Lattice Semiconductor (NASDAQ:LSCC) Issues Q1 2026 Earnings Guidance

Lattice Semiconductor (NASDAQ:LSCC) updated its first quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.340-0.380 for the period, compared to the consensus EPS estimate of 0.260. The company issued revenue guidance of $158.0 million-$172.0 million, compared to the consensus revenue estimate of $148.2 million.

Lattice Semiconductor Stock Performance

Shares of NASDAQ:LSCC traded up $13.26 during trading on Wednesday, reaching $104.21. 2,656,510 shares of the stock were exchanged, compared to its average volume of 2,029,416. The firm’s 50-day moving average price is $80.33 and its 200 day moving average price is $71.39. Lattice Semiconductor has a 12-month low of $34.69 and a 12-month high of $107.73. The firm has a market cap of $14.25 billion, a price-to-earnings ratio of 521.73, a price-to-earnings-growth ratio of 3.79 and a beta of 1.70.

Lattice Semiconductor (NASDAQ:LSCC) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $0.32 EPS for the quarter, hitting the consensus estimate of $0.32. The firm had revenue of $145.79 million for the quarter, compared to analyst estimates of $143.18 million. Lattice Semiconductor had a return on equity of 4.73% and a net margin of 5.50%.Lattice Semiconductor’s revenue for the quarter was up 24.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.15 EPS. Lattice Semiconductor has set its Q1 2026 guidance at 0.340-0.380 EPS. As a group, equities research analysts forecast that Lattice Semiconductor will post 0.65 EPS for the current year.

Analysts Set New Price Targets

Several research firms have weighed in on LSCC. Wall Street Zen lowered shares of Lattice Semiconductor from a “buy” rating to a “hold” rating in a research note on Saturday. Benchmark upped their target price on Lattice Semiconductor from $75.00 to $82.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Susquehanna raised their price objective on shares of Lattice Semiconductor from $100.00 to $120.00 and gave the company a “positive” rating in a research report on Wednesday. KeyCorp raised their price objective on Lattice Semiconductor from $95.00 to $125.00 and gave the stock an “overweight” rating in a research note on Wednesday. Finally, Needham & Company LLC boosted their price target on shares of Lattice Semiconductor from $90.00 to $110.00 and gave the company a “buy” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Lattice Semiconductor has an average rating of “Buy” and an average price target of $92.77.

Insider Activity

In related news, SVP Pravin Desale sold 839 shares of Lattice Semiconductor stock in a transaction on Friday, December 12th. The shares were sold at an average price of $78.09, for a total value of $65,517.51. Following the transaction, the senior vice president owned 104,208 shares in the company, valued at $8,137,602.72. This trade represents a 0.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Tracy Ann Feanny sold 9,965 shares of Lattice Semiconductor stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $73.44, for a total value of $731,829.60. Following the completion of the transaction, the senior vice president owned 61,740 shares in the company, valued at $4,534,185.60. The trade was a 13.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 16,512 shares of company stock valued at $1,196,508. 1.19% of the stock is currently owned by corporate insiders.

Lattice Semiconductor News Roundup

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

• Positive Sentiment: Q4 results: Revenue beat and EPS in line; revenue grew ~24% year-over-year, showing strength in AI and data-center end markets. Management provided materials and a slide deck with the results. MarketBeat Q4 report and materials
• Positive Sentiment: Strong forward guide: Lattice raised Q1 2026 guidance (EPS $0.340–0.380 vs. consensus ~$0.26; revenue $158–172M vs. consensus ~$148M), which underpins near-term revenue and margin improvement expectations. Investing.com on Q1 guidance
• Positive Sentiment: Analyst support: Needham maintained a Buy and raised its target to $110, citing improving demand and AI/server opportunities — a clear endorsement that likely boosted investor confidence. TipRanks / Needham note
• Positive Sentiment: Unusual options activity: A large spike in call buying (4,992 calls vs. average ~766) signals short-term bullish positioning from traders, which can amplify upward stock moves. (Options flow reported 2/11/2026)
• Neutral Sentiment: Analyst update: Rosenblatt raised its target to $105 and kept a Buy rating; the new target is close to the current price, so it’s supportive but less clearly bullish than Needham’s raise. StreetInsider Rosenblatt note
• Neutral Sentiment: Documentation and transcripts: Earnings call transcript, slide deck and press release are available for deeper review of product exposure and margin drivers. Useful for investors evaluating sustainability of guidance. Seeking Alpha presentation
• Negative Sentiment: Wider GAAP loss: Headlines note GAAP losses widened in the quarter, which could concern some investors focused on accounting profitability and near-term cash metrics. Zacks earnings coverage

Institutional Trading of Lattice Semiconductor

A number of hedge funds have recently modified their holdings of LSCC. Natixis Advisors LLC increased its holdings in Lattice Semiconductor by 0.5% during the 4th quarter. Natixis Advisors LLC now owns 23,000 shares of the semiconductor company’s stock valued at $1,692,000 after purchasing an additional 120 shares in the last quarter. Public Employees Retirement System of Ohio boosted its holdings in Lattice Semiconductor by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 43,008 shares of the semiconductor company’s stock worth $3,153,000 after buying an additional 248 shares during the last quarter. CIBC Private Wealth Group LLC increased its stake in Lattice Semiconductor by 15.9% in the third quarter. CIBC Private Wealth Group LLC now owns 1,836 shares of the semiconductor company’s stock valued at $135,000 after purchasing an additional 252 shares in the last quarter. iSAM Funds UK Ltd bought a new position in shares of Lattice Semiconductor during the third quarter worth $25,000. Finally, Measured Wealth Private Client Group LLC bought a new position in Lattice Semiconductor during the third quarter worth about $31,000. Institutional investors own 98.08% of the company’s stock.

Lattice Semiconductor Company 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.