Lantronix, Inc.

Lantronix, Inc.

LTRXยทNASDAQ

$7.50

-5.5%
TechnologyCommunication Equipment

Lantronix, Inc. provides software as a service (SaaS), engineering services, and hardware for edge computing, the Internet of Things (IoT), and remote environment management (REM) in the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan. The company's IoT products include IoT Connectivity, which provide wired and wireless connections that enhance the value and utility of modern electronic systems and equipment through secure network connectivity, power for IoT end devices through Power over Ethernet, application hosting, protocol conversion, media conversion, secure access for distributed IoT deployments, and various other functions; IoT Compute, such as application processing delivering compute to meet customer needs for data transformation, computer vision, machine learning, augmented/virtual reality, audio/video aggregation and distribution, and custom applications; and IoT Telematics, which provides power efficient products designed to support communications across interfaces and industrial protocols for vehicle, fleet, and asset tracking and management. It also offers network switches, media converters, power over ethernet, NICS and optical SFPs, system on modules, single board computers, and development kits; and services for mechanical, hardware, and software engineering for camera, audio, and artificial intelligence/machine learning development, as well as xPrintServer. In addition, the company's REM products include out-of-band management, console management, power management, and IP connected keyboard-video-mouse products that offers remote access to IT and networking infrastructure deployed in test labs, data centers, branch offices, remote sites, and server rooms. Further, its SaaS platform enables customers to deploy, monitor, manage, and automate across their global deployments through a single platform login. Lantronix, Inc. was founded in 1989 and is headquartered in Irvine, California.

At a Glance

Live Snapshot
Market Cap$298.63M
EPS-0.2900
P/E Ratio-25.86
Earnings Date08/20/2026
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Lantronix, Inc. Street Expectations Map

LTRX ยท NASDAQ

Wall Street analysts project that LTRX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 8.83, with estimates ranging from a low of 8.00 to a high of 10.00.

Lowest Target
8.00
6.67%
Consensus Target
8.83
17.73%
Highest Target
10.00
33.33%

The consensus 1-year price target stands at 8.83, with estimates ranging from a low of 8.00 to a high of 10.00.

Analyst Consensus Analysis

Upside Potential

+17.7%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

22.7% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Lantronix, Inc. Forward Estimates of Revenue

LTRX ยท NASDAQ
Latest Revenue
122.92M
FY 2025
Avg Estimate
126.06M
FY 2026
Estimate Range
125.22M - 126.85M
Analyst Spread

Forward Growth Analysis

Projected Growth+2.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Lantronix, Inc. Forward Estimates of Net Income

LTRX ยท NASDAQ
Latest Net Income
-11.37M
FY 2025
Avg Estimate
7.43M
FY 2026
Estimate Range
7.37M - 7.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+165.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Lantronix, Inc. Forward Estimates of EPS

LTRX ยท NASDAQ
Latest EPS
-0.29
FY 2025
Avg Estimate
$0.19
FY 2026
Estimate Range
$0.19 - $0.19
Analyst Spread

Forward Growth Analysis

Projected Growth+166.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Lantronix, Inc. Forward Estimates of EBIT

LTRX ยท NASDAQ
Latest EBIT
-11.10M
FY 2025
Avg Estimate
-6.38M
FY 2026
Estimate Range
-6.42M - -6.34M
Analyst Spread

Forward Growth Analysis

Projected Growth+42.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Lantronix, Inc. Forward Estimates of EBITDA

LTRX ยท NASDAQ
Latest EBITDA
-5.07M
FY 2025
Avg Estimate
147.18K
FY 2026
Estimate Range
146.20K - 148.11K
Analyst Spread

Forward Growth Analysis

Projected Growth+102.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Lantronix, Inc. Forward Estimates of SG&A Expense

LTRX ยท NASDAQ
Latest SG&A Expense
34.89M
FY 2025
Avg Estimate
34.16M
FY 2026
Estimate Range
33.93M - 34.37M
Analyst Spread

Forward Growth Analysis

Projected Growth-2.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Lantronix, Inc. Insider Positioning

LTRX ยท NASDAQ

During the last 12 months, insiders have sold $302K worth of LTRX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

14.5K

89.84K

Net Activity

-90K

-$90K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

25.0K

89.25K

Net Activity

-89K

-$89K

9-12 Months

Bought

0

0.00

Sold

27.2K

122.56K

Net Activity

-123K

-$123K

Top Buyers

No buying activity

Top Sellers

1
BB

Bruscha Bernhard

10 Percent Owner

48.0K sharesโ€ข3 transactions

$200K

2
GM

Gurusamy Mathi

Officer: Chief Product & Strategy Ofcr

14.5K sharesโ€ข1 transactions

$90K

3
HKW

Hoff Kurt W

Officer: Chief Revenue Officer

4.2K sharesโ€ข1 transactions

$12K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $302K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$90K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.