Lattice Semiconductor Corporation

NasdaqGS:LSCC 株式レポート

時価総額:US$20.2b

Lattice Semiconductor マネジメント

マネジメント 基準チェック /44

Lattice Semiconductorの CEO はFord Tamerで、 Sep2024年に任命され、 の在任期間は 1.67年です。 の年間総報酬は$ 1.73Mで、 46.4%給与と53.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.24%を直接所有しており、その価値は$ 48.36M 。経営陣と取締役会の平均在任期間はそれぞれ2年と3.3年です。

主要情報

Ford Tamer

最高経営責任者

US$1.7m

報酬総額

CEO給与比率46.37%
CEO在任期間1.7yrs
CEOの所有権0.2%
経営陣の平均在職期間2yrs
取締役会の平均在任期間3.3yrs

経営陣の近況

Recent updates

ナラティブの更新 May 17

LSCC: Edge AI And Robotics Alliances Will Support Future Upside

Analysts raised the Lattice Semiconductor price target by $30, increasing it from $114.71 to $145.00. They cited updated assumptions that include higher revenue growth, stronger profit margins, a slightly higher discount rate, and a lower future P/E multiple.
分析記事 May 11

Lattice Semiconductor's (NASDAQ:LSCC) Conservative Accounting Might Explain Soft Earnings

Soft earnings didn't appear to concern Lattice Semiconductor Corporation's ( NASDAQ:LSCC ) shareholders over the last...
Seeking Alpha May 06

Lattice Semiconductor: Valuation Has Run Further Than Earnings Growth Expectations

Summary Lattice Semiconductor announced the $1.65B acquisition of AMI, aiming to enhance its secure management and control platform for AI and cloud. LSCC delivered 42% YoY Q1 revenue growth and strong operating leverage but trades at a lofty ~24x sales pre-AMI, with pro forma multiples still elevated. Despite upbeat growth, guidance, and a well-structured deal, the company's valuation—about 100x realistic earnings—remains a significant concern. I remain cautious given rapid share price appreciation, high expectations, and sector-wide bubble-like features, despite management's experience and strategic moves. Read the full article on Seeking Alpha
ナラティブの更新 May 02

LSCC: Elevated AI Hopes Will Confront Compressing Future P/E Multiple

The analyst price target for Lattice Semiconductor has been raised, with recent Street research pointing to higher expectations for revenue growth and profit margins, along with a lower future P/E multiple. This has driven an updated fair value estimate of about $91.78, or roughly $1.98 below the prior $93.76 level.
ナラティブの更新 Apr 16

LSCC: Edge AI And Security Alliances Will Drive Revaluation Thesis Forward

Analysts have lifted their price targets on Lattice Semiconductor by between $14 and $20, reflecting updated views on its growth outlook and profitability assumptions. Analyst Commentary Bullish analysts are framing the recent price target moves on Lattice Semiconductor as a reset of expectations around execution and long term growth potential, rather than a short term trading call.
ナラティブの更新 Apr 02

LSCC: Hyperscaler Demand And Edge AI FPGAs Will Support Future Upside

The updated analyst price target for Lattice Semiconductor reflects a higher consolidated view, with recent raises of $14, $15 and $20 to as much as $95 from firms citing supportive research trips and interest in areas like hyperscaler demand for memory and related supply constraints. Analyst Commentary Recent research suggests that sentiment around Lattice Semiconductor is broadly constructive, with several firms lifting price targets and at least one major bank moving to a bullish stance following fresh channel checks and management meetings.
ナラティブの更新 Mar 19

LSCC: AI Edge And Industrial Auto Demand Will Support Future Upside

Lattice Semiconductor's updated analyst price target has moved from $81.23 to $114.71, as analysts point to higher modeled revenue growth and a richer future P/E assumption that more than offset slightly lower profit margin expectations. Analyst Commentary Recent Street research around Lattice Semiconductor has centered on higher price targets and generally positive initiation views, with analysts updating their models around revenue expectations, P/E assumptions, and execution in key end markets.
ナラティブの更新 Mar 05

LSCC: AI Demand And Supply Constraints Will Test Rich Future P/E Assumptions

Lattice Semiconductor's analyst price target has shifted higher, with our fair value estimate moving from $74.00 to $93.76. Analysts are factoring in updated assumptions around revenue growth, profitability, and future P/E expectations following a series of recent target hikes and fresh coverage.
分析記事 Feb 13

This Just In: Analysts Are Boosting Their Lattice Semiconductor Corporation (NASDAQ:LSCC) Outlook for This Year

Celebrations may be in order for Lattice Semiconductor Corporation ( NASDAQ:LSCC ) shareholders, with the analysts...
ナラティブの更新 Feb 04

LSCC: AI Demand And Supply Chain Strains Will Pressure Rich P/E

Analysts have lifted their price targets on Lattice Semiconductor, including a US$10 move from US$85 to US$95 in one recent report. The revised targets reflect updated views on revenue growth, profit margin assumptions, and P/E expectations informed by fresh industry checks and new coverage initiations.
ナラティブの更新 Jan 21

