February 12, 2025
Lattice Semiconductor: A high-quality business but too generous a valuation (NASDAQ:LSCC)

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Miscellaneous Photography

investment thesis

Lattice Semiconductor (NASDAQ:LSCC) is undoubtedly a high-quality business. I like the company’s focus on innovation, which has enabled it to deliver consistent revenue growth and display top-group profitability metrics. The balance sheet is solid, and the company also consistently repurchases its stock. But the valuation looks very generous. I consider the company’s substantial exposure to international markets to be a major risk in the current geopolitical tensions between the developed and developing world. Overall, I give Latisse a “Hold” rating.

LSCC’s Latest 10-K Report

author’s calculations

looking for alpha

looking for alpha

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LSCC’s Latest 10-K Report

looking for alpha

author’s calculations

Source: seekingalpha.com

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