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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs quarterly results beat expectations and lifted its outlook, with U.S. commercial revenue surpassing government revenue for the first time amid strong AI demand. Traders are divided: bulls point to accelerating growth, while skeptics say the results were already priced in given the stocks high valuation, helping explain its decline despite the strong report.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples earnings beat has been overshadowed by concerns about its outlook and margin pressure from rising memory costs, alongside weaker-than-expected China, iPad and wearables results, prompting a selloff. Traders are split between viewing strong iPhone demand as evidence of resilience and arguing that slower growth and a rich valuation leave little room for disappointment.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreed all-stock acquisition of Lumentum to expand its AI data-center optics business is the dominant catalyst. Many traders view the deals dilution, valuation and long closing timeline as risks behind the sharp selloff, while others see strategic value in combining Marvells chips and networking with Lumentums optical technology.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs steep selloff ahead of its quarterly report has traders debating whether weak chip-sector sentiment after Intels warning signals broader trouble or whether AMDs results and guidance can defy the downturn. Some expect an earnings beat to spark a rebound, while others fear a further drop amid semiconductor weakness and AI valuation concerns.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond offerings to fund its AI infrastructure buildout are driving the selloff, with traders focused on shareholder dilution, rising debt and whether the financing signals strain. Some see the move as a damaging surprise after recent investor-day comments, while others argue it was already disclosed and may complete the funding plan.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs Phase 3 REGAL trial reached its prespecified 80th death, triggering final analysis ahead of the awaited GPS topline results. Traders are debating the sharp selloff since the milestone: some see profit-taking and risk reduction before a binary readout, while others suspect a bad result; bulls argue the data are still unknown and remain hopeful.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm-election positioning dominates discussion, with traders debating whether expected Democratic gains in Congress could weigh on Trump Media shares or a Republican win could fuel a rally. Some see recent moves as speculative pump-and-dump activity rather than a company-specific catalyst, while others remain bullish on election-related momentum.

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Small-cap rotation and IWMs relative strength versus pressured megacap tech dominate discussion, with traders pointing to a rebound in the Russell 2000 while watching rate sensitivity and upcoming macro risks. The community is divided between seeing a durable recovery and viewing the move as a temporary bounce amid volatility around the Fed, elections, and oil.

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DIA is drawing attention as blue-chip Dow stocks outperform a tech-led market pullback, with traders pointing to AI spending and valuation concerns weighing more heavily on growth stocks. The community is divided between bearish calls for a broader decline and reactions that the Dows relative strength reflects rotation rather than a market-wide selloff.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp selloff despite strong results and guidance has traders debating whether AI-related memory stocks face a cyclical slowdown or whether the decline is overdone given persistent data-center demand. Kioxias cautious outlook has added pressure to the memory sector, while some traders argue it does not reflect SanDisks own demand outlook.

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Lattice Semiconductor Q3 2026 Earnings Call Transcript

Lattice Semiconductor (NASDAQ:LSCC) reported third-quarter financial results on Monday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzingaread more...

Big Quarterly Beats After the Close: AAPL, PLTR, LSCC, ROKU

Apple was not involved with the AI buildout race; thus, the company's capital expenditures in the quarter were a relatively light $2.24 billion, below the expected $3.33 billion.

Lattice Semiconductor Q3 Profit Rises

(RTTNews) - Lattice Semiconductor Corporation (LSCC), a provider of low-power programmable semiconductor solutions, on Monday reported a sharp increase in third-quarter profit, driven largely by strong revenue growth and improved operating performance...

Lattice Semiconductor (LSCC) Tops Q3 Earnings and Revenue Estimates

Lattice (LSCC) delivered earnings and revenue surprises of +28.57% and +13.50%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Lattice Semiconductor Reports Record 3Q26 Revenue, Up 118% YOY

Lattice Semiconductor Corporation (Nasdaq: LSCC), the low power programmable and platform firmware leader, announced financial results today for the fiscal third quarter ended October 3, 2026. Lattice completed the acquisition of AMI on July 27, 2026 (the acquisition date). Lattices results for the...

Earnings Results Wrap with Apple After the Close

Pre-markets are up ahead of tomorrow's midterms and AAPL's earnings this afternoon.

Is CTS (CTS) Stock Outpacing Its Computer and Technology Peers This Year?

Here is how CTS (CTS) and Lattice Semiconductor (LSCC) have performed compared to their sector so far this year.

Can Healthy Revenue Growth Benefit Lattice's Q3 Earnings?

LSCC is set to report Q3 2026 results, with AI and cloud infrastructure demand, AMI acquisition benefits and low-power FPGA adoption driving revenue growth expectations.

Earnings Preview: Cirrus Logic (CRUS) Q2 Earnings Expected to Decline

Cirrus Logic (CRUS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Lattice Semiconductor (LSCC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Lattice (LSCC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

$LSCC Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.72 up 157.14% YoY
• Reported revenue of $291.04M up 118.25% YoY
• Lattice expects Q4 2026 revenue of $325M to $345M, non-GAAP gross margin of 72.0% plus or minus 1%, and non-GAAP diluted EPS of $0.82 to $0.86 per share.

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Lattice Semiconductor Corp.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.72 up 157.14% YoY
• Reported revenue of $291.04M up 118.25% YoY
• Lattice expects Q4 2026 revenue of $325M to $345M, non-GAAP gross margin of 72.0% plus or minus 1%, and non-GAAP diluted EPS of $0.82 to $0.86 per share.

