Equity Profile

LSCC

Lattice Semiconductor Corporation

Information TechnologySemiconductors$18.2B

Aug3Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Lattice Semiconductor Corporation (LSCC) specializes in low-power, field-programmable gate arrays (FPGAs) used in various applications, including AI, cloud computing, and consumer electronics. With a market cap of $18 billion, the company plays a significant role in the semiconductor sector, which is crucial for technological advancements.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.45

Revenue

Revenue growth reflects the company's ability to expand its market presence and meet demand for its products.

$186M

Wall Street expectations, options signals, track record, and call prep available with Pro.

LSCC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+131.45%

Avg Stock Reaction

+1.17%

Last Quarter Recap

In Q1 2026, Lattice Semiconductor reported an impressive EPS of $0.41, significantly beating estimates. The stock reacted positively, gaining 3.81% the following day.

Management Promises & Guidance

Continue to innovate in low-power FPGA technology.
Expand into new markets, particularly in AI and cloud applications.
Maintain strong customer relationships to drive sales growth.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Lattice's upcoming earnings, expecting continued strong performance based on recent trends. The consensus estimates suggest solid growth in both EPS and revenue.

Bull Case

If Lattice beats expectations again, it could signal robust demand for its products, particularly in AI and cloud sectors, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet even the lowered expectations, it could raise concerns about market demand and growth prospects, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$0.45

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$186M

Revenue growth reflects the company's ability to expand its market presence and meet demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $0.45, and what factors contributed to that performance?

This will indicate the company's ability to manage costs and generate profits, which is crucial for investor confidence.

What revenue growth can we expect, particularly in the AI and cloud segments?

Understanding revenue drivers will help gauge the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Lattice's growth potential in the AI sector, as recent trends indicate a shift towards low-power solutions that Lattice specializes in.

Supporting Evidence

Options pricing suggests a larger move than historical averages, indicating heightened expectations.

The company has consistently beaten EPS estimates, suggesting a trend that may continue.

Recent developments in AI applications may drive demand beyond current projections.

Key Risk

If revenue from AI-related products comes in below expectations, it could undermine the bullish consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Lattice can sustain its recent growth trajectory amidst increasing competition in the semiconductor space.

Bull Confirmed If

An EPS of $0.46 or higher, coupled with strong revenue growth in AI applications, would confirm the bullish outlook.

Bear Confirmed If

An EPS below $0.44 or stagnant revenue growth could confirm bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±24.91%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±24.9% while LSCC has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

55.4%

Calls (42K)P/C Ratio: 0.14Puts (22K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Lattice beats expectations, history suggests the stock could rise by around 1.17%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 1.58%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on revenue growth in AI and cloud markets.
2Any changes in guidance or outlook for the upcoming quarters.
3Details on cost management and operational efficiencies.
4Insights into customer demand trends and new contracts.
5Management's perspective on competitive pressures in the semiconductor industry.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.45

Revenue

Revenue growth reflects the company's ability to expand its market presence and meet demand for its products.

$186M

Wall Street expectations, options signals, track record, and call prep available with Pro.

LSCC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+131.45%

Avg Stock Reaction

+1.17%

Last Quarter Recap

In Q1 2026, Lattice Semiconductor reported an impressive EPS of $0.41, significantly beating estimates. The stock reacted positively, gaining 3.81% the following day.

Management Promises & Guidance

Continue to innovate in low-power FPGA technology.
Expand into new markets, particularly in AI and cloud applications.
Maintain strong customer relationships to drive sales growth.

Expectations

Wall Street Expectations

Bull Case

If Lattice beats expectations again, it could signal robust demand for its products, particularly in AI and cloud sectors, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet even the lowered expectations, it could raise concerns about market demand and growth prospects, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$0.45

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$186M

Revenue growth reflects the company's ability to expand its market presence and meet demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $0.45, and what factors contributed to that performance?

This will indicate the company's ability to manage costs and generate profits, which is crucial for investor confidence.

What revenue growth can we expect, particularly in the AI and cloud segments?

Understanding revenue drivers will help gauge the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Lattice's growth potential in the AI sector, as recent trends indicate a shift towards low-power solutions that Lattice specializes in.

Supporting Evidence

Options pricing suggests a larger move than historical averages, indicating heightened expectations.

The company has consistently beaten EPS estimates, suggesting a trend that may continue.

Recent developments in AI applications may drive demand beyond current projections.

Key Risk

If revenue from AI-related products comes in below expectations, it could undermine the bullish consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Lattice can sustain its recent growth trajectory amidst increasing competition in the semiconductor space.

Bull Confirmed If

An EPS of $0.46 or higher, coupled with strong revenue growth in AI applications, would confirm the bullish outlook.

Bear Confirmed If

An EPS below $0.44 or stagnant revenue growth could confirm bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±24.91%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±24.9% while LSCC has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

55.4%

Calls (42K)P/C Ratio: 0.14Puts (22K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Lattice beats expectations, history suggests the stock could rise by around 1.17%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 1.58%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on revenue growth in AI and cloud markets.
2Any changes in guidance or outlook for the upcoming quarters.
3Details on cost management and operational efficiencies.
4Insights into customer demand trends and new contracts.
5Management's perspective on competitive pressures in the semiconductor industry.