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AI Strength and Server Demand Will Drive Outperformance Despite Sector Risks

Published
28 Aug 24
Updated
25 Oct 25
AnalystConsensusTarget's Fair Value
US$69.85
1.0% undervalued intrinsic discount
25 Oct
US$69.15
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1Y
27.3%
7D
-1.4%

Author's Valuation

US$69.851.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on25 Oct 25
Fair value Increased 2.25%

Lattice Semiconductor's analyst price target has increased significantly from $65 to $85. Analysts cite sustained AI-driven demand and expectations for earnings growth as factors supporting the higher valuation.

Shared on11 Oct 25
Fair value Increased 5.09%

Analysts have increased their price target for Lattice Semiconductor from $65 to $68.31, citing anticipated growth due to expanding AI infrastructure and stronger demand in server markets. Analyst Commentary Analyst sentiment toward Lattice Semiconductor has evolved following recent developments in the AI and server infrastructure sectors.

Shared on27 Sep 25
Fair value Increased 1.20%

Lattice Semiconductor's fair value has seen minimal change, with both the consensus analyst price target and future P/E ratio remaining essentially flat, indicating stable analyst sentiment; the price target was revised slightly upward to $65.00. What's in the News Lattice Semiconductor was removed from the PHLX Semiconductor Sector Index.

Shared on12 Sep 25
Fair value Increased 1.83%

Lattice Semiconductor's future P/E and consensus revenue growth forecasts both saw minimal changes, supporting only a modest upward revision in fair value, with the analyst price target rising slightly from $63.08 to $64.23. What's in the News Issued Q3 2025 revenue guidance of $128 million to $138 million.

Shared on07 May 25
Fair value Increased 2.23%

Shared on30 Apr 25
Fair value Decreased 1.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.18%

AnalystConsensusTarget has decreased revenue growth from 11.8% to 10.5%.

Shared on02 Apr 25
Fair value Decreased 3.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 8.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.46%