LATTICE SEMICONDUCTOR CORP — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Lattice Semiconductor completed its $1.65 billion acquisition of AMI on July 27, 2026, comprised of ~$1 billion cash and $650 million in stock (~5.2M shares issued). Q2 2026 revenue reached record $201.1M (62% YoY growth); non-GAAP EPS of $0.53 (up 120% YoY). AMI expected to contribute >$200M revenue in 2026 with 75%+ gross margins and 40% EBITDA margins; deal expected accretive to gross margin, EBITDA, FCF, and EPS on non-GAAP basis.
Why this rating
Major M&A (48% of current market cap) + record Q2 results + $1B+ revenue run rate achieved ahead of plan drive significant upside; integration risks exist but margins/FCF profile strong.
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