Next quarter, Lattice expects $325 million to $345 million in revenue after a $291 million quarter.
Lattice reported Q3 2026 revenue of $291 million, up from $133 million YoY, and expects Q4 revenue between $325M-$345M. CEO Ford Tamer highlighted record revenue and growth in FPGA solutions. CFO Lorenzo Flores emphasized operating leverage and strategic investments. Key financial metrics include GAAP net income of $11.2M and non-GAAP net income of $103.7M.
How this was made
The 30-second read
Why it matters
The guidance release provides fresh data for traders to reassess valuation and positioning.
Market read
New guidance could trigger short‑term price movement and influences sector sentiment.
What to watch
Strong new product revenue growth and AI collaborations may offset revenue concerns.
Background
Lattice completed its acquisition of AMI and is integrating the portfolio while reporting record Q3 revenue.
Ticker impact
Lattice Semiconductor reported Q3 2026 results and issued Q4 2026 revenue guidance of $325M‑$345M.
likely downside pressure as investors price in slower revenue growth
The new revenue range is modest relative to prior growth, suggesting earnings may miss consensus.
Market effects
May signal slower demand in the FPGA and AI‑infrastructure segment, affecting peers.
Primarily impacts US semiconductor sector.
Limited to technology hardware markets; unlikely to affect broader indices.
Counterpoint
If the guidance reflects a strategic shift toward higher‑margin products, the stock could rebound.
Key entities
- CompanyLattice Semiconductor
US‑listed FPGA and semiconductor company.
- CompanyAMI
Acquired firm now part of Lattice's product suite.
