Lattice Semiconductor Corporation (LSCC)

Over the past six months, Lattice Semiconductor's stock has experienced fluctuations. Key events impacting the stock include Q2 CY2025 earnings meeting revenue expectations, analyst sentiment turning positive with buy ratings and raised price targets, the launch of a post-quantum cryptography compliant FPGA family, Q3 2025 revenue increasing year-over-year with positive Q4 2025 guidance, upcoming earnings expected to show a year-over-year increase, and a recent analyst downgrade to a hold rating.

Historically, implied volatility for Lattice Semiconductor tends to rise the most in October and declines to its lowest levels in June. The semiconductor industry is cyclical, and demand is highly sensitive to global economic conditions. While the trailing twelve months ending September 30, 2025, showed a revenue dip, the second half of 2025 marked an inflection point with the Communications and Computing segment becoming a dominant revenue engine. The company anticipates channel inventory normalization to resolve by the end of 2025, providing further upside into 2026.

Lattice Semiconductor Corporation (LSCC) is an American semiconductor company specializing in low-power field-programmable gate arrays (FPGAs). The company develops technologies monetized through programmable logic semiconductor products, system solutions, design services, and licenses. Its major products include FPGAs, CPLDs, programmable mixed-signal, and interconnect products. Lattice offers software design tools and application-specific solution stacks utilized across various end markets, including communications, computing, industrial, automotive, and consumer electronics.

Lattice Semiconductor Corporation is headquartered in Hillsboro, Oregon, U.S., and maintains a global operational presence with facilities in San Jose, California; Shanghai, China; Manila, Philippines; Penang, Malaysia; and Singapore. The majority of its sales are derived from customers in Asia, with a significant presence also in the Americas and Europe.

Lattice Semiconductor has maintained a positive brand reputation over the past year, marked by industry recognition and positive analyst sentiment. The company won a 2025 Global Semiconductor Alliance Award and a 2026 BIG Innovation Award. It has a consensus rating of "Strong Buy" based on analyst ratings, and has been recognized for its strong position in post-quantum cryptography. Collaborations, such as with Mitsubishi Electric, are expanding its technological capabilities and market reach.

Lattice Semiconductor Corporation has a significant institutional ownership base. As of January 30, 2026, there are 815 institutional owners and shareholders holding a total of 192,406,399 shares. Major institutional shareholders include T. Rowe Price Investment Management, Inc., Price T Rowe Associates Inc /md/, BlackRock, Inc., Vanguard Group Inc, Invesco Ltd., Franklin Resources Inc, Artisan Partners Limited Partnership, State Street Corp, and Capital Research Global Investors. Institutional ownership stands at 116% of shares outstanding, while insider ownership is 0.62%. Insiders have sold 19,105 shares valued at $1,369,590 in the last three months.