Lattice Semiconductor Transitioning To A Strong Upcycle

Impact · against what's priced in

Lattice Semiconductor is poised for a significant valuation re-rating driven by a massive scale-up in revenue and market reach. The combination of a $1B revenue run rate target and the AMI acquisition provides a concrete catalyst for growth that exceeds standard cyclical recovery.

LSCC+0.80

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In context

The target of a $1B annualized revenue run rate by Q4 '26 (72% YoY growth) and the doubling of the addressable market via the AMI acquisition represent a substantial step-change in the company's scale and profitability profile.

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• semiconductors▲15%
• m and a▲2%
• ai
• revenue growth
• data centers
• LSCC
• fpga
• margins