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Lattice Semiconductor Corp. engages in the business of developing technologies that are monetized through differentiated programmable logic semiconductor products, system solutions, design services, and licenses. It also offers silicon-based and silicon-enabling products, evaluation boards, development hardware, and related intellectual property licensing, services, and sales. The company was founded in 1983 and is headquartered in Hillsboro, OR.

LSCC Stock Jumps 15% On Strong Guidance — How Much More Upside Does The Street See?

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Bullish Sentiment

<ul class="summary-bullets"><li>BofA raised the price target on Lattice Semiconductor to $88 from $74 and maintained an ‘Underperform’ rating on the shares.&nbsp;</li><li>Despite the target price increase, BofA said that it continues to prefer other AI compute companies with more attractive opportunities.&nbsp;</li><li>Meanwhile, the company guided to a 37% year-on-year revenue growth for the first-quarter (Q1) of 2026, projecting between $158 million and $172 million.</li></ul>Shares of Lattice Semiconductor Corp. (LSCC) surged over 15% on Wednesday, garnering attention on Wall Street, as well as among retail investors, after the company issued first-quarter (Q1) 2026 revenue guidance above street expectations.Bank of America is the latest analyst to raise the price target on Lattice Semiconductor, according to TheFly. Needham, Susquehanna, and Stifel also raised price targets on the company.Meanwhile, on Stocktwits, message volume around LSCC stock jumped from ‘high’ to ‘extremely high’ levels in the past 24 hours.<h2 class="st-heading-2">Street Consensus</h2>BofA raised the price target on Lattice Semiconductor to $88 from $74 and maintained an ‘Underperform’ rating on the shares. The analyst said that while the company has guided to higher sales and earnings in the first-quarter, at current levels, much of the growth outlook may already be reflected.Despite the target price increase, BofA said that it continues to prefer other artificial intelligence compute companies with more attractive opportunities.Needham updated the price target on Lattice to $110 from $90 and kept a ‘Buy’ rating on the shares, representing about a 5% upside from its current price at $104.90. The analyst said it believes the company’s server strength would continue, with attach rates and average selling prices both slated to grow in 2026.Susquehanna, meanwhile, increased its price target on Lattice to $120 from $100, indicating about 14% upside, and kept a ‘Positive’ rating on the shares. The analyst said the beat and raise results and guidance indicate strengthening AI/server opportunity for the company as attach rates and ASPs also rise.Stifel analyst Ruben Roy also raised the target on the semiconductor company to $110 from $80 and kept a ‘Buy’ rating. The analyst said that it believes Lattice is exiting 2025 with improved positioning, and earnings acceleration into a multi-year growth cycle across its data center and physical AI ecosystems.<h2 class="st-heading-2">Q4 Earnings Snapshot</h2>Lattice Semiconductor reported its Q4 2025 results on Tuesday, clocking about 24% increase in quarterly revenue that came in at $145.8 million, beating street expectations of $143.2 million, according to data from Fiscal.ai.The company reported net income per diluted share of $0.32, in line with analyst estimates.Meanwhile, the company guided to a 37% year-on-year revenue growth for the first-quarter (Q1) of 2026, projecting between $158 million and $172 million. Analysts estimated Q1 revenue at $158.68 million, as per Fiscal.ai. Lattice also forecast earnings per share of $0.34 to $0.38, with the higher end of the guidance beating the consensus of $0.36."We finished the year with strong momentum led by accelerating growth in AI and datacenters, higher Lattice FPGA attach rates per system and increasing ASPs as diversified customers move to our newer product platforms and solutions. When taken together, we believe we are positioned for higher growth in 2026 and beyond," said Ford Tamer, CEO of the company.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around LSCC shares jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours.One bullish user said they were hoping for the company’s shares to go to $115 by the end of the day.<stembedurl>https://stocktwits.com/Neandurtal/message/644686772</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/LSCC">Shares of LSCC</a> have gained more than 78% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

n this photo illustration, the Lattice Semiconductor Corporation logo is seen displayed on a smartphone screen. (

Needham updated the price target on Lattice to $110 from $90 and kept a ‘Buy’ rating on the shares, representing about a 5% upside from its current price.

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$LSCC reported earnings today after the close and beat EPS estimates: $0.72 adjusted EPS vs $0.554 expected, according to Stock Meadow.

john

$LSCC Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.72 up 157.14% YoY
• Reported revenue of $291.04M up 118.25% YoY
• Lattice expects Q4 2026 revenue of $325M to $345M, non-GAAP gross margin of 72.0% plus or minus 1%, and non-GAAP diluted EPS of $0.82 to $0.86 per share.

$LSCC reports earnings today after the close. I used Stock Meadow's earnings dashboard to review its history: LSCC has beaten EPS estimates in 2 of its last 8 reports.

$LSCC Would like to see it hold this gap and chop here for few days until 10ma catches up and breakout

Albino

$LSCC  - LATTICE SEMICONDUCTOR  Q3 EARNINGS  
 
• Revenue: $291.035M vs $255.5M est, beat 
• Adj EPS: $0.72 vs $0.55 est, beat 
• EPS: $0.08 
• Net income: $11.206M 
• Adj gross margin: 70.9%

Nick_Brown

$LSCC  
 
Inventory in the Q2 filing is building upstream while finished stock thins out. Work in progress climbed to 86.5 million dollars from 69.0 million dollars at year end while finished goods fell to 14.0 million dollars from 20.2 million dollars, and days of inventory on hand still dropped to 153 from 178.

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