Lattice Semiconductor is trading 11.86% up at $106.76, with its November 2 earnings report and stronger fourth-quarter outlook as the clearest company-specific catalysts.
- Third-quarter revenue reached a record $291.0 million, up 118% year over year; non-GAAP EPS was $0.72. FPGA revenue grew about 90%, supported by AI data-center demand and the AMI acquisition.
- Fourth-quarter guidance is revenue of $325–$345 million and non-GAAP EPS of $0.82–$0.86; the revenue midpoint implies about 130% year-over-year growth. Semiconductor-sector strength may add support.