Lattice (LSCC) Q3 2026 Earnings Call Transcript
Lattice (LSCC) reported Q3 2026 revenue of $291M, up 118% YoY, with non-GAAP EPS of $0.72, up 155% YoY. Q4 guidance is $335M revenue and $0.84 EPS, up 130% and 160% YoY, respectively. Growth driven by FPGA and AMI businesses, with strong demand in data centers and industrial sectors. The company expects 60% YoY revenue growth in 2027 and over 30% CAGR for the next five years.
How this was made
The 30-second read
Why it matters
The earnings beat and raised outlook are likely to drive short‑term buying pressure.
Market read
First‑hand earnings and guidance release for LSCC, a material event for investors.
What to watch
Execution risk on integration of the AMI acquisition and macro AI spending slowdown.
Background
Lattice Semiconductor held its Q3 2026 earnings call, delivering record revenue and raising guidance.
Ticker impact
Lattice reported record Q3 revenue of $291M and raised Q4 guidance to $335M, well above prior expectations.
likely upward pressure as market prices in the earnings beat and higher guidance
Revenue and EPS both surged year‑over‑year and guidance exceeds consensus, prompting buying interest.
Market effects
Positive signal for the FPGA and data‑center AI hardware sector.
U.S. tech equities may see modest gains on the news.
Limited to semiconductor and AI infrastructure markets.
Counterpoint
If the market has already priced in the beat, the stock could face short‑cover pull‑back.
Key entities
- CompanyLattice Semiconductor
Provider of low‑power FPGA solutions.
