Keybank National Association OH bought a new position in shares of Lattice Semiconductor Corporation (NASDAQ:LSCC – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 5,189 shares of the semiconductor company’s stock, valued at approximately $382,000.
Several other institutional investors also recently made changes to their positions in the stock. Harbor Capital Advisors Inc. boosted its position in shares of Lattice Semiconductor by 1.2% during the 4th quarter. Harbor Capital Advisors Inc. now owns 12,466 shares of the semiconductor company’s stock worth $917,000 after purchasing an additional 143 shares in the last quarter. Envestnet Portfolio Solutions Inc. boosted its position in shares of Lattice Semiconductor by 0.7% during the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 21,312 shares of the semiconductor company’s stock worth $1,563,000 after purchasing an additional 144 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in shares of Lattice Semiconductor by 46.5% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 476 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 151 shares in the last quarter. Allworth Financial LP boosted its position in shares of Lattice Semiconductor by 45.2% during the 3rd quarter. Allworth Financial LP now owns 501 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 156 shares in the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in shares of Lattice Semiconductor by 1.4% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 11,910 shares of the semiconductor company’s stock worth $873,000 after purchasing an additional 166 shares in the last quarter. 98.08% of the stock is currently owned by hedge funds and other institutional investors.
Lattice Semiconductor News Roundup
Here are the key news stories impacting Lattice Semiconductor this week:
- Positive Sentiment: Q1 results beat expectations — revenue rose ~42% year?over?year and EPS of $0.41 topped consensus; management raised Q2 guidance (EPS $0.420–0.460; revenue $175M–$195M), supporting near?term growth/AI demand thesis. Lattice’s Q1 Earnings Beat Estimates on Solid Revenue Growth
- Positive Sentiment: Strategic M&A: Lattice agreed to acquire AMI for $1.65B to expand AI/cloud/platform management and security offerings — deal seen as accelerating data?center and software adjacencies. Lattice Semiconductor to buy software firm AMI in $1.65 billion deal
- Positive Sentiment: Street momentum: Multiple analysts upped price targets and ratings after results and the AMI announcement (examples: Rosenblatt, Needham, Baird, TD Cowen), boosting upside expectations. Lattice Semiconductor Price Target Raised to $145 on Strengthening AI Datacenter Momentum and AMI Acquisition Upside
- Neutral Sentiment: Corporate governance: Stockholders backed directors and governance measures at the 2026 annual meeting, reducing proxied?vote uncertainty. Lattice Semiconductor Stockholders Back Directors and Governance Measures
- Neutral Sentiment: Analyst consensus remains favorable overall (average “Moderate Buy”), reflecting mixed optimism on growth vs. execution risks. Lattice Semiconductor Corporation (NASDAQ:LSCC) Given Average Rating of “Moderate Buy” by Analysts
- Negative Sentiment: Valuation and deal/integration risk: Despite strong top?line momentum, valuation metrics (very elevated trailing P/E) and the $1.65B cash outlay could prompt profit?taking or concern about integration and capital allocation; that may explain downward pressure even after positive headlines.
Insider Transactions at Lattice Semiconductor
Analyst Upgrades and Downgrades
Several research analysts have recently issued reports on LSCC shares. Robert W. Baird lifted their price target on Lattice Semiconductor from $120.00 to $135.00 and gave the stock an “outperform” rating in a research note on Tuesday. Needham & Company LLC lifted their price target on Lattice Semiconductor from $110.00 to $140.00 and gave the stock a “buy” rating in a research note on Tuesday. Weiss Ratings raised Lattice Semiconductor from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, April 21st. Royal Bank Of Canada lifted their price target on Lattice Semiconductor from $118.00 to $140.00 and gave the stock an “outperform” rating in a research note on Tuesday. Finally, TD Cowen lifted their price target on Lattice Semiconductor from $125.00 to $145.00 and gave the stock a “buy” rating in a research note on Tuesday. Thirteen research 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, the stock has an average rating of “Moderate Buy” and an average target price of $129.07.
Get Our Latest Research Report on LSCC
Lattice Semiconductor Stock Down 2.6%
NASDAQ:LSCC opened at $122.27 on Wednesday. The company has a market capitalization of $16.74 billion, a PE ratio of 873.42, a price-to-earnings-growth ratio of 4.61 and a beta of 1.76. Lattice Semiconductor Corporation has a 52-week low of $43.90 and a 52-week high of $127.95. The stock has a fifty day simple moving average of $101.05 and a 200-day simple moving average of $85.69.
Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) last released its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.36 by $0.05. Lattice Semiconductor had a return on equity of 8.60% and a net margin of 3.46%.The business had revenue of $170.90 million during the quarter, compared to the consensus estimate of $164.93 million. During the same quarter in the previous year, the company posted $0.22 EPS. The business’s revenue 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 analysts anticipate that Lattice Semiconductor Corporation will post 0.89 earnings per share for the current year.
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.
Further Reading
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