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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.

HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #FPGA--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, today announced the appointment of John McCool and Raejeanne Skillern to the Company's Board of Directors effective Oct. 21, 2026.Both bring strong experience driving growth at top-tier public companies to these new roles. Mr. McCool brings more than four decades of experience in semiconductors, networking, and systems engineering, and extensive operating experience le.

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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[url="]Lattice Semiconductor[/url] (NASDAQ: LSCC), the low power programmable and platform firmware leader, and AMI, a Lattice company, today announced SCMP (Se

HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #FPGA--Lattice Semiconductor Corporation (Nasdaq: LSCC), the low power programmable and platform firmware leader, today announced that it will hold its third quarter 2026 conference call on Monday, November 2, 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 Monday, November 2, 2026, at 5 p.m. Easte.

HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #CNSA20--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, today announced its Lattice MachXO5™-NX TDQ FPGA family was named a 2026 CyberSecurity Breakthrough Award winner in the “Post-quantum cryptography (PQC) Solution of the Year” category. Industry-first PQC-enabled Lattice MachXO5-NX TDQ FPGAs equip modern infrastructure to withstand quantum-enabled cyberattacks, combining robust security, proven reliability, and the fle.

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HILLSBORO, Ore.--(BUSINESS WIRE)--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, today announced its participation in the upcoming FPGA Horizons conference, taking place on October 6 – 7, 2026 in London.

As part of the conference’s technical program, Lattice will deliver a Tech Talk presentation and a hands-on workshop, and host a demo showcase focused on how its low power FPGA solutions are advancing AI at the edge.

Who: Lattice Semiconductor What / When (GMT+2): Oct. 6, 2026 Demo showcase including Lattice Holoscan Sensor Bridge solution and Lattice Prompt™ AI-driven FPGA design tool Tech Talk (10:10 – 10:30 a.m.), Shaw Theater: Practical Security Fundamentals for FPGA Engineers Oct. 7, 2026 Workshop (1:30 – 4:40 p.m.), Hyde Park room Lattice Nexus™-based FPGA hands-on Lattice Prompt™ agentic AI workflow Where: FPGA Horizons Conference, Pullman London St Pancras, Euston Road, London NW1 FPGA Horizons is a UK-based conference for FPGA industry specialists.

Supporting Resources

For more information about Lattice, please visit https://www.latticesemi.com For more information about the conference, visit https://www.fpgahorizons.com/london-26/ 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.

More News From Lattice Semiconductor

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Nykredit A S acquired a new stake in shares of Lattice Semiconductor Corporation (NASDAQ:LSCC – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,146 shares of the semiconductor company’s stock, valued at approximately $787,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. HB Wealth Management LLC increased its stake in shares of Lattice Semiconductor by 3.7% in the 1st quarter. HB Wealth Management LLC now owns 3,335 shares of the semiconductor company’s stock worth $309,000 after purchasing an additional 119 shares in the last quarter. V Square Quantitative Management LLC grew its holdings in Lattice Semiconductor by 38.6% during the first quarter. V Square Quantitative Management LLC now owns 513 shares of the semiconductor company’s stock valued at $48,000 after purchasing an additional 143 shares during the period. Parallel Advisors LLC grew its holdings in Lattice Semiconductor by 10.1% during the first quarter. Parallel Advisors LLC now owns 1,963 shares of the semiconductor company’s stock valued at $182,000 after purchasing an additional 180 shares during the period. Versant Capital Management Inc increased its position in Lattice Semiconductor by 53.5% in the second quarter. Versant Capital Management Inc now owns 531 shares of the semiconductor company’s stock worth $81,000 after buying an additional 185 shares in the last quarter. Finally, Fifth Third Wealth Advisors LLC raised its stake in shares of Lattice Semiconductor by 4.6% in the first quarter. Fifth Third Wealth Advisors LLC now owns 4,377 shares of the semiconductor company’s stock worth $406,000 after buying an additional 191 shares during the period. Hedge funds and other institutional investors own 98.08% of the company’s stock.

