Insider Trading February 20, 2026

Lattice Semiconductor CAO Disposes $291,562 in Shares as Stock Rallies

Tonya Stevens executed a planned sale under a 10b5-1 program while company posts strong Q4 results and upbeat fiscal guidance

By Ajmal Hussain LSCC
Lattice Semiconductor CAO Disposes $291,562 in Shares as Stock Rallies
LSCC

Tonya Stevens, Chief Accounting Officer of Lattice Semiconductor (LSCC), sold 2,973 shares on February 18, 2026, at $98.07 per share for proceeds of $291,562 under a 10b5-1 trading plan adopted November 19, 2025. The disposal occurred while the stock trades near $95.10 after a 55% rise over six months. Lattice posted fiscal Q4 2025 revenue above expectations, delivered EPS in line with estimates, and issued guidance for Q1 fiscal 2026 that topped consensus. Multiple analysts raised price targets following the results, and the company announced a Cyber Resilience Reference Kit with EXOR International and TrustiPhi.

Key Points

  • CAO Tonya Stevens sold 2,973 shares on Feb. 18, 2026 at $98.07 per share, totaling $291,562, under a 10b5-1 plan adopted Nov. 19, 2025.
  • Lattice's stock has climbed approximately 55% over the past six months and was trading near $95.10 at the time of the transaction.
  • The company beat fiscal Q4 2025 revenue expectations, matched EPS estimates, issued stronger-than-expected Q1 fiscal 2026 guidance, and attracted several analyst price-target increases.

Transaction summary

Tonya Stevens, who serves as Chief Accounting Officer at Lattice Semiconductor (NASDAQ: LSCC), sold 2,973 shares of the company's common stock on February 18, 2026. The shares moved at a per-share price of $98.07, producing total proceeds of $291,562. The sale was carried out under a pre-established 10b5-1 trading plan that Stevens adopted on November 19, 2025, according to a Form 4 filing with the Securities and Exchange Commission.

Post-transaction ownership and market context

After completing this transaction, Stevens directly holds 67,232 shares of Lattice Semiconductor. The sale took place while Lattice's stock was trading near $95.10, following a roughly 55% gain over the prior six months.

Valuation note

Analysis from InvestingPro referenced in the filing indicates the stock is trading above its Fair Value estimate. The note points readers toward a Pro Research Report available for LSCC and more than 1,400 other U.S. equities for investors seeking expanded valuation detail.

Recent financial performance and guidance

Lattice reported fourth-quarter fiscal 2025 results that beat revenue expectations while delivering earnings per share in line with estimates. The company also provided guidance for the first quarter of fiscal 2026 that exceeded consensus forecasts for both revenue and adjusted EPS.

Analyst reactions

Following the results and forward-looking guidance, several brokerages raised their price targets on Lattice Semiconductor. Stifel lifted its target to $110 and kept a Buy rating in place. KeyBanc increased its target to $125, citing stronger-than-expected contributions from the Communications and Computing segment. Needham raised its price target to $110, and Rosenblatt Securities set a new target of $105, specifically pointing to robust demand from data centers and AI applications as a driver for their revisions.

Product and partnership development

In a separate corporate initiative, Lattice introduced a Cyber Resilience Reference Kit developed in collaboration with EXOR International and TrustiPhi. The kit is positioned to support secure system design for manufacturers building industrial and edge devices.


Implications for market participants

This disclosure combines an insider liquidity event executed under a standing trading plan with a company narrative that includes better-than-expected revenue outcomes, pro forma guidance, analyst target increases, and a new security-focused product partnership aimed at industrial and edge markets.

Risks

  • Insider sale executed under a pre-arranged plan may be interpreted in various ways by market participants; market reaction can affect semiconductor and technology-sector sentiment.
  • Valuation flagged as above Fair Value by InvestingPro introduces uncertainty about the stock's near-term pricing, relevant to investors focused on semiconductors, communications, and computing exposure.
  • Future demand assumptions from data centers and AI applications underpin several analyst upgrades; if demand weakens, estimates and price targets may be at risk, affecting the broader AI and data-center hardware markets.

More from Insider Trading

Associated Banc-Corp Director Sells $184,932 in Stock as Bank Posts Quarterly Beats and Announces Capital Returns Feb 20, 2026 Lattice Semiconductor Director Disposes Nearly $1.0 Million in Stock Amid Rally Feb 20, 2026 Conduent CEO Makes $313,720 Stock Buy as Adjusted EBITDA Strengthens Feb 20, 2026 Conduent Director Michael Fucci Adds 60,000 Shares, Investing $86,580 Feb 20, 2026 Director Purchases $72,650 of Conduent Shares as Company Reports EBITDA Gain Feb 20, 2026