Lattice Semiconductor (NASDAQ:LSCC) Updates Q3 2026 Earnings Guidance

Posted by George Bondi on Aug 6th, 2026

Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) updated its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.540-0.580 for the period, compared to the consensus estimate of 0.430. The company issued revenue guidance of $210.0 million-$230.0 million, compared to the consensus revenue estimate of $192.8 million.

Lattice Semiconductor Trading Down 0.3%

NASDAQ LSCC traded down $0.34 during trading hours on Thursday, reaching $127.97. 771,701 shares of the company traded hands, compared to its average volume of 2,051,826. The company has a 50 day moving average of $138.12 and a two-hundred day moving average of $115.27. The stock has a market capitalization of $17.53 billion, a PE ratio of 491.03, a PEG ratio of 3.41 and a beta of 1.81. Lattice Semiconductor has a 12 month low of $58.53 and a 12 month high of $157.01.

Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) last issued its earnings results on Tuesday, August 4th. The semiconductor company reported $0.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.09. The business had revenue of $201.08 million for the quarter, compared to analyst estimates of $185.50 million. Lattice Semiconductor had a net margin of 5.58% and a return on equity of 11.17%. The company’s revenue for the quarter was up 62.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.24 EPS. Lattice Semiconductor has set its Q3 2026 guidance at 0.540-0.580 EPS. On average, equities research analysts anticipate that Lattice Semiconductor will post 1.02 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Wall Street Zen lowered Lattice Semiconductor from a “strong-buy” rating to a “buy” rating in a research report on Monday, July 20th. Rosenblatt Securities reiterated a “buy” rating and set a $175.00 price objective on shares of Lattice Semiconductor in a research note on Tuesday. Weiss Ratings restated a “hold (c-)” rating on shares of Lattice Semiconductor in a research note on Friday, July 17th. TD Cowen increased their price target on Lattice Semiconductor from $145.00 to $165.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Finally, Jefferies Financial Group boosted their price objective on Lattice Semiconductor from $145.00 to $175.00 and gave the company a “buy” rating in a research report on Wednesday. Twelve investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $144.38.

Read Our Latest Stock Analysis on Lattice Semiconductor

Insiders Place Their Bets

In other news, SVP Pravin Desale sold 2,039 shares of Lattice Semiconductor stock in a transaction on Friday, June 12th. The stock was sold at an average price of $142.89, for a total transaction of $291,352.71. Following the transaction, the senior vice president owned 73,519 shares in the company, valued at approximately $10,505,129.91. The trade was a 2.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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, Director James P. Lederer sold 6,101 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $153.94, for a total transaction of $939,187.94. Following the completion of the transaction, the director owned 41,201 shares in the company, valued at approximately $6,342,481.94. This represents a 12.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 10,880 shares of company stock worth $1,646,582 over the last ninety days. 0.62% of the stock is currently owned by company insiders.

Lattice Semiconductor News Roundup

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

Positive Sentiment: Q2 results exceeded expectations. Lattice reported record revenue of approximately $201.1 million, up 62.2% year over year, while non-GAAP EPS of $0.53 surpassed the $0.44 consensus estimate. Strong AI data-center demand and an industrial-market recovery supported the performance. Lattice’s Q2 Earnings Top Estimates on AI Demand and Record Revenue
Positive Sentiment: Management issued upbeat Q3 guidance. Q3 revenue is expected at $245 million to $265 million, including roughly two months of AMI contribution, while FPGA revenue is projected at $210 million to $230 million. Adjusted EPS guidance of $0.54 to $0.58 also exceeds the prior consensus estimate of $0.43. Lattice Semiconductor reports record Q2 revenue of $201.1 million
Positive Sentiment: Analyst sentiment remains supportive. Needham raised its price target to $160 from $140 and maintained a Buy rating, while Rosenblatt reaffirmed its Buy rating. Analysts cited AI infrastructure demand, an expanding backlog and potential benefits from the AMI acquisition. Lattice Semiconductor Analysts Raise Their Forecasts Following Strong Q2 Earnings
Neutral Sentiment: The $1.65 billion AMI acquisition is now closed. The deal expands Lattice’s secure management and platform-firmware offerings and should add revenue, but investors will be watching integration execution and the pace of synergies. LSCC Q2 deep dive: AI data center demand and AMI acquisition shape outlook
Negative Sentiment: Deal financing and valuation are weighing on the shares. The AMI transaction included approximately $1 billion in cash and $650 million in Lattice stock, alongside new credit facilities. That raises leverage, dilution and integration concerns, particularly with LSCC trading at a very high earnings multiple.
Negative Sentiment: Insider selling may be adding pressure. Reported data shows 57 open-market insider sales and no purchases over the past six months. The selling is not necessarily a fundamental signal, but it can reinforce investor caution following the earnings rally.

Institutional Investors Weigh In On Lattice Semiconductor

Several institutional investors and hedge funds have recently bought and sold shares of LSCC. Natixis Advisors LLC boosted its stake in Lattice Semiconductor by 0.5% in the fourth quarter. Natixis Advisors LLC now owns 23,000 shares of the semiconductor company’s stock valued at $1,692,000 after acquiring an additional 120 shares during the last quarter. &PARTNERS increased its stake in shares of Lattice Semiconductor by 2.0% during the 4th quarter. &PARTNERS now owns 9,439 shares of the semiconductor company’s stock worth $694,000 after purchasing an additional 185 shares during the last quarter. Public Employees Retirement System of Ohio increased its stake in shares of Lattice Semiconductor by 0.6% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 43,008 shares of the semiconductor company’s stock worth $3,153,000 after purchasing an additional 248 shares during the last quarter. CIBC Private Wealth Group LLC raised its holdings in shares of Lattice Semiconductor by 15.9% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 1,836 shares of the semiconductor company’s stock worth $135,000 after purchasing an additional 252 shares during the period. Finally, Mercer Global Advisors Inc. ADV raised its holdings in shares of Lattice Semiconductor by 4.4% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 7,330 shares of the semiconductor company’s stock worth $539,000 after purchasing an additional 310 shares during the period. Institutional investors own 98.08% of the company’s stock.

Lattice Semiconductor Company Profile

(Get Free Report)

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.