Insider Activity at Lattice Semiconductor In other news, SVP Esam Elashmawi sold 15,742 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $134.77, for a total transaction of $2,121,549.34. Following the sale, the senior vice president directly owned 155,420 shares of the company’s stock, valued at $20,945,953.40. This represents a 9.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 Tracy Feanny sold 1,880 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $126.43, for a total value of $237,688.40. Following the transaction, the senior vice president owned 60,221 shares of the company’s stock, valued at $7,613,741.03. This represents a 3.03% 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. Over the last three months, insiders sold 19,661 shares of company stock valued at $2,587,259. Insiders own 0.62% of the company’s stock.

Analysts Set New Price Targets A number of research firms have recently weighed in on LSCC. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Lattice Semiconductor in a research report on Friday, July 17th. Benchmark initiated coverage on shares of Lattice Semiconductor in a research note on Tuesday, August 25th. They set a “buy” rating and a $160.00 target price on the stock. 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 upped their price target on shares of Lattice Semiconductor from $145.00 to $175.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Finally, Royal Bank Of Canada raised their price objective on shares of Lattice Semiconductor from $140.00 to $165.00 and gave the company an “outperform” rating in a research report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $147.46. Read Our Latest Report on Lattice Semiconductor

Lattice Semiconductor Stock Performance Shares of NASDAQ LSCC opened at $121.66 on Thursday. The company has a market cap of $16.67 billion, a P/E ratio of 467.92, a P/E/G ratio of 1.86 and a beta of 1.79. Lattice Semiconductor Corporation has a 52-week low of $60.50 and a 52-week high of $157.01. 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 firm’s fifty day moving average is $121.24 and its two-hundred day moving average is $122.17.

Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) last issued its quarterly earnings data 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 return on equity of 10.92% and a net margin of 5.58%.The firm had revenue of $201.08 million during the quarter, compared to analyst estimates of $185.50 million. During the same quarter last year, the business posted $0.24 earnings per share. The business’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, analysts anticipate that Lattice Semiconductor Corporation will post 1.12 EPS for the current fiscal year.

Lattice Semiconductor Company Profile (Free Report)

Lattice Semiconductor Corporation develops and supplies low-power, field-programmable gate arrays (FPGAs) and related semiconductor solutions. Its products allow customers to configure hardware for specific applications after manufacturing, providing flexibility for industrial, communications, automotive, consumer electronics and computing systems.

The company’s portfolio includes small and mid-range FPGAs, system-on-chip devices, programmable logic products, development software, evaluation boards and design tools.

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Pravin Desale, SVP, R&D at Lattice Semiconductor(LSCC +2.24%), sold 4,279 shares of common stock on Sept. 15, 2026, for approximately $452,000, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$452,000Shares sold4,279Post-transaction shares (directly held)69,177Post-transaction value$7.3 millionTransaction value based on SEC Form 4 weighted average sale price ($105.63); post-transaction value based on Sept. 15, 2026, market close ($106.49).

Key questionsWhat was the regulatory context of this disposal?
The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted on Feb. 18, 2026. These plans allow insiders to establish pre-arranged trade schedules to fulfill liquidity needs independently of any subsequent market developments or non-public information.How does this transaction relate to the stock's recent market performance?
Shares were priced at $105.63 per share in this transaction, occurring while the stock had realized a 65% return over the year ending Sept. 15, 2026.What is the insider's remaining direct equity position?
Following the sale, Desale retains direct ownership of 69,177 shares of common stock. This remaining position is valued at $7.3 million based on the Sept. 15, 2026, market close.How substantial was the transaction relative to the insider's total stake?
The insider traded shares equal to 6% of the position held before the filing. This level of activity suggests a limited reduction in the executive's total equity exposure.Company OverviewMetricValueShare Price (as of market close 2026-09-16)$106.32Market Capitalization$15.7 billionRevenue (TTM)$651.1 millionNet Income (TTM)$36.3 millionCompany SnapshotLattice Semiconductor designs and distributes a comprehensive portfolio of Field Programmable Gate Arrays (FPGAs) and application-specific integrated circuits, with primary product families including Certus-NX, ECP, Mach, iCE40, and CrossLink, serving as the primary revenue drivers across global markets.The company operates a fabless semiconductor business model, leveraging intellectual property and design expertise to develop specialized semiconductor solutions while outsourcing manufacturing, enabling efficient capital allocation and scalable operations.Lattice serves a diverse customer base spanning industrial automation, telecommunications, consumer electronics, and automotive sectors across Asia, Europe, and the Americas, with particular strength in embedded vision and edge computing applications.Lattice Semiconductor is a mid-cap semiconductor designer with a market capitalization of $15.7 billion, generating $651.1 million in TTM revenue. Established in 1983 and headquartered in Hillsboro, Oregon, the company has demonstrated strong momentum, reflecting investor confidence in its differentiated FPGA portfolio and strategic positioning in high-growth edge computing and embedded vision markets.

