Atlas Research Note

Lattice Q3 2026: The 2027 Guide Is Mostly in the Exit Rate Already

Ben Bajarin · November 3, 2026

Creative Strategies earnings read | November 2, 2026 | Lattice Semiconductor third-quarter 2026 results and conference call, November 2, 2026 Lattice grew revenue 118% from a year ago to $291 million, guided the fourth quarter to $335 million at the midpoint, and gave investors an early 2027 number of at least 60% growth on a base of about $1 billion, with backlog that now runs into the first half of 2028. Operating view: Lattice beat its own guidance on revenue, gross margin and EPS, and the beat came from both the FPGA business and AMI, the firmware company it closed on July 27. Compute and communications grew 132% from a year ago on AI servers, and industrial and embedded grew 35%, which is the first quarter in a while where both halves of the FPGA business are growing together.

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Notes

Lattice Q3 2026: The 2027 Guide Is Mostly in the Exit Rate Already

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