Robert W. Baird Raises Lattice Semiconductor (NASDAQ:LSCC) Price Target to $135.00

Key Points

• Robert W. Baird raised its price target on Lattice Semiconductor to $135 and kept an "outperform" rating, implying roughly a 7.5% upside from the prior close.
• Lattice beat Q1 expectations (EPS $0.41 vs. $0.36; revenue $170.9M, +42% YoY), raised Q2 guidance, and announced a strategic $1.65B acquisition of AMI to boost software/recurring revenue and AI/datacenter positioning.
• Analyst sentiment is improving—13 analysts rate LSCC a Buy and two a Hold, with an average price target near $115.86 as brokers lift targets across the board.

Lattice Semiconductor (NASDAQ:LSCC - Get Free Report) had its price objective raised by analysts at Robert W. Baird from $120.00 to $135.00 in a research report issued on Tuesday, Marketbeat.com reports. The firm presently has an "outperform" rating on the semiconductor company's stock. Robert W. Baird's price objective would indicate a potential upside of 7.51% from the stock's previous close.

Several other analysts also recently commented on LSCC. Rosenblatt Securities raised their target price on Lattice Semiconductor from $80.00 to $105.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Jefferies Financial Group reaffirmed a "buy" rating and set a $145.00 price target on shares of Lattice Semiconductor in a research note on Tuesday. Needham & Company LLC increased their price target on Lattice Semiconductor from $90.00 to $110.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Benchmark raised their price objective on Lattice Semiconductor from $82.00 to $120.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Finally, Susquehanna boosted their price objective on Lattice Semiconductor from $100.00 to $120.00 and gave the company a "positive" rating in a report on Wednesday, February 11th. Thirteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Lattice Semiconductor currently has an average rating of "Moderate Buy" and an average price target of $115.86.

Lattice Semiconductor Stock Up 3.8%

Lattice Semiconductor stock opened at $125.57 on Tuesday. Lattice Semiconductor has a 12-month low of $43.90 and a 12-month high of $127.95. The firm's fifty day moving average is $100.56 and its 200 day moving average is $85.33. The company has a market capitalization 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 posted its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.41 EPS for the quarter, topping analysts' consensus estimates of $0.36 by $0.05. Lattice Semiconductor had a net margin of 0.59% and a return on equity of 5.60%. The business had revenue of $170.90 million during the quarter, compared to analysts' expectations of $164.93 million. During the same period last year, the company posted $0.22 earnings per share. The business's quarterly revenue was up 42.2% on a year-over-year basis. Lattice Semiconductor has set its Q2 2026 guidance at 0.420-0.460 EPS. Sell-side analysts expect that Lattice Semiconductor will post 0.89 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Robin Ann Abrams sold 8,000 shares of the company's stock in a transaction on Friday, February 13th. The stock was sold at an average price of $99.75, for a total transaction of $798,000.00. Following the completion of the sale, the director owned 98,398 shares in the company, valued at approximately $9,815,200.50. This represents a 7.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Mark Edwin Jensen sold 6,279 shares of Lattice Semiconductor stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $98.09, for a total transaction of $615,907.11. Following the transaction, the director directly owned 41,508 shares in the company, valued at $4,071,519.72. This represents a 13.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 45,614 shares of company stock valued at $4,346,028. 0.62% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Lattice Semiconductor

Several institutional investors have recently modified their holdings of LSCC. Elevatus Welath Management purchased a new stake in shares of Lattice Semiconductor in the fourth quarter worth $2,792,000. Assenagon Asset Management S.A. bought a new position in Lattice Semiconductor in the 4th quarter worth about $4,090,000. William Blair Investment Management LLC bought a new position in Lattice Semiconductor in the 3rd quarter worth about $102,185,000. Cookson Peirce & Co. Inc. purchased a new stake in shares of Lattice Semiconductor in the 3rd quarter valued at about $733,000. Finally, Westfield Capital Management Co. LP purchased a new stake in shares of Lattice Semiconductor in the 3rd quarter valued at about $51,082,000. 98.08% of the stock is owned by institutional investors.

Trending Headlines about Lattice Semiconductor

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.

About Lattice Semiconductor

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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