Track market-moving stories before they get noisy

HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #FPGA--Lattice Semiconductor Corporation (NASDAQ: LSCC), the low power programmable leader, today announced the completion of its acquisition of AMI. First announced on May 4, 2026, the acquisition creates the industry's most complete secure management and control platform. The acquisition is expected to be accretive to gross margin, free cash flow, and earnings per share on a non-GAAP basis, and supports Lattice's trajectory toward a $1 billion or greater annual reve.

HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #FPGA--Lattice Semiconductor Corporation (Nasdaq: LSCC), the low power programmable leader, today announced that it will hold its second quarter 2026 conference call on Tuesday, August 4, 2026. Ford Tamer, Chief Executive Officer, and Lorenzo Flores, Chief Financial Officer, will discuss Lattice Semiconductor's financial results and business outlook. The dial-in number for the live audio call beginning on Tuesday, August 4, 2026, at 5 p.m. Eastern Time is 1-877-407-39.

HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #CNSA20--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable leader, today announced that its Lattice MachXO5™-NX TDQ FPGA family was named a Gold winner in the “First-to-Market Innovation” category of the 2026 Globee® Awards for Technology. Lattice MachXO5-NX TDQ is the industry's first secure control FPGA family with full CNSA 2.0-compliant post-quantum cryptography, purpose-built to address both the encryption key establishment and digital signature requ.

Posted by Defense World Staff on Jul 19th, 2026

Lattice Semiconductor Corporation (NASDAQ:LSCC – Get Free Report) has been assigned an average rating of “Moderate Buy” from the fifteen ratings firms that are currently covering the stock, Marketbeat reports. Two analysts have rated the stock with a hold rating and thirteen have issued a buy rating on the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $132.2857.

Several brokerages recently issued reports on LSCC. Deutsche Bank Aktiengesellschaft increased their price objective on Lattice Semiconductor from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Royal Bank Of Canada upped their target price on Lattice Semiconductor from $118.00 to $140.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. Wall Street Zen raised shares of Lattice Semiconductor from a “buy” rating to a “strong-buy” rating in a research report on Sunday, July 12th. Needham & Company LLC raised their price target on shares of Lattice Semiconductor from $110.00 to $140.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Finally, TD Cowen raised their price target on shares of Lattice Semiconductor from $145.00 to $165.00 and gave the stock a “buy” rating in a report on Monday, July 13th.

Get Our Latest Analysis on Lattice Semiconductor

Lattice Semiconductor Stock Up 0.6% Shares of NASDAQ:LSCC opened at $125.23 on Tuesday. The company’s fifty day moving average is $139.56 and its two-hundred day moving average is $110.74. The company has a market cap of $17.16 billion, a P/E ratio of 894.56, a price-to-earnings-growth ratio of 3.09 and a beta of 1.78. Lattice Semiconductor has a 12-month low of $46.43 and a 12-month high of $157.01.

Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) last issued its earnings results on Monday, May 4th. The semiconductor company reported $0.41 EPS for the quarter, topping the consensus estimate of $0.36 by $0.05. Lattice Semiconductor had a return on equity of 8.48% and a net margin of 3.46%.The business had revenue of $170.90 million during the quarter, compared to analysts’ expectations of $164.93 million. During the same quarter last year, the firm posted $0.22 earnings per share. Lattice Semiconductor’s revenue was up 42.2% compared to the same quarter last year. Lattice Semiconductor has set its Q2 2026 guidance at 0.420-0.460 EPS. Equities research analysts anticipate that Lattice Semiconductor will post 1.02 earnings per share for the current year.

Insider Activity at Lattice Semiconductor In other news, SVP Tracy Ann Feanny sold 2,740 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $151.84, for a total transaction of $416,041.60. Following the transaction, the senior vice president directly owned 63,084 shares in the company, valued at $9,578,674.56. The trade was a 4.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Pravin Desale sold 2,039 shares of the company’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $142.89, for a total transaction of $291,352.71. Following the completion of the transaction, the senior vice president directly owned 73,519 shares in the company, valued at $10,505,129.91. This trade represents a 2.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 14,080 shares of company stock worth $2,045,078 in the last quarter. 0.62% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows A number of institutional investors and hedge funds have recently bought and sold shares of the company. Invesco Ltd. grew its position in Lattice Semiconductor by 177.3% in the third quarter. Invesco Ltd. now owns 6,076,616 shares of the semiconductor company’s stock worth $445,538,000 after acquiring an additional 3,885,482 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Lattice Semiconductor by 77.4% during the 2nd quarter. Bank of America Corp DE now owns 3,186,024 shares of the semiconductor company’s stock valued at $156,083,000 after purchasing an additional 1,390,109 shares in the last quarter. M&T Bank Corp bought a new position in shares of Lattice Semiconductor during the 4th quarter valued at $85,714,000. Norges Bank acquired a new stake in shares of Lattice Semiconductor in the 4th quarter valued at $73,826,000. Finally, William Blair Investment Management LLC lifted its stake in shares of Lattice Semiconductor by 52.5% in the 4th quarter. William Blair Investment Management LLC now owns 2,125,260 shares of the semiconductor company’s stock valued at $156,377,000 after purchasing an additional 731,568 shares during the last quarter. Hedge funds and other institutional investors own 98.08% of the company’s stock.

Lattice Semiconductor Company Profile (Get 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.

