Lattice Semiconductor Corporation LSCC
Email when the signal or risk changes · Sunday weekly brief
No card · No time limit on free tier · Upgrade when you need more
The news check keeps the assessment current.
General analysis — not personal advice.
Existing position may be maintained pending Q2 results and AMI updates.
Strong YoY growth and raised guidance are balanced by elevated debt from the AMI acquisition and remaining integration risks, supporting the HOLD signal.
The market reacts positively to strong FPGA demand in AI data centers and the beat on guidance.
HOLD is the call. Positive is the market mood. Medium risk means some things can go wrong.
Latest change
- 3 Nov 2026 — Report shows strong growth driven by AI demand and AMI contribution which raises full-year outlook.
The full analysis is open. Follow the company free for the full change history — and email next time the picture changes.
Show all changes (3) — follow the company freeAbout the company
Lattice Semiconductor designs and sells low-power FPGA chips and related software for edge computing, AI and communications. The company operates fabless and recently acquired AMI to strengthen its secure firmware and datacenter offering.
Bull case
Strong order intake and accelerating AI demand provide good visibility for growth in 2027.
Bear case
High debt load and integration risks from the AMI acquisition could pressure margins in case of setbacks.
Why this signal
Strong YoY growth and raised guidance are balanced by elevated debt from the AMI acquisition and remaining integration risks, supporting the HOLD signal.
Recent news
Lattice reported record Q3 2026 revenue of 291 MUSD, up 118 % YoY, and raised Q4 guidance to 325–345 MUSD. The AMI acquisition contributed positively and integration is progressing faster than expected. The stock rebounded after the report to around 95 USD.