Lattice Semiconductor Continues To Tear It Up With Strong Execution

Given that the SOX is still down about 10% on a year-to-date basis, maybe it’s time to check in with Lattice Semiconductor (NASDAQ:LSCC) and see if investor nervousness about the semi cycle and peaking lead-times has led to a sustained sell-off in this great growth stock.

Yeah … no.

Although the shares are down about 25% from their November peak, Lattice shares are up another 30% or so since my last update. Fueled by incredibly strong momentum in its core lower-range FPGA business and very good ongoing execution, there’s really nothing to fault here other than the valuation, and even I’m willing to acknowledge that special growth stories fall into their own bucket where “fair value” is concerned.

 

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Lattice Semiconductor Continues To Tear It Up With Strong Execution