Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a cyclical company: P/E comparison, EV/EBITDA comparison, Discounted cash flow, and Graham number.
ACCE opinionLattice Semiconductor Corporation Common Stock (LSCC)
Fair value (2 models)
Not available
ACCE price target
$100
Rating
Not rated
Horizon
12 months
ACCE price target published on 26 Sept 2026, 00:00 CEST.
Price used: $96.19 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, EV/EBITDA comparison, Graham number, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
57
out of 100
Analysts
93% buy
14 covering
P/E
438.2x
forward 38.8x
1-year return
+38.2%
Dividend yield
0.00%
Lattice Semiconductor Corporation Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Lattice Semiconductor designs low-power field-programmable gate arrays (FPGAs) and the accompanying software and IP used in edge AI, industrial automation, automotive, and communications infrastructure, a niche where its small form-factor parts compete on power draw rather than raw logic density. Its structural advantage is a focus on low-power programmable logic, a segment with high switching costs once a design is locked in, which supports a 69.0% gross margin. The near-term driver is the growth in on-device AI and edge inference, where demand for low-power programmable devices is rising, and revenue growth of 62.2% suggests that demand is already showing up in reported numbers. At a forward P/E of 37.7 against a trailing P/E of 484.6, earnings are expected to recover sharply from a depressed base, but ROE of 4.9% and a 13.3% operating margin mean the earnings power has yet to prove itself, so the stock deserves a deeper look focused on whether margins can expand from here.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Valuation disconnect from fundamentals
P/E of 504 and EV/EBITDA of 191 are extreme multiples. Current price $126.05 sits above ACCE fair value midpoint of $100, with model range $75-$145.
high
Earnings quality concern
600% YoY earnings growth against 62% revenue growth suggests one-time items or margin anomalies. Net margin of 5.6% does not reconcile with such outsized profit acceleration.
moderate
Negative long-term revenue trend
5-year revenue CAGR of -7.5% contradicts recent 62% YoY growth, indicating cyclical recovery rather than structural acceleration.
moderate
Insider selling without offsetting buying
Last 10 disclosed transactions show $3.33M in sales and $0 in buys. Insiders are net sellers despite stock near fair value ceiling.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue surged 62.2% year over year, demonstrating strong demand for the company's low-power FPGA solutions.
Analyst consensus is overwhelmingly bullish, with 93% rating the stock Buy or Strong Buy.
The balance sheet is fortress-like, with debt to equity of just 0.05 and $155M in free cash flow.
Why it could disappoint
The trailing P/E of 504.2x is untethered from earnings power and leaves no room for disappointment.
Five-year revenue growth averaged negative 7.5% per year, so the recent spike may not be sustainable.
Return on invested capital is only 0.3%, meaning the company generates almost no profit from its capital base.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 2, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where LSCC's valuation models land
Price
$96.19
Model fair valueConfidence: low
about $10.61
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
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+Conviction breakdown and growth / value / quality / momentum scores