Lattice Semiconductor (LSCC)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
$92.97-9.74%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
Research Workspace
Put LSCC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 38% in its worst 12-month stretch.
View RiskLattice’s product growth and AMI integration must support its premium valuation. Revenue growth accelerated from 42% to 62% year over year. Q2 FY2026 earnings beat consensus, with reported non-GAAP EPS of 0.53. Shares trade at 23 times sales versus 8.8 times sales for peers. The desk says expectations look modest compared with its growth view. A 22% modeled next-quarter miss chance could weaken that case. The valuation read says peer multiples imply a price about 26% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. LSCC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering LSCC (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for LSCC in the last 4 months.
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Compare LSCC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LSCC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put LSCC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete integration and leverage of AMI acquisition
New product enhances growth and integration of AMI acquisition.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $92.97
The last 12 months of price, then the range of analyst 12-month targets from today’s $92.97.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve $1 billion+ annual revenue run rate by end of 2026
Record results support revenue growth objective.
Advances: Achieve $1 billion+ annual revenue run rate by end of 2026
Q3 revenue range supports $1B annual run rate goal.
Advances: Achieve $1 billion+ annual revenue run rate by end of 2026
Strong Q2 results support revenue growth objective.
Advances: Achieve $1 billion+ annual revenue run rate by end of 2026
Earnings snapshot indicates progress towards revenue targets.
Advances: Improve operating income
Strong results contribute to improved operating income.
Advances: Increase revenue growth
Industrial and automotive recovery boosts revenue growth.
Advances: Increase revenue growth
Industrial and automotive recovery boosts revenue growth.