TimesSquare Capital Management LLC Acquires New Stake in Lattice Semiconductor Corporation $LSCC

TimesSquare Capital Management LLC bought a new position in Lattice Semiconductor Corporation (NASDAQ:LSCC) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,135,152 shares of the semiconductor company’s stock, valued at approximately $173,633,000. Lattice Semiconductor accounts for about 2.6% of TimesSquare Capital Management LLC’s investment portfolio, making the stock its 2nd largest holding.

Other institutional investors and hedge funds have also made changes to their positions in the company. CloudAlpha Capital Management Limited Hong Kong purchased a new position in Lattice Semiconductor in the 4th quarter worth about $8,344,000. Stephens Investment Management Group LLC lifted its holdings in Lattice Semiconductor by 10.1% during the 4th quarter. Stephens Investment Management Group LLC now owns 883,165 shares of the semiconductor company’s stock valued at $64,983,000 after buying an additional 81,023 shares in the last quarter. Thrivent Financial for Lutherans boosted its position in Lattice Semiconductor by 33.9% in the 4th quarter. Thrivent Financial for Lutherans now owns 282,253 shares of the semiconductor company’s stock valued at $20,768,000 after buying an additional 71,401 shares during the period. Tensor Edge Capital LLC purchased a new stake in Lattice Semiconductor in the 4th quarter valued at about $8,830,000. Finally, State of Wyoming bought a new position in Lattice Semiconductor in the 2nd quarter worth about $3,155,000. 98.08% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on LSCC shares. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Lattice Semiconductor in a research report on Friday, July 17th. Wall Street Zen raised Lattice Semiconductor from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 8th. Stifel Nicolaus raised their price objective on Lattice Semiconductor from $130.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Jefferies Financial Group raised their price objective on Lattice Semiconductor from $145.00 to $175.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Finally, Robert W. Baird upped their target price on Lattice Semiconductor from $120.00 to $135.00 and gave the stock an “outperform” rating in a report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $144.38.

Insider Buying and Selling at Lattice Semiconductor

In other Lattice Semiconductor news, Director James P. Lederer sold 6,101 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $153.94, for a total transaction of $939,187.94. Following the completion of the sale, the director directly owned 41,201 shares of the company’s stock, valued at approximately $6,342,481.94. This represents a 12.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, SVP Pravin Desale sold 2,039 shares of the firm’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $142.89, for a total transaction of $291,352.71. Following the completion of the sale, the senior vice president owned 73,519 shares in the company, valued at $10,505,129.91. This represents a 2.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Over the last ninety days, insiders sold 10,880 shares of company stock valued at $1,646,582. 0.62% of the stock is currently owned by insiders.

Lattice Semiconductor Trading Up 1.7%

Shares of NASDAQ:LSCC opened at $132.67 on Tuesday. The company has a market capitalization of $18.18 billion, a PE ratio of 510.27, a P/E/G ratio of 1.98 and a beta of 1.81. The company has a current ratio of 3.02, a quick ratio of 2.33 and a debt-to-equity ratio of 0.04. Lattice Semiconductor Corporation has a 12-month low of $59.37 and a 12-month high of $157.01. The business’s fifty day simple moving average is $135.29 and its 200-day simple moving average is $117.81.

Lattice Semiconductor (NASDAQ:LSCC) last issued its quarterly earnings data on Tuesday, August 4th. The semiconductor company reported $0.53 earnings per share for the quarter, topping analysts’ consensus estimates of $0.44 by $0.09. Lattice Semiconductor had a return on equity of 10.92% and a net margin of 5.58%.The firm had revenue of $201.08 million during the quarter, compared to analysts’ expectations of $185.50 million. During the same period in the prior year, the business posted $0.24 EPS. The firm’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. As a group, equities research analysts predict that Lattice Semiconductor Corporation will post 1.12 earnings per share for the current fiscal year.

Lattice Semiconductor Profile

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.