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Update shared on23 Aug 2025

Fair value Increased 6.41%
AnalystConsensusTarget's Fair Value
US$27.67
16.3% undervalued intrinsic discount
23 Aug
US$23.16
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1Y
48.6%
7D
22.0%

LSI Industries' consensus price target has increased to $27.67, reflecting strong Q2 results, robust demand in core segments, M&A-driven topline growth, and rising institutional confidence.


Analyst Commentary


  • Strong Q2 performance with double-digit growth in Lighting and Display segments.
  • Robust demand from C-Store/Refueling channels and improving trends in Grocery vertical.
  • Positive impact from recent M&A activity contributing to topline growth.
  • Continued solid activity levels indicate favorable momentum into FY26.
  • Initiation of new coverage with a Buy rating, signaling growing institutional confidence.

Valuation Changes


Summary of Valuation Changes for LSI Industries

  • The Consensus Analyst Price Target has risen from $26.00 to $27.67.
  • The Consensus Revenue Growth forecasts for LSI Industries has fallen from 8.0% per annum to 7.3% per annum.
  • The Future P/E for LSI Industries has risen from 20.00x to 21.22x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.