Lattice Semiconductor's stock surged 12.70% in extended trading on Tuesday, following the release of its fiscal fourth-quarter and full-year 2025 financial results.

The low-power programmable leader reported Q4 revenue of $145.8 million, beating the consensus estimate of approximately $143.2 million. Non-GAAP earnings per share came in at $0.32, meeting analyst expectations. For the first quarter of 2026, the company provided guidance that significantly exceeded consensus estimates, forecasting revenue between $158 million and $172 million versus the $148.2 million expectation, and non-GAAP EPS of $0.34 to $0.38 compared to the $0.33 consensus.

Management cited accelerating growth in AI and datacenters, higher FPGA attach rates per system, and increasing average selling prices as key drivers. The company also reported record communications and computing revenue for the full year 2025, with server revenues growing approximately 85% year-over-year.