Zacks Investment Research·4d ago
LSCC Q3 Earnings Beat Estimates on AI Demand, Record RevenuesLattice's Q3 2026 revenues surge 118% on robust AI data center demand and AMI contributions, with strong growth projected through 2027.
LSCC's revenue rebounded to $291.0M in 2026Q3 from $117.4M at the 2024Q4 trough, with gross margin holding near 67.4%, suggesting the recovery is volume-driven rather than pricing-driven.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged to $291.0M in 2026Q3 with a 67.4% gross margin, but an 8.2% operating margin and 3.9% net margin show that R&D intensity of roughly 27.6% of revenue keeps profitability compressed.
Lattice Semiconductor is recognized as the leader in low power programmable solutions, enabling innovation across multiple applications.
LSCC's forward P/E of 64.10 suggests investor confidence in future earnings growth despite a high trailing P/E.
Over 5,000 teams use Lattice’s AI and HR tools, indicating strong market adoption and recurring revenue potential.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $0.72+30.0% vs $0.55 | $291M+13.7% vs $256M |
Q3 2026 Aug 4, 2026 | $0.53+19.1% vs $0.44 | $201M+8.4% vs $186M |
Q2 2026 May 4, 2026 | $0.41+10.7% vs $0.37 | $171M+3.6% vs $165M |
Q1 2026 Feb 10, 2026 | $0.32+0.0% vs $0.32 | $146M+1.8% vs $143M |
Lattice's Q3 2026 revenues surge 118% on robust AI data center demand and AMI contributions, with strong growth projected through 2027.
Lattice Semiconductor's Q3 earnings beat, surging AI infrastructure demand and AMI integration fuel growth momentum, with management targeting 60% growth in 2027.
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Lattice Semiconductor Corporation (NASDAQ:LSCC) on Monday reported better-than-expected third-quarter financial results and issued fourth-quarter guidance above estimates.
Benchmark LSCC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Lattice Semiconductor Corporation (LSCC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $105.02 | $14.39B | 4709.42 | 2.72% | 0.59% | 0.43% | — | |
| $332.72 | $264.16B | 38.42 | 4.39% | 30.05% | 40.44% | 0.51% | |
| $99.24 | $3.05B | 26.12 | -17.57% | 10.71% | 8.91% | — | |
| $28.17 | $5.25B | -349.94 | 22.77% | 3.07% | 3.18% | — | |
| $58.35 | $31.68B | 224.42 | 7.08% | 8.8% | 6.9% | 3.08% | |
| $1190.44 | $58.49B | 93.37 | 26.43% | 23.85% | 24.04% | 0.5% |
Lattice Semiconductor Corporation (LSCC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Lattice Semiconductor Corporation (LSCC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 2, 2026·SEC
Oct 22, 2026·SEC
Aug 4, 2026·SEC
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Lattice Semiconductor Corporation (LSCC) stock FAQ — growth, dividends, profitability & financials explained
Lattice Semiconductor Corporation (LSCC) reported $808.8M in revenue over the trailing twelve months. Revenue was $523.3M in fiscal year 2025. That is 263% more than the $144.1M of fiscal year 1995.
Lattice Semiconductor Corporation (LSCC) grew revenue by 2.7% in fiscal year 2025, compared with the prior fiscal year.
Yes. Lattice Semiconductor Corporation (LSCC) earned $44.7M in net income over the trailing twelve months (a 5.5% net margin).
Lattice Semiconductor Corporation (LSCC) had a return on equity (ROE) of 0.4% in fiscal year 2025. That is below the market's typical 10-15%.
Lattice Semiconductor Corporation (LSCC) generated $254.8M in free cash flow over the trailing twelve months.