Further Reading Five stocks we like better than Lattice Semiconductor Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors

Receive News & Ratings for Lattice Semiconductor Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Lattice Semiconductor and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEAssetmark Inc. Acquires 569 Shares of BlackRock $BLK

NEXT HEADLINE »Assetmark Inc. Decreases Stake in The Goldman Sachs Group, Inc. $GS

Ford Tamer, President & CEO of Lattice Semiconductor Corporation (LSCC +3.07%), reported the disposal of 1,566 shares of common stock at $137.44 per share on July 10, 2026. SEC Form 4 filing. This transaction was non-discretionary and executed to cover tax obligations associated with the vesting of restricted stock units.

Today's Change

(

3.07

%) $

4.01

Current Price

$

134.75

Transaction summaryMetricValueTransaction value~$215,000Shares sold1,566Post-transaction shares327,243Post-transaction shares (directly held)317,243Post-transaction shares (indirectly held)10,000Post-transaction value$44.98 millionTransaction value based on SEC Form 4 weighted average sale price ($137.44); post-transaction value based on July 10, 2026 market close ($137.44).

Key questionsWhat was the primary driver of this equity disposal?
The transaction was a non-discretionary disposition of 1,566 shares retained by the issuer to satisfy tax withholding requirements triggered by the vesting of restricted stock units. This automatic execution is a standard component of executive compensation and does not represent a voluntary market trade or a shift in the insider's investment thesis.What is the current scale of the insider's equity position in Lattice Semiconductor?
Following this transaction, Ford Tamer maintains an equity stake of ~317,000 direct shares and 10,000 indirect shares held in a trust. The combined position had a market value of $44.98 million as of the July 10, 2026 market close, representing approximately 0.24% of the company's outstanding shares.How does this disposal fit into the insider's broader compensation context?
The withholding of these shares allows the executive to manage the tax liabilities of vested awards without initiating open-market sales. This mechanism preserves the majority of the vested equity, which has benefited from a 150% one-year total return as of the July 10, 2026 transaction date.Company OverviewMetricValueShare Price (as of market close 2026-07-13)$130.74Market Capitalization$18.4 billionRevenue (TTM)$574.0 millionNet Income (TTM)$19.9 millionCompany SnapshotLattice Semiconductor designs and distributes a comprehensive portfolio of Field Programmable Gate Arrays (FPGAs) and application-specific integrated circuits, including product families such as Certus-NX, ECP, Mach, iCE40, and CrossLink, which generate the company's primary revenue streams across global markets.The company operates a fabless semiconductor business model, leveraging partnerships with foundries and distributors to manufacture and distribute its proprietary semiconductor solutions across Asia, Europe, and the Americas without maintaining internal fabrication facilities.Lattice serves a diverse customer base spanning industrial automation, communications infrastructure, consumer electronics, and automotive applications, targeting original equipment manufacturers and system integrators that require programmable logic solutions.Lattice Semiconductor, established in 1983 and headquartered in Hillsboro, Oregon, is a specialized semiconductor design company with approximately 1,174 employees focused on FPGA and programmable logic solutions. The company has demonstrated significant market momentum, with a one-year share price appreciation of 150.35%, reflecting strong investor confidence in its technology differentiation and market positioning. Lattice's competitive advantage derives from its specialized FPGA architectures optimized for power efficiency and cost-effectiveness, enabling the company to address emerging applications in edge computing, 5G infrastructure, and industrial IoT markets.

What this transaction means for investorsNormally, an investor doesn’t want to see a company’s CEO selling shares. But there are multiple reasons an insider may sell shares for reasons unrelated to the executive’s outlook for the share price. Lattice’s Tamer Ford’s sale is just one of those instances. The filing notes that the shares were sold solely to pay a tax bill incurred upon vesting Restricted Stock Units in Lattice, and no more than was needed to pay Uncle Sam was sold.

There is excellent reason to be bullish on Lattice. The company’s first-quarter sales rose 42% thanks to a surge in demand for its fabless chips from data center AI customers. About 62% of sales in the period came from such communications clients. There is strength in Lattice’s other operating segemnts too, albeit not as strong, with industrial and automotive end markets both buying 20% more from the company in Q1.

Without getting highly technical, Lattice’s products don’t compete with CPUs, GPUs, or other processors; instead, their FPGAs complement them and help them operate more efficiently, which means the company has plenty of opportunities to sell along the product cycle.

The business also recently acquired AMI, which specializes in gear that manages firmware. The combination should get Lattice to a $1 billion revenue run rate by the end of 2026. For the fiscal year 2026, Wall Street expects sales of $754 million and net income of $126 million, both up sharply from 2025.

Issued on behalf of QSE - Quantum Secure Encryption Corp.

QSE - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) will showcase its portfolio of post-quantum cybersecurity solutions at CYDES 2026, one of Southeast Asia's premier cybersecurity conferences, alongside a regional digital-trust partner, as part of its broader expansion across the region.

, /PRNewswire/ -- Equity Insider News Commentary, One of the quieter but more consequential races in technology is the effort to rebuild the world's encryption before quantum computers grow powerful enough to break it. Governments and standards bodies have set migration deadlines, regulators are turning quantum risk into a compliance requirement, and the market for solutions is beginning to form around that urgency. Into that moment steps QSE - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), a post-quantum cybersecurity company that has announced it will showcase its platform at CYDES 2026, a leading Southeast Asian cybersecurity conference, in collaboration with a regional digital-trust partner, as it pushes deeper into a region it sees as a meaningful growth opportunity.

