Semiconductors

Lattice Semicon

Lattice Semiconductor Q1 Revenue Surges 42% to $170.9M, Announces $1.65B Acquisition of AMI

Thrivent Increases LSCC Stake by 33.9%, Analysts Raise Price Targets

Lattice Semiconductor Reports Strong Q1 Earnings

Susquehanna and KeyBanc issue buy ratings for Lattice Semiconductor

Lattice Semiconductor Target Price Raised to $145

Lattice Semicon released FY2026 Q1 earnings on May 4 After-Market EST, actual revenue USD 170.9 M (forecast USD 164.93 M), actual EPS USD 0.1594 (forecast USD 0.1242)

Lattice Semiconductor to Acquire AMI for $1.65 Billion

Lattice Semiconductor Reports Q1 Net Income of $21.817 Million, Exceeding Expectations

Lattice Semiconductor reports Q2 2025 earnings

Lattice Semiconductor to Announce Q1 2026 Earnings

Shaker Investments Reduces Holdings in Lattice Semiconductor, Analysts Raise Price Target

Lattice Semicon to release FY2026 Q1 earnings on May 4 After-Market EST, forecast revenue USD 164.94 M, EPS USD 0.1242

Lattice Semiconductor Joins Nvidia's Ecosystem to Enhance Physical AI Application Security Design

Lattice Semiconductor's CFO Tonya Stevens Sells Shares

FPGA Chip Makers Xilinx and Lattice Announce Price Increases

Esam Elashmawi Sells Lattice Semiconductor Shares

Lattice Semiconductor's Senior VP Sold Company Stocks

Lattice Semiconductor's CFO Reduces Company Shares

Lattice Semiconductor Director James P. Lederer Sells Common Stock

Synovus Financial Corp Invests 1.11 Million Dollars in Lattice Semiconductor

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Lattice Semiconductor's Q1 earnings call revealed a 42% year-over-year revenue increase to $170.9 million, driven by strong demand in compute and communications. Non-GAAP EPS rose 86% to $0.41, with guidance for Q2 revenue between $175 million and $195 million. The company announced a $1.65 billion acquisition of AMI, expected to double its addressable market. Despite rising supply-chain costs, Lattice aims for a $1 billion revenue run rate by year-end, supported by strong cash flow and reduced channel inventory.

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Lattice Semiconductor’s Earnings Call Signals Surging Momentum

Thrivent Financial for Lutherans increased its stake in Lattice Semiconductor Corporation (NASDAQ:LSCC) by 33.9% in Q4, owning 282,253 shares valued at $20.77 million. Other investors like Vanguard and Invesco also raised their positions. Analysts maintain a positive outlook, with multiple firms raising price targets, reflecting strong investor sentiment towards Lattice's growth potential in AI and data centers.

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Thrivent Financial for Lutherans Grows Position in Lattice Semiconductor Corporation $LSCC

Lattice Semiconductor (LSCC) reported strong Q1 results with sales of $170.9 million and net income of $21.82 million, alongside revenue guidance of $175 million to $195 million for the next quarter. The stock has seen a 30-day return of 16.6% and a year-to-date return of 59.76%. Currently trading at $125.65, it is considered overvalued compared to a fair value estimate of $114.71. The company faces risks from FPGA competition and regulatory exposure in China, despite strong demand driven by AI and edge computing.

Simplywall

A Look At Lattice Semiconductor (LSCC) Valuation After Strong AI Driven First Quarter Results

TSEM

The silicon photonics market is booming.

Tower Semicon

Why Tower Semiconductor stock climbed today

Tower Semiconductor shares (NASDAQ:TSEM) rose over 7% after a Power Inflow alert was triggered at $246.86, indicating a bullish shift in trading interest. Following the alert, the stock reached an intraday high of $265.69. The Power Inflow signal, developed by TradePulse, highlights significant buying activity and suggests potential bullish price movement. This alert exemplifies how order flow analytics can identify trading opportunities, especially during price declines. However, investing carries risks, and past performance does not guarantee future results.

benzinga_article

Tower Semiconductor Shares Rise Over 7% After Key Trading Signal

Sivers Semiconductors AB has published its 2025 Annual Report, adjusting prior financial results in preparation for a potential dual listing on Nasdaq New York. Key changes include net sales of SEK 306.6 million (up from SEK 304.1 million), an operating loss of SEK -177.8 million (previously SEK -141.3 million), and a net loss of SEK -222.6 million (previously SEK -186.5 million). The company has also restated 2024 figures and postponed the Q1 2026 Interim Report to May 29, 2026, due to ongoing audits.

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Nasdaq

Sivers Semiconductors publishes the 2025 Annual Report, adjusting prior reported financials as preparation for a potential dual listing in the United States

Lattice Semiconductor to Present at JP Morgan’s 2026 Global Technology, Media and Communications Conference | LSCC Stock News

StockTitan

Lattice Semiconductor to Present at JP Morgan’s 2026 Global Technology, Media and Communications Conference | LSCC Stock News

Tower Semiconductor's shares surged 26% in April, driven by a rally in AI chip stocks and positive earnings from major chipmakers. The company, recognized for its leadership in silicon photonics, announced a partnership to produce chips for the U.S. defense industry. Despite a recent patent infringement lawsuit from GlobalFoundries, investor sentiment remains strong. Tower's stock has increased 486% over the past year, although it trades at a high valuation of 71.3 times this year's earnings estimates. Analysts suggest considering other stocks for investment, as Tower was not included in a recent top 10 list.

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Why Tower Semiconductor Rallied in April

Lattice Semiconductor (LSCC) has surged 158% over the past year, currently priced at around $125 per share. Despite strong recent returns, analysts suggest the stock may be overvalued. A Discounted Cash Flow (DCF) analysis estimates its intrinsic value at $44.83 per share, indicating a 179.2% overvaluation. Additionally, the Price-to-Sales (P/S) ratio stands at 29.88x, significantly higher than industry averages, further suggesting the stock is expensive. Investors are encouraged to consider various narratives and valuation methods before making investment decisions.

Is It Too Late To Consider Lattice Semiconductor (LSCC) After A 158% One Year Surge?

Lattice Semicon(LSCC.US)

Lattice Semiconductor’s Earnings Call Signals Surging Momentum

Thrivent Financial for Lutherans Grows Position in Lattice Semiconductor Corporation $LSCC

A Look At Lattice Semiconductor (LSCC) Valuation After Strong AI Driven First Quarter Results

Why Tower Semiconductor stock climbed today

Tower Semiconductor Shares Rise Over 7% After Key Trading Signal

Sivers Semiconductors publishes the 2025 Annual Report, adjusting prior reported financials as preparation for a potential dual listing in the United States

Lattice Semiconductor to Present at JP Morgan’s 2026 Global Technology, Media and Communications Conference | LSCC Stock News

Why Tower Semiconductor Rallied in April

Is It Too Late To Consider Lattice Semiconductor (LSCC) After A 158% One Year Surge?