China chip stocks fall as US considers allowing Nvidia H200 sales
Investing.com -- Jefferies has raised price targets on several semiconductor stocks, highlighting strong growth potential across the sector. The firm’s latest analysis points to inventory normalization, accelerating demand, and new product momentum as key drivers for these top performers.
Lattice Semiconductor (NASDAQ:LSCC) leads the pack with Jefferies maintaining a Buy rating while boosting its price target to $85 from $65. Analysts see LSCC as well-positioned for a strong return to double-digit revenue growth in the near to mid-term.
This outlook is supported by ongoing inventory normalization, accelerating momentum in the data center segment, and market share gains from new products.
These catalysts reinforce confidence in LSCC’s ability to deliver sustained growth and margin expansion. The new $85 price target is based on a 44x CY27 P/E multiple.
In a recent update, Lattice Semiconductor reported third-quarter 2025 revenue of $133.3 million, which was in line with expectations. Following the results, several firms, including Stifel and Raymond James, raised their price targets on the company.
Rambus (NASDAQ:RMBS) receives a Buy rating with a substantially increased price target of $120, up from $75. Jefferies notes accelerating adoption in RCD and companion chips in DDR5 memory. The company is poised to benefit from increased content in MRDIMMs and incremental growth opportunities in Silicon IP.
RMBS has established itself as a one-stop shop for memory module silicon, with analysts projecting sustained double-digit growth and margin expansion. The $120 price target reflects a 35x CY27 P/E multiple.
Rambus announced its third-quarter 2025 results, which included a revenue beat but an earnings per share of $0.44 that fell short of analyst forecasts. Separately, Evercore ISI increased its price target on the company to $126.
InterDigital (NASDAQ:IDCC) sees the most dramatic change with an upgrade to Buy from Hold and a price target increase to $450 from $340. While smartphone ARR has delivered, attention now shifts to streaming as the next major opportunity.
Jefferies believes IDCC is well-positioned given its proven execution in other markets, the $500B TAM, and importantly, the recent Disney patent infringement award. Achieving this ARR target would provide another significant catalyst for the stock. The $450 price target is based on a 35x CY27 P/E multiple.
InterDigital reported strong third-quarter 2025 financial results, surpassing expectations with revenue of $165 million and a non-GAAP earnings per share of $2.55.
Silvaco Group (NASDAQ:SVCO) maintains a Buy rating with Jefferies raising its price target to $8 from $6. The company is set to capitalize on secular growth trends in chip design, with TCAD technology serving as a key differentiator.
Combined with FTCO, EDA, and Silicon IP offerings, SVCO is primed to capture opportunities within its $4.5B serviceable addressable market. The recent CEO appointment further reinforces confidence in long-term strategy and execution capabilities. The $8 price target is based on a 29x CY27 P/E multiple.
Silvaco Group’s second-quarter revenue of $12 million fell short of analyst forecasts, prompting firms like TD Cowen and Rosenblatt to lower their price targets. The company also announced that Vicor Corporation has adopted its 3D simulation solution for power devices.
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