Key Takeaways

QSE - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) will participate in CYDES 2026, one of Southeast Asia's premier cybersecurity conferences, where it plans to showcase its portfolio of post-quantum cybersecurity solutions in collaboration with a regional digital-trust and cybersecurity partner. The Company plans to demonstrate practical enterprise products, including its QPrime Quantum Preparedness Assessment, QAuth quantum-ready authentication, Quantum Secure Storage, and enterprise cryptographic migration solutions. CYDES brings together government agencies, regulators, and critical infrastructure operators from across Asia-Pacific, and QSE's participation supports its broader Southeast Asia expansion strategy, following recent commercial activity within Malaysia's financial-services sector. QSE describes itself as focused on quantum-resilient data protection, identity security, secure storage, and cryptographic migration readiness, built around quantum-delivered entropy and a zero-knowledge architecture. Other publicly traded names positioned across post-quantum security and cybersecurity include SEALSQ (NASDAQ: LAES), Fortinet (NASDAQ: FTNT), Cloudflare (NYSE: NET), and Lattice Semiconductor (NASDAQ: LSCC), each distinct, most far larger, and none a proxy for QSE. The Deadline Nobody Can Ignore

To understand why a conference appearance matters for a company like QSE, it helps to understand the problem the whole sector is organized around. Much of the encryption that protects the world's data today, from banking and healthcare records to government communications, relies on mathematical problems that conventional computers cannot solve quickly. A sufficiently powerful quantum computer could, in principle, solve some of those problems and render that encryption vulnerable. The machines capable of doing so do not exist yet, but the threat is already treated as real because of what security professionals call "harvest now, decrypt later": adversaries can collect encrypted data today and simply wait to decrypt it once the technology matures.

That dynamic has turned what might sound like a distant, theoretical risk into a present-day planning problem. Standards bodies have finalized the first post-quantum cryptography standards, and governments have begun setting timelines for migrating critical systems to quantum-resistant encryption. The practical implication is that organizations cannot wait for quantum computers to arrive before acting; because migrating cryptography touches nearly every system that uses it, the work has to begin years in advance. That is what converts quantum risk from a research topic into a budget line, and it is the demand QSE and its peers are built to serve.

What QSE Is Bringing to CYDES

At CYDES 2026, QSE plans to demonstrate a set of enterprise products designed to walk an organization through the practical steps of preparing for that migration. The company has described four core offerings it intends to showcase. Its QPrime Quantum Preparedness Assessment is designed to help organizations identify cryptographic exposure and prioritize migration planning, essentially a way to find where the risk lives before trying to fix it. QAuth, its quantum-ready authentication product, is designed to strengthen enterprise login and identity security. Quantum Secure Storage is designed to protect sensitive data against both current cyber threats and future quantum-enabled attacks. And a set of enterprise cryptographic migration solutions supports the longer-term planning organizations need for post-quantum security requirements.

The through-line across those products is practicality. Rather than positioning itself around the far-off moment when quantum computers can break encryption, QSE frames its platform as something organizations can begin using today: assess exposure, protect identities, secure data, and plan the migration. That framing reflects a broader reality of the post-quantum security market, where the near-term commercial opportunity lies less in dramatic breakthroughs and more in the unglamorous, compliance-driven work of inventorying systems and planning transitions.

"CYDES provides an important platform to engage directly with government agencies that are moving from awareness to action on post-quantum cybersecurity," said Ted Carefoot, Chief Executive Officer of QSE. "Before agencies and organizations can protect themselves, they need to understand where their encryption, identity and data risks exist. QSE's platform is designed to make that process practical, clear and manageable."

Why Southeast Asia, and Why Now

The choice of venue is itself part of the story. CYDES brings together government agencies, regulators, and critical infrastructure operators from across the Asia-Pacific region to discuss emerging cyber threats and next-generation security technologies, exactly the audience a post-quantum security company needs to reach. These are the organizations that hold the most sensitive long-lived data and that face the earliest regulatory pressure to act, which makes them natural first customers for quantum-readiness tools.

For QSE, the appearance supports a broader Southeast Asia expansion strategy, and it follows what the company describes as recent commercial activity within Malaysia's financial-services sector. Management believes the region represents a meaningful growth opportunity as governments, critical infrastructure operators, and regulated enterprises begin evaluating how to prepare for quantum-related cybersecurity risks. In other words, the company is trying to be present in a market at the moment that market is beginning to move from awareness toward procurement. Whether that translates into meaningful revenue remains to be demonstrated, and a conference appearance is an opportunity to build relationships rather than a booked result, but the strategic logic of showing up early where demand is forming is clear.

"Post-quantum security is quickly moving from a technical discussion to a business and compliance priority," added Carefoot. "Events such as CYDES allow us to show that QSE is focused on practical solutions organizations can start using today, rather than waiting for the quantum threat to become an immediate operational problem." The company believes demand for quantum migration planning is accelerating as governments and standards bodies encourage organizations to assess cryptographic risk, inventory vulnerable systems, and begin planning future migration strategies.

The Technology Underneath

QSE describes itself as a Canadian technology company specializing in post-quantum data security, encryption, and secure data infrastructure. According to the company, its solutions are built around quantum-delivered entropy and a zero-knowledge architecture, and are designed to protect sensitive data from both current cyber threats and future quantum-enabled attacks. Entropy, in cryptography, refers to the quality of the randomness used to generate encryption keys; better randomness makes keys harder to predict or reproduce. A zero-knowledge architecture, broadly, is one designed so that the service provider itself cannot access the underlying data it protects.