LSCC: AI Hype And Supply Chain Risks Will Challenge Rich Earnings Multiple

Analysts have lifted their price target on Lattice Semiconductor to US$74 from US$53.32, citing updated models that reflect higher assumed revenue growth tied to AI related demand, a revised profit margin outlook, and a richer future P/E multiple supported by recent bullish research across several firms. Analyst Commentary Recent Street research around Lattice Semiconductor has leaned constructive, with several firms adjusting their models and price targets to reflect updated assumptions around AI related demand, revenue growth and profitability.
ナラティブの更新 Jan 07

LSCC: AI And Industrial Auto Demand Will Shape Balanced Future Outlook

Analysts have lifted their price targets on Lattice Semiconductor into the $75 to $85 range, citing updated models that reflect AI driven revenue potential, easier year over year comparisons, and relative strength in industrial and auto end markets. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$75 to US$85 price target range as reflecting updated models that factor in AI related revenue potential and easier year over year comparisons.
ナラティブの更新 Dec 23

LSCC: AI Infrastructure Demand And Auto Exposure Will Shape Future Performance

Analysts have modestly raised their price target on Lattice Semiconductor to approximately $81 from about $79, citing an improved fair value estimate supported by expectations for AI driven revenue acceleration, solid long term growth, and stronger earnings power reflected in higher future P/E assumptions. Analyst Commentary Bullish analysts highlight a constructive backdrop for Lattice Semiconductor, pointing to an improving demand outlook tied to AI workloads, industrial and automotive markets, and a solid execution track record that underpins recent price target increases into the mid 70s to mid 80s range.
ナラティブの更新 Dec 09

LSCC: AI Demand And Auto Headwinds Will Shape Future Share Performance

Analysts have modestly raised their price target on Lattice Semiconductor to about $79 per share from roughly $80 previously, as they factor in stronger AI driven revenue acceleration, improving sentiment, and expectations for better than seasonal earnings growth despite some macro headwinds. Analyst Commentary Bullish analysts point to a broad reset higher in price targets in the mid to high $70s and low $80s range, reflecting greater confidence in Lattice Semiconductor's ability to monetize accelerating AI demand and deliver above seasonal revenue growth.
ナラティブの更新 Nov 25

LSCC: AI Market Expansion Will Drive Outperformance Versus Sector Peers

The analyst consensus price target for Lattice Semiconductor has increased from $78.77 to $80.31. Analysts see ongoing AI-driven demand and potential sector outperformance supporting higher valuation expectations.
ナラティブの更新 Nov 08

LSCC: Future AI Demand Will Drive Increased Revenue Momentum Ahead

Lattice Semiconductor’s analyst price target has been raised substantially, from approximately $69.85 to $78.77. Analysts cite accelerating revenue growth driven by AI adoption as well as strengthening industrial and automotive demand.
ナラティブの更新 Oct 25

AI Strength and Server Demand Will Drive Outperformance Despite Sector Risks

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.
ナラティブの更新 Oct 11

AI And Edge Computing Will Fuel Automation And IoT Synergy

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.
ナラティブの更新 Sep 27

AI And Edge Computing Will Fuel Automation And IoT Synergy

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.
ナラティブの更新 Sep 12

AI And Edge Computing Will Fuel Automation And IoT Synergy

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.
分析記事 Aug 29

Lattice Semiconductor Corporation's (NASDAQ:LSCC) 26% Price Boost Is Out Of Tune With Revenues

Lattice Semiconductor Corporation ( NASDAQ:LSCC ) shares have continued their recent momentum with a 26% gain in the...
Seeking Alpha Feb 17

Lattice Semiconductor: We Could Be At An Inflection Point

Summary The firm is the world leader in low-power programmable chips. Lattice suffered a significant cyclical downturn in FY24, but management foresees a normalization of inventory levels by mid-FY25 and strong growth starting FY26. The management team is excellent, with a new CEO and CFO coming respectively from Inphi and Intel/Xilinx. AVANT mid-range FPGA portfolio is poised to grow double digit and accelerate a U-shape revenue recovery with elevated content in automotives and data centers. LSCC's elevated stock valuation is the only point preventing me from being positive about the case. I keep my HOLD rating on the investment. Read the full article on Seeking Alpha
Seeking Alpha Feb 01

Lattice Semiconductor: Poised For A Turnaround In A Challenging Market Environment

Summary Lattice Semiconductor Corporation is set to report Q4 '24 earnings on February 10, 2025, amid a challenging macroeconomic environment and a slower-than-expected recovery in the semiconductor market. New CEO Ford Tamer aims to drive growth while focusing on innovations like the Nexus 2 FPGA platform and expanded mid-range FPGA portfolio. A Potential Altera acquisition could expand Lattice's FPGA footprint by 3x; however, it may make more sense for Altera to IPO and acquire Lattice. Despite a challenging growth environment, LSCC's cost management and operational improvements could yield strong operating leverage and can act as a positive catalyst for shares. Read the full article on Seeking Alpha
Seeking Alpha Nov 28

