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LSLSCC

Lattice Semiconductor Corporation

Rising onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$LSCC·$16B·Semiconductors·Technology
$111.63+2.9%YTD+43.7%1Y+60.7%
Price updated 11m ago·X counts updated 4d ago
LSLSCC
$LSCCLattice Semiconductor Corporation
$111.63+2.86%18 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LSCC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

18X posts · last 7 days
Sep 1Sep 14
Bullish sentimentAI analysisGenerated by AI from underlying data40 posts analyzed · as of 2026-08-11

Lattice Semiconductor posters celebrate a Q2 blowout — revenue $201.1M vs $185M est (+62% YoY), adj EPS $0.53 vs $0.44 est (+120% YoY), and the AMI acquisition pulling the $1B annual run-rate target forward a full quarter to Q3 2026. Q3 guide of $245-265M revenue crushes the $197M consensus, with AMI adding 40% EBITDA margins and >75% gross margins. Sentiment is uniformly bullish on the FPGA-AI story.

Read what X is saying about $LSCC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LSCC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-17

The move is getting stronger, with heavier trading behind it.

Lattice Semiconductor is the low-power FPGA vendor whose fundamentals are turning up hard as data-center, comms, and industrial inventory works through and design-wins ramp, and the recent tape reflects that inflection rather than any commercial breakthrough yet visible in cash earnings.

  • Q1 2026 revenue $171M (+42% YoY, +17% sequentially), gross margin 69%, operating margin 15.6%, EPS $0.16 — earnings beats of +19%, +11%, 0% and 0% across four quarters, with revenue growth accelerating from 24% to 42%.
  • PE 933 and EV/EBITDA 240 on trailing losses look extreme; forward analyst 2027 EPS of $2.13 puts the forward PE at a more digestible 50, still full but not unusual for a name at 61% t12m return. Multiple insider transactions including $451k sold by SVP Desale on 16 Sept.

Next earnings 2 Nov, consensus EPS $0.55. The debate is whether the design-win cycle sustains through 2027 as low-power FPGAs enter AI data-center BMC and side-channel applications; the beat cadence needs to keep widening to earn the multiple.

sentiment missing

Read the AI verdict on $LSCC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs low-power FPGAs for edge AI, communications, industrial automation, and consumer electronics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $LSCC.

Semiconductors · Technology

Hyperscaler AI capex drives the cycle — Blackwell GPU allocation constrained, HBM3e pricing firm. AVGO custom ASIC wins confirm AI demand broadening beyond NVDA. An Anthropic/OpenAI-led push to slow AI growth introduces regulatory tail risk but has not yet slowed near-term capex commitments.

What this means for $LSCC

Partial — Low-power FPGAs for edge AI and communications benefit indirectly; Lattice has underperformed as AI capex concentrates on GPU and ASIC rather than FPGA deployments.

Top industry ETF

$SMHVanEck Semiconductor ETF
+51.9%YTD
+83.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
933.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
32.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
66.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.53$0.44+19.1%
Q1 2026May 4, 2026$0.41$0.37+10.7%
Q4 2025Feb 10, 2026$0.32$0.320.0%
Q3 2025Nov 3, 2025$0.28$0.280.0%
Next earningsMon, Nov 2·consensus EPS $0.55

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$170.9M+42.2%68.8%15.6%$0.16$34.8M
Q4 FY25$145.8M+24.2%62.4%1.5%$-0.06$56.2M
Q3 FY25$133.3M+4.9%67.9%-1.2%$0.02$29.6M
Q2 FY25$124.0M-0.1%68.4%3.8%$0.02$31.3M

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$520.7M$520.2M – $521.8M$1.05$0.97 – $1.069
FY27$919.3M$907.6M – $925.7M$2.13$2.05 – $2.219
FY28$1.3B$1.3B – $1.4B$3.21$2.76 – $3.479
FY29$1.6B$1.4B – $1.9B$4.24$1.67 – $5.547

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.50%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 135.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 15Pravin DesaleSVP, R&D4.3K sh$452KSellSep 14Pravin DesaleSVP, R&D2.0K sh$228KSellAug 18Feanny Tracy AnnSVP, General Counsel1.9K sh$238KSellAug 17Esam ElashmawiSVP, Strategy and Marketing15.7K sh$2.1MSellJun 12Pravin DesaleSVP, R&D2.0K sh$291KSellJun 4Feanny Tracy AnnSVP, General Counsel2.7K sh$416KSellJun 3James P LedererDirector6.1K sh$939KSellMay 20Pravin DesaleSVP, R&D200 sh$25KSellMay 6Elizabeth M SchwartingDirector3.2K sh$398K
+ 53 other (34 inkinds · 14 awards · 4 exempts · 1 gift) in window

See when $LSCC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAcquisition completedJul 278-K — Item 2.01: Acquisition completed · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Lattice Semiconductor Corporation (LSCC) completed the acquisition of AMI TopCo, Inc. (AMI) for approximately $1 billion in cash plus ~5.2 million Lattice shares/RSUs (Item 2.01, filed 2026-07-27). The acquisition was funded from cash on hand and credit facility borrowings; AMI's existing debt was refinanced at closing. Investors should assess revenue/earnings accretion, share count dilution from the ~5.2M equity component, and integration execution risk.

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Lattice Semiconductor entered a Second Amended and Restated Credit Agreement with Wells Fargo as agent on June 30, 2026: a $200M revolving credit facility plus a $950M delayed draw term loan, replacing the prior September 2022 facility. Large new $1.15B credit facility; the $950M delayed draw term loan suggests a pending acquisition or major capital deployment.

8-KShareholder voteMay 58-K — Item 5.07: Shareholder vote
AI summary

LSCC held its Annual Meeting of stockholders around 2026-05-05 (8-K Item 5.07). Stockholders elected 9 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KMaterial agreementMay 48-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 3.02: Unregistered equity sale · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

LSCC reported period ending 2026-05-04 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 12 other (6 13Gs · 2 10-Qs · 1 earnings 8-K · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Can LSCC's FPGA Portfolio Expansion With Mach-N2 Drive Growth?zacks.com·1d agoLattice Advances FPGA Design with New Leadership AI-Driven Development Tool, Lattice Promptbusinesswire.com·2d agoLattice Expands Secure Control FPGA Leadership with New Lattice Mach-N2 Familybusinesswire.com·2d agoAMKR or LSCC: Which Is the Better Value Stock Right Now?zacks.com·2d agoLattice to Showcase Next Gen Automotive Sensing Innovations at AutoSens Europe 2026businesswire.com·4d ago

In themes

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Voices on X · last 7 days

No standout posts about $LSCC on X in the last 7 days.

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