The company says it serves organizations across commercial, enterprise, and public-sector environments that require long-term data confidentiality and resilience, precisely the customers for whom the harvest-now-decrypt-later threat is most pressing, because their data must stay confidential for years or decades. As with any early-stage technology company, the value of that positioning will ultimately be measured by adoption and revenue rather than by architecture alone, and investors should weigh the company's small size and stage against the scale of the opportunity it is pursuing.

The Public Companies Across Post-Quantum Security

QSE is a small, early-stage company quoted on the Canadian Securities Exchange, and it is not directly comparable to the names below. These comparisons are for industry context only; each company pursues a different technology and business model, most operate at vastly greater scale, and none is a proxy for QSE or implies any partnership or comparable performance.

SEALSQ (NASDAQ: LAES) designs semiconductors and public-key infrastructure for device security, with a stated focus on post-quantum cryptography and quantum-resistant chips for connected-device, identity, and IoT markets. As one of the more visible pure-play post-quantum security names in the public markets, SEALSQ is the closest thematic reference point to the segment QSE operates in, though it pursues a hardware-centric model.

Fortinet (NASDAQ: FTNT) is a large, established cybersecurity and network-security company offering firewalls, secure networking, cloud security, and endpoint protection to businesses worldwide. Fortinet has been identified by analysts as a potential beneficiary of post-quantum cryptography spending, illustrating how incumbent security platforms are positioning for the same migration wave from a very different scale.

Cloudflare (NYSE: NET) provides cloud-based security and network services and has rolled out post-quantum support across parts of its platform. Like Fortinet, Cloudflare represents the large-incumbent approach to the post-quantum transition, embedding quantum-safe capabilities into an existing, broadly deployed service rather than as a standalone product.

Lattice Semiconductor (NASDAQ: LSCC) makes low-power programmable chips and has positioned itself for the post-quantum transition through crypto-agile, secure hardware designed to support evolving cryptographic standards. Lattice offers a view of the semiconductor layer of the migration, where quantum-resistant capability is built into the hardware that security ultimately runs on.

The Bottom Line

A conference appearance is a beginning, not a milestone that changes a company's fundamentals on its own, and QSE remains a small, early-stage company whose commercial traction still has to be proven against far larger and better-capitalized competitors. But the moment it is stepping into is a real one: governments and regulators have turned post-quantum migration into a deadline-driven requirement, Southeast Asia is an early-moving region, and QSE is positioning its practical toolkit, from cryptographic assessment to authentication, storage, and migration planning, directly in front of the government and infrastructure buyers who face that requirement first. For investors tracking how the post-quantum security market takes shape, QSE's push into Southeast Asia is a concrete data point, with commercial contracts, revenue, and customer adoption the markers worth watching from here.

SIGNAL OVER NOISE

Signal over noise. Cybersecurity, quantum-computing, and post-quantum-security headlines move fast, and the crowd often moves first. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they happen, so you see the move forming instead of reading about it later. See it at eagle-eye.dev.

CONTACT
Equity Insider
[email protected]

SOURCES

[1] QSE - Quantum Secure Encryption Corp., "QSE to Showcase Quantum-Ready Cybersecurity Platform at CYDES 2026 with Regional Digital Trust Partner" (news release, Vancouver, British Columbia, 2026; QPrime, QAuth, Quantum Secure Storage, cryptographic migration solutions; Southeast Asia expansion; Malaysia financial-services activity).

[2] SEALSQ Corp (NASDAQ: LAES), Fortinet, Inc. (NASDAQ: FTNT), Cloudflare, Inc. (NYSE: NET), and Lattice Semiconductor Corporation (NASDAQ: LSCC), corporate disclosures and market data, 2026.

DISCLAIMER

Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed for Market IQ Media Group Limited, a company incorporated under the laws of Ireland ("MIQL"), which wholly owns and operates Equity Insider. MIQL has not been paid a fee in connection with this article. MIQL and/or its associates have previously been paid a fee for QSE - Quantum Secure Encryption Corp. advertising and digital media, which compensation has since expired. MIQL and/or its associates, owners, and operators own shares of QSE - Quantum Secure Encryption Corp. that were acquired through private placements and in the open market, and reserve the right to buy and sell shares of QSE - Quantum Secure Encryption Corp. at any time without any further notice commencing immediately and ongoing. There may also be 3rd parties who may have shares of QSE - Quantum Secure Encryption Corp., and may liquidate their shares which could have a negative effect on the price of the stock. This share ownership constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.

FORWARD-LOOKING STATEMENTS: This publication contains forward-looking statements, including statements regarding QSE's participation in CYDES 2026 and the products it plans to showcase; its collaboration with a regional digital-trust partner; its Southeast Asia expansion strategy and recent commercial activity in Malaysia's financial-services sector; the anticipated growth of demand for post-quantum migration planning; and the capabilities and positioning of its QPrime, QAuth, Quantum Secure Storage, and cryptographic migration solutions. Forward-looking statements are based on current expectations and assumptions and are subject to known and unknown risks and uncertainties, many beyond the company's control, including the early-stage nature of the company and the post-quantum security market; the risk that conference participation and business-development activity may not translate into contracts or revenue; the pace of government and enterprise adoption of post-quantum cryptography; competition from larger and better-capitalized companies; the company's need for additional capital; continued satisfaction of Canadian Securities Exchange requirements; regulatory and general economic conditions; and the other risks described in the company's management discussion and analysis and other filings available under its profile on SEDAR+ at www.sedarplus.ca. Actual results could differ materially from those projected. Except as required by applicable law, the company assumes no obligation to update any forward-looking statement. The Canadian Securities Exchange has in no way passed upon the merits of the business of the company and has neither approved nor disapproved the contents of this publication. References to other companies are based on those companies' public disclosures, are provided for industry context only, and do not imply any partnership, endorsement, affiliation, or comparable performance.

