Rosenblatt Securities Forecasts Strong Price Appreciation for Lattice Semiconductor (NASDAQ:LSCC) Stock

Key Points

• Rosenblatt Securities raised its price target on Lattice to $175 (from $105) with a buy rating, implying roughly 39.36% upside from the current price.
• Lattice beat Q1 estimates with $0.41 EPS and $170.9M revenue (up ~42% YoY), raised Q2 guidance, and agreed to acquire AMI for $1.65B to bolster software/recurring revenue and AI/datacenter positioning.
• The stock holds a consensus "Moderate Buy" (13 Buys, 2 Holds) and a $115.86 average target, while institutional investors own ~98% of shares and insiders have sold modest stakes recently.

Lattice Semiconductor (NASDAQ:LSCC - Get Free Report) had its price target boosted by analysts at Rosenblatt Securities from $105.00 to $175.00 in a report released on Tuesday,Benzinga reports. The firm presently has a "buy" rating on the semiconductor company's stock. Rosenblatt Securities' price objective indicates a potential upside of 39.36% from the stock's current price.

A number of other research firms have also commented on LSCC. Royal Bank Of Canada boosted their price target on shares of Lattice Semiconductor from $105.00 to $118.00 and gave the company an "outperform" rating in a research report on Wednesday, February 11th. Zacks Research cut Lattice Semiconductor from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 13th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $90.00 price target on shares of Lattice Semiconductor in a research note on Wednesday, February 4th. Benchmark lifted their price objective on Lattice Semiconductor from $82.00 to $120.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Finally, Jefferies Financial Group reissued a "buy" rating and issued a $145.00 target price on shares of Lattice Semiconductor in a research note on Tuesday. Thirteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus 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 firm's 50 day simple moving average is $100.56 and its 200 day simple moving average is $85.33. Lattice Semiconductor has a 1 year low of $43.90 and a 1 year high of $127.95. The firm has a market capitalization of $17.19 billion, a price-to-earnings ratio of 6,281.64, a P/E/G ratio of 4.44 and a beta of 1.76.

Lattice Semiconductor (NASDAQ:LSCC - Get Free Report) last posted its earnings results on Monday, May 4th. The semiconductor company reported $0.41 earnings per share for the quarter, beating analysts' consensus estimates of $0.36 by $0.05. The company had revenue of $170.90 million for the quarter, compared to analyst estimates of $164.93 million. Lattice Semiconductor had a return on equity of 5.60% and a net margin of 0.59%.The company's revenue for the quarter was up 42.2% on a year-over-year basis. During the same quarter last year, the company earned $0.22 earnings per share. Lattice Semiconductor has set its Q2 2026 guidance at 0.420-0.460 EPS. On average, equities research analysts forecast that Lattice Semiconductor will post 0.89 earnings per share for the current year.

Insider Buying and Selling at Lattice Semiconductor

In other news, SVP Erhaan Shaikh sold 1,577 shares of the firm's stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $93.33, for a total transaction of $147,181.41. Following the sale, the senior vice president directly owned 82,617 shares in the company, valued at $7,710,644.61. This trade represents a 1.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Tonya Stevens sold 1,113 shares of the stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $94.00, for a total transaction of $104,622.00. Following the sale, the chief accounting officer directly owned 62,302 shares of the company's stock, valued at approximately $5,856,388. This trade represents a 1.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 45,614 shares of company stock valued at $4,346,028 in the last ninety days. 0.62% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Lattice Semiconductor

Institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of Lattice Semiconductor by 1.3% during the 3rd quarter. Vanguard Group Inc. now owns 14,986,677 shares of the semiconductor company's stock valued at $1,098,823,000 after purchasing an additional 189,147 shares during the last quarter. Invesco Ltd. boosted its stake in Lattice Semiconductor by 177.3% during the third quarter. Invesco Ltd. now owns 6,076,616 shares of the semiconductor company's stock worth $445,538,000 after buying an additional 3,885,482 shares during the period. Artisan Partners Limited Partnership raised its stake in shares of Lattice Semiconductor by 3.6% in the third quarter. Artisan Partners Limited Partnership now owns 4,872,084 shares of the semiconductor company's stock valued at $357,221,000 after acquiring an additional 169,790 shares during the period. State Street Corp boosted its stake in shares of Lattice Semiconductor by 1.8% during the 2nd quarter. State Street Corp now owns 4,852,380 shares of the semiconductor company's stock worth $237,718,000 after purchasing an additional 85,973 shares during the period. Finally, Capital Research Global Investors grew its holdings in Lattice Semiconductor by 66.4% during the 3rd quarter. Capital Research Global Investors now owns 4,597,217 shares of the semiconductor company's stock valued at $337,068,000 after purchasing an additional 1,834,440 shares during the last quarter. Hedge funds and other institutional investors own 98.08% of the company's stock.

Key Lattice Semiconductor News

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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