Lattice Semiconductor (NASDAQ:LSCC) Given New $105.00 Price Target at Rosenblatt Securities

Lattice Semiconductor (NASDAQ:LSCC) had its price objective upped by equities research analysts at Rosenblatt Securities from $80.00 to $105.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Rosenblatt Securities’ price objective suggests a potential upside of 15.45% from the stock’s current price.

Several other equities analysts have also recently weighed in on LSCC. Jefferies Financial Group raised Lattice Semiconductor to a “strong-buy” rating in a report on Tuesday, October 28th. Needham & Company LLC increased their price target on Lattice Semiconductor from $90.00 to $110.00 and gave the stock a “buy” rating in a research note on Wednesday. Stifel Nicolaus increased their target price on Lattice Semiconductor from $60.00 to $80.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Benchmark increased their price objective on shares of Lattice Semiconductor from $75.00 to $82.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Lattice Semiconductor in a report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $86.62.

Lattice Semiconductor Trading Up 3.9%

Shares of NASDAQ LSCC opened at $90.95 on Wednesday. Lattice Semiconductor has a 12 month low of $34.69 and a 12 month high of $91.46. The firm has a market capitalization of $12.44 billion, a PE ratio of 454.77, a price-to-earnings-growth ratio of 3.79 and a beta of 1.70. The firm has a fifty day simple moving average of $80.33 and a two-hundred day simple moving average of $71.39.

Lattice Semiconductor (NASDAQ:LSCC) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $0.32 EPS for the quarter, meeting the consensus estimate of $0.32. Lattice Semiconductor had a return on equity of 4.73% and a net margin of 5.50%.The business had revenue of $145.79 million during the quarter, compared to analyst estimates of $143.18 million. During the same quarter last year, the firm posted $0.15 earnings per share. The company’s revenue for the quarter was up 24.2% on a year-over-year basis. Lattice Semiconductor has set its Q1 2026 guidance at 0.340-0.380 EPS. On average, sell-side analysts predict that Lattice Semiconductor will post 0.65 earnings per share for the current year.

Insider Buying and Selling at Lattice Semiconductor

In related news, SVP Pravin Desale sold 839 shares of the firm’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $78.09, for a total transaction of $65,517.51. Following the sale, the senior vice president owned 104,208 shares of the company’s stock, valued at $8,137,602.72. This trade represents a 0.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Tracy Ann Feanny sold 9,965 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $73.44, for a total transaction of $731,829.60. Following the sale, the senior vice president directly owned 61,740 shares of the company’s stock, valued at $4,534,185.60. The trade was a 13.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 16,512 shares of company stock valued at $1,196,508 over the last quarter. Company insiders own 1.19% of the company’s stock.

Institutional Trading of Lattice Semiconductor

A number of institutional investors have recently bought and sold shares of LSCC. Royal Bank of Canada boosted its holdings in shares of Lattice Semiconductor by 213.3% in the 1st quarter. Royal Bank of Canada now owns 176,938 shares of the semiconductor company’s stock valued at $9,280,000 after acquiring an additional 120,464 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Lattice Semiconductor by 59.5% during the first quarter. AQR Capital Management LLC now owns 8,799 shares of the semiconductor company’s stock worth $460,000 after buying an additional 3,283 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in Lattice Semiconductor by 37.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 963,493 shares of the semiconductor company’s stock valued at $50,535,000 after acquiring an additional 264,329 shares in the last quarter. Aberdeen Group plc boosted its stake in Lattice Semiconductor by 0.3% during the second quarter. Aberdeen Group plc now owns 373,647 shares of the semiconductor company’s stock worth $18,305,000 after buying an additional 1,091 shares during the last quarter. Finally, CWM LLC boosted its position in shares of Lattice Semiconductor by 30.4% during the 2nd quarter. CWM LLC now owns 43,242 shares of the semiconductor company’s stock valued at $2,118,000 after acquiring an additional 10,079 shares during the last quarter. 98.08% of the stock is currently owned by institutional investors and hedge funds.

Key Lattice Semiconductor News

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

• Positive Sentiment: Company gave strong Q1 2026 guidance — EPS $0.34–$0.38 vs. consensus ~$0.26 and revenue guidance $158M–$172M vs. consensus ~$148M; the guidance is the primary catalyst for the share pop. Lattice Semiconductor shares jump 7% on strong Q1 guidance
• Positive Sentiment: Needham reiterated a Buy rating with a $110 price target, citing the Q4 beat and expanding AI/server opportunities — supports further upside if growth in those end markets continues. Lattice Semiconductor: Strong Q4 Beat, Improving Demand, and Expanding AI/Server Opportunities Underpin Buy Rating and $110 Target
• Positive Sentiment: Q4 revenue outperformed estimates — reported $145.8M vs. ~$143.2M expected and revenue was up ~24% year‑over‑year, indicating demand recovery. Lattice: Q4 Earnings Snapshot
• Neutral Sentiment: GAAP EPS met consensus at $0.32 — not a beat, but improved from $0.15 a year ago; investors are focusing more on guidance and revenue trends. Lattice Semiconductor (LSCC) Q4 Earnings Meet Estimates
• Neutral Sentiment: Management held an earnings call and provided supplemental slides/transcript — useful for monitoring customer demand cadence and AI/server contribution details. Lattice Semiconductor Corporation (LSCC) Q4 2025 Earnings Call Transcript
• Negative Sentiment: The stock carries a very rich valuation (trailing P/E ~455, PEG ~3.8) and elevated beta (~1.7), so upside is contingent on continued execution; misses or slowing demand could trigger sharp pullbacks.
• Negative Sentiment: Profitability metrics remain modest (net margin ~5.5%, ROE ~4.7%), so investors should watch margin expansion and conversion of revenue growth into durable profits.

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.