On June 26, 2026, Lattice Semiconductor Corp (LSCC) shares fell 3.8% to a current price of $138.33. The stock has experienced significant volatility, trading be

Key Takeaways LSCC supports automation, robotics and edge computing with advanced industrial semiconductor solutions.LSCC's FPGA products enable machine vision, predictive maintenance and real-time control functions.Lattice benefits from Industry 4.0, connected infrastructure and AI-enabled systems. Lattice Semiconductor Corporation (LSCC - Free Report) has played a key role in the industrial semiconductor market through its advanced solutions for automation, robotics and edge computing. The company continues to benefit from the increasing adoption of smart manufacturing and digital transformation across diverse industries.

Lattice’s industrial offerings primarily focus on Field-Programmable Gate Array (FPGA) solutions that support machine vision, predictive maintenance, sensor integration and real-time control functions. These products are widely used in factory equipment, robotic systems, motor controls, surveillance platforms and edge AI devices, where speed, reliability and energy efficiency are critical.

The company also provides programmable logic, connectivity and security solutions that enable compact and flexible system designs. Its technologies support edge data processing, helping reduce latency, improve responsiveness and enhance overall operational performance.

The growing implementation of Industry 4.0, connected infrastructure and AI-enabled systems continues to drive demand for Lattice’s products. With a strong product portfolio and focus on secure, efficient solutions, the company is well-positioned to capitalize on long-term growth opportunities in the evolving industrial sector.

How Are Competitors Performing in the Industrial Sector?Lattice faces stiff competition from Ambarella, Inc. (AMBA - Free Report) and FormFactor, Inc. (FORM - Free Report) . Ambarella is expanding its industrial presence with AI-powered vision processors for automation, robotics and surveillance. Its solutions help enable real-time monitoring and improve operational efficiency. Ambarella remains focused on expanding its opportunities in the growing industrial market.

FormFactor supports the industrial sector through advanced semiconductor testing and measurement solutions. Its products help improve chip performance, reliability and quality across various industrial applications. FORM’s strong testing capabilities provide a competitive advantage in the growing industrial sector.

LSCC’s Price Performance, Valuation & EstimatesLattice shares have soared 212.5% over the past year compared with the industry’s 112% growth.

Image Source: Zacks Investment Research

From a valuation standpoint, Lattice trades at a forward price-to-sales ratio of 26.44, above the industry tally of 10.64.

Image Source: Zacks Investment Research

Earnings estimates for 2026 have increased 16.3% to $1.78 per share over the past 60 days, while the same for 2027 have risen 16.3% to $2.28.

Image Source: Zacks Investment Research

Lattice stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

-

HILLSBORO, Ore.--(BUSINESS WIRE)--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable leader, today announced its exhibition plan for the upcoming FPGA Conference Europe. Lattice will participate in various speaker sessions to showcase how low power FPGAs are driving innovation across multiple sectors. The company will also demonstrate its latest FPGA technology advancements in physical AI, advanced connectivity, security, and more.

Who: Lattice Semiconductor What / When (GMT+2): June 30 – July 2: Lattice Presentations & Demo Showcase Speaker sessions: Day 1 – 3 Speaker Sessions: Lattice FPGA deep dive sessions spanning physical AI, advanced connectivity, security, and design tools Date

Time

Session

June 30

9:45 a.m.

FPGA Verification and Testing by Arrow

11:15 a.m.

Trusted Resilience Edge: Unified FPGA-TPM for Post-Quantum Cryptography RED & Cyber Resilience Act

12 p.m.

SIPHashIP for Embedded Security: Enabling RED Compliance and CRA Readiness in Smart AR/VR Systems

2:15 p.m.

Foundations of FPGA Security and Hardware Identity by Arrow

July 1

9 a.m.

Solving Your Power Puzzle: Lattice FPGAs’ Path to Uncompromised Low Power

9:45 a.m.

Unlock Next-Gen SDR Design for SWaP-C Using Lattice FPGAs

1:30 p.m.

Security and Physical AI: FPGA Architectures for Systems That Sense and Act

5:15 p.m.

Role of Low Power FPGAs in Physical AI – Sensor Fusion, Compute Offloading, and Synchronization

July 2

9 a.m.

Efficient 360° Threat Detection for Parked Vehicles - A Distributed, Event-Driven Approach

9:45 a.m.

Building State of the Art Computer Vision Models for the Far Edge

11 a.m.

MIPI CSI-2 to USB 3.2 Video Pipeline with CrossLinkU-NX by Arrow

1:30 p.m.

Beyond the "Sledgehammer": Implementing Physical AI at the Sensor to Offload Robotic SoCs

2:15 p.m.

Smarter Robotics with Lattice FPGAs: From Vision to Motion

Reset Strategies by Arrow

3:30 p.m.

Efficient Vision Pipelines on FPGAs: Design Patterns and Performance Tuning

4:15 p.m.

Crypto-Factories: Homomorphic Encryption Powers FPGA-Accelerated Confidential Computing for Industrial Edge AI

Developing with Propel by Arrow

Where: FPGA Conference Europe, NH München Ost Conference Center, Munich, Germany The FPGA Conference Europe is Europe's leading specialist conference for programmable logic devices as the building blocks of datacenters, telecommunications, and many other technology applications.

