Lattice Semiconductor Reports Record Q3 Revenue of $291 Million, Up 118%
Lattice Semiconductor reported Q3 2026 revenue of $291M, up 118% YoY, with GAAP EPS of $0.08 and non-GAAP EPS of $0.72. Q4 guidance: revenue $325M-$345M, non-GAAP EPS $0.82-$0.86. Growth driven by AI data centers, Industrial/Embedded apps, and AMI acquisition.
How this was made
The 30-second read
Why it matters
The combination of record revenue, GAAP and non-GAAP EPS, and specific Q4 guidance provides a concrete basis for near-term earnings estimate changes and risk re-rating.
Market read
This is a company-specific earnings and guidance update with explicit forward ranges, making it actionable for traders adjusting models and positioning.
What to watch
The AMI acquisition contribution is referenced but not quantified; traders may discount results until clearer post-deal revenue and margin durability are shown.
Background
Lattice reported Q3 results including AMI acquisition contributions and highlighted FPGA demand strength tied to AI data-center infrastructure and industrial/embedded recovery.
Ticker impact
Lattice Semiconductor reported record Q3 2026 revenue of $291.0M (+118.3% YoY) and guided Q4 revenue to $325M-$345M with non-GAAP EPS $0.82-$0.86.
Likely upward bias as traders price in stronger AI data-center and industrial/embedded momentum reflected in guidance.
The article contains the company’s own quarterly results and forward guidance ranges, which are direct inputs to earnings-model updates and positioning.
Market effects
Reinforces the AI data-center FPGA demand narrative and may support sentiment for programmable logic and edge/industrial semiconductor names.
Limited direct regional spillover beyond US semiconductor sentiment.
Moderate, as AI infrastructure supply-chain demand signals can influence broader semiconductor risk appetite.
Counterpoint
Guidance ranges may still be broad, and the mix shift toward direct sales could pressure margins or working capital even if revenue grows.
Key entities
- companyLattice Semiconductor
Reported record Q3 2026 revenue and issued Q4 revenue and non-GAAP EPS guidance, citing FPGA demand strength and AMI acquisition expansion.
- acquired_companyAMI
July acquisition referenced as expanding Lattice’s security, control, and infrastructure-management portfolio.
- partnerArm
Collaboration mentioned to support secure control and management for AI data-center platforms.
- partnerAMD
Collaboration mentioned alongside Arm for secure control and management for AI data-center platforms.
