Lattice Semiconductor (NASDAQ:LSCC) Releases Q1 2026 Earnings Guidance

Lattice Semiconductor (NASDAQ:LSCC) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.340-0.380 for the period, compared to the consensus EPS estimate of 0.260. The company issued revenue guidance of $158.0 million-$172.0 million, compared to the consensus revenue estimate of $148.2 million.

Wall Street Analysts Forecast Growth

LSCC has been the topic of several research reports. Stifel Nicolaus raised their price objective on Lattice Semiconductor from $80.00 to $110.00 and gave the company a “buy” rating in a research report on Wednesday. Williams Trading set a $82.00 target price on Lattice Semiconductor in a report on Tuesday, November 4th. KeyCorp upped their price target on Lattice Semiconductor from $95.00 to $125.00 and gave the stock an “overweight” rating in a report on Wednesday. Benchmark boosted their target price on shares of Lattice Semiconductor from $82.00 to $120.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Wall Street Zen lowered shares of Lattice Semiconductor from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Thirteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Lattice Semiconductor has an average rating of “Moderate Buy” and an average target price of $102.64.

Lattice Semiconductor Trading Down 6.5%

LSCC stock traded down $6.83 during mid-day trading on Thursday, hitting $98.94. 1,619,716 shares of the company were exchanged, compared to its average volume of 2,137,456. The firm has a fifty day simple moving average of $80.94 and a 200 day simple moving average of $71.63. The company has a market capitalization of $13.53 billion, a PE ratio of 4,962.08, a price-to-earnings-growth ratio of 3.94 and a beta of 1.70. Lattice Semiconductor has a twelve month low of $34.69 and a twelve month high of $108.08.

Lattice Semiconductor (NASDAQ:LSCC) last announced 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. The firm had revenue of $145.79 million during the quarter, compared to analyst estimates of $143.18 million. Lattice Semiconductor had a return on equity of 5.62% and a net margin of 0.59%.Lattice Semiconductor’s quarterly revenue was up 24.2% on a year-over-year basis. During the same period in the previous year, the company earned $0.15 earnings per share. Lattice Semiconductor has set its Q1 2026 guidance at 0.340-0.380 EPS. As a group, sell-side analysts anticipate that Lattice Semiconductor will post 0.65 earnings per share for the current year.

Insiders Place Their Bets

In other news, SVP Tracy Ann Feanny sold 9,965 shares of Lattice Semiconductor stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $73.44, for a total value of $731,829.60. Following the completion of the transaction, the senior vice president directly owned 61,740 shares of the company’s stock, valued at approximately $4,534,185.60. The trade was a 13.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Pravin Desale sold 839 shares of the firm’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $78.09, for a total transaction of $65,517.51. Following the completion of the transaction, the senior vice president directly owned 104,208 shares in the company, valued at $8,137,602.72. This represents a 0.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 16,512 shares of company stock worth $1,196,508 over the last three months. 1.80% of the stock is owned by corporate insiders.

Trending Headlines about Lattice Semiconductor

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

• Positive Sentiment: Q4 revenue beat and strong forward guidance — Lattice reported revenue of $145.8M (above estimates) and EPS in line with consensus; it issued Q1 EPS guidance of $0.340–0.380 and revenue guidance above street expectations, supporting near‑term growth visibility. Lattice Semiconductor Corp (LSCC) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and …
• Positive Sentiment: AI and data‑center demand is emerging as a meaningful revenue driver — management and multiple reports highlight rising AI server opportunities and physical AI use cases that boost addressable market and margins over time. Lattice Semiconductor Leans Into AI Demand As Revenue Outlook Strengthens
• Positive Sentiment: Analyst upgrades and higher price targets are keeping sentiment bullish — several firms raised targets and reiterated buys after the quarter, which underpins upside expectations (including firms lifting targets materially). Lattice Semiconductor soars after Q4 revenue beat, keeps analysts bullish
• Positive Sentiment: Unusual options call buying suggests speculative bullish positioning — a large spike in call activity preceded/ followed the move, indicating trader interest in further upside.
• Neutral Sentiment: EPS met street estimates ($0.32) — the beat was in revenue and guidance rather than EPS surprise, so the print is constructive but not an earnings shock. Lattice’s Q4 Earnings Meet Estimates on Healthy Revenue Growth
• Neutral Sentiment: Long‑term performance pieces highlight past gains but add little near‑term signal for fundamentals. If you invested $1000 in Lattice Semiconductor a decade ago, this is how much it’d be worth now
• Negative Sentiment: GAAP loss widened and margins remain modest today — while revenue growth is healthy, GAAP profitability and net margin are still limited, which may keep some investors cautious on valuation. Lattice’s Q4 Earnings Meet Estimates on Healthy Revenue Growth
• Negative Sentiment: Profit‑taking / technical pullback after a sharp post‑earnings rally — the stock had surged on the beat/guidance and analyst lifts; some intraday weakness likely reflects position‑squaring by short‑term traders.

Hedge Funds Weigh In On Lattice Semiconductor

Several hedge funds and other institutional investors have recently modified their holdings of LSCC. Invesco Ltd. increased its holdings in shares of Lattice Semiconductor by 177.3% in the 3rd quarter. Invesco Ltd. now owns 6,076,616 shares of the semiconductor company’s stock worth $445,538,000 after acquiring an additional 3,885,482 shares during the period. State Street Corp grew its position in Lattice Semiconductor by 1.8% in the 2nd quarter. State Street Corp now owns 4,852,380 shares of the semiconductor company’s stock worth $237,718,000 after purchasing an additional 85,973 shares during the last quarter. Bank of America Corp DE increased its stake 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 purchasing an additional 1,390,109 shares during the period. Rafferty Asset Management LLC raised its holdings in shares of Lattice Semiconductor by 63.3% during 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 buying an additional 692,041 shares during the last quarter. Finally, Millennium Management LLC boosted its position in shares of Lattice Semiconductor by 113.7% during the third quarter. Millennium Management LLC now owns 976,034 shares of the semiconductor company’s stock worth $71,563,000 after buying an additional 519,242 shares during the period. Institutional investors and hedge funds own 98.08% of the company’s stock.

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.