Jefferies Financial Group Forecasts Strong Price Appreciation for Lattice Semiconductor (NASDAQ:LSCC) Stock

Lattice Semiconductor (NASDAQ:LSCC) had its price objective raised by equities research analysts at Jefferies Financial Group from $85.00 to $135.00 in a report released on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Jefferies Financial Group’s price target would indicate a potential upside of 35.28% from the company’s previous close.

A number of other research firms have also recently commented on LSCC. Needham & Company LLC upped their target price on Lattice Semiconductor from $90.00 to $110.00 and gave the company a “buy” rating in a research note on Wednesday. Wall Street Zen downgraded Lattice Semiconductor from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Benchmark increased their target price on Lattice Semiconductor from $82.00 to $120.00 and gave the stock a “buy” rating in a research note on Wednesday. Royal Bank Of Canada boosted their target price on shares of Lattice Semiconductor from $105.00 to $118.00 and gave the company an “outperform” rating in a research note on Wednesday. Finally, Susquehanna raised their price target on shares of Lattice Semiconductor from $100.00 to $120.00 and gave the stock a “positive” rating in a research note on Wednesday. Thirteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $102.64.

Lattice Semiconductor Trading Down 5.7%

Shares of LSCC opened at $99.79 on Wednesday. The company’s fifty day simple moving average is $81.42 and its 200-day simple moving average is $71.83. The company has a market cap 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 has a twelve month low of $34.69 and a twelve month high of $108.08.

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

Insider Buying and Selling at Lattice Semiconductor

In other Lattice Semiconductor news, SVP Tracy Ann Feanny sold 9,965 shares of the stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $73.44, for a total transaction of $731,829.60. Following the transaction, the senior vice president directly owned 61,740 shares in the company, valued at $4,534,185.60. This represents a 13.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Pravin Desale sold 5,708 shares of the business’s stock in a transaction dated Friday, November 28th. The shares were sold at an average price of $69.93, for a total transaction of $399,160.44. Following the completion of the sale, the senior vice president owned 105,913 shares of the company’s stock, valued at approximately $7,406,496.09. This represents a 5.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 16,512 shares of company stock worth $1,196,508. Insiders own 1.80% of the company’s stock.

Hedge Funds Weigh In On Lattice Semiconductor

Large investors have recently bought and sold shares of the business. Natixis Advisors LLC increased its holdings in shares of Lattice Semiconductor by 0.5% in the 4th quarter. Natixis Advisors LLC now owns 23,000 shares of the semiconductor company’s stock valued at $1,692,000 after acquiring an additional 120 shares during the period. Harbor Capital Advisors Inc. boosted its position in Lattice Semiconductor by 1.2% during the fourth quarter. Harbor Capital Advisors Inc. now owns 12,466 shares of the semiconductor company’s stock valued at $917,000 after purchasing an additional 143 shares in the last quarter. Envestnet Portfolio Solutions Inc. boosted its position in Lattice Semiconductor by 0.7% during the third quarter. Envestnet Portfolio Solutions Inc. now owns 21,312 shares of the semiconductor company’s stock valued at $1,563,000 after purchasing an additional 144 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in Lattice Semiconductor by 46.5% in the third quarter. EverSource Wealth Advisors LLC now owns 476 shares of the semiconductor company’s stock valued at $35,000 after purchasing an additional 151 shares during the last quarter. Finally, Allworth Financial LP raised its holdings in Lattice Semiconductor by 45.2% in the third quarter. Allworth Financial LP now owns 501 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 156 shares in the last quarter. Institutional investors own 98.08% of the company’s stock.

Key Headlines Impacting Lattice Semiconductor

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.