Key Stats for Lattice Semiconductor Stock
- Price Change: +6.2%
- Current Price: ~$86
- Advanced Model Target: $128
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What Happened?
Lattice Semiconductor (LSCC) skyrocketed 6.2% to close near $86 on Friday.
Lattice Semiconductor is hitting a new 52-week high as investors aggressively bid up the stock ahead of its earnings report tomorrow.
The primary driver was a surge of optimism surrounding the company’s pioneering role in Post-Quantum Cryptography (PQC), a critical new security standard for data centers.
As governments and hyperscalers race to future-proof their infrastructure against quantum computer attacks, Lattice has positioned itself as the “security guard” of the AI era.
Investors aggressively accumulated shares after realizing that Lattice’s new MachXO5-NX TDQ is the industry’s first FPGA family to offer full “crypto-agility” and hardware Root of Trust support.
This technology is already shipping, positioning Lattice early in a massive hardware refresh cycle for government, communications, and industrial markets.
The bullish sentiment was further ignited by RBC Capital, which recently initiated coverage with an “Outperform” rating and a price target of $105.
Analysts at RBC noted that the “fear of missing out” (FOMO) on AI security is driving capital flows into the stock, as investors look for the next “pick and shovel” play beyond NVIDIA.
With the company expected to report earnings growth tomorrow, traders are betting on a “beat and raise” scenario fueled by this new security revenue stream.
See analysts’ growth forecasts and price targets for Lattice Semiconductor stock (It’s free!) >>>
Is Lattice Semiconductor Undervalued Today?
During a recent fireside chat, CEO Ford Tamer laid out the bullish case for the company’s pivotal role in the data center.
He stated: “We’re just getting started… 2026 is going to be a year of the data center… The server business for us last year… grew 80% year-on-year.”
Tamer emphasized the company’s leadership in future-proofing security, noting: “We’re the first introducing the post-quantum cryptography… all the major switch OEMs, all the major security appliances are putting us in to do PQC.”
He also pointed to the AI opportunity, adding: “Our AI revenue has been 60% data center… We said we’ll get to the mid-20s in 2026. We’re on track for that.”
Finally, he highlighted the company’s competitive moat: “We have the best small and mid-range FPGA road map in the industry… enabling a faster pace of innovation.
Read the full Lattice Transcript on TIKR to see the 2026 Roadmap >>>
According to TIKR’s Advanced Valuation Model, the stock is trading well below its potential value.
- Target Price: $128
- Current Price: ~$86
- Potential Upside: +47.7%
Valuation Deep Dive
The investment case for Lattice is a “security and AI companion” play.
With the stock trading at ~$86, the market is pricing it as a standard chipmaker, but the $128 target values it as a critical infrastructure provider for the AI era.
- The Security Moat: Lattice’s FPGAs are becoming the industry standard for Post-Quantum Cryptography (PQC), creating a new, sticky revenue stream in every server rack.
- The AI Attach Rate: As AI servers become more complex (“disaggregated”), the number of Lattice chips needed per rack has exploded from “tens… to hundreds.”
- The Value Gap: The $128 target implies that as Lattice proves its importance in the AI stack alongside NVIDIA and AMD, its valuation multiple will expand significantly.
If Lattice delivers a strong forecast tomorrow, the path to $128 is paved by rapid revenue growth in its data center and industrial segments.
Conclusion: Locked and loaded. With a 47.7% upside potential to $128, Lattice Semiconductor offers a unique way to play the AI and security boom, providing the essential “plumbing” that keeps the digital world safe.
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How Much Upside Does Lattice Semiconductor Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
