Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) issued an update on its second quarter 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 0.420-0.460 for the period, compared to the consensus earnings per share 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.
Lattice Semiconductor Price Performance
Shares of LSCC traded down $5.83 during trading hours on Tuesday, hitting $119.74. The stock had a trading volume of 461,804 shares, compared to its average volume of 1,959,706. Lattice Semiconductor has a 12 month low of $43.90 and a 12 month high of $127.95. The firm has a market capitalization of $16.39 billion, a PE ratio of 5,991.45, a PEG ratio of 4.44 and a beta of 1.76. The stock has a fifty day moving average price of $100.56 and a 200 day moving average price of $85.33.
Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) last issued its quarterly earnings data 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 5.60% and a net margin of 0.59%.The company had revenue of $170.90 million during the quarter, compared to analyst estimates of $164.93 million. During the same quarter in the previous year, the company 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. As a group, analysts anticipate that Lattice Semiconductor will post 0.89 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
Read Our Latest Stock Analysis on Lattice Semiconductor
Insider Buying and Selling at Lattice Semiconductor
In other Lattice Semiconductor news, CAO Tonya Stevens sold 1,113 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $94.00, for a total transaction of $104,622.00. Following the completion of the sale, the chief accounting officer owned 62,302 shares of the company’s stock, valued at approximately $5,856,388. The trade was a 1.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Erhaan Shaikh sold 1,577 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $93.33, for a total value of $147,181.41. Following the sale, the senior vice president directly owned 82,617 shares of the company’s stock, valued at $7,710,644.61. This represents a 1.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 45,614 shares of company stock valued at $4,346,028 in the last ninety days. 0.62% of the stock is currently owned by company insiders.
Key Lattice Semiconductor News
Here are the key news stories impacting Lattice Semiconductor this week:
- Positive Sentiment: Q1 earnings and revenue beat expectations — Lattice reported $0.41 EPS vs. $0.36 consensus and revenue of $170.9M (up ~42% YoY), showing healthy top-line momentum. Lattice Semiconductor (LSCC) Q1 Earnings and Revenues Beat Estimates
- Positive Sentiment: Raised Q2 guide — management set Q2 revenue $175M–$195M and EPS $0.420–$0.460, both above Street estimates, indicating continued demand and improved margin visibility. Lattice projects Q2 revenue of $175M-$195M while targeting AMI close in Q3 for $1.65B deal
- Positive Sentiment: Strategic acquisition — Lattice agreed to buy AMI (AI/cloud & platform management) for $1.65B to expand its secure management and control offerings, which could enhance software/recurring revenue mix and AI/datacenter positioning. Lattice Semiconductor to buy software firm AMI in $1.65 billion deal
- Positive Sentiment: Analyst sentiment improving — brokers raised price targets (example: TD Cowen to $145) and the consensus rating sits around “Moderate Buy,” supporting upside expectations. Lattice Semiconductor Price Target Raised to $145
- Neutral Sentiment: Deal timing — management is targeting an AMI close in Q3; timing and regulatory/closing conditions are uncertain, so benefits may take time to realise. Lattice projects Q2 revenue of $175M-$195M while targeting AMI close in Q3 for $1.65B deal
- Negative Sentiment: Execution and financing risks — a $1.65B acquisition increases integration risk and cash/financing requirements; investors should watch details on deal financing, potential dilution, and margin impact. Lattice Semiconductor to buy software firm AMI in $1.65 billion deal
- Negative Sentiment: Profitability still modest — despite strong revenue growth, recent net margin and ROE remain low, so investors should monitor whether software mix and scale from AMI drive sustainable margin improvement.
Hedge Funds Weigh In On Lattice Semiconductor
Several large investors have recently made changes to their positions in LSCC. Invesco Ltd. lifted its position in shares of Lattice Semiconductor by 177.3% in the third quarter. Invesco Ltd. now owns 6,076,616 shares of the semiconductor company’s stock valued at $445,538,000 after acquiring an additional 3,885,482 shares in the last quarter. Bank of America Corp DE lifted its position in shares of Lattice Semiconductor by 77.4% in 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 acquiring an additional 1,390,109 shares in the last quarter. Rafferty Asset Management LLC lifted its position in shares of Lattice Semiconductor by 63.3% in the second quarter. Rafferty Asset Management LLC now owns 1,785,278 shares of the semiconductor company’s stock valued at $87,461,000 after acquiring an additional 692,041 shares in the last quarter. Balyasny Asset Management L.P. lifted its position in shares of Lattice Semiconductor by 266.4% in the fourth quarter. Balyasny Asset Management L.P. now owns 853,641 shares of the semiconductor company’s stock valued at $62,811,000 after acquiring an additional 620,673 shares in the last quarter. Finally, Squarepoint Ops LLC lifted its position in shares of Lattice Semiconductor by 2,680.9% in the second quarter. Squarepoint Ops LLC now owns 545,580 shares of the semiconductor company’s stock valued at $26,728,000 after acquiring an additional 525,961 shares in the last quarter. 98.08% of the stock is currently 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.
Further Reading
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