Lattice leaps on Q3 beat, but analysts have divergent takes

What happened: Lattice Semiconductor (LSCC) shares rose more than 10% in pre-market trading Tuesday after Q3 results and guidance topped estimates, with revenue up 90% year over year on server and AI growth. Key numbers: Revenue up 90% year over year. RBC reiterated Outperform and $165 target; BofA reiterated Underperform and $125 target. Why it matters: Analysts diverged: RBC cited strong visibility, at least 60% 2027 revenue growth, and attractive valuation, while BofA flagged pressure on small-cap AI semiconductor multiples and AI infrastructure spending durability concerns. Market: -7.5% today ($466.84), +108.9% YTD, 1.5x vol — as of 14:15 UTC Verified: Q3_2026 (Nov 3) EPS $1.68 vs $1.68 est; next print ~Feb 2

Lattice Semiconductor (LSCC) shares rose more than 10% in pre-market trading Tuesday after Q3 results and guidance topped estimates, with revenue up 90% year over year on server and AI growth.

Analysts diverged: RBC cited strong visibility, at least 60% 2027 revenue growth, and attractive valuation, while BofA flagged pressure on small-cap AI semiconductor multiples and AI infrastructure spending durability concerns. Market: -7.5% today ($466.84), +108.9% YTD, 1.5x vol — as of 14:15 UTC Verified: Q3_2026 (Nov 3) EPS $1.68 vs $1.68 est; next print ~Feb 2