Lattice Semiconductor Q4 Results Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy LSCC?
Source: seekingalpha
- Strong Performance: Lattice Semiconductor's Q4 2025 non-GAAP EPS surged 113% year-over-year to $0.32, with revenue increasing 24.2% to $145.79 million, surpassing analyst expectations and demonstrating robust market performance.
- Optimistic Outlook: The company projects Q1 2026 revenue between $158 million and $172 million, with a gross margin of 69.5%, exceeding the consensus estimate of $159.98 million, indicating strong confidence in future growth.
- Robust Market Demand: Analysts noted that Lattice's Communications and Computing segments are benefiting from strong growth in data centers and AI, with new products Nexus and Avant expected to account for 25-30% of revenue this year, suggesting sustained momentum into 2026.
- Analyst Rating Upgrades: RBC Capital Markets and Jefferies both maintained positive ratings on Lattice, with RBC raising its price target to $118 and Jefferies increasing it to $135, reflecting optimistic market expectations for the company's growth potential.
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Analyst Views on LSCC
Wall Street analysts forecast LSCC stock price to fall
10 Analyst Rating
9 Buy
0 Hold
1 Sell
Strong Buy
Current: 99.795
Low
74.00
Averages
80.11
High
85.00
Current: 99.795
Low
74.00
Averages
80.11
High
85.00
About LSCC
Lattice Semiconductor Corporation develops technologies and monetizes through differentiated programmable logic semiconductor products, system solutions, design services, and licenses. The Company is focused on solving customer problems across the network, from the Edge to the Cloud, in the communications, computing, industrial, automotive and consumer markets. It also serves its customers with intellectual property (IP) licensing and various other services. The Company's product development activities include new proprietary products, advanced packaging, existing product enhancements, software development tools, soft IP, and system solutions for high-growth applications, such as Edge Artificial Intelligence (AI), fifth generation (5G) infrastructure, platform security, and factory automation. Its field programmable gate array (FPGA) devices enable it to provide its customers with a growing base of control, connect, and compute technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Data Center Dominance: The data center segment now constitutes 64% of Lattice's total revenue, up from 49% a year ago, highlighting a strategic shift driven by the AI revolution that enhances the company's competitive position in the semiconductor market.
- Strong Q1 Guidance: Management forecasts Q1 revenue between $158 million and $172 million, representing over 37% year-over-year growth, with adjusted EPS at a midpoint of $0.36, reflecting a robust 64% annual increase and showcasing the company's optimistic outlook for the future.
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See More
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- Interest Rate Expectations Shift: Following the stronger-than-expected jobs report, the 10-year T-note yield increased by 3 basis points to 4.17%, with market expectations for a Fed rate cut next month dropping from 23% to 8%, reflecting investor caution regarding future monetary policy.
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- Stock Surge: Diodes shares jumped 31.8% to $81.32 on Wednesday, reflecting a positive market reaction to its earnings report, which may attract more investor interest.
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