Lattice Semiconductor Corporation (LSCC)

In the past six months, KeyBanc raised its price target for LSCC to $95 from $85 on January 13, 2026, maintaining an "Overweight" rating, which led to a 3.4% increase in the company's shares. The stock price on January 7, 2026, was $83.02, a 48.73% rise from $55.82 on January 8, 2025. On November 3, 2025, Lattice reported Q3 2025 earnings with EPS of $0.28, meeting estimates, and revenue of $133.35 million, exceeding expectations with a 4.9% year-over-year increase. Following this, Raymond James reaffirmed an "outperform" rating with an $80.00 target price, and Benchmark raised its target price to $82.00 with a "buy" rating. In Q2 CY2025, the company met Wall Street's revenue expectations, though sales were flat year-on-year at $124 million, and non-GAAP profit per share was in line with estimates, which was met with a positive market reaction.

Demand for Lattice Semiconductor's products is influenced by the cyclical nature of the semiconductor industry. The company's Days Inventory Outstanding (DIO) of 193, which is 20 days above its five-year average, suggests higher inventory levels, potentially indicating fluctuations in demand. While the Industrial & Automotive and Consumer segments experienced year-over-year declines, they showed sequential improvement in Q3 2025. The Communications and Computing segment demonstrated strong growth, driven by increased capital expenditures from cloud providers and rising demand for AI server solutions.

Lattice Semiconductor Corporation (LSCC) is an American semiconductor company that specializes in low-power programmable logic devices, mainly FPGAs. It operates in the Electronic Technology sector and the Semiconductors industry. Its FPGA platforms, such as Lattice Nexus, Lattice CrossLink, and Lattice iCE40, are used in edge computing, AI, 5G, mobile devices, cameras, displays, IoT, and industrial automation. The company provides software solutions like Lattice Radiant Software and Lattice Propel, as well as video connectivity ASSPs, IP core licensing, and design services, serving communications, computing, industrial, automotive, and consumer electronics markets.

Lattice Semiconductor Corp. has a global presence with operations and sales in Asia, Europe, and the Americas. A significant portion of its sales comes from Asia. The company is headquartered in Hillsboro, Oregon, U.S., and has operations in San Jose, California, Shanghai, Manila, Penang, and Singapore.

Lattice Semiconductor's brand reputation over the past year is generally positive, reflected by strong analyst sentiment. The company has received consensus ratings of "Strong Buy" and "Buy" from multiple brokerage firms, with analysts frequently issuing "Outperform" and "Overweight" ratings and raising price targets. The company is recognized as a "global leader" and "pioneer" in the semiconductor industry, particularly for its low-power programmable solutions.

Lattice Semiconductor Corporation is predominantly owned by institutional investors, holding approximately 113.19% of the stock. Insiders hold 2.89%, and retail investors hold 0.00%. Major institutional owners 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. Vanguard Group Inc. owns the most shares.