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What this transaction means for investorsOn Sept. 15, Desale sold over 4,000 shares in a transaction valued at approximately $452,000. Given some of the details of the transaction, this appears to be largely routine. For starters, the sale was already part of an established plan that was set up in February 2026. Given that it was already planned, it indicates it was largely routine and not an indication that the insider may have been worried about the company, as the trading plan was established well before September. Another reason shareholders shouldn't worry is the number of shares sold and the number of shares retained after the sale. Although Desale sold more than 4,000 shares, the insider still directly holds 69,177 shares. That shows there is still alignment with the company's success.

Finally, as of this writing, the stock price has surged 54.8% thus far in 2026. That easily outperformed the 15.3% return from the S&P 500 over the same period. That means even if the sale weren't already in place, it wouldn't have been out of the question for an insider to consider selling some of their shares to take gains off the table, given how well the company was performing. All in all, everything overwhelmingly shows this is just a routine sale, not something shareholders need to worry about.

Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #AIDesignFlow--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, today introduced a new leadership AI-powered FPGA development tool for small and mid-range FPGAs that redefines how FPGA developers work across the full design flow. Lattice Prompt pairs with AI agentic tools developers already use, combining them with Lattice design tools, knowledge base, and documentation to turn natural language inputs into validated responses, dra.

Investors with an interest in Electronics - Semiconductors stocks have likely encountered both Amkor Technology (AMKR) and Lattice Semiconductor (LSCC). But which of these two stocks offers value investors a better bang for their buck right now?

It has been about a month since the last earnings report for Lattice Semiconductor (LSCC - Free Report) . Shares have lost about 11.3% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Lattice due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Lattice Semiconductor Corporation before we dive into how investors and analysts have reacted as of late.

Lattice's Q2 Earnings Top Estimates on AI Demand and Record Revenue

Lattice reported strong second-quarter 2026 results, with adjusted earnings and revenues surpassing the Zacks Consensus Estimate. Robust demand for its low-power field-programmable gate arrays (FPGAs), particularly in artificial intelligence (AI) data center applications, along with improving industrial demand, drove record quarterly revenues.

Non-GAAP earnings were 53 cents per share, up more than 120% year over year, beating the Zacks Consensus Estimate of 44 cents by 20.45%. Revenues climbed 62.2% year over year to a record $201.1 million, exceeding the consensus estimate of $178 million by 8.65%. Continued strength in Compute & Communications and the recovery in Industrial & Embedded remained key growth drivers.

LSCC Delivers Broad-Based Revenue Growth

Lattice generated record revenues of $201.1 million, up 17.7% sequentially and 62.2% from the year-ago quarter. Compute & Communications reached another record, fueled by continued AI infrastructure investments, higher FPGA attach rates and increasing demand from data center customers.

Industrial & Embedded also continued its recovery, benefiting from healthy channel inventories and improving demand across industrial automation, aerospace and defense, medical, robotics and emerging physical AI applications. Management noted that multiple new design wins are beginning to ramp and expects the segment to remain an important growth contributor through the remainder of 2026.

Lattice Expands Profitability Amid Operating Leverage

Profitability improved at a faster pace than revenues during the quarter. Non-GAAP gross margin expanded 240 basis points year over year to 71.7%, benefiting from a favorable product and customer mix.

Non-GAAP operating expenses increased 29.5% year over year to $67.1 million, primarily reflecting continued investments in research and development, along with higher performance-based bonuses and sales commissions. Despite the higher spending, non-GAAP operating income surged 126.2% year over year to $77.1 million, while adjusted EBITDA margin improved to 43% from 34.1% a year ago.

Lattice's Cash Flow Supports Financial Flexibility

Lattice continued to convert higher earnings into robust cash generation. Cash flow from operating activities increased to $88.3 million from $50.3 million in the prior quarter.

