Lattice Semiconductor May Be Turning A Corner, Gearing Up For Growth

  • I'm upgrading LSCC to "Buy" with a $65.53 price target, reflecting optimism for eFY26 growth in automation, robotics, aerospace, and data centers. Despite near-term macro uncertainty and tariff risks, I expect a turnaround as manufacturing reshoring and supply chain shifts drive demand for Lattice's FPGAs. Lattice's strong balance sheet, no debt, and active share repurchases provide flexibility for reinvestment and shareholder value creation.