Lattice Semiconductor (NASDAQ:LSCC) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Lattice Semiconductor (NASDAQ:LSCC) had its price objective increased by stock analysts at Needham & Company LLC from $90.00 to $110.00 in a report issued on Wednesday, Marketbeat Ratings reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Needham & Company LLC’s target price indicates a potential upside of 10.23% from the stock’s previous close.

Several other analysts also recently weighed in on the company. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $90.00 target price on shares of Lattice Semiconductor in a research note on Wednesday, February 4th. Wall Street Zen downgraded shares of Lattice Semiconductor from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Stifel Nicolaus boosted their target price on shares of Lattice Semiconductor from $60.00 to $80.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Susquehanna increased their price target on shares of Lattice Semiconductor from $85.00 to $100.00 and gave the company a “positive” rating in a report on Thursday, January 22nd. Finally, KeyCorp boosted their price objective on shares of Lattice Semiconductor from $85.00 to $95.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Thirteen research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $102.64.

Lattice Semiconductor Trading Down 5.7%

Lattice Semiconductor stock opened at $99.79 on Wednesday. Lattice Semiconductor has a 1-year low of $34.69 and a 1-year high of $108.08. The firm’s fifty day simple moving average is $81.42 and its 200-day simple moving average is $71.83. The company has a market capitalization of $13.65 billion, a P/E ratio of 4,992.00, a P/E/G ratio of 4.58 and a beta of 1.70.

Lattice Semiconductor (NASDAQ:LSCC) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $0.32 EPS for the quarter, meeting analysts’ consensus estimates of $0.32. The company had revenue of $145.79 million for the quarter, compared to analyst estimates of $143.18 million. Lattice Semiconductor had a net margin of 0.59% and a return on equity of 5.60%. The company’s quarterly revenue was up 24.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.15 earnings per share. Lattice Semiconductor has set its Q1 2026 guidance at 0.340-0.380 EPS. On average, equities research analysts predict that Lattice Semiconductor will post 0.65 earnings per share for the current year.

Insider Activity

In other Lattice Semiconductor news, SVP Tracy Ann Feanny sold 9,965 shares of Lattice Semiconductor stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $73.44, for a total transaction of $731,829.60. Following the sale, the senior vice president directly owned 61,740 shares of the company’s stock, valued at approximately $4,534,185.60. The trade was a 13.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Pravin Desale sold 839 shares of the stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $78.09, for a total value of $65,517.51. Following the completion of the transaction, the senior vice president directly owned 104,208 shares of the company’s stock, valued at approximately $8,137,602.72. The trade was a 0.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 16,512 shares of company stock worth $1,196,508. 1.80% of the stock is owned by company insiders.

Institutional Trading of Lattice Semiconductor

Large investors have recently bought and sold shares of the stock. Thrivent Financial for Lutherans lifted its holdings in Lattice Semiconductor by 21.0% in the third quarter. Thrivent Financial for Lutherans now owns 210,852 shares of the semiconductor company’s stock valued at $15,460,000 after buying an additional 36,638 shares during the period. American Century Companies Inc. lifted its stake in shares of Lattice Semiconductor by 25.1% in the 2nd quarter. American Century Companies Inc. now owns 683,624 shares of the semiconductor company’s stock valued at $33,491,000 after purchasing an additional 137,140 shares during the period. Castleark Management LLC boosted its position in shares of Lattice Semiconductor by 88.6% in the 2nd quarter. Castleark Management LLC now owns 96,640 shares of the semiconductor company’s stock worth $4,734,000 after purchasing an additional 45,400 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its stake in shares of Lattice Semiconductor by 7.2% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 10,499 shares of the semiconductor company’s stock worth $514,000 after purchasing an additional 705 shares during the period. Finally, Cambiar Investors LLC bought a new stake in Lattice Semiconductor in the third quarter valued at about $6,781,000. 98.08% of the stock is currently owned by institutional investors.

Lattice Semiconductor News Roundup

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

• Positive Sentiment: Q4 results beat expectations and management gave stronger Q1 2026 guidance (EPS range 0.34–0.38) while revenue showed healthy year‑over‑year growth — investors interpreted this as confirmation of improving demand. Q4 Earnings Call Highlights
• Positive Sentiment: Management and coverage emphasize rising AI and data‑center demand (including physical AI opportunities) as a durable growth driver, which supports a re‑rating of the stock. Lattice Leans Into AI Demand
• Positive Sentiment: Multiple analysts raised price targets and reiterated buys after the quarter (notable increases reported across firms), reinforcing bullish sentiment and institutional support. Analysts Remain Bullish After Q4
• Positive Sentiment: Unusual options activity showed large call purchases (about 4,992 calls), signaling some traders are placing bullish directional bets ahead of continued AI demand traction.
• Neutral Sentiment: A short‑interest report in the feed shows a large increase but the published numbers are effectively zero (likely a data/reporting anomaly) — not actionable as presented.
• Neutral Sentiment: Coverage pieces highlighting long‑term returns and a new all‑time high reflect momentum and retail interest, which can amplify intraday moves but don’t change fundamentals. LSCC Hits All‑Time High
• Negative Sentiment: Despite the beat, GAAP results showed a wider loss and margins remain a watch item — investors should monitor whether revenue growth translates into consistent margin expansion and sustainable profits. Earnings Meet Estimates but GAAP Loss Widens

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.