Free cash flow reached $81.3 million, representing a free cash flow margin of 40.4% compared with 23.2% in the previous quarter. Management attributed the sequential improvement to stronger operating performance and the timing of annual bonus payments made during the first quarter.

As of July 4, 2026, the company had $173.3 million in cash and cash equivalents compared with $133.9 million at the end of 2025. Long-term operating lease liabilities (net of current portion) were $32.6 million, down from $36.1 million at the end of 2025.

Lattice Completes Transformational AMI Acquisition

During the quarter, Lattice completed its acquisition of AMI, combining its low-power FPGA portfolio with AMI's firmware and infrastructure management software. Management believes the transaction doubles the company's addressable market and strengthens its position in AI data center infrastructure.

The company expects AMI to operate at a revenue run rate exceeding $200 million by the end of 2026, with non-GAAP gross margins above 75% and EBITDA margins above 40%. Lattice also expects the acquisition to become meaningfully accretive to earnings beginning in the fourth quarter after integration-related adjustments normalize.

LSCC Issues Strong Third-Quarter Outlook

Management projected FPGA revenues between $210 million and $230 million for the third quarter. Including approximately two months of AMI contribution, total revenues are expected to be between $245 million and $265 million, implying a midpoint of $255 million.

Non-GAAP gross margin is expected to be 69.5%, plus or minus 1%, while non-GAAP operating expenses are projected between $83 million and $90 million. Non-GAAP earnings are expected in the range of 54-58 cents per share. Management expects continued AI infrastructure demand, expanding backlog, sustained design-win momentum and the AMI acquisition to support accelerating revenue, earnings and cash flow growth.

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 14.15% due to these changes.

VGM ScoresAt this time, Lattice has a great Growth Score of A, though it is lagging a bit on the Momentum Score front with a B. However, the stock has a score of F on the value side, putting it in the bottom 20% quintile for value investors.

Overall, the stock has an aggregate VGM Score of B. 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. Notably, Lattice has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

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.

Featured Articles Five stocks we like better than Lattice Semiconductor Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding LSCC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lattice Semiconductor Corporation (NASDAQ:LSCC – Free Report).

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HILLSBORO, Ore.--(BUSINESS WIRE)--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, today announced its exhibition plan for the upcoming FPGAWorld Conference 2026, taking place on Sept. 8, 2026, in Stockholm, Sweden.

As part of the event, Lattice will deliver technical presentations and host a demo showcase focused on how its low power FPGA solutions are advancing Industrial IoT and sensor bridging applications.

Who: Lattice Semiconductor What / When (GMT+2): Tuesday, Sept. 8, 2026 Lattice Demo Showcase Presentations (Track: 12:20 – 13:35, Room Brave 05) “Solving Your Power Puzzle: Lattice FPGAs’ Path to Uncompromised Low Power” “Practical Security Fundamentals for FPGA Engineers” Where: AFRY, Frösundaleden 2A, 169 70 Solna, Sweden The FPGAWorld Conference is an international forum for researchers, engineers, teachers, students, and hackers. It covers topics such as complex analog/digital/software FPGA SoC systems, FPGA/ASIC-based products, educational and industrial cases, and more.

Supporting Resources

For more information about Lattice, visit https://www.latticesemi.com For more information about the conference, visit https://fpgaworld.com/ 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), 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.

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I have initiated coverage of Lattice Semiconductor with a Strong Buy and a $200 price target. I estimate Compute & Communications, Industrial & Embedded, and AMI can together support about $1.325 billion of 2027 revenue and $570 million of adjusted EBITDA. The valuation looks expensive on P/E, but much more attractive once I adjust for growth. LSCC's 1.05x FWD non-GAAP PEG sits below the 1.22x sector median.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

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.

Contact [email protected] for any questions or corrections.

HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #FPGA--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable leader, announced that the Compensation Committee of Lattice's Board of Directors approved the grant of time-based restricted stock unit awards (“RSUs”) and performance-based restricted stock unit awards (“PRSUs”) covering an aggregate of 414,563 shares of its common stock to 1,344 new employees under Lattice's 2025 Inducement Equity Incentive Plan (the “Inducement Plan”). Each award was granted o.

