Lattice Semiconductor vs Elastic

On this page, Lattice Semiconductor and Elastic NV are compared to explain their business models, financial performance, and market context. The content is neutral and accessible, outlining how each company operates, where they differ, and the potential implications for stakeholders. Educational content, not financial advice.

On this page, Lattice Semiconductor and Elastic NV are compared to explain their business models, financial performance, and market context. The content is neutral and accessible, outlining how each c...

About The Companies

Lattice Semiconductor (LSCC)

Lattice Semiconductor (LSCC) makes low‑power, small‑form‑factor field‑programmable gate arrays (FPGAs) and associated IP that are often used at the edge of networks and in embedded devices. Investors should know Lattice positions itself away from the highest‑performance FPGA market and focuses on energy‑efficient solutions for applications such as industrial automation, automotive safety, edge AI, and communications. Growth drivers include increasing edge compute demand, 5G-related connectivity, and longer adoption cycles of programmable logic in smart devices. Key risks are strong competition from larger FPGA suppliers, the cyclical nature of semiconductor demand, and supply‑chain or macroeconomic shocks that can affect order timing. Financial and valuation checks remain important: market capitalisation (about $9.6bn) reflects growth expectations and investor sentiment. This is educational information only, not personal advice; suitability depends on your individual goals, timeframe and risk tolerance, and past performance is not a reliable indicator of future returns.

Elastic (ESTC)

Elastic NV (ESTC) is best known for the Elastic Stack (Elasticsearch, Kibana, Beats and Logstash), a suite used for enterprise search, observability and security analytics. The company generates revenue primarily from subscription and cloud services, with growing emphasis on Elastic Cloud and managed offerings. Investors often watch Elastic for recurring-revenue momentum, product-led adoption and expansion into observability and security markets. Key growth drivers include cloud migration, increasing machine data volumes and demand for real-time search and analytics. Risks include competition from large cloud providers and specialist rivals, execution challenges as the company scales its cloud business, and valuation sensitivity to growth expectations. Market cap is about $9.21 billion. This summary is for general educational purposes only and is not personal financial advice; values can fall as well as rise and past performance is not a reliable guide to future results.

Comparison Snapshot

Key Financial Metrics

LSCC

Metric

ESTC

$10.34B

Market Cap

$8.04B

6.20%

Potential Profit

34.10%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

CHIPS Act Stocks | Intel Government Funding Impact

Intel secured $5.7 billion in U.S. government funding in exchange for an equity stake, a strategic move to keep its chipmaking unit in-house. This highlights a broader investment theme in companies supporting the domestic semiconductor supply chain, driven by the CHIPS Act.

Published: August 31, 2025

Explore Basket

China's Semiconductor Ascent

Nvidia is currently in discussions with the U.S. government to sell less powerful AI chips to China due to ongoing export restrictions. This sustained trade tension creates a significant opening for domestic Chinese semiconductor companies to capture market share and accelerate their growth.

Published: August 29, 2025

Explore Basket

Beyond The Blue: Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant workforce reductions and canceling new factory plans to improve its financial health. This strategic pivot could benefit competing semiconductor manufacturers and foundry services who may capture the market share and manufacturing contracts that Intel is forgoing.

Published: July 27, 2025

Explore Basket

Which Baskets Do They Appear In?

CHIPS Act Stocks | Intel Government Funding Impact

Intel secured $5.7 billion in U.S. government funding in exchange for an equity stake, a strategic move to keep its chipmaking unit in-house. This highlights a broader investment theme in companies supporting the domestic semiconductor supply chain, driven by the CHIPS Act.

Published: August 31, 2025

Explore Basket

China's Semiconductor Ascent

Nvidia is currently in discussions with the U.S. government to sell less powerful AI chips to China due to ongoing export restrictions. This sustained trade tension creates a significant opening for domestic Chinese semiconductor companies to capture market share and accelerate their growth.

Published: August 29, 2025

Explore Basket

Beyond The Blue: Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant workforce reductions and canceling new factory plans to improve its financial health. This strategic pivot could benefit competing semiconductor manufacturers and foundry services who may capture the market share and manufacturing contracts that Intel is forgoing.

Published: July 27, 2025

Explore Basket

Investment Analysis