Supporting Resources

For more information about Lattice, please visit https://www.latticesemi.com For more information about and to register for the conference, visit https://www.fpga-conference.eu/ About Lattice Semiconductor

Lattice Semiconductor (NASDAQ: LSCC) is the low power programmable leader. We solve customer problems across the network, from the Edge to the Cloud, in the growing Communications, Computing, Industrial, Automotive, and Consumer markets. 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. You can also follow us via LinkedIn, X, Facebook, YouTube, WeChat, or Weibo.

Lattice Semiconductor Corporation, Lattice Semiconductor (& design), 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.

More News From Lattice Semiconductor

Back to Newsroom

Key Takeaways LSCC Q1 revenues jumped 42.2% YoY, beating estimates on AI and data center demand.Lattice's Compute and Communications revenues surged to $106.6M, driving total sales growth.LSCC guides Q2 revenues to $175M-$195M with EPS expected between 42 and 46 cents. Lattice Semiconductor Corporation (LSCC - Free Report) reported strong first-quarter 2026 results with both adjusted earnings and revenues beating the Zacks Consensus Estimate.

The Hillsboro-based semiconductor company posted a 42.2% year-over-year increase in revenues, driven by strong demand for its low-power FPGAs in artificial intelligence (AI) and data center applications, along with growth across all end markets.

Net IncomeNet income on a GAAP basis was $21.8 million or 16 cents per share compared with $5 million or 4 cents per share in the prior-year quarter. Top-line growth boosted the bottom line during the quarter.

Non-GAAP net income in the reported quarter was $57 million or 41 cents per share compared with $30.7 million or 22 cents per share in the prior-year quarter. The bottom line surpassed the Zacks Consensus Estimate by 5 cents.

RevenuesNet sales in the quarter rose to $170.9 million from $120.2 million in the year-ago quarter, backed by solid growth in the Compute and Communications end market, which contributed 62.4% of the total revenues. The top line beat the Zacks Consensus Estimate of $163.3 million.

In the first quarter, Compute and Communications revenues increased to $106.6 million from $57.4 million, driven by continued momentum in data center AI applications. Revenues from Industrial and Embedded increased to $64.3 million from $62.8 million in the prior-year quarter.

Region-wise, in the first quarter of 2026, the company generated 78% of revenues from Asia, while the Americas, along with Europe and Africa, contributed 11% each.

Other DetailsNon-GAAP gross profit aggregated $119.6 million compared with $82.9 million in the year-ago quarter, with respective margins of 70% and 69%. During the quarter, non-GAAP operating expenses increased to $60.8 million from the prior-year figure of $51.4 million, and adjusted EBITDA increased to $67.8 million from $40.1 million in the year-ago quarter, with respective margins of 39.6% and 33.4%.

Cash Flow & LiquidityIn the first quarter, Lattice generated $50.3 million in cash from operations compared with $31.9 million in the year-earlier quarter. As of April 4, 2026, it had $140 million in cash and cash equivalents with $ 34.1 million of long-term operating lease liabilities (net of current portion).

OutlookFor the second quarter of 2026, Lattice expects revenues in the range of $175-$195 million. Non-GAAP gross margin is anticipated to be in the band of 69-71%. Non-GAAP total operating expenses are projected to be in the range of $64-$67 million, and non-GAAP earnings are expected to be in the range of 42-46 cents per share.

Zacks RankLattice currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Upcoming ReleasesHubSpot, Inc. (HUBS - Free Report) is scheduled to release first-quarter 2026 earnings on May 7. The Zacks Consensus Estimate for earnings is pegged at $2.47 per share, suggesting growth of 38.76% from the year-ago reported figure.

HubSpot has a long-term earnings growth expectation of 20%. The company delivered an average earnings surprise of 3.01% in the last four reported quarters.

CDW Corporation (CDW - Free Report) is set to release first-quarter 2026 earnings on May 6. The Zacks Consensus Estimate for earnings is pegged at $2.28 per share, implying growth of 6.05% from the year-ago reported figure.

CDW has a long-term earnings growth expectation of 7.25%. The company delivered an average earnings surprise of 5.72% in the last four reported quarters.

Motorola Solutions, Inc. (MSI - Free Report) is set to release first-quarter 2026 earnings on May 7. The Zacks Consensus Estimate for earnings is pegged at $3.25 per share, implying growth of 2.2% from the year-ago reported figure.

Motorola has a long-term earnings growth expectation of 9.4%. The company delivered an average earnings surprise of 5.66% in the last four reported quarters.

Lattice Semiconductor (LSCC - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for Lattice is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

For Lattice, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for LatticeFor the fiscal year ending December 2026, this chipmaker is expected to earn $1.62 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Lattice. Over the past three months, the Zacks Consensus Estimate for the company has increased 10.8%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Lattice to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #FPGA--Lattice Semiconductor (Nasdaq: LSCC), the low power programmable leader, today announced that it will present at JP Morgan's 2026 Global Technology, Media and Communications Conference on Tuesday, May 19, 2026 at the Westin Boston Seaport Hotel. Ford Tamer, Lattice's Chief Executive Officer, Sanjoy Maity AMI's Chief Executive Officer, Lorenzo Flores, Lattice's Chief Financial Officer, and Rick Muscha, Vice President of Investor Relations, will discuss Lattice S.