Lattice Semiconductor Corporation (LSCC) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript

[url="]Lattice Semiconductor[/url] (Nasdaq: LSCC), the low power programmable leader, today announced that it will present at KeyBanc's 2026 Technology Leadersh

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.

Image Source: Zacks Investment Research

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.
 

Image Source: Zacks Investment Research

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.

Posted by Defense World Staff on Aug 6th, 2026

Amundi boosted its position in shares of Lattice Semiconductor Corporation (NASDAQ:LSCC – Free Report) by 6.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 102,525 shares of the semiconductor company’s stock after acquiring an additional 5,831 shares during the quarter. Amundi owned 0.07% of Lattice Semiconductor worth $9,510,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. iSAM Funds UK Ltd bought a new stake in Lattice Semiconductor during the third quarter valued at approximately $25,000. V Square Quantitative Management LLC bought a new position in Lattice Semiconductor in the fourth quarter worth approximately $27,000. Smartleaf Asset Management LLC boosted its stake in shares of Lattice Semiconductor by 462.9% during the 4th quarter. Smartleaf Asset Management LLC now owns 394 shares of the semiconductor company’s stock worth $29,000 after acquiring an additional 324 shares during the last quarter. Measured Wealth Private Client Group LLC bought a new position in Lattice Semiconductor in the 3rd quarter worth $31,000. Finally, Advisory Services Network LLC bought a new position in Lattice Semiconductor in the 3rd quarter worth $34,000. Institutional investors own 98.08% of the company’s stock.

Lattice Semiconductor Trading Down 7.0% Shares of Lattice Semiconductor stock opened at $128.31 on Thursday. The firm has a market cap of $17.58 billion, a PE ratio of 493.50, a PEG ratio of 3.41 and a beta of 1.81. Lattice Semiconductor Corporation has a 12 month low of $55.62 and a 12 month high of $157.01. The stock has a 50 day moving average of $138.12 and a 200 day moving average of $115.27.

Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) last posted its earnings results on Tuesday, August 4th. The semiconductor company reported $0.53 EPS for the quarter, beating analysts’ consensus estimates of $0.44 by $0.09. Lattice Semiconductor had a return on equity of 11.17% and a net margin of 5.58%.The firm had revenue of $201.08 million during the quarter, compared to the consensus estimate of $185.50 million. During the same period in the prior year, the company earned $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, equities research analysts forecast that Lattice Semiconductor Corporation will post 1.02 earnings per share for the current fiscal year.

Insider Buying and Selling In other news, SVP Tracy Ann Feanny sold 2,740 shares of Lattice Semiconductor stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $151.84, for a total value of $416,041.60. Following the completion of the transaction, the senior vice president owned 63,084 shares in the company, valued at approximately $9,578,674.56. The trade was a 4.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James P. Lederer sold 6,101 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $153.94, for a total value of $939,187.94. Following the completion of the sale, the director owned 41,201 shares of the company’s stock, valued at approximately $6,342,481.94. This represents a 12.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 10,880 shares of company stock worth $1,646,582. Corporate insiders own 0.62% of the company’s stock.

Analyst Upgrades and Downgrades A number of research analysts have recently weighed in on the company. Rosenblatt Securities reaffirmed a “buy” rating and set a $175.00 price objective on shares of Lattice Semiconductor in a research report on Tuesday. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Lattice Semiconductor from $150.00 to $175.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Lattice Semiconductor in a report on Friday, July 17th. Royal Bank Of Canada increased their price target on Lattice Semiconductor from $140.00 to $165.00 and gave the stock an “outperform” rating in a research note on Wednesday. Finally, Stifel Nicolaus increased their price objective on shares of Lattice Semiconductor from $130.00 to $145.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Twelve analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Lattice Semiconductor has an average rating of “Moderate Buy” and an average price target of $144.38.

