Lattice Semiconductor (NASDAQ:LSCC) Releases Q2 2026 Earnings Guidance

Lattice Semiconductor (NASDAQ:LSCC) updated its second quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 0.420-0.460 for the period, compared to the consensus estimate of 0.350. The company issued revenue guidance of $175.0 million-$195.0 million, compared to the consensus revenue estimate of $169.9 million.

Wall Street Analysts Forecast Growth

Several research firms have commented on LSCC. Jefferies Financial Group upped their price objective on Lattice Semiconductor from $135.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday. KeyCorp increased their price objective on Lattice Semiconductor from $125.00 to $165.00 and gave the stock an “overweight” rating in a research report on Tuesday. Rosenblatt Securities increased their price objective on Lattice Semiconductor from $105.00 to $175.00 and gave the stock a “buy” rating in a research report on Tuesday. TD Cowen increased their price objective on Lattice Semiconductor from $125.00 to $145.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, Royal Bank Of Canada increased their price objective on Lattice Semiconductor from $118.00 to $140.00 and gave the stock an “outperform” rating in a research report on Tuesday. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $129.07.

Lattice Semiconductor Stock Performance

Lattice Semiconductor stock traded up $0.81 during mid-day trading on Wednesday, reaching $123.08. 318,915 shares of the company were exchanged, compared to its average volume of 1,984,325. Lattice Semiconductor has a twelve month low of $43.90 and a twelve month high of $127.95. The firm’s 50-day simple moving average is $101.05 and its two-hundred day simple moving average is $85.69. The firm has a market cap of $16.85 billion, a PE ratio of 876.56, a price-to-earnings-growth ratio of 4.61 and a beta of 1.76.

Lattice Semiconductor (NASDAQ:LSCC) last posted its quarterly earnings data on Monday, May 4th. The semiconductor company reported $0.41 earnings per share for the quarter, topping analysts’ consensus estimates of $0.36 by $0.05. Lattice Semiconductor had a return on equity of 8.60% and a net margin of 3.46%.The company had revenue of $170.90 million during the quarter, compared to analysts’ expectations of $164.93 million. During the same period last year, the firm earned $0.22 EPS. The firm’s revenue for the quarter was up 42.2% on a year-over-year basis. Lattice Semiconductor has set its Q2 2026 guidance at 0.420-0.460 EPS. As a group, equities research analysts anticipate that Lattice Semiconductor will post 0.89 EPS for the current year.

Insider Buying and Selling at Lattice Semiconductor

In other news, CEO Ford Tamer sold 3,544 shares of the stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $90.63, for a total transaction of $321,192.72. Following the completion of the transaction, the chief executive officer directly owned 281,883 shares of the company’s stock, valued at approximately $25,547,056.29. This represents a 1.24% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director James P. Lederer sold 5,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $96.96, for a total value of $484,800.00. Following the transaction, the director directly owned 50,550 shares of the company’s stock, valued at approximately $4,901,328. This trade represents a 9.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 45,614 shares of company stock worth $4,346,028. 0.62% of the stock is currently owned by company insiders.

Key Stories Impacting Lattice Semiconductor

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

• Positive Sentiment: Q1 beat-and-raise: Lattice reported $0.41 EPS on $170.9M revenue (rev +42% YoY), topping estimates and raising Q2 EPS guidance to $0.420–0.460, signaling stronger-than-expected AI-driven FPGA demand. Lattice’s Q1 Earnings Beat Estimates on Solid Revenue Growth
• Positive Sentiment: AMI acquisition: Lattice agreed to buy AMI for ~$1.65B to expand its secure management/platform software stack — a strategic tuck-in that could increase software/recurring revenue exposure and datacenter/AI relevance. Lattice Semiconductor to buy software firm AMI in $1.65 billion deal
• Positive Sentiment: Analyst upgrades and target raises: Multiple firms (Rosenblatt, Needham, Baird, TD Cowen and others) raised price targets and ratings, reflecting confidence in AI/datacenter momentum and AMI deal upside. Upgrades provide near-term sentiment support. Lattice Semiconductor Price Target Raised to $145 on Strengthening AI Datacenter Momentum and AMI Acquisition Upside
• Positive Sentiment: Margin and growth commentary: Management highlighted improving inventory, margin expansion and continued AI-driven FPGA demand on the earnings call — factors supporting durable revenue and profitability improvement. Lattice Semiconductor Soars on Growth, Margins and AMI Deal
• Neutral Sentiment: Corporate governance update: Stockholders backed directors and governance measures at the annual meeting; this reduces near-term activist/governance risk but has limited immediate financial impact. Lattice Semiconductor Stockholders Back Directors and Governance Measures
• Negative Sentiment: Valuation caution: A Seeking Alpha piece warns Lattice’s valuation may have outpaced the company’s near-term earnings growth expectations, flagging downside risk if execution or AMI integration disappoints. Investors should weigh premium multiples against execution risk. Lattice Semiconductor: Valuation Has Run Further Than Earnings Growth Expectations

Hedge Funds Weigh In On Lattice Semiconductor

Large investors have recently modified their holdings of the business. iSAM Funds UK Ltd purchased a new position in shares of Lattice Semiconductor during the 3rd quarter worth approximately $25,000. Smartleaf Asset Management LLC raised 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 buying an additional 324 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new position in shares of Lattice Semiconductor during the 3rd quarter worth approximately $31,000. Advisory Services Network LLC purchased a new position in shares of Lattice Semiconductor during the 3rd quarter worth approximately $34,000. Finally, State of Wyoming purchased a new position in shares of Lattice Semiconductor during the 2nd quarter worth approximately $51,000. 98.08% of the stock is owned by hedge funds and other institutional investors.

Lattice Semiconductor Company Profile

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.