Lattice Semiconductor Corporation (LSCC)

Lattice Semiconductor's stock price has significantly increased, outperforming the S&P500 Index by +84.99% over the past six months. As of May 9, 2026, the stock price had risen by +158.62% over the past 365 days, driven by investor interest in low-power FPGAs. In Q1 2026, Lattice reported revenue of $170.9 million, a 42% year-over-year increase, and EPS grew by 86% year-over-year. The company's Q2 revenue guidance was approximately 9% above Wall Street estimates. On May 5, 2026, Lattice announced a definitive agreement to acquire American Megatrends (AMI) for $1.65 billion in cash and stock. While there has been significant insider selling over the past three months, the CEO made stock purchases in November 2025, and analyst price targets for LSCC have been raised.

Recent trends for Lattice Semiconductor indicate strong and improving demand. The company has reported strong bookings extending well into 2027, driven by increasing demand for its low-power FPGAs in AI servers, data centers, and industrial applications. The industrial and embedded segments have also shown improving market conditions and expanding adoption of Lattice solutions. Channel inventory levels have reduced significantly, moving from three months to approximately two months in Q1 2026, with expectations for this trend to continue. Q4 FY 2025 guidance also aligned with typical seasonal strength and bookings momentum. The company anticipates continued expansion in AI-driven server and networking demand.

Lattice Semiconductor Corporation is an American semiconductor company specializing in low-power field-programmable gate arrays (FPGAs). Headquartered in Hillsboro, Oregon, it operates within the Technology sector, focusing on General Purpose Semiconductors and Semiconductor Design and Manufacturing. The company develops and sells programmable logic devices, related software, and IP, including FPGAs based on the Lattice Nexus, Lattice Avant, MachXO, iCE40, and CrossLink platforms. It also offers programmable mixed-signal and interconnect products, along with design software tools and solution stacks for various markets, including communications, computing, industrial, automotive, and consumer electronics.

Lattice Semiconductor's headquarters are located in Hillsboro, Oregon, USA. The company maintains a global presence with operations and offices in San Jose, California, Shanghai, Manila, Penang, Singapore, Pune, Hyderabad, and Bethlehem. Its products are distributed globally, with a significant portion of sales derived from customers in Asia, and a strong presence in the Americas and Europe. Key customer bases include US data centers, networking, and industrial OEMs in North America; Taiwan ODMs/OEMs, China consumer/industrial, and Japan/Korea automotive and industrial in Asia; and Germany automotive/industrial, UK networking, and Nordics industrial in Europe.

Lattice Semiconductor maintains a strong brand reputation as a leader in low-power programmable solutions and FPGAs. The company is recognized for its innovative approach in areas such as mobile, industrial, automotive, and consumer electronics. Lattice's reputation has been bolstered by strategic partnerships and industry recognition, including collaborations with Texas Instruments and NVIDIA. Lattice received a BIG 2026 AI Excellence Award for its edge AI collaboration with NVIDIA. Analyst sentiment towards Lattice Semiconductor is generally positive, with a consensus rating of "Strong Buy."

Institutional investors are the primary holders of Lattice Semiconductor stock, collectively owning a substantial majority. As of July 28, 2025, institutional investors and hedge funds held 98.08% of the company's stock. As of May 4, 2026, 454 institutional owners held a total of 153,547,983 shares. Major institutional owners include T. Rowe Price Investment Management, Inc., BlackRock, Inc., Vanguard Group Inc, Invesco Ltd., State Street Corp, Franklin Resources Inc, Capital Research Global Investors, Artisan Partners Limited Partnership, and Geode Capital Management, Llc. Individual investors hold approximately 0.9% of the shares.