Lattice Semiconductor (NASDAQ:LSCC) Price Target Raised to $135.00 at Jefferies Financial Group

Lattice Semiconductor (NASDAQ:LSCC) had its price objective increased by Jefferies Financial Group from $85.00 to $135.00 in a research report report published on Wednesday,Benzinga reports. The brokerage currently has a buy rating on the semiconductor company’s stock.

A number of other analysts have also weighed in on LSCC. Needham & Company LLC upped their target price on shares of Lattice Semiconductor from $90.00 to $110.00 and gave the stock a “buy” rating in a report on Wednesday. KeyCorp boosted their price target on shares of Lattice Semiconductor from $95.00 to $125.00 and gave the stock an “overweight” rating in a research note on Wednesday. Raymond James Financial reiterated an “outperform” rating and issued a $80.00 target price on shares of Lattice Semiconductor in a research report on Tuesday, November 4th. Williams Trading set a $82.00 price objective on Lattice Semiconductor in a report on Tuesday, November 4th. Finally, Benchmark raised their price objective on Lattice Semiconductor from $82.00 to $120.00 and gave the company a “buy” rating in a report on Wednesday. Thirteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Lattice Semiconductor has an average rating of “Moderate Buy” and a consensus price target of $99.43.

Lattice Semiconductor Price Performance

Shares of NASDAQ:LSCC traded down $1.21 during midday trading on Wednesday, hitting $104.56. 564,152 shares of the company’s stock were exchanged, compared to its average volume of 2,103,681. The company has a market cap of $14.30 billion, a PE ratio of 5,246.62, a price-to-earnings-growth ratio of 3.94 and a beta of 1.70. Lattice Semiconductor has a 12 month low of $34.69 and a 12 month high of $108.08. The stock has a 50 day moving average price of $80.94 and a 200-day moving average price of $71.63.

Lattice Semiconductor (NASDAQ:LSCC) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $0.32 earnings per share for the quarter, meeting the consensus estimate of $0.32. Lattice Semiconductor had a return on equity of 5.62% and a net margin of 0.59%.The business had revenue of $145.79 million for the quarter, compared to analysts’ expectations of $143.18 million. During the same period last year, the business earned $0.15 EPS. The business’s revenue was up 24.2% on a year-over-year basis. Lattice Semiconductor has set its Q1 2026 guidance at 0.340-0.380 EPS. On average, analysts anticipate that Lattice Semiconductor will post 0.65 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, SVP Pravin Desale sold 839 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $78.09, for a total value of $65,517.51. Following the sale, the senior vice president directly owned 104,208 shares of the company’s stock, valued at $8,137,602.72. The trade was a 0.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Tracy Ann Feanny sold 9,965 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $73.44, for a total value of $731,829.60. Following the completion of the sale, the senior vice president directly owned 61,740 shares in the company, valued at $4,534,185.60. This trade represents a 13.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 16,512 shares of company stock worth $1,196,508. Company insiders own 1.80% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Royal Bank of Canada lifted its position in Lattice Semiconductor by 213.3% in the 1st quarter. Royal Bank of Canada now owns 176,938 shares of the semiconductor company’s stock valued at $9,280,000 after acquiring an additional 120,464 shares in the last quarter. AQR Capital Management LLC lifted its stake in Lattice Semiconductor by 59.5% during the 1st quarter. AQR Capital Management LLC now owns 8,799 shares of the semiconductor company’s stock valued at $460,000 after acquiring an additional 3,283 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of Lattice Semiconductor by 37.8% in the first quarter. Goldman Sachs Group Inc. now owns 963,493 shares of the semiconductor company’s stock worth $50,535,000 after acquiring an additional 264,329 shares during the period. Aberdeen Group plc lifted its position in Lattice Semiconductor by 0.3% during the second quarter. Aberdeen Group plc now owns 373,647 shares of the semiconductor company’s stock valued at $18,305,000 after purchasing an additional 1,091 shares during the period. Finally, CWM LLC boosted its holdings in Lattice Semiconductor by 30.4% in the second quarter. CWM LLC now owns 43,242 shares of the semiconductor company’s stock worth $2,118,000 after purchasing an additional 10,079 shares during the last quarter. Institutional investors own 98.08% of the company’s stock.

Key Stories Impacting Lattice Semiconductor

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

• Positive Sentiment: Q4 revenue beat and strong Q1 guidance — Lattice reported Q4 revenue of $145.8M (up 24% Y/Y), EPS in line with estimates, and set Q1 EPS guidance of $0.34–$0.38 and revenue guidance of $158–$172M, both well above consensus, driving investor optimism. Lattice Semiconductor Corp (LSCC) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Rising AI exposure and upgrade narrative — Analysts and commentators note expanding AI and data‑center server opportunities and “physical AI” traction in Lattice’s roadmap, which upgrades LSCC’s long‑term growth story. Lattice Semiconductor: Rapidly Rising AI Exposure (Upgrade)
• Positive Sentiment: Analyst bullishness and price‑target raises — Multiple firms raised price targets (Jefferies, Benchmark, RBC, Needham, Rosenblatt) and reiterated buy/outperform views after the print, supporting further upside expectations. Lattice Semiconductor soars after Q4 revenue beat, keeps analysts bullish
• Positive Sentiment: Unusual options activity — Traders bought an outsized number of call options ahead/around the print (roughly a 5x increase vs. normal volume), indicating speculative or hedge-driven bullish bets. (No external link)
• Neutral Sentiment: Earnings call detail and investor materials available — Management provided a slide deck and full transcript highlighting product wins in AI/data center and inventory improvements that investors can review for execution details. Q4 Results — Slide Deck / Press Release
• Negative Sentiment: GAAP loss widened in the quarter — While revenue grew, GAAP results showed a wider loss; investors should watch near‑term margin trends and cost leverage as higher revenue shifts toward AI server product mix. Lattice’s Q4 Earnings Meet Estimates on Healthy Revenue Growth

About Lattice Semiconductor

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.