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LFUS: Buyback Completion And Margin Assumptions Will Shape Balanced Return Outlook

Update shared on 10 Jan 2026

30 Jul
US$442.13
AnalystLowTarget's Fair Value
US$415.00
6.5% overvalued intrinsic discount
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1Y
76.2%
7D
9.2%

Analysts have maintained their fair value estimate for Littelfuse at US$275.00. Updated assumptions for revenue growth, profit margins, the discount rate, and a slightly higher future P/E are shaping their revised price target narrative.

What's in the News

  • Littelfuse reported that between June 29, 2025 and September 27, 2025, it repurchased 0 shares for US$0 million, while completing a previously announced buyback of 129,589 shares for US$29.38 million, representing 0.52% of the company (Key Developments).
  • The company issued earnings guidance for the fourth quarter of 2024, targeting net sales in a range of US$570 million to US$590 million (Key Developments).

Valuation Changes

  • Fair Value Estimate remained at US$275.00 per share, indicating no change in the analysts' central valuation view.
  • The discount rate edged slightly lower from 8.77% to 8.74%, reflecting a modest adjustment to the required return used in the valuation model.
  • Revenue growth was revised higher from 7.02% to 9.52%, pointing to stronger top line assumptions in the updated model.
  • The net profit margin was adjusted from 14.51% to 12.72%, incorporating a more conservative view on future profitability levels.
  • The future P/E moved up from 21.43x to 22.79x, implying a slightly higher multiple applied to Littelfuse's expected earnings.

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Disclaimer

AnalystLowTarget 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 AnalystLowTarget 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 AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.