Lattice Semiconductor Corporation - Common Stock (LSCC)

The timing looks painful, but the fundamentals tell a more complicated story about why long-term investors are still paying attention.

A sharp rebound in margins and profitability is testing whether patience can finally pay off for investors willing to look past years of volatility.

The stock’s collapse tells one story, but the underlying business metrics suggest a very different long-term setup.

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Lattice Semiconductor (NASDAQ: LSCC), the low power programmable leader, today announced the latest release of the Lattice sensAI™ solution stack delivering expanded model support, enhanced AI performance, and greater deployment flexibility for a wider range of edge applications. With new purpose-built models, upgraded tools, and improved compatibility, Lattice sensAI empowers developers to achieve higher performance, lower power consumption, and faster integration of AI capabilities for Industrial, Automotive, and Consumer systems.

Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 40.1% compared to 13.1% for the S&P 500.

Paloma Partners Management exited its Lattice Semiconductor position.

Lattice Semiconductor (NASDAQ: LSCC), the low power programmable leader, today announced that it was selected as ‘Most Respected Public Semiconductor Company’ at the 2025 Global Semiconductor Alliance (GSA) Awards. The GSA awards recognize companies that have demonstrated excellence through their success, vision, strategy, and future opportunities in the industry as determined by votes from GSA members.

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 6.2% in the morning session after its Board of Directors authorized a new stock repurchase program for up to $250 million. 

Lattice Semiconductor Corporation (Nasdaq: LSCC), the low power programmable leader, today announced that its Board of Directors authorized the Company to repurchase up to $250 million of its outstanding common stock.

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 5.4% in the afternoon session after analyst firms reiterated strong "Buy" ratings and raised their price targets, showing confidence in the company's long-term growth. This reflected a positive sentiment among analysts regarding the semiconductor designer's future performance. For instance, Stifel raised its price target for the stock to $80, while Benchmark increased its price target to $82. Raymond James also adjusted its price target upward to $80. These actions followed a pattern of positive ratings from multiple other firms, underscoring a broad consensus on the company's favorable outlook.

Check out the companies making headlines yesterday:

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 5.9% in the afternoon session after analyst firms reiterated strong "Buy" ratings and raised their price targets, underscoring confidence in the company's long-term growth trajectory. Several major financial institutions, including Stifel and Benchmark, cited Lattice Semiconductor's strong execution and its strategic positioning to capitalize on accelerating demand in the data center and artificial intelligence (AI) infrastructure markets. The company's focus on low-power, field-programmable gate arrays (FPGAs) is capturing increasing design wins, particularly as companion chips for AI servers. This positive analyst sentiment, which highlights expected revenue acceleration through 2026, countered an otherwise neutral market environment. Investors viewed the multiple price target hikes as a strong signal that the company's revenue mix is fundamentally shifting toward higher-growth areas.

In the rapidly evolving landscape of artificial intelligence, where computational demands are escalating, the spotlight is increasingly turning to specialized semiconductor companies that power the AI revolution at its very edge. Among these, Lattice Semiconductor Corporation (NASDAQ: LSCC) stands out as a compelling example of a niche player with significant growth potential, strategically positioned to [...]

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 4.3% in the afternoon session after the stock rebounded following a broad market sell-off the previous day. 

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

Lattice Semiconductor (NASDAQ: LSCC), the low power programmable leader, today announced its participation in the upcoming SPS 2025, taking place on November 25 – 27, 2025 in Nuremberg, Germany.

Lattice Semiconductor’s third quarter results were met with a negative market reaction, despite the company meeting Wall Street’s expectations for both revenue and non-GAAP profit. Management attributed the quarter’s performance to accelerating demand in communications and computing, especially from data center and AI infrastructure customers. CEO Ford Tamer highlighted expanding design wins in low-power field-programmable gate arrays (FPGAs) for data center, security, and board management applications, while noting that normalization of channel inventory in industrial and automotive markets remained a drag. Tamer acknowledged, “The momentum highlights our differentiated value proposition... and sets the foundation for rapid growth.”

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) fell 9.5% in the morning session after the company reported third-quarter results with the pullback following a significant run-up in the previous months. 

Semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) met Wall Streets revenue expectations in Q3 CY2025, with sales up 4.9% year on year to $133.3 million. The company expects next quarter’s revenue to be around $143 million, coming in 0.7% above analysts’ estimates. Its non-GAAP profit of $0.28 per share was in line with analysts’ consensus estimates.