$LSCC

UBS upgraded SolarEdge (SEDG) to Buy with a $42 target, citing FCC benefits. Wolfe upgraded DT Midstream (DTM) to Outperform with a $145 target. Piper upgraded Neogen (NEOG) to Overweight with a $14 target. UBS upgraded Argenx (ARGX) to Buy with a $1,400 target. National Bank upgraded Scotiabank (BNS) to Outperform with a C$142 target. JPMorgan and BofA downgraded Intuit (INTU) to Neutral with a $331 target. Truist downgraded Dick's Sporting (DKS) and Nike (NKE). Wells downgraded GoDaddy (GDDY).

Intuit (INTU) fell 3.2% after lowering revenue guidance, while Xponential Fitness (XPOF) rose 9.4% on a major investor's stake disclosure. Abercrombie & Fitch (ANF) surged 41.8% on strong earnings and raised forecasts. Lattice Semiconductor (LSCC) gained 3.2% on a Buy rating and $160 target. Photronics (PLAB) rose 4.7% after beating Q2 estimates.

Lattice Semiconductor (LSCC) shares rose 3.2% after Benchmark Equity Research initiated coverage with a Buy rating and $160 price target, citing market share growth and strategic acquisitions. The stock closed at $119.17, up 2.6%. Benchmark expects margin expansion from the $1.65B AMI acquisition. LSCC is up 51.8% YTD but 22.8% below its 52-week high.

Wall Street analysts issued upgrades, downgrades, and initiations for several companies. Upgrades include argenx (ARGX) to Buy at UBS, DT Midstream (DTM) to Outperform at Wolfe Research, and SolarEdge (SEDG) to Buy at UBS. Downgrades include Dick's Sporting Goods (DKS) to Hold at Truist, EPAM Systems (EPAM) to Neutral at JPMorgan, and Intuit (INTU) to Neutral at Bank of America. Initiations include Atlassian (TEAM) with Outperform at RBC, JFrog (FROG) with Outperform at RBC, and Lattice Semicond

Elashmawi Esam (SVP, Strategy and Marketing) sold 15,742 shares of LATTICE SEMICONDUCTOR CORP (LSCC) at an average of $134.77 ($132.79–$136.59, $2.12M total) across 5 trades on 2026-08-17 under a Rule 10b5-1 trading plan.

According to 13F filings released Aug. 14, 2026, Point72, D1 Capital, Millennium and D. Balyasny’s firm added long positions in Lattice Semiconductor (LSCC). Point72’s stake rose to $228.2M, D1 to $165.8M, Balyasny to $135M and Millennium to $89.6M. Lattice reported record Q2 2026 revenue of $201M (+62% YoY) and non-GAAP EPS of $0.53. The AMI acquisition closed July 27, 2026 for $1B cash plus 5.2M shares.

According to Duquesne Family Office’s latest 13F, Stanley Druckenmiller exited Micron (MU), Intel (INTC), Broadcom (AVGO), Lattice Semiconductor (LSCC) and Coherent (COHR) in Q2 ended June 30. Duquesne added or expanded AI infrastructure and cloud bets including Amazon (AMZN) and Alphabet (GOOGL), plus IREN (IREN), Bitdeer (BTDR), Riot (RIOT) and Hut 8 (HUT).

Lattice Semiconductor CFO Lorenzo Flores said demand for the company’s FPGAs is rising as AI-focused and general-purpose servers increase FPGA content per system and average selling prices, according to remarks at a KeyBanc Capital Markets event. Flores cited higher server attach rates (from ~1.x to 2.x, then 3.x) and said AI-related exposure is in the high-20% range. He also discussed the AMI acquisition to expand server management capabilities.

Lattice Semiconductor reported Q2 revenue of $201.1M, up 62.2% year over year and above analyst estimates of $185.2M, and adjusted EPS of $0.53 versus $0.44. Adjusted EBITDA was $86.37M. Management cited strong Compute and Communications demand tied to AI data center applications and recovery in Industrial and Embedded. Q3 guidance calls for $255M revenue and $0.56 adjusted EPS at the midpoint.

Simply Wall St says Lattice Semiconductor (LSCC) reported Q2 2026 sales of $201.08M and net income of $19.36M, and guided Q3 2026 revenue to $245M to $265M, including about two months of AMI contribution. The article links the upbeat outlook to AMI integration and LSCC’s low-power FPGA and edge AI thesis, citing 2029 targets of $1.2B revenue and $329.9M earnings.