Lattice Semiconductor (NASDAQ:LSCC) Issues Q4 2026 Earnings Guidance

Lattice Semiconductor (NASDAQ:LSCC) issued an update on its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.820-0.860 for the period, compared to the consensus EPS estimate of 0.600. The company issued revenue guidance of $325.0 million-$345.0 million, compared to the consensus revenue estimate of $293.6 million.

Lattice Semiconductor Price Performance

Shares of NASDAQ LSCC opened at $105.92 on Wednesday. The company has a market capitalization of $14.51 billion, a PE ratio of 98.39, a PEG ratio of 1.45 and a beta of 1.90. The company has a quick ratio of 2.33, a current ratio of 3.02 and a debt-to-equity ratio of 0.04. The stock’s 50 day moving average price is $114.70 and its 200-day moving average price is $115.52. Lattice Semiconductor has a twelve month low of $60.50 and a twelve month high of $157.01.

Lattice Semiconductor (NASDAQ:LSCC) last issued its quarterly earnings results on Monday, November 2nd. The semiconductor company reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.17. Lattice Semiconductor had a return on equity of 18.28% and a net margin of 5.53%. The company had revenue of $291.04 million during the quarter, compared to the consensus estimate of $255.90 million. During the same period last year, the business posted $0.28 earnings per share. Lattice Semiconductor’s revenue was up 118.3% on a year-over-year basis. On average, equities analysts anticipate that Lattice Semiconductor will post 1.11 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on LSCC shares. Rosenblatt Securities lifted their target price on Lattice Semiconductor from $175.00 to $200.00 and gave the stock a “buy” rating in a research note on Tuesday. Stifel Nicolaus increased their price target on shares of Lattice Semiconductor from $165.00 to $175.00 and gave the company a “buy” rating in a research report on Tuesday. Royal Bank Of Canada raised their price objective 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. Jefferies Financial Group lifted their price objective 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, KeyCorp boosted their target price on shares of Lattice Semiconductor from $165.00 to $180.00 and gave the company an “overweight” rating in a research note on Wednesday, August 5th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, Lattice Semiconductor presently has an average rating of “Buy” and an average price target of $166.82.

Insider Activity

In related news, SVP Pravin Desale sold 2,039 shares of Lattice Semiconductor 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 owned 73,456 shares of the company’s stock, valued at approximately $8,214,584.48. This trade represents a 2.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed 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 business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $134.77, for a total value of $2,121,549.34. Following the completion of the sale, the senior vice president owned 155,420 shares in the company, valued at $20,945,953.40. This represents 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. Insiders have sold 19,661 shares of company stock valued at $2,587,259 in the last 90 days. Insiders own 0.62% of the company’s stock.

More Lattice Semiconductor News

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

• Positive Sentiment: Q3 results significantly topped estimates: Revenue reached a record $291 million, up 118% year over year, while adjusted earnings were $0.72 per share versus consensus near $0.55. Strong AI data-center demand contributed to the performance. Lattice Q3 results
• Positive Sentiment: Outlook was well above forecasts: Lattice guided to Q4 revenue of $325 million–$345 million and EPS of $0.82–$0.86, compared with analyst estimates of about $294 million and $0.60. Management also indicated it expects at least 60% revenue growth in 2027, supporting expectations that AI-related demand can continue driving expansion. Lattice outlook
• Positive Sentiment: Analyst support strengthened: Rosenblatt raised its price target to $200 and maintained a Buy rating; StoneX also reiterated its Buy rating after the results. Analyst forecast changes
• Neutral Sentiment: The quarter included revenue from Lattice’s July acquisition of AMI, so the reported year-over-year growth reflects both business momentum and the acquisition. Reports also noted improving inventory levels. Q3 and inventory report
• Negative Sentiment: Some commentary cautioned that the stock’s valuation may already reflect much of the AI-driven growth, and analysts offered differing views on whether the exceptional growth pace can last. That could limit further upside if demand or execution disappoints. Analyst views

Lattice Semiconductor Company Profile

Lattice Semiconductor Corporation (NASDAQ: LSCC) designs and develops low-power programmable semiconductor devices and related software. Its product portfolio includes field-programmable gate arrays (FPGAs), complex programmable logic devices, programmable system control solutions, and connectivity products that enable customers to configure and update electronic systems after manufacturing.

The company’s products are used in communications and networking equipment, industrial systems, automotive applications, data-center and computing hardware, consumer electronics, and aerospace and defense products.