Edge AI And Drone Adoption Will Drive Strong Long-Term Upside Potential

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

10 Dec 25

Updated

10 Jul 26

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Not Invested

Shared on 10 Jul 26

Fair value Increased 22%

LTRX: Industrial IoT Acquisition Will Drive Edge AI And Drone Demand

Analysts raise their expectations for Lantronix after it agrees to buy an industrial internet-of-things business, which should add new recurring sales and broaden what the company can offer customers. The update also highlights fresh product launches and growing visibility from major stock indexes, alongside a recent share sale that could dilute existing owners.

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Fair Value vs Share Price

US$11

vs US$6.0345.2% undervalued

12.1%

Revenue growth

14.1%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Flawless balance sheet with reasonable growth potential.

Market capUS$263.7m

PB2.4x

Estimated Growth13.0%

Dividend YieldN/A

Full analysis

CEO & management

Saleel Awsare

CEO

1.8yrs

CEO Tenure

Develops, markets, and sells industrial and enterprise internet of things (IoT) products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan.