US · Technology · Semiconductors
EPS came in at 0.42 against a street estimate of 0.27 — a beat of 55.6%.
Analysts rate Lattice Semiconductor Corporation a strong buy (13 buy, 0 hold, 1 sell out of 14) with an average price target of $158.00.
CONFIDENT Lattice crushed Q2 with $201M revenue (+62% YoY), hit $1B+ run rate including AMI, and guided Q3 well above street. AMI acquisition closed successfully, expanding SAM and targeting $3B by 2030. Q2 2026 Geographic breakdown not provided in call. Analysts pressed supply constraints, margin trajectory, and AMI revenue synergies. Management confirmed assembly bottlenecks should clear by Q4, guided 70% combined gross margin long-term, and noted revenue synergies excluded from 25% AMI growth forecast—upside to come. 2026-08-04…
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| Document | Date |
|---|---|
| Quarterly report · Q3 FY2027 HEADLINE NUMBERS • Third quarter ended October 3, 2026 revenue was $291,035,000, up from $133,349,000 in the comparable quarter. • Nine-month revenu | 2026-11-03 |
| Results announced · Q4 FY2027 HEADLINE NUMBERS • Q3 2026 revenue was $291.0 million, up 118.3% year over year and 44.7% quarter over quarter. • GAAP diluted EPS was $0.08, compar | 2026-11-02 |
| Board / officer change · Q3 FY2027 HEADLINE NUMBERS • Lattice Semiconductor increased its Board of Directors from 8 to 10 members on October 21, 2026. • The company appointed John McC | 2026-10-22 |
| Quarterly report · Q2 FY2027 LATTICE SEMICONDUCTOR CORPORATION — FORM 10-Q SUMMARY For Quarter Ended July 4, 2026 --- HEADLINE NUMBERS • Q2 2026 Revenue: $201,079 thousand ($20 | 2026-08-04 |
| Results announced · Q3 FY2027 LATTICE SEMICONDUCTOR CORPORATION – Q2 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Record Q2 2026 Revenue: $201.1 million, up 62.2% year-over-year | 2026-08-04 |
| Acquisition completed · Q2 FY2027 LATTICE SEMICONDUCTOR CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Acquisition completed July 27, 2026: Lattice Semiconductor acquired AMI TopCo, In | 2026-07-27 |
| Material agreement · Q2 FY2027 LATTICE SEMICONDUCTOR CORPORATION – 8-K FILING SUMMARY HEADLINE NUMBERS • New credit facility totaling $1.15 billion signed on June 30, 2026 • $200 | 2026-06-30 |
| Shareholder vote results · Q2 FY2027 LATTICE SEMICONDUCTOR CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 1, 2026 with 95.75% shareholder attendance (present in pe | 2026-05-05 |
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| Announcement | Date |
|---|---|
| Fourth-quarter revenue outlook initiated at approximately $335 million, implying 130% year-over-year growth Lattice Semiconductor reported record fiscal Q3 2026 results for the quarter ended October 3, including some contribution from its AMI acquisition, completed July 27. Revenue was $291.0 mill | 2026-11-02 |
| AMI acquisition closed, creating secure management and control platform Lattice Semiconductor delivered exceptional Q2 2026 results, reporting record revenue of $201.1 million, up 62% year-over-year, exceeding guidance. Non-GAAP earnings per share reached $0.53, | 2026-08-04 |
| Completes acquisition of AMI, creating secure management platform Lattice Semiconductor completed its acquisition of AMI on July 27, 2026, combining Lattice's low-power FPGA technology with AMI's platform firmware and infrastructure management solutions fo | 2026-07-27 |
| Second Amended Credit Agreement for AMI acquisition financing Lattice Semiconductor secured new financing on June 30, 2026 to fund its acquisition of AMI. The deal includes a $200 million revolving credit line (for working capital, due 2031) and a $950 | 2026-06-30 |
| Q2 2026 revenue growth guidance raised to ~50% YoY Lattice Semiconductor reported exceptional Q1 2026 results with 42% year-over-year revenue growth to $170.9 million, significantly outpacing expectations. The company's Compute and Communica | 2026-05-04 |
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