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:

TD SYNNEX Corporation (SNX - Free Report) : This company that delivers IT distribution, cloud, cybersecurity and technology integration services has seen the Zacks Consensus Estimate for its current year earnings increasing 14.2% over the last 60 days.

Hamilton Insurance Group, Ltd. (HG - Free Report) : This specialty insurance and reinsurance company has seen the Zacks Consensus Estimate for its current year earnings increasing 15.5% over the last 60 days.

Lattice Semiconductor Corporation (LSCC - Free Report) : This developer of semiconductor products has seen the Zacks Consensus Estimate for its current year earnings increasing 16.3% over the last 60 days.

Alerus Financial Corporation (ALRS - Free Report) : This bank holding company for Alerus Financial, National Association has seen the Zacks Consensus Estimate for its current year earnings increasing 13.9% over the last 60 days.

Luxfer Holdings PLC (LXFR - Free Report) : This manufacturer of high-performance materials, components, and high-pressure gas containment devices has seen the Zacks Consensus Estimate for its current year earnings increasing 7.1% over the last 60 days.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Lattice Semiconductor Corporation (LSCC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

🚀 Enjoy a 7-Day Free Trial Thru Jun 19, 2026! ✨

Menu

Categories

No Data

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Follow Us

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.

© 2004-2026 GuruFocus.com, LLC. All Rights Reserved.

Key Takeaways LSCC shares surged 221.5% in a year, outpacing industry gains of 108.9%.LSCC is seeing solid AI server demand for low-power FPGAs in management, security, connectivity and edge AI.LSCC plans to acquire Megatrends to boost software capabilities and expand AI server and cloud exposure. Lattice Semiconductor Corporation (LSCC - Free Report) has surged a stellar 221.5% in the past year compared with the industry’s growth of 108.9%. It has outperformed peers like Diodes Incorporated (DIOD - Free Report) but lagged ASE Technology Holding Co., Ltd. (ASX - Free Report) . While Diodes has gained 139.3%, ASX has jumped 310.4% over this period.

Lattice Semiconductor is benefiting from strong momentum in the artificial intelligence (AI) server market, driven by rising deployment of AI infrastructure across hyperscale and enterprise data centers. The company continues to witness increasing demand for its low-power field-programmable gate arrays (FPGAs), which are widely used in server management, connectivity, security and edge AI applications. Higher FPGA content per server and improving average selling prices are also contributing to growth.

One-Year Stock Price Performance of LSCC
Image Source: Zacks Investment Research

Expanding FPGA Portfolio Remains a Key StrengthLattice Semiconductor’s differentiated low-power FPGA portfolio remains a major growth driver. The company focuses on power-efficient programmable solutions, which are increasingly preferred by customers looking to optimize thermal performance and reduce energy consumption in AI environments.

The company’s expanding portfolio is helping strengthen its presence across communications, computing, industrial and automotive end markets. Its newer FPGA platforms are witnessing solid adoption, supported by rising demand for flexible and energy-efficient solutions. Lattice Semiconductor’s strategic focus on low-power applications differentiates it from its peers and positions it well to capitalize on the growing need for efficient AI infrastructure solutions.

AMI Buyout Expands Software CapabilitiesLSCC aims to strengthen its long-term growth prospects through the proposed acquisition of American Megatrends. The transaction is expected to enhance the company’s infrastructure management and platform software capabilities.

The acquisition should expand Lattice Semiconductor’s exposure to AI servers and cloud computing applications while improving its position in secure system and platform management solutions. Management believes the deal will significantly increase the company’s total addressable market over time.

Improving Demand Trends Support OutlookThe company is benefiting from improving inventory conditions and healthy booking activity, which are supporting better demand visibility. AI-related applications continue to remain a key growth catalyst. In addition, a favorable product mix and pricing discipline are supporting healthy profitability metrics. Increasing contribution from higher-value AI and server applications is expected to drive operating leverage over the long term.

Moving ForwardLattice Semiconductor remains well positioned to benefit from expanding AI infrastructure spending and increasing FPGA adoption across data center environments. As cloud providers continue to expand AI workloads, LSCC is benefiting from broader adoption opportunities across next-generation server architectures. Its strong low-power FPGA portfolio, growing exposure to AI servers and software expansion efforts provide multiple long-term growth drivers. Investors, therefore, are likely to benefit if they invest in this high-flying Zacks Rank #1 (Strong Buy) stock now. You can see the complete list of today’s Zacks #1 Rank stocks here.

It has been about a month since the last earnings report for Lattice Semiconductor (LSCC - Free Report) . Shares have added about 23.8% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Lattice due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.

Lattice's Q1 Earnings Beat Estimates on Solid Revenue Growth

Lattice reported strong first-quarter 2026 results with both adjusted earnings and revenues beating the Zacks Consensus Estimate.

The Hillsboro-based semiconductor company posted a 42.2% year-over-year increase in revenues, driven by strong demand for its low-power FPGAs in artificial intelligence (AI) and data center applications, along with growth across all end markets.

Net Income

Net income on a GAAP basis was $21.8 million or 16 cents per share compared with $5 million or 4 cents per share in the prior-year quarter. Top-line growth boosted the bottom line during the quarter.

Non-GAAP net income in the reported quarter was $57 million or 41 cents per share compared with $30.7 million or 22 cents per share in the prior-year quarter. The bottom line surpassed the Zacks Consensus Estimate by 5 cents.

