Back to news

Lattice Semiconductor Jumps as AI Chip Rally Meets Fresh Product Momentum

Investivoq PriceTracker

Lattice Semiconductor (LSCC) is up 10.4% today. Here is some analysis on what might have caused this price movement. ([indexes.nasdaqomx.com](https://indexes.nasdaqomx.com/Index/Overview/SOX?utm_source=openai))

Analysis: The move appears to be driven mainly by a sharp rebound in semiconductor and AI infrastructure stocks, with Lattice also benefiting from its recent strong quarterly results and a new industrial-edge product announcement. This could also reflect investors leaning back into companies tied to AI, control, and edge-compute spending after worries around data-center demand eased. ([ca.finance.yahoo.com](https://ca.finance.yahoo.com/news/live/stock-market-today-wednesday-november-11-dow-sp-500-nasdaq-nvidia-treasurys-veterans-day-140638547.html?utm_source=openai))

Details:

  • The broader chip group surged on November 11, with the PHLX Semiconductor Sector Index up more than 6% during the session, creating a favorable backdrop for semiconductor names such as LSCC. ([indexes.nasdaqomx.com](https://indexes.nasdaqomx.com/Index/Overview/SOX?utm_source=openai))
  • AI-related sentiment improved after strong results from CoreWeave helped calm concerns about AI infrastructure spending and data-center funding, lifting many chip stocks together. ([ca.finance.yahoo.com](https://ca.finance.yahoo.com/news/live/stock-market-today-wednesday-november-11-dow-sp-500-nasdaq-nvidia-treasurys-veterans-day-140638547.html?utm_source=openai))
  • Lattice had already reported record third-quarter revenue on November 2, with 118% year-over-year growth and fourth-quarter revenue guidance of about $335 million, supported by bookings, backlog, and design wins. ([latticesemi.gcs-web.com](https://latticesemi.gcs-web.com/news-releases/news-release-details/lattice-semiconductor-reports-record-3q26-revenue-118-yoy))
  • The company also announced a new NXP-based companion solution on November 10 for industrial edge applications, giving investors another product catalyst tied to real-time processing, security, and AI-enabled systems. ([latticesemi.gcs-web.com](https://latticesemi.gcs-web.com/news-releases/news-release-details/lattice-and-nxp-deliver-flexible-secure-computing-solution?utm_source=openai))

    • Sources:

    Nasdaq, Yahoo Finance, Lattice Semiconductor

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $LSCC Insider Trading Activity

    LSCC Insider Trades

    $LSCC insiders have traded $LSCC stock on the open market 34 times in the past 6 months. Of those trades, 3 have been purchases and 31 have been sales.

    Here’s a breakdown of recent trading of $LSCC stock by insiders over the last 6 months:

    • PRAVIN DESALE (SVP, R&D) has made 0 purchases and 16 sales selling 22,512 shares for an estimated $2,871,337.
    • ESAM ELASHMAWI (SVP, Strategy and Marketing) has made 0 purchases and 5 sales selling 15,742 shares for an estimated $2,121,568.
    • FORD TAMER (President & CEO) has made 3 purchases buying 9,790 shares for an estimated $1,003,689 and 0 sales.
    • JAMES P LEDERER sold 6,101 shares for an estimated $939,157
    • TRACY ANN FEANNY (SVP, General Counsel) has made 0 purchases and 7 sales selling 4,620 shares for an estimated $653,734.
    • ELIZABETH M SCHWARTING has made 0 purchases and 2 sales selling 450 shares for an estimated $50,864.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

    EARLY ACCESS
    Receive LSCC Data Alerts
    Real-time alerts on filings, insider trades, and market signals — before everyone else.
    Get Alerts →

    $LSCC Hedge Fund Activity

    We have seen 325 institutional investors add shares of $LSCC stock to their portfolio, and 265 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JERICHO CAPITAL ASSET MANAGEMENT L.P. added 3,046,896 shares (+1371.1%) to their portfolio in Q2 2026, for an estimated $466,053,212
    • PRICE T ROWE ASSOCIATES INC /MD/ removed 2,498,515 shares (-15.5%) from their portfolio in Q2 2026, for an estimated $382,172,854
    • T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,153,408 shares (-21.7%) from their portfolio in Q2 2026, for an estimated $329,385,287
    • AMERIPRISE FINANCIAL INC added 1,550,139 shares (+354.5%) to their portfolio in Q2 2026, for an estimated $237,109,261
    • POINT72 ASSET MANAGEMENT, L.P. added 1,343,084 shares (+902.5%) to their portfolio in Q2 2026, for an estimated $205,438,128
    • NEUBERGER BERMAN GROUP LLC removed 1,160,853 shares (-45.3%) from their portfolio in Q2 2026, for an estimated $177,564,074
    • D1 CAPITAL PARTNERS L.P. added 1,084,051 shares (+inf%) to their portfolio in Q2 2026, for an estimated $165,816,440

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.