Lattice Semiconductor Corporation (LSCC) Q2 2026 Earnings Call Transcript
Lattice Semiconductor NASDAQ: LSCC reported record second-quarter revenue as demand from AI data centers, traditional cloud infrastructure and industrial applications lifted results, while the company also completed its acquisition of firmware and infrastructure manageability provider AMI.
Lattice Semiconductor (LSCC) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.24 per share a year ago.
LSCC heads into Q2 2026 earnings with expectations for higher revenues and EPS as demand for low-power FPGAs, AI servers and industrial markets supports growth.
Lattice (LSCC) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
LSCC's FPGA solutions power automation, robotics and edge AI as Industry 4.0 and smart manufacturing adoption continues to drive industrial demand.
Here is how Lattice Semiconductor (LSCC) and AXT (AXTI) have performed compared to their sector so far this year.
Lattice Semiconductor is positioned for a major cyclical upswing, driven by surging data center FPGA demand and agentic AI adoption. The AMI acquisition broadens LSCC's platform, doubles its serviceable addressable market, and is expected to be margin-accretive post Q3 '26 closure. LSCC targets a $1B annualized revenue run rate by Q4 '26, with 72% YoY growth and substantial margin expansion anticipated as operating leverage improves.
Lattice Semiconductor is riding strong AI infrastructure demand, expanding partnerships and acquisitions as revenue surges and backlog stretches into 2027.
Lattice (LSCC) reported earnings 30 days ago. What's next for the stock?
LSCC leans on low-power FPGAs and the AMI deal to deepen its AI server foothold, as rising 2026???27 earnings estimates fuel buy interest.
Lattice Semiconductor Corporation LSCC has surged a stellar 221.5% in the past year compared with the industry's growth of 108.9%. It has outperformed peers like Diodes Incorporated DIOD but lagged ASE Technology Holding Co., Ltd.