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Lattice Semiconductor Jumps as AI Server Growth Narrative Gains More Traction

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Lattice Semiconductor (LSCC) is up 9.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be continued investor enthusiasm around Lattice’s AI and server exposure after management highlighted a multi-year growth cycle, record compute and communications revenue, and demand tied to AI-related server programs. The move may also reflect follow-through from the company’s recently announced AMI acquisition, which broadens its footprint in cloud, AI, security, and infrastructure control. ([ir.latticesemi.com](https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-42-yoy-first-quarter-2026-revenue))

Details:

  • Lattice reported first-quarter 2026 revenue growth of 42% year over year, while compute and communications reached a record level. ([ir.latticesemi.com](https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-42-yoy-first-quarter-2026-revenue))
  • The company guided to roughly 50% year-over-year revenue growth for the second quarter, signaling that the recent acceleration may not be a one-quarter event. ([ir.latticesemi.com](https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-42-yoy-first-quarter-2026-revenue))
  • Its latest investor materials said new product revenue has been expanding, led by AI-related server demand, and described the business as being in the early stages of a multi-year growth cycle. ([ir.latticesemi.com](https://ir.latticesemi.com/static-files/a727c5b9-510c-4c93-899e-cb522b40c0f2))
  • Lattice also announced an agreement to acquire AMI, a platform firmware and infrastructure manageability company focused on cloud and AI, which strengthens the broader strategic narrative around datacenter and control silicon. ([ir.latticesemi.com](https://ir.latticesemi.com/news-releases/news-release-details/lattice-acquire-ami-creating-industrys-most-complete-secure/))
  • Sources:

    Lattice Semiconductor, SEC, StockStory

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $LSCC Insider Trading Activity

    LSCC Insider Trades

    $LSCC insiders have traded $LSCC stock on the open market 59 times in the past 6 months. Of those trades, 0 have been purchases and 59 have been sales.

    Here’s a breakdown of recent trading of $LSCC stock by insiders over the last 6 months:

    • ESAM ELASHMAWI (SVP Mktg & Strategy) has made 0 purchases and 6 sales selling 40,360 shares for an estimated $3,708,206.
    • PRAVIN DESALE (SVP, R&D) has made 0 purchases and 24 sales selling 25,513 shares for an estimated $3,094,523.
    • TRACY ANN FEANNY (SVP, General Counsel) has made 0 purchases and 12 sales selling 26,232 shares for an estimated $2,466,409.
    • JAMES P LEDERER has made 0 purchases and 2 sales selling 11,101 shares for an estimated $1,423,957.
    • DAVID JEFFREY RICHARDSON has made 0 purchases and 2 sales selling 12,779 shares for an estimated $1,287,148.
    • MARK EDWIN JENSEN has made 0 purchases and 2 sales selling 10,134 shares for an estimated $995,039.
    • TONYA STEVENS (CVP, Chief Accounting Officer) has made 0 purchases and 5 sales selling 8,408 shares for an estimated $803,230.
    • ROBIN ANN ABRAMS sold 8,000 shares for an estimated $797,984
    • ELIZABETH M SCHWARTING sold 3,200 shares for an estimated $398,496
    • FORD TAMER (President & CEO) sold 3,544 shares for an estimated $321,192
    • ERHAAN SHAIKH (SVP, Sales) has made 0 purchases and 2 sales selling 3,211 shares for an estimated $295,262.
    • LORENZO FLORES (SVP, CFO) sold 2,167 shares for an estimated $196,395

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

    $LSCC Hedge Fund Activity

    We have seen 266 institutional investors add shares of $LSCC stock to their portfolio, and 209 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

    $LSCC Analyst Ratings

    Wall Street analysts have issued reports on $LSCC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Jefferies issued a "Buy" rating on 02/11/2026
    • RBC Capital issued a "Outperform" rating on 01/15/2026

    To track analyst ratings and price targets for $LSCC, check out Quiver Quantitative's $LSCC forecast page.

    $LSCC Price Targets

    Multiple analysts have issued price targets for $LSCC recently. We have seen 11 analysts offer price targets for $LSCC in the last 6 months, with a median target of $145.0.

    Here are some recent targets:

    • Melissa Weathers from Deutsche Bank set a target price of $175.0 on 05/22/2026
    • Kevin Cassidy from Rosenblatt set a target price of $175.0 on 05/05/2026
    • N. Quinn Bolton from Needham set a target price of $140.0 on 05/05/2026
    • John Vinh from Keybanc set a target price of $165.0 on 05/05/2026
    • Ruben Roy from Stifel set a target price of $145.0 on 05/05/2026
    • Srini Pajjuri from RBC Capital set a target price of $140.0 on 05/05/2026
    • Joshua Buchalter from TD Cowen set a target price of $145.0 on 05/05/2026

    This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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