LSCC - Lattice Semiconductor Corporation
I have initiated coverage of Lattice Semiconductor with a Strong Buy and a $200 price target. I estimate Compute & Communications, Industrial & Embedded, and AMI can together support about $1.325 billion of 2027 revenue and $570 million of adjusted EBITDA. The valuation looks expensive on P/E, but much more attractive once I adjust for growth. LSCC's 1.05x FWD non-GAAP PEG sits below the 1.22x sector median.
Lattice Semiconductor NASDAQ: LSCC CEO Ford Tamer and AMI Business Unit leader Sanjoy Maity outlined how the companies' combination is intended to address growing management, control and security demands across AI data centers and physical AI systems.
Wall Street analysts are reshuffling their bets ahead of a critical inflation report and NVIDIA earnings that could jolt markets in either direction. Find out which names got upgraded, cut, or newly covered before the opening bell Wednesday.
HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #EmbeddedSystems--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, today announced its exhibition plan for the upcoming FPGAWorld Conference 2026, taking place on Sept. 8, 2026, in Stockholm, Sweden. As part of the event, Lattice will deliver technical presentations and host a demo showcase focused on how its low power FPGA solutions are advancing Industrial IoT and sensor bridging applications. Who: Lattice Semiconductor What / When.
Investors interested in stocks from the Electronics - Semiconductors sector have probably already heard of United Microelectronics Corporation (UMC) and Lattice Semiconductor (LSCC). But which of these two stocks is more attractive to value investors?
Invesco Discovery Mid Cap Growth Fund had a positive return and outperformed its benchmark in the second quarter. The fund was underweight in the communication services, health care and consumer discretionary sectors. Strong stock selection and an overweight in IT added to relative return. Weakness in energy partially offset the favorable results.
Lattice Semiconductor has rebounded well from the last downturn, driven by data center infrastructure and industrial automation demand. Q2 revenue surged 62% YoY, with gross margin at 71.7% and operating margin at 38.3%, both exceeding expectations. LSCC's AMI acquisition enhances high-margin recurring revenue potential and significantly deepens the company's data center exposure.
AI is unquestionably driving demand for GitLab's offerings, but there is concern around its traditional per-seat pricing model versus a consumption-based model. We acknowledge some of the risks Adobe faces, but at a P/E of sub-10x and a FCF yield north of 10%, the market is pricing the stock as a melting ice cube while growth is still right around 10%. We bought Adyen at a mid-teens EV/EBITDA and a P/E just north of 20x, while growing upwards of 20%.
Four of the most closely watched hedge fund managers on Wall Street disclosed sizable long positions in Lattice Semiconductor (NASDAQ:LSCC | LSCC Price Prediction) in 13F filings covering the quarter that ended June 30, 2026, released on August 14, 2026.
Lattice Semiconductor NASDAQ: LSCC CFO Lorenzo Flores said the company is seeing rising demand from both AI-focused and general-purpose server deployments, supported by increasing FPGA content per server and higher average selling prices.
HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #FPGA--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable leader, announced that the Compensation Committee of Lattice's Board of Directors approved the grant of time-based restricted stock unit awards (“RSUs”) and performance-based restricted stock unit awards (“PRSUs”) covering an aggregate of 414,563 shares of its common stock to 1,344 new employees under Lattice's 2025 Inducement Equity Incentive Plan (the “Inducement Plan”). Each award was granted o.
Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.
HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #ControlManagement--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, today announced that Lattice will deliver a keynote at the 2026 OCP Global Summit. Ford Tamer, President and CEO of Lattice Semiconductor, will take the stage with Sanjoy Maity, Senior Vice President, AMI Business Unit Leader, Lattice Semiconductor. Together, they will discuss the growing need for a common management and control model for AI and compute infrastructure.
Lattice Semiconductor Corporation (LSCC) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
Shares of Lattice Semiconductor Corporation (NASDAQ: LSCC - Get Free Report) have earned a consensus rating of "Moderate Buy" from the fourteen research firms that are covering the firm, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a hold rating and twelve have issued a buy rating on the company. The average
[url="]Lattice Semiconductor[/url] (Nasdaq: LSCC), the low power programmable leader, today announced that it will present at KeyBanc's 2026 Technology Leadersh
HILLSBORO, Ore.--(BUSINESS WIRE)---- $LSCC #FPGA--Lattice Semiconductor (Nasdaq: LSCC), the low power programmable leader, today announced that it will present at KeyBanc's 2026 Technology Leadership Forum on Tuesday, August 11, 2026 at the Montage Deer Valley Hotel. Lorenzo Flores, Lattice's Chief Financial Officer, and Rick Muscha, Vice President of Investor Relations, will discuss Lattice Semiconductor's strategy and recent financial results. A fireside chat with institutional investors will be webcast at 3.
LSCC is riding AI infrastructure demand and a broader software portfolio after the AMI acquisition, but investors must weigh growth against a premium valuation.
LSCC's AMI acquisition broadens its AI infrastructure reach with firmware and software, but investors will watch integration as earnings-driven growth unfolds.
Amundi boosted its position in shares of Lattice Semiconductor Corporation (NASDAQ: LSCC) by 6.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 102,525 shares of the semiconductor company's stock after acquiring an additional 5,831 shares during the quarter. Amundi owned