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    The Bull Case For Lattice Semiconductor (LSCC) Could Change Following New US$250 Million Buyback Authorization

    Simply Wall St·12/10/2025 12:19:30
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    • Earlier this month, Lattice Semiconductor Corporation announced a new share repurchase program authorizing up to US$250 million of buybacks with no set expiration date.
    • This open-ended authorization can influence capital allocation, potentially affecting earnings per share and the balance between growth investment and shareholder returns.
    • Next, we'll examine how this open-ended US$250 million buyback authorization may reshape Lattice Semiconductor's investment narrative and risk-reward profile.

    Explore 27 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

    Lattice Semiconductor Investment Narrative Recap

    To be a shareholder in Lattice Semiconductor, you need to believe in its focused role in low power FPGAs for AI, industrial and edge applications, and in its ability to translate design wins into durable earnings growth despite recent margin compression and earnings volatility. The new open ended US$250,000,000 buyback does not materially change the near term fundamental catalyst, which remains end market demand recovery, or the biggest risk, which is intensifying FPGA competition pressuring margins.

    The most directly relevant recent development is Lattice’s prior US$100,000,000 repurchase program running through the end of 2025, which has been gradually reducing the share count while the company navigates softer profitability. Taken together with the new authorization, this pattern of buybacks sits alongside product launches like the MachXO5 NX TDQ family and the expected rebound in industrial and automotive demand as key elements that could influence how investors weigh upside from AI driven growth against risks such as regulatory and geopolitical exposure.

    Yet even with these tailwinds, rising competition in low and mid end FPGAs is a risk investors should be aware of, especially if...

    Read the full narrative on Lattice Semiconductor (it's free!)

    Lattice Semiconductor’s narrative projects $764.9 million in revenue and $187.0 million in earnings by 2028.

    Uncover how Lattice Semiconductor's forecasts yield a $78.77 fair value, in line with its current price.

    Exploring Other Perspectives

    LSCC 1-Year Stock Price Chart
    LSCC 1-Year Stock Price Chart

    The Simply Wall St Community’s 5 fair value estimates for Lattice span roughly US$31 to US$85, showing how widely individual views can diverge. When you set that against concerns about margin pressure from rising FPGA competition, it underscores why many market participants are weighing multiple scenarios for future performance and why you may want to compare several perspectives before forming your own view.

    Explore 5 other fair value estimates on Lattice Semiconductor - why the stock might be worth less than half the current price!

    Build Your Own Lattice Semiconductor Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.