Lattice Semiconductor
Builds low-power programmable logic and software solutions from edge devices to cloud infrastructure.
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Profile
Sells low-power programmable-logic semiconductors, system solutions, design services, and technology licenses across communications, computing, industrial, automotive, and consumer markets. External manufacturing supports a portfolio that combines FPGA hardware with software and spans edge devices through cloud infrastructure.
Designs programmable-logic semiconductors and related silicon-enabling products for communications, computing, industrial, automotive, and consumer markets. System solutions, design services, and technology licenses extend the business beyond chip sales, with applications running from edge devices through cloud infrastructure.
Combines low-power FPGA hardware with software tools and application-layer computer-vision capabilities. Acquisitions added programmable-logic scale, ultra-low-power mobile technology, connectivity intellectual property, and AI software, while employees are distributed worldwide.
Relies on external manufacturing to deliver its products. The announced acquisition of American Megatrends would add platform firmware and infrastructure manageability if completed, but remains pending and is not part of the owned portfolio.
Company facts
Key statistics
Year to date +45.4% · Average volume (30d) 1.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 25, 2026 | Benchmark | Initiate | Buy | ||
| Aug 5, 2026 | RBC Capital | Reiterate | Outperform | $140 | $165 |
| Aug 5, 2026 | Needham | Reiterate | Buy | $140 | $160 |
| Aug 5, 2026 | KeyBanc | Reiterate | Overweight | $165 | $180 |
| Aug 5, 2026 | Jefferies | Reiterate | Buy | $145 | $175 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.44 | $0.53 | +19.1% | $185.5M | $201.1M | +8.4% | −7.02% |
| May 4, 2026Q1 FY26 | $0.36 | $0.41 | +13.9% | $164.9M | $170.9M | +3.6% | −2.63% |
| Feb 10, 2026Q4 FY25 | $0.32 | $0.32 | 0.0% | $143.2M | $145.8M | +1.8% | +16.29% |
| Nov 3, 2025Q3 FY25 | $0.28 | $0.28 | 0.0% | $143.2M | $133.3M | −6.9% | −13.17% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $120.2M | $124.0M | $133.3M | $145.8M | $170.9M | $201.1M | |
| Gross profit | $81.7M | $84.8M | $90.5M | $91.0M | $117.6M | $141.3M | |
| Operating income | $7.0M | $4.7M | −$1.5M | $2.2M | $26.7M | $22.4M | |
| Net income | $5.0M | $2.9M | $2.8M | −$7.6M | $21.8M | $19.4M | |
| Diluted EPS | $0.04 | $0.02 | $0.02 | −$0.06 | $0.16 | $0.13 | |
| Gross margin | 68.0% | 68.4% | 67.9% | 62.4% | 68.8% | 70.3% | |
| Operating margin | 5.8% | 3.8% | -1.2% | 1.5% | 15.6% | 11.1% |
Fiscal years (4-quarter sums)FY21 $515.3M · FY22 $660.4M · FY23 $737.2M · FY24 $509.4M · FY25 $523.3M
Revenue by geography · Q2 FY26
Balance sheet, Jul 4, 2026Cash & short-term investments $173.3M · Total debt $38.1M · Total assets $976.2M · Shareholders' equity $787.5M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 137.01M · Float 135.79M · 99.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 17.24M | 12.58% | 13F | Aug 7, 2026 |
| Price T Rowe Associates Inc /MD/ | 13.58M | 9.92% | 13F | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | 7.79M | 5.69% | 13F | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 7.21M | 5.26% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 6.19M | 4.52% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Tracy Ann Feanny | officer: SVP, General Counsel | −1,880 | $126.43 |
| Aug 17, 2026 | Esam Elashmawi | officer: SVP, Strategy and Marketing | −15,742 | $134.77 |
| Jun 12, 2026 | Pravin Desale | officer: SVP, R&D | −2,039 | $142.89 |
| Jun 4, 2026 | Tracy Ann Feanny | officer: SVP, General Counsel | −2,740 | $151.84 |
| Jun 3, 2026 | James P. Lederer | director | −6,101 | $153.94 |
Peers
- AMD
Broad FPGA overlap from low-power edge devices through mid-range systems
- Microchip Technology
Low-power, secure FPGAs for industrial, edge, and control systems
- QuickLogic
Ultra-low-power FPGAs and edge AI for endpoint and IoT designs
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lattice Semiconductor | $114.41 | +0.02% | $15.67B | 449.9 | 43.0 | 24.1 | +62.2% |
| AMD | $466.05 | +0.10% | $759.17B | 119.4 | 41.6 | 18.4 | +50.1% |
| Microchip Technology | $73.03 | +0.14% | $39.60B | 101.2 | 18.7 | 7.7 | +38.1% |
| QuickLogic | $10.94 | +1.20% | $191.6M | — | 196.5 | 11.8 | +48.7% |
| Median | 110.3 | 41.6 | 11.8 | +48.7% |