Lattice Semiconductor Corporati
LSCC · Technology
$111.68
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Why Is Lattice (LSCC) Down 11.3% Since Last Earnings Report?
Lattice Semiconductor (LSCC) reported strong Q2 2026 results with non-GAAP earnings of 53 cents per share (up 120% YoY) and record revenues of $201.1 million (up 62.2% YoY), driven by robust AI data center demand for its low-power FPGAs. The company completed its transformational AMI acquisition, expects Q3 revenues of $245-265 million, and projects the acquisition to be accretive to earnings by Q4. Despite the strong earnings beat, shares have underperformed the S&P 500 by 11.3% over the past month, and the stock holds a Zacks Rank #3 (Hold) rating.
2 Stocks to Buy That Stanley Druckenmiller Added While Exiting 5 Chip and Photonics Stocks
Stanley Druckenmiller's Duquesne Family Office exited five semiconductor and photonics companies (Micron, Intel, Broadcom, Lattice Semiconductor, Coherent) in Q2 2026 while significantly increasing positions in Amazon and Alphabet. The shift reflects a strategic pivot toward companies funding AI infrastructure buildout rather than component suppliers competing for orders. Druckenmiller maintained and added to positions in Taiwan Semiconductor Manufacturing and STMicroelectronics, suggesting selective semiconductor exposure focused on AI-centric players.