentum during the quarter.
For the June quarter, the Zacks Consensus Estimate for total revenues is pegged at $185.1 million, indicating an increase from $124 million recorded a year ago. The consensus mark for earnings is pegged at 44 cents per share, indicating an increase from 24 cents reported in the year-ago quarter.
Earnings WhispersOur proven model does not predict an earnings beat for Lattice for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Lattice carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to ConsiderHere are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
Sandisk Corporation (SNDK - Free Report) has an Earnings ESP of +4.13% and sports a Zacks Rank #1 at present. It is set to release its fourth-quarter fiscal 2026 numbers on Aug 5.
The Earnings ESP for Motorola Solutions, Inc. (MSI - Free Report) is +0.52%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on Aug 05.
The Earnings ESP for Arista Networks Inc (ANET - Free Report) is +3.08%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on Aug 04.