Lattice Has A Challenging Macroeconomic Environment To Overcome

Summary Lattice Semiconductor's Q3’24 earnings were in line with estimates, reporting $127.1 million in revenue and $0.24 EPS. Growth is estimated to be relatively flat going into eFY25. New CEO Ford Tamer aims for 15-20% long-term revenue growth and margin enhancement by focusing on small-to-mid-range FPGAs and reducing costs, including a 14% headcount cut. Despite a -34% revenue decline in Q3’24, Lattice expects gradual recovery and 4% growth and strong free cash flow generation in eFY25, driven by cost-cutting and inventory management. Read the full article on Seeking Alpha
Seeking Alpha Nov 14

Lattice Semiconductor Positioned For Recovery, But Price Does Not Allow Much Opportunity

Summary Lattice Semiconductor, specializing in low-power FPGAs, faces headwinds with a 34% YoY revenue drop and significant declines in industrial and automotive segments. The company's CEO remains optimistic, predicting a U-shaped recovery by late 2025, leveraging Lattice's strong positioning in low-power FPGAs and AI applications. Despite potential for future growth, LSCC's current valuation metrics suggest overvaluation, signaling insufficient reward for the risk undertaken. While historical P/E ratios imply a fairer valuation, the near-term bearish outlook supports a sell rating, with potential for a price correction amid weak growth forecasts. Read the full article on Seeking Alpha

CEO報酬分析

Lattice Semiconductor の収益と比較して、Ford Tamer の報酬はどのように変化したか?
日付総報酬給与会社業績
Apr 04 2026n/an/a

US$20m

Jan 03 2026US$2mUS$800k

US$3m

Sep 27 2025n/an/a

US$27m

Jun 28 2025n/an/a

US$32m

Mar 29 2025n/an/a

US$51m

Dec 28 2024US$69mUS$215k

US$61m

報酬と市場: Fordの 総報酬 ($USD 1.73M ) は、 US市場 ($USD 14.78M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Fordの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Ford Tamer (63 yo)

1.7yrs
在職期間
US$1,725,091
報酬

Dr. Fouad G. Tamer, also known as Ford, Ph D., is CEO & Director of Lattice Semiconductor Corporation from September 16, 2024 and serves as its President. He served as an Independent Director at Marvell Te...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Fouad Tamer
CEO, President & Director1.7yrsUS$1.73m0.24%
$ 48.4m
Lorenzo A. Flores
Senior VP & CFO1.3yrsUS$15.54m0.030%
$ 6.1m
Esam Elashmawi
Senior VP and Chief Strategy & Marketing Officer7.7yrsUS$4.73m0.13%
$ 25.5m
Erhaan Shaikh
Senior Vice President of Worldwide Sales1.3yrsUS$13.03m0.067%
$ 13.5m
Pravinchandra Desale
Senior Vice President of Research & Development2.7yrsUS$4.39m0.00074%
$ 149.1k
Divyesh Shah
Senior Vice President of Global Operations & Quality2.3yrsデータなしデータなし
Rick Muscha
Senior Director of Investor Relationsno dataデータなしデータなし
Tracy Feanny
Senior VP4.5yrsUS$10.75m0.012%
$ 2.4m
Nicole Singer
Chief People Officer1.3yrsデータなしデータなし
Jerry Xu
President of Asia Pacific Regionno dataデータなしデータなし
2.0yrs
平均在職期間
56.5yo
平均年齢

経験豊富な経営陣: LSCCの経営陣は 経験豊富 であると考えられます ( 2年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Fouad Tamer
CEO, President & Director1.7yrsUS$1.73m0.24%
$ 48.4m
Mark Jensen
Independent Director12.9yrsUS$329.97k0.071%
$ 14.2m
Douglas Bettinger
Independent Director3.4yrsUS$309.97k0.0044%
$ 878.6k
David Jeffrey Richardson
Independent Chairman of the Board11.4yrsUS$389.97k0.019%
$ 3.8m
James Lederer
Independent Director8.2yrsUS$328.30k0.030%
$ 6.1m
Que Dallara
Independent Director2.5yrsUS$309.97k0.0031%
$ 630.7k
John Forsyth
Independent Director2.5yrsUS$314.97k0.0031%
$ 630.7k
Elizabeth Schwarting
Independent Director3.2yrsUS$314.97k0.0036%
$ 717.4k
3.3yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: LSCCの 取締役会経験豊富 であると考えられます ( 3.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/30 18:21
終値2026/05/29 00:00
収益2026/04/04
年間収益2026/01/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Lattice Semiconductor Corporation 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

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