Revenues

Net sales in the quarter rose to $170.9 million from $120.2 million in the year-ago quarter, backed by solid growth in the Compute and Communications end market, which contributed 62.4% of the total revenues. The top line beat the Zacks Consensus Estimate of $163.3 million.

In the first quarter, Compute and Communications revenues increased to $106.6 million from $57.4 million, driven by continued momentum in data center AI applications. Revenues from Industrial and Embedded increased to $64.3 million from $62.8 million in the prior-year quarter.

Region-wise, in the first quarter of 2026, the company generated 78% of revenues from Asia, while the Americas, along with Europe and Africa, contributed 11% each.

Other Details

Non-GAAP gross profit aggregated $119.6 million compared with $82.9 million in the year-ago quarter, with respective margins of 70% and 69%. During the quarter, non-GAAP operating expenses increased to $60.8 million from the prior-year figure of $51.4 million, and adjusted EBITDA increased to $67.8 million from $40.1 million in the year-ago quarter, with respective margins of 39.6% and 33.4%.

Cash Flow & Liquidity

In the first quarter, Lattice generated $50.3 million in cash from operations compared with $31.9 million in the year-earlier quarter. As of April 4, 2026, it had $140 million in cash and cash equivalents with $ 34.1 million of long-term operating lease liabilities (net of current portion).

Outlook

For the second quarter of 2026, Lattice expects revenues in the range of $175-$195 million. Non-GAAP gross margin is anticipated to be in the band of 69-71%. Non-GAAP total operating expenses are projected to be in the range of $64-$67 million, and non-GAAP earnings are expected to be in the range of 42-46 cents per share.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.

The consensus estimate has shifted 11.65% due to these changes.

VGM ScoresCurrently, Lattice has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. However, the stock was allocated a score of F on the value side, putting it in the lowest quintile for value investors.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Lattice has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.

Performance of an Industry PlayerLattice is part of the Zacks Electronics - Semiconductors industry. Over the past month, Qualcomm (QCOM - Free Report) , a stock from the same industry, has gained 29.1%. The company reported its results for the quarter ended March 2026 more than a month ago.

Qualcomm reported revenues of $10.6 billion in the last reported quarter, representing a year-over-year change of -2.2%. EPS of $2.65 for the same period compares with $2.85 a year ago.

For the current quarter, Qualcomm is expected to post earnings of $2.27 per share, indicating a change of -18.1% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

Qualcomm has a Zacks Rank #4 (Sell) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.

Key Takeaways LSCC posted 42% first-quarter 2026 revenue growth, backed by record Compute and Communications sales.Lattice is expanding AI reach through NVIDIA and Texas Instruments collaborations and the AMI deal.LSCC guided for up to $195M in Q2 2026 revenue and cited bookings extending backlog into 2027. Lattice Semiconductor (LSCC - Free Report) is benefiting from accelerating AI infrastructure and data center demand. The company’s field-programmable gate array solutions are designed to solve several major challenges in modern AI data centers, including secure control, hardware acceleration, storage management, GPU and network card support. Amid growing complexities Lattice has positioned itself as a major supplier of programmable control and connectivity infrastructure.

It is also expanding its AI ecosystem presence through its collaboration with NVIDIA. Beyond cloud AI infrastructure, Lattice is broadening its exposure to edge AI through its collaboration with Texas Instruments.

The company inked an agreement to acquire AMI to strengthen its secure management and control platform offerings. The acquisition is expected to expand Lattice’s capabilities in server management, security, and data center infrastructure, creating a more comprehensive platform for enterprise and AI-driven applications. Such strategic collaborations and strategic acquisitions bode well for sustainable growth.

This strong AI-related momentum is driving revenue growth. First-quarter 2026 revenues grew 42% year over year to $170.9 million, supported by record Compute and Communications revenue, and management cited bookings that extend backlog into 2027. Second-quarter 2026 guidance calls for revenue of $175 million to $195 million and non-GAAP EPS of 42 cents to 46 cents, which frames continued demand and operating leverage in the near term.

Other Tech Firms Benefiting From AI Infrastructure ExpansionThe growing proliferation of AI-based applications and generative AI tools across industries presents a solid growth opportunity for Celestica, Inc. (CLS - Free Report) . AI investments are driving demand for Celestica’s enterprise-level data communications and information processing infrastructure products, such as routers, switches, data center interconnects, edge solutions, and servers and storage-related products. To further capitalize on this trend, Celestica is steadily expanding its offering through innovation and strategic collaboration.

Intel Corporation (INTC - Free Report) is gaining solid traction in the AI infrastructure market. Super Micro Computer, a global leader in high-performance, energy-efficient IT solutions, has opted to deploy Intel’s Xeon 6 Processors in its 4-socket servers for large-scale database and enterprise applications. Intel has also revealed that several industry leaders across industries, including AT&T, Verizon, Samsung and Ericsson, are leveraging Xeon 6 for network transformation and AI acceleration. The AI infrastructure market is expected to grow substantially in the upcoming years. Intel’s growing market traction in this vertical augurs well for long-term growth.

Lattice's Price Performance, Valuation & EstimatesLattice’s shares have soared 168.3% over the past year compared with the industry’s growth of 94.5%.

Image Source: Zacks Investment Research

From a valuation standpoint, LSCC trades at a forward price-to-earnings ratio of 68.72, higher than the industry average of 34.83.

Image Source: Zacks Investment Research

Earnings estimates for 2026 have increased 16.34% to $1.78 over the past 60 days, while the same for 2027 have also increased 16.33% to $2.28.

Image Source: Zacks Investment Research

Lattice currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.