LSCC
Lattice Semiconductor Corporation
NASDAQ: LSCC · TECHNOLOGY · SEMICONDUCTORS
$144.53
+1.17% today
Updated 2026-06-12
Market cap
$19.80B
P/E ratio
1,032.36
P/S ratio
34.50x
EPS (TTM)
$0.14
Dividend yield
—
52W range
$46 – $156
Volume
2.1M
Lattice Semiconductor Corporation (LSCC) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed LSCC price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$144.53
Today
Analyst consensus
$145.00
+0.33% · 12M
2030 Base
$273.39
+89.16% future
NPV today
$148.83
@ 14% WACC
16 analysts:
14 Buy1 Hold1 Sell
Management guidance
CEO Ford Tamer guided to >$1 billion annual revenue run-rate by end of 2026 inclusive of AMI acquisition (closing Q3 2026). Q1 2026 revenue was $170.9M (+42.2% YoY), with Q2 2026 guidance of $175-195M. Management expects AMI integration complete by July 2026 with immediate accretion to margins and EPS. Full-year 2026 pro forma revenue (with AMI) expected to reach ~$920M-950M based on current trajectory.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
LSCC · Lattice Semiconductor Corporation · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$132.59
NPV today: $72.18
Base case (2030)
$273.39
NPV today: $148.83
Bull case (2030)
$537.38
NPV today: $292.55
WallStSmart.com
LSCC financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $0.5B | $1.0B | $1.4B | $1.7B | $2.1B | $2.5B |
| Revenue growth | 2.7% | 94.9% | 35.8% | 25.9% | 20.0% | 17.2% |
| Net margin | — | 29.4% | 32.3% | 34.0% | 34.0% | 33.8% |
| EPS | $1.06 | $2.18 | $3.24 | $4.28 | $5.12 | $5.95 |
| Diluted shares | — | 138M | 138M | 139M | 139M | 139M |
| Net debt | — | $-202.74M | $-402.46M | $-654.09M | $-956.19M | $-1.31B |
| P/S multiple | — | 15.0x | 15.0x | 15.0x | 15.0x | 15.0x |
| Implied price (base) | — | $112.70 | $153.34 | $193.49 | $232.83 | $273.39 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $2.5B | $2.5B | $2.5B |
| P/S multiple | 7.0x | 15.0x | 30.0x |
| Diluted shares | 139M | 139M | 139M |
| Net debt | $-1.31B | $-1.31B | $-1.31B |
| Implied P/E † | 22x | 46x | 90x |
| 2030 Price | $132.59 | $273.39 | $537.38 |
| NPV @ 14% | $72.18 | $148.83 | $292.55 |
† Implied P/E: Multiples remain elevated across all three scenarios because LSCC is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $273.39 base case
LSCC catalysts and risks
Growth catalysts
+ AMI acquisition closing (Q3 2026) — doubles serviceable addressable market, adds $200M+ revenue run-rate immediately
+ AI/data center hyperscaler capex acceleration — Meta $60B+, Microsoft $80B+ AI infrastructure spending through 2028 drives FPGA attach rates
+ Compute & Communications segment momentum — Q1 2026 achieved record revenue, expanding at 40%+ YoY in AI/edge applications
+ $1B+ annual revenue milestone achievement by 2026 year-end (pre-guidance)
+ Firmware/infrastructure security TAM expansion — AMI's customer base (enterprise servers, cloud, AI management) adds 2-3x TAM multiplier
Key risks
- AMI integration execution risk — $1.65B acquisition requires flawless product/engineering consolidation; historically tech M&A dilutes margins in year 1-2
- FPGA market cyclicality — industrial/embedded segments normalized in H2 2025; if hyperscaler capex moderates, growth decelerates sharply
- Competitive pressure from larger players — Intel (via Agilex/Stratix), AMD/Xilinx, Qualcomm investing heavily in edge FPGA/SmartNIC space
- Customer concentration — top customers likely represent >40% of pro forma revenue; loss of hyperscaler anchor customer causes 15-25% revenue drop
- Supply chain / geopolitical risk — FPGA manufacturing has China exposure; tariffs/export controls could impact gross margins by 3-5 points
Methodology · Lattice Semiconductor Corporation 2030 stock forecast model
Lattice Semiconductor Corporation 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 16 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (2% cumulative for LSCC by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($-1.31B by 2030) |
| 3. Time value | NPV calculated using 14% WACC (CAPM: beta 1.753) |
| 4. Multiple framework | P/S compresses with scale: bear 7.0x / base 15.0x / bull 30.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 20, 2026.
LSCC price target FAQ
What is the LSCC price target for 2030?
WallStSmart's Lattice Semiconductor Corporation 2030 base case is $273.39 per share, with a bull case of $537.38 and bear case of $132.59. The NPV of the base case discounted to today at 14% WACC is $148.83.
How is the Lattice Semiconductor Corporation 2030 stock forecast calculated?
The LSCC 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the LSCC price target account for dilution?
Lattice Semiconductor Corporation is projected to grow diluted share count from 137M to 139M by 2030 (a 2% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 2%.
What is the analyst consensus on LSCC stock?
16 analysts cover LSCC with an average 12-month price target of $145.00. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.