Check Out Our Latest Research Report on Lattice Semiconductor

Key Lattice Semiconductor News Here are the key news stories impacting Lattice Semiconductor this week:

Positive Sentiment: Lattice reported record second-quarter revenue of $201.1 million, up 62.2% year over year, while non-GAAP earnings per share of $0.53 exceeded the $0.44 analyst consensus. Strong AI data-center demand and an improving industrial market supported the performance. Lattice’s Q2 Earnings Top Estimates on AI Demand and Record Revenue Positive Sentiment: Management issued better-than-expected third-quarter guidance, calling for adjusted EPS of $0.54-$0.58. FPGA revenue is expected at $210 million-$230 million, while total revenue, including approximately two months of AMI contribution, is projected at $245 million-$265 million. Lattice Q3 Earnings Guidance Positive Sentiment: Needham raised its price target on LSCC to $160 from $140 and maintained a Buy rating, while Rosenblatt reaffirmed a Buy rating with a $175 target. Analysts cited strong AI infrastructure demand and an expanding backlog extending into 2027. Lattice Semiconductor Analysts Raise Their Forecasts Neutral Sentiment: The recently completed $1.65 billion AMI acquisition expands Lattice’s secure-management and platform-firmware offerings and should contribute to near-term revenue, but investors are evaluating integration execution and the transaction’s financing structure. Negative Sentiment: The AMI deal involved approximately $1.0 billion in cash, about $650 million in Lattice stock and additional credit facilities, creating concerns about higher leverage, dilution and integration risk despite the favorable operating outlook. Negative Sentiment: Investor expectations were already high following LSCC’s rapid growth and AI-related rally. The company’s reported valuation remains demanding, making the stock vulnerable to profit-taking when results, even strong ones, do not produce a sufficiently large upside surprise. Negative Sentiment: Quiver Quantitative data showed 57 open-market insider sales and no purchases over the past six months. That pattern may add to short-term selling pressure, although insider transactions do not necessarily indicate a change in the company’s long-term prospects. Why Lattice Semiconductor Stock Is Down Today About Lattice Semiconductor (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.

See Also Five stocks we like better than Lattice Semiconductor SpaceX: Love the Company, But the Stock Is a Harder Call Ulta’s Growth Is Real, But So Are the Risks BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Want to see what other hedge funds are holding LSCC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lattice Semiconductor Corporation (NASDAQ:LSCC – Free Report).

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Key Takeaways Lattice beat Q2 estimates as revenues rose 62.2% year over year and non-GAAP EPS reached 53 cents.AI-related revenues remain on track to reach at least 25% of 2026 sales as FPGA content expands.AMI is expected to exit 2026 above a $200M annual revenue run rate and become EPS-accretive in Q4. Lattice Semiconductor Corporation (LSCC - Free Report) used its second-quarter fiscal 2026 earnings call to frame accelerating artificial intelligence infrastructure demand and the AMI acquisition as the foundation of its next growth phase.

Management highlighted expanding FPGA content, recovering industrial demand and backlog extending into 2027 while acknowledging near-term assembly constraints and rising supply-chain costs.

LSCC Sees Broad AI Infrastructure DemandChief executive officer Fouad Tamer said that Compute and Communications revenues reached a record, rising 18% sequentially and 83% year over year. Growth reflected demand across AI servers and the supporting networking, storage and cloud infrastructure.

Tamer said that FPGA attachment rates and content are increasing as servers require more security, power management, cooling control and connectivity functions. Higher complexity is also supporting stronger pricing for newer products.

AI-related revenues remain on track to reach or exceed 25% of 2026 revenues. Management stressed that AI spending is also lifting demand for traditional servers and related infrastructure beyond products directly attached to accelerators.

Lattice Benefits From Industrial RecoveryIndustrial and Embedded revenues rose 17% sequentially and 36% year over year, supported by industrial automation, aerospace and defense, medical, robotics and other physical AI applications.

Tamer said that channel inventory had returned to the company’s targeted range, shifting management’s attention from inventory normalization toward securing sufficient supply. New design wins are beginning to ramp across several end markets.

The company expects Industrial and Embedded to remain a growth contributor through the rest of 2026 and into 2027. Chief financial officer Lorenzo Flores noted that Lattice has limited automotive exposure, reducing the drag from weakness in that market.

LSCC Converts Revenue Growth Into EarningsRevenues reached $201.1 million, up 62.2% year over year and surpassed the Zacks Consensus Estimate of $185.1 million. Non-GAAP earnings per share (EPS) of 53 cents beat the consensus estimate of 44 cents.

Non-GAAP gross margin increased 240 basis points year over year to 71.7%, aided by favorable product and customer mix. Non-GAAP operating margin expanded sequentially to 38.3%, while adjusted EBITDA margin reached 43%.

