Lattice Semiconductor Corporation $LSCC Shares Acquired by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company increased its position in shares of Lattice Semiconductor Corporation (NASDAQ:LSCC) by 4.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 94,280 shares of the semiconductor company’s stock after acquiring an additional 4,109 shares during the period. The Manufacturers Life Insurance Company owned about 0.07% of Lattice Semiconductor worth $8,745,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Quantinno Capital Management LP increased its stake in Lattice Semiconductor by 16.4% during the first quarter. Quantinno Capital Management LP now owns 64,615 shares of the semiconductor company’s stock worth $5,994,000 after purchasing an additional 9,112 shares during the period. Lazard Asset Management LLC acquired a new stake in shares of Lattice Semiconductor during the first quarter worth about $952,000. Castleark Management LLC boosted its stake in shares of Lattice Semiconductor by 2.9% in the first quarter. Castleark Management LLC now owns 91,639 shares of the semiconductor company’s stock valued at $8,500,000 after purchasing an additional 2,620 shares during the period. Granahan Investment Management LLC boosted its stake in shares of Lattice Semiconductor by 6.1% in the first quarter. Granahan Investment Management LLC now owns 63,054 shares of the semiconductor company’s stock valued at $5,849,000 after purchasing an additional 3,626 shares during the period. Finally, Compound Planning Inc. acquired a new position in shares of Lattice Semiconductor in the first quarter valued at approximately $276,000. 98.08% of the stock is currently owned by hedge funds and other institutional investors.

Lattice Semiconductor Stock Up 8.5%

Shares of NASDAQ LSCC opened at $138.00 on Wednesday. The stock has a market cap of $18.91 billion, a PE ratio of 985.78, a price-to-earnings-growth ratio of 3.14 and a beta of 1.81. Lattice Semiconductor Corporation has a 52-week low of $53.06 and a 52-week high of $157.01. The business has a 50-day moving average price of $138.51 and a 200 day moving average price of $114.97.

Lattice Semiconductor (NASDAQ:LSCC) last announced its earnings results on Tuesday, August 4th. The semiconductor company reported $0.53 EPS for the quarter, beating analysts’ consensus estimates of $0.44 by $0.09. Lattice Semiconductor had a net margin of 3.46% and a return on equity of 8.48%. The business had revenue of $201.08 million for the quarter, compared to analysts’ expectations of $185.50 million. During the same period in the previous year, the company posted $0.24 EPS. The company’s quarterly revenue was up 62.2% on a year-over-year basis. Lattice Semiconductor has set its Q3 2026 guidance at 0.540-0.580 EPS. Sell-side analysts anticipate that Lattice Semiconductor Corporation will post 1.02 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on LSCC shares. KeyCorp increased their target price on shares of Lattice Semiconductor from $125.00 to $165.00 and gave the stock an “overweight” rating in a report on Tuesday, May 5th. Weiss Ratings restated a “hold (c-)” rating on shares of Lattice Semiconductor in a research note on Friday, July 17th. Royal Bank Of Canada upped their price objective on Lattice Semiconductor from $118.00 to $140.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 5th. Rosenblatt Securities reiterated a “buy” rating and issued a $175.00 price objective on shares of Lattice Semiconductor in a research note on Tuesday. Finally, Robert W. Baird lifted their target price on Lattice Semiconductor from $120.00 to $135.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. Twelve research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $137.46.

Lattice Semiconductor News Roundup

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

• Positive Sentiment: Quarterly results exceeded expectations: Lattice reported non-GAAP earnings of $0.53 per share, up from $0.24 a year earlier and above the $0.44 consensus estimate. Revenue reached a record $201.1 million, up 62.2% year over year and 17.7% sequentially, surpassing analysts’ $185.5 million forecast. Lattice Semiconductor Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Optimistic third-quarter outlook: Management forecast EPS of $0.54-$0.58, compared with the $0.43 consensus, and FPGA revenue of $210 million-$230 million versus analysts’ $192.8 million estimate. Total revenue, including approximately two months of AMI contribution, is expected at $245 million-$265 million. Lattice Semiconductor Reports Record Q2 Revenue
• Positive Sentiment: AMI acquisition completed: The $1.65 billion acquisition is expected to add revenue immediately and broaden Lattice’s semiconductor product portfolio. The company also produced $88.3 million in operating cash flow and a 70.3% GAAP gross margin, supporting its financial position.
• Positive Sentiment: Analyst support: Rosenblatt Securities reaffirmed a “buy” rating and assigned a $175 price target, implying substantial potential appreciation from the referenced trading level. Benzinga analyst report
• Neutral Sentiment: Institutional positioning is mixed: In the latest quarter, 277 institutional investors increased holdings while 179 reduced them, indicating continued interest but no clear consensus.
• Negative Sentiment: Insider selling and valuation concerns: Reported insider activity showed 57 open-market sales and no purchases over six months. In addition, LSCC’s very high trailing P/E ratio leaves the stock vulnerable if growth or acquisition benefits fall short of expectations.

Insider Buying and Selling at Lattice Semiconductor

In other news, SVP Tracy Ann Feanny sold 2,740 shares of the company’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $151.84, for a total value of $416,041.60. Following the completion of the sale, the senior vice president directly owned 63,084 shares of the company’s stock, valued at approximately $9,578,674.56. This represents a 4.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James P. Lederer sold 6,101 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $153.94, for a total value of $939,187.94. Following the transaction, the director directly owned 41,201 shares in the company, valued at approximately $6,342,481.94. This represents a 12.90% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 10,880 shares of company stock worth $1,646,582. 0.62% of the stock is owned by company insiders.

About Lattice Semiconductor

Lattice Semiconductor Corporation is a U.S.-based semiconductor company specializing in low-power, small-footprint programmable logic devices. The company’s product portfolio centers on field-programmable gate arrays (FPGAs), programmable logic devices (PLDs) and related intellectual property cores that enable customers to implement custom digital functions in applications where energy efficiency and compact size are critical. Lattice’s solutions are widely used to accelerate edge computing, support video and sensor interfaces, and provide flexible I/O connectivity across a variety of end markets.

The company offers a range of FPGA families, including the iCE40 series for ultra-low power mobile and consumer applications, the MachXO series for embedded control and security, and the ECP5 series for midrange performance in communications, industrial automation and automotive domains.