Lattice Semiconductor (NASDAQ:LSCC) Issues Q4 2026 Earnings Guidance

Lattice Semiconductor (NASDAQ:LSCC) updated its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.820-0.860 for the period, compared to the consensus EPS estimate of 0.600. The company issued revenue guidance of $325.0 million-$345.0 million, compared to the consensus revenue estimate of $293.6 million.

Lattice Semiconductor Stock Performance

NASDAQ LSCC traded up $14.14 during mid-day trading on Tuesday, reaching $109.58. 3,657,350 shares of the stock were exchanged, compared to its average volume of 1,987,629. The company has a market capitalization of $15.01 billion, a P/E ratio of 422.35, a P/E/G ratio of 1.58 and a beta of 1.83. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.33 and a current ratio of 3.02. The business’s 50 day moving average is $114.86 and its 200-day moving average is $115.42. Lattice Semiconductor has a 1 year low of $60.50 and a 1 year high of $157.01.

Lattice Semiconductor (NASDAQ:LSCC) last released its quarterly earnings data on Monday, November 2nd. The semiconductor company reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.17. Lattice Semiconductor had a net margin of 5.58% and a return on equity of 10.92%. The company had revenue of $291.04 million during the quarter, compared to analysts’ expectations of $255.90 million. During the same quarter in the previous year, the company earned $0.28 earnings per share. The firm’s revenue for the quarter was up 118.3% on a year-over-year basis. On average, equities research analysts forecast that Lattice Semiconductor will post 1.11 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

LSCC has been the subject of a number of analyst reports. KeyCorp upped their price target on Lattice Semiconductor from $165.00 to $180.00 and gave the stock an “overweight” rating in a report on Wednesday, August 5th. Benchmark initiated coverage on shares of Lattice Semiconductor in a research report on Tuesday, August 25th. They set a “buy” rating and a $160.00 price objective for the company. Weiss Ratings reiterated a “hold (c-)” rating on shares of Lattice Semiconductor in a report on Thursday, October 15th. Needham & Company LLC boosted their price objective on Lattice Semiconductor from $140.00 to $160.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Finally, Stifel Nicolaus raised their target price on Lattice Semiconductor from $165.00 to $175.00 and gave the company a “buy” rating in a research report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $153.62.

Insider Buying and Selling at Lattice Semiconductor

In other Lattice Semiconductor news, SVP Pravin Desale sold 2,039 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $111.83, for a total value of $228,021.37. Following the transaction, the senior vice president directly owned 73,456 shares in the company, valued at $8,214,584.48. The trade was a 2.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available 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, SVP Tracy Feanny sold 1,880 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $126.43, for a total transaction of $237,688.40. Following the sale, the senior vice president owned 60,221 shares of the company’s stock, valued at $7,613,741.03. This represents a 3.03% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 19,661 shares of company stock worth $2,587,259 in the last ninety days. 0.62% of the stock is owned by insiders.

Key Lattice Semiconductor News

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

• Positive Sentiment: Q3 results exceeded expectations: Lattice reported adjusted EPS of $0.72 versus the $0.55-$0.56 analyst consensus, while revenue reached $291.0 million compared with estimates near $255.9 million. Revenue increased 118.3% year over year, and Compute and Communications revenue grew 132%. Lattice Semiconductor Q3 earnings report
• Positive Sentiment: Q4 guidance was well above forecasts: Management projected EPS of $0.82-$0.86 and revenue of $325 million-$345 million, versus consensus estimates of $0.60 and $293.6 million, respectively. The outlook suggests continued momentum into the next quarter. Lattice Semiconductor reports record third-quarter revenue
• Positive Sentiment: AI demand is supporting growth expectations: Lattice cited increased demand for FPGAs used in AI-related infrastructure. The company reportedly expects at least 60% revenue growth in 2027, adding to investor confidence that the acceleration may extend beyond the current quarter. Lattice projects 2027 revenue growth
• Positive Sentiment: Analyst sentiment improved: Rosenblatt Securities raised its price target from $175 to $200 and assigned a Buy rating following the earnings release. Other analysts also increased their forecasts after the results. Analysts raise Lattice Semiconductor forecasts
• Neutral Sentiment: The quarter includes contributions from Lattice’s July 2026 acquisition of AMI, making year-over-year comparisons less clean and leaving investors focused on whether organic growth can remain strong.
• Negative Sentiment: Despite the improving business outlook, valuation remains demanding, with the stock trading at a very high earnings multiple. Some commentary suggests investors may question whether the rapid AI-driven growth is sustainable, which could limit further gains or increase volatility. Lattice Semiconductor valuation commentary

About Lattice Semiconductor

Lattice Semiconductor Corporation (NASDAQ: LSCC) designs and develops low-power programmable semiconductor devices and related software. Its product portfolio includes field-programmable gate arrays (FPGAs), complex programmable logic devices, programmable system control solutions, and connectivity products that enable customers to configure and update electronic systems after manufacturing.

The company’s products are used in communications and networking equipment, industrial systems, automotive applications, data-center and computing hardware, consumer electronics, and aerospace and defense products.