Flores said that operating leverage allowed earnings to grow more than 120% year over year. Free cash flow totaled $81.3 million, representing a 40.4% margin, as profitability and cash generation strengthened faster than revenue.

Lattice Uses AMI to Expand Its PlatformTamer said that the completed AMI acquisition combines Lattice’s low-power FPGAs with platform firmware and infrastructure-management software, creating a broader management and control offering for AI data centers.

AMI is expected to exit 2026 at an annual revenue run rate above $200 million, with gross margin above 75% and EBITDA margin above 40%. Its revenues are split approximately 60% between boot firmware and 40% infrastructure manageability.

Management expects the combination to double Lattice’s addressable market. Tamer said that feedback from roughly 100 hyperscalers, equipment manufacturers and ecosystem partners reinforced confidence in joint customer opportunities.

LSCC Guides to Another Record QuarterLattice expects third-quarter revenues in the range of $245 million to $265 million, including approximately two months of AMI contribution. The stand-alone FPGA business is projected to generate revenues of $210 million to $230 million.

Non-GAAP EPS is forecasted to be between 54 cents and 58 cents. Combined non-GAAP gross margin is expected to be 69.5%, plus or minus one percentage point, while operating expenses are projected to be in the range of $83 million to $90 million.

Flores said that AMI should become meaningfully accretive to EPS beginning in the fourth quarter. The company expects to exit 2026 at a $1.2 billion annual revenue run rate, supporting its longer-term aspiration of reaching $3 billion by 2030.

Lattice Addresses Supply and Integration RisksA Deutsche Bank analyst asked whether supply limitations could restrict growth. Tamer said that assembly capacity remained constrained, although new capacity agreements and supplier qualifications should bring supply and demand into balance by September.

A Jefferies analyst questioned cost pressure. Tamer said that supplier costs and expedite fees were rising, with Lattice planning to absorb some increases and pass some through to customers.

Management also clarified that AMI’s low-margin hardware pass-through activity will be exited by year-end. Flores said that the transition temporarily affects third-quarter gross margin but is not part of AMI’s expected $200 million run-rate business.

LSCC Maintains an Expansion-Focused PostureManagement’s tone remained confident about sustained demand, design wins and operating leverage. Backlog now extends through 2027, supported by capacity commitments with suppliers and corresponding customer agreements.

The company’s priorities are integrating AMI, securing supply, investing in research and development and converting above-market revenue growth into faster earnings and cash-flow expansion.

Zacks Rank and Style Scores SignalsLSCC currently carries a Zacks Rank #2 (Buy). Its Growth Score of A indicates strong growth characteristics, while its Value Score of F and Momentum Score of D point to weaker valuation and price-momentum attributes. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The VGM Score of C reflects a mixed combined profile despite the favorable Growth Score. The Zacks Rank can change as analysts revise their earnings estimates following the newly reported results.

Lattice Semiconductor Corp (NASDAQ:LSCC) on Tuesday posted better-than-expected second-quarter results.

The company reported quarterly earnings of 53 cents per share which beat the analyst consensus estimate of 44 cents per share. The company reported quarterly sales of $201.079 million which beat the analyst consensus estimate of $185.451 million.

Lattice Semiconductor said it sees third-quarter adjusted EPS of 54 cents to 58 cents, versus market estimates of 47 cents. The company expects sales of $210.000 million to $230.000 million, versus estimates of $196.987 million.

Ford Tamer, Chief Executive Officer, said, “We delivered an exceptional second quarter, achieving record revenue of $201 million and non-GAAP EPS of $0.53, up 62% and more than 120% year-over-year, respectively. Both metrics exceeded the high end of our guidance. The combination of strong customer demand, accelerating backlog and sustained design win momentum gives us increased confidence in continued market share gains and profitable growth.”

Lattice Semiconductor shares fell 4.4% to $132.00 in pre-market trading.

These analysts made changes to their price targets on Lattice Semiconductor following earnings announcement.

Jefferies analyst Blayne Curtis maintained the stock with a Buy and raised the price target from $145 to $175. Needham analyst N. Quinn Bolton maintained the stock with a Buy and raised the price target from $140 to $160. Considering buying LSCC stock? Here’s what analysts think:

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Lattice Semiconductor Corporation (LSCC) Q2 2026 Earnings Call Transcript

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.