Needham & Company LLC Issues Positive Forecast for Lattice Semiconductor (NASDAQ:LSCC) Stock Price

Key Points

• Needham & Company LLC raised its price target on Lattice Semiconductor to $140 and kept a "buy" rating, implying roughly an 11.5% upside from current levels.
• Lattice beat Q1 estimates with $0.41 EPS vs. $0.36 and revenue of $170.9M (up ~42% YoY), and management set Q2 guidance of $175M–$195M revenue and $0.420–$0.460 EPS, indicating continued top-line momentum.
• The company agreed to acquire AMI for $1.65B to expand software/recurring revenue and AI/datacenter positioning, but the deal raises integration, financing and margin-risk considerations despite improving analyst sentiment.

Lattice Semiconductor (NASDAQ:LSCC - Get Free Report) had its target price lifted by research analysts at Needham & Company LLC from $110.00 to $140.00 in a report issued on Tuesday,Benzinga reports. The brokerage currently has a "buy" rating on the semiconductor company's stock. Needham & Company LLC's price objective suggests a potential upside of 11.49% from the company's current price.

A number of other research firms have also recently issued reports on LSCC. Weiss Ratings raised Lattice Semiconductor from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Tuesday, April 21st. Royal Bank Of Canada increased their price target on Lattice Semiconductor from $105.00 to $118.00 and gave the company an "outperform" rating in a research note on Wednesday, February 11th. Susquehanna raised their price target on Lattice Semiconductor from $100.00 to $120.00 and gave the company a "positive" rating in a report on Wednesday, February 11th. Wall Street Zen raised shares of Lattice Semiconductor from a "hold" rating to a "buy" rating in a research report on Sunday, February 15th. Finally, Jefferies Financial Group reiterated a "buy" rating and issued a $145.00 price objective on shares of Lattice Semiconductor in a report on Tuesday. Thirteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $115.86.

Lattice Semiconductor Trading Up 3.8%

NASDAQ LSCC opened at $125.57 on Tuesday. The stock has a 50 day moving average of $100.56 and a 200-day moving average of $85.33. Lattice Semiconductor has a 12 month low of $43.90 and a 12 month high of $127.95. The company has a market cap of $17.19 billion, a PE ratio of 6,281.64, a PEG ratio of 4.44 and a beta of 1.76.

Lattice Semiconductor (NASDAQ:LSCC - Get Free Report) last released its quarterly earnings data on Monday, May 4th. The semiconductor company reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.36 by $0.05. Lattice Semiconductor had a net margin of 0.59% and a return on equity of 5.60%. The company had revenue of $170.90 million for the quarter, compared to analyst estimates of $164.93 million. During the same period in the previous year, the business earned $0.22 EPS. Lattice Semiconductor's revenue for the quarter was up 42.2% compared to the same quarter last year. Lattice Semiconductor has set its Q2 2026 guidance at 0.420-0.460 EPS. As a group, sell-side analysts predict that Lattice Semiconductor will post 0.89 EPS for the current fiscal year.

Insider Activity

In other Lattice Semiconductor news, CEO Ford Tamer sold 3,544 shares of the business's stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $90.63, for a total transaction of $321,192.72. Following the sale, the chief executive officer directly owned 281,883 shares of the company's stock, valued at $25,547,056.29. The trade was a 1.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Pravin Desale sold 2,366 shares of the company's stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $92.41, for a total transaction of $218,642.06. Following the completion of the transaction, the senior vice president owned 80,826 shares of the company's stock, valued at approximately $7,469,130.66. This trade represents a 2.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 45,614 shares of company stock valued at $4,346,028. Company insiders own 0.62% of the company's stock.

Institutional Trading of Lattice Semiconductor

Institutional investors and hedge funds have recently bought and sold shares of the stock. iSAM Funds UK Ltd acquired a new position in Lattice Semiconductor during the 3rd quarter worth about $25,000. V Square Quantitative Management LLC bought a new position in shares of Lattice Semiconductor during the fourth quarter worth about $27,000. Smartleaf Asset Management LLC lifted its stake in shares of Lattice Semiconductor by 462.9% in the fourth quarter. Smartleaf Asset Management LLC now owns 394 shares of the semiconductor company's stock worth $29,000 after acquiring an additional 324 shares during the period. Measured Wealth Private Client Group LLC acquired a new position in shares of Lattice Semiconductor in the third quarter worth approximately $31,000. Finally, Caitlin John LLC bought a new stake in Lattice Semiconductor in the third quarter valued at approximately $34,000. 98.08% of the stock is currently owned by institutional investors and hedge funds.

Lattice Semiconductor News Summary

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

• Positive Sentiment: Q1 earnings and revenue beat expectations — Lattice reported $0.41 EPS vs. $0.36 consensus and revenue of $170.9M (up ~42% YoY), showing healthy top-line momentum. Lattice Semiconductor (LSCC) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Raised Q2 guide — management set Q2 revenue $175M–$195M and EPS $0.420–$0.460, both above Street estimates, indicating continued demand and improved margin visibility. Lattice projects Q2 revenue of $175M-$195M while targeting AMI close in Q3 for $1.65B deal
• Positive Sentiment: Strategic acquisition — Lattice agreed to buy AMI (AI/cloud & platform management) for $1.65B to expand its secure management and control offerings, which could enhance software/recurring revenue mix and AI/datacenter positioning. Lattice Semiconductor to buy software firm AMI in $1.65 billion deal
• Positive Sentiment: Analyst sentiment improving — brokers raised price targets (example: TD Cowen to $145) and the consensus rating sits around “Moderate Buy,” supporting upside expectations. Lattice Semiconductor Price Target Raised to $145
• Neutral Sentiment: Deal timing — management is targeting an AMI close in Q3; timing and regulatory/closing conditions are uncertain, so benefits may take time to realise. Lattice projects Q2 revenue of $175M-$195M while targeting AMI close in Q3 for $1.65B deal
• Negative Sentiment: Execution and financing risks — a $1.65B acquisition increases integration risk and cash/financing requirements; investors should watch details on deal financing, potential dilution, and margin impact. Lattice Semiconductor to buy software firm AMI in $1.65 billion deal
• Negative Sentiment: Profitability still modest — despite strong revenue growth, recent net margin and ROE remain low, so investors should monitor whether software mix and scale from AMI drive sustainable margin improvement.

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.

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