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 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.

Analyst Upgrades and Downgrades

LSCC has been the subject of several recent research reports. Needham & Company LLC boosted their target price on shares of Lattice Semiconductor from $140.00 to $160.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Royal Bank Of Canada raised their price target on shares of Lattice Semiconductor from $140.00 to $165.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 5th. KeyCorp lifted their price target on shares of Lattice Semiconductor from $165.00 to $180.00 and gave the company an “overweight” rating in a report on Wednesday, August 5th. Rosenblatt Securities boosted their price objective on shares of Lattice Semiconductor from $175.00 to $200.00 and gave the company a “buy” rating in a research report on Tuesday. Finally, TD Cowen dropped their price objective on shares of Lattice Semiconductor from $165.00 to $130.00 and set a “buy” rating on the stock in a research note on Monday, October 19th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $153.62.

Lattice Semiconductor Trading Up 2.7%

Lattice Semiconductor stock opened at $95.44 on Tuesday. Lattice Semiconductor has a 52-week low of $60.50 and a 52-week high of $157.01. The company has a quick ratio of 2.33, a current ratio of 3.02 and a debt-to-equity ratio of 0.04. The firm has a market capitalization of $13.08 billion, a price-to-earnings ratio of 367.08, a PEG ratio of 1.58 and a beta of 1.83. The firm has a 50-day moving average price of $114.86 and a two-hundred day moving average price of $115.42.

Lattice Semiconductor (NASDAQ:LSCC) last announced its quarterly earnings results on Monday, November 2nd. The semiconductor company reported $0.72 EPS for the quarter, beating the consensus estimate of $0.55 by $0.17. The company had revenue of $291.04 million for the quarter, compared to analyst estimates of $255.90 million. Lattice Semiconductor had a net margin of 5.58% and a return on equity of 10.92%. Lattice Semiconductor’s revenue was up 118.3% compared to the same quarter last year. During the same quarter last year, the business earned $0.28 earnings per share. Sell-side analysts expect that Lattice Semiconductor will post 1.11 earnings per share for the current year.

Insider Buying and Selling

In related news, SVP Esam Elashmawi sold 15,742 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $134.77, for a total value of $2,121,549.34. Following the completion of the transaction, the senior vice president directly owned 155,420 shares of the company’s stock, valued at $20,945,953.40. This represents a 9.20% decrease in their position. The sale was disclosed in a filing 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 shares were sold at an average price of $126.43, for a total value of $237,688.40. Following the completion of the sale, the senior vice president owned 60,221 shares in the company, valued at approximately $7,613,741.03. This represents a 3.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 19,661 shares of company stock valued at $2,587,259 in the last three months. 0.62% of the stock is currently owned by corporate insiders.

Key Stories Impacting Lattice Semiconductor

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

• Positive Sentiment: Blowout Q3 results: Lattice reported adjusted earnings of $0.72 per share versus the roughly $0.55–$0.56 consensus estimate. Revenue reached $291.04 million, well above the $255.90 million forecast and up 118.3% year over year. Lattice Semiconductor Blows Past Q3 2026 Estimates on AI Demand
• Positive Sentiment: Strong forward guidance: Management projects fourth-quarter revenue of approximately $335 million, ahead of expectations, and expects at least 60% revenue growth in 2027. The outlook reflects continued demand for Lattice’s low-power programmable chips and increasing AI-related deployments. Lattice projects at least 60% 2027 revenue growth
• Positive Sentiment: New multi-year growth narrative: The company provided its first multi-year outlook, giving investors greater visibility into its expected expansion following the acquisition of AMI and growth in AI, communications, industrial and automotive markets. Lattice Delivers A Blowout Quarter And A First Multi-Year Outlook
• Neutral Sentiment: Reported growth comparisons benefit from the AMI acquisition, which closed July 27, 2026; AMI contributed to the latest quarter but not prior-year periods. Investors will therefore watch organic growth and integration progress.
• Negative Sentiment: Valuation and durability concerns: Despite the results, LSCC trades at a very high earnings multiple, while its share price remains well below its 50-day and 200-day moving averages. Analysts and investors may question whether AI demand can sustain the projected growth, leaving the stock vulnerable if future execution or guidance disappoints. Lattice Semiconductor Stock Looks Fully Valued After Fresh AI Demand News

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.