Lattice Semiconductor Corporation

NasdaqGS:LSCC Stock Report

Market Cap: US$17.2b

Lattice Semiconductor Future Growth

Future criteria checks 6/6

Lattice Semiconductor is forecast to grow earnings and revenue by 59.3% and 23.4% per annum respectively. EPS is expected to grow by 61.4% per annum. Return on equity is forecast to be 34.4% in 3 years.

Key information

59.3%

Earnings growth rate

61.37%

EPS growth rate

Semiconductor earnings growth25.8%
Revenue growth rate23.4%
Future return on equity34.38%
Analyst coverage

Good

Last updated05 May 2026

Recent future growth updates

Recent updates

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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article May 13

Optimistic Investors Push Lattice Semiconductor Corporation (NASDAQ:LSCC) Shares Up 29% But Growth Is Lacking

Lattice Semiconductor Corporation ( NASDAQ:LSCC ) shareholders are no doubt pleased to see that the share price has...
Analysis Article May 12

There May Be Some Bright Spots In Lattice Semiconductor's (NASDAQ:LSCC) Earnings

Lattice Semiconductor Corporation's ( NASDAQ:LSCC ) earnings announcement last week didn't impress shareholders. While...
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

Earnings and Revenue Growth Forecasts

NasdaqGS:LSCC - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281,1282633664015
12/31/202792018728232412
12/31/202675412321925812
4/4/202657420128193N/A
1/3/20265233113175N/A
9/27/202549527112163N/A
6/28/202548932117160N/A
3/29/202548951101143N/A
12/28/202450961103141N/A
9/28/2024563143132167N/A
6/29/2024628190172206N/A
3/30/2024694218224254N/A
12/30/2023737259236270N/A
9/30/2023743212241280N/A
7/1/2023723205223261N/A
4/1/2023694199202240N/A
12/31/2022660179204239N/A
10/1/2022626156182208N/A
7/2/2022586136165190N/A
4/2/2022550113157182N/A
1/1/202251596146168N/A
10/2/202148183118139N/A
7/3/202145269105126N/A
4/3/20214275881100N/A
1/2/2021408477192N/A
9/26/20204014584108N/A
6/27/2020402467095N/A
3/28/202040344N/A123N/A
12/28/201940443N/A124N/A
9/28/201940022N/A116N/A
6/29/201939816N/A108N/A
3/30/2019398-13N/A71N/A
12/29/2018399-26N/A51N/A
9/29/2018398-26N/A23N/A
6/30/2018389-76N/A37N/A
3/31/2018380-69N/A33N/A
12/30/2017386-71N/A39N/A
9/30/2017409-72N/A58N/A
7/1/2017430-41N/A21N/A
4/1/2017435-42N/A26N/A
12/31/2016427-54N/A42N/A
10/1/2016410-91N/A17N/A
7/2/2016407-104N/A25N/A
4/2/2016414-126N/A0N/A
1/2/2016406-159N/A-23N/A
10/3/2015388-98N/A-20N/A
7/4/2015365-64N/A1N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: LSCC's forecast earnings growth (59.3% per year) is above the savings rate (3.5%).

Earnings vs Market: LSCC's earnings (59.3% per year) are forecast to grow faster than the US market (16.4% per year).

High Growth Earnings: LSCC's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: LSCC's revenue (23.4% per year) is forecast to grow faster than the US market (11.4% per year).

High Growth Revenue: LSCC's revenue (23.4% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: LSCC's Return on Equity is forecast to be high in 3 years time (34.4%)


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 15:01
End of Day Share Price 2026/05/07 00:00
Earnings2026/04/04
Annual Earnings2026/01/03

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lattice Semiconductor Corporation is covered by 21 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tristan GerraBaird
David WilliamsBenchmark Company
Ruben RoyBenchmark Company