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Nov. 6, 2025 — Lattice Semiconductor (LSCC) Matches Q3, Guides 22% Q4 Growth; Benchmark Electronics (BHE) Files 10‑Q After Mixed Quarter
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Nov. 6, 2025 — Lattice Semiconductor (LSCC) Matches Q3, Guides 22% Q4 Growth; Benchmark Electronics (BHE) Files 10‑Q After Mixed Quarter

by
6 November 2025

Updated Nov. 6, 2025 — Shares of Lattice Semiconductor (NASDAQ: LSCC) and Benchmark Electronics (NYSE: BHE) remain in focus today as investors digest fresh filings, analyst reactions, and guidance following this week’s earnings. Below we break down the key numbers, what changed today, and what to watch next.

Key takeaways

  • Lattice Semiconductor posted Q3 FY2025 revenue of $133.3M and non‑GAAP EPS of $0.28, reiterating Q4 revenue guidance of $138M–$148M and EPS of $0.30–$0.34 (midpoint implies ~22% YoY revenue growth). [1]
  • New today (Nov. 6): coverage aggregators show LSCC holding a “Moderate Buy” consensus and fresh/recent $80–$82 price targets from the sell side following the print. [2]
  • Benchmark Electronics reported Q3 revenue of ~$681M (+3.5% YoY) with GAAP EPS of $0.39 (non‑GAAP $0.62); today’s 10‑Q offers more detail on the quarter after earlier headlines about an income dip. BHE also guided Q4 revenue to $670M–$720M and EPS to $0.62–$0.68. [3]

Lattice Semiconductor (LSCC): in‑line quarter, solid AI/data‑center tailwinds

Lattice’s Q3 FY2025 numbers came in in line with expectations: revenue $133.3M (+4.9% YoY, +7.6% QoQ), GAAP gross margin 67.9%, non‑GAAP gross margin 69.5%, GAAP net income $2.8M ($0.02), and non‑GAAP EPS $0.28. Management guided Q4 revenue to $138M–$148M and non‑GAAP EPS to $0.30–$0.34, and flagged non‑GAAP OPEX of $54.5M–$56.5M. [4]

Today’s pushback-and-forth in sentiment stems from Monday’s “met/inline” print and 22% YoY Q4 growth guide, followed by ongoing analyst commentary. MarketBeat’s feed today shows consensus “Moderate Buy” and price‑target lifts (e.g., Benchmark to $82; several peers around $80), framing the stock’s setup into year‑end. [5]

Context: Earlier wire stories captured a sharp post‑print swing in LSCC shares on Nov. 4; by today, coverage has tilted to what the guide implies for AI‑server and communications demand into Q4. [6]

What to watch next for LSCC

  • Execution vs. Q4 guide: whether bookings in communications/data‑center translate to the $143M midpoint and margin profile management outlined. [7]
  • Analyst trajectory: will price‑target momentum continue if orders/inventory normalization hold? (Multiple items today reaffirm a constructive stance.) [8]
  • Primary source docs: investors can cross‑check details in the earnings call materials/transcripts posted this week. [9]

Additional background: The AP/Zacks earnings snapshot earlier this week also recorded $133.3M revenue and $0.28 adjusted EPS, matching Street consensus—useful for headline‑level confirmation. [10]

Benchmark Electronics (BHE): 10‑Q lands today after Q3 “up revenue, down income” mix

BHE’s headline Q3 outcomes: revenue $681M (+3.5% YoY), GAAP EPS $0.39, non‑GAAP EPS $0.62, reflecting broad‑based sequential growth and stronger Medical/Aerospace & Defense. Q4 guidance calls for $670M–$720M revenue and $0.62–$0.68 EPS. [11]

New today (Nov. 6): the company’s Form 10‑Q hit the tape, offering granular segment/expense detail behind that “income down vs. last year” narrative that circulated on Nov. 4 (RTTNews). The 10‑Q summary shows sales of ~$680.7M and diluted GAAP EPS of $0.39 for Q3; it also updates year‑to‑date comparisons. [12]

Coverage in the last 24 hours underscores that Q4 guide brackets consensus and that BHE reached the high end of prior guidance in Q3, with AI‑adjacent opportunities a talking point on the call. [13]

What to watch next for BHE

  • Q4 mix and margins: whether momentum in Medical & A&D offsets softer pockets and supports the $0.62–$0.68 EPS guide. [14]
  • Cash flow/working capital detail in the 10‑Q and any implications for 2026 capital returns. [15]
  • Follow‑up commentary from management/analysts as the post‑print digestion continues. [16]

The market narrative today (Nov. 6)

  • LSCC: After a volatile reaction to Monday’s inline print, today’s flow skews toward constructive sell‑side positioning and focus on the Q4 acceleration. Investors are parsing whether AI‑driven communications and compute demand can carry through to margins amid still‑elevated OPEX. [17]
  • BHE: With the 10‑Q now posted, the mix of “revenue up, GAAP income down” vs. last year is better contextualized, while Q4 guidance sets a clear near‑term hurdle. [18]

Methodology & sources (selected)

  • Company releases & IR: Lattice Q3 FY2025 press release and guidance; Benchmark Q3 FY2025 results & guidance. [19]
  • Regulatory filings: Today’s BHE Form 10‑Q summary; LSCC recent filings overview. [20]
  • Independent coverage: AP/Zacks LSCC earnings snapshot; Nasdaq/RTTNews note on BHE income decline; analyst/consensus items posted today for LSCC. [21]
  • Call/transcript roundups: Yahoo Finance and Investing.com summaries for context. [22]

Bottom line

For LSCC, the story into year‑end is whether the Q4 guide translates into tangible AI/communications‑led growth and sustained margin quality. For BHE, the 10‑Q helps reconcile headline GAAP income pressure with healthy revenue trajectory and in‑range Q4 guidance. As of Nov. 6, 2025, both names remain event‑driven: LSCC by analyst recalibration after an inline print, BHE by execution vs. Q4 targets now that the filing is out. [23]

Tickers: LSCC, BHE.

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References

1. www.businesswire.com, 2. www.marketbeat.com, 3. www.businesswire.com, 4. www.businesswire.com, 5. www.marketbeat.com, 6. www.marketbeat.com, 7. www.businesswire.com, 8. www.marketbeat.com, 9. finance.yahoo.com, 10. www.nhregister.com, 11. www.businesswire.com, 12. www.stocktitan.net, 13. au.investing.com, 14. www.businesswire.com, 15. www.stocktitan.net, 16. seekingalpha.com, 17. www.marketbeat.com, 18. www.stocktitan.net, 19. www.businesswire.com, 20. www.stocktitan.net, 21. www.nhregister.com, 22. finance.yahoo.com, 23. www.businesswire.com

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CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

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