Defense Drones And Edge AI Platforms Will Drive Long Term Upside Potential

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

24 Dec 25

Updated

26 Jun 26

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Shared on 26 Jun 26

Fair value Increased 26%

LTRX: Edge AI Drone Revenues Will Drive Future Upside Potential

Wall Street is getting more optimistic about Lantronix as it pushes deeper into edge AI for drones and connected infrastructure, with analysts pointing to growing demand in defense, smart city, and industrial projects. The upside depends on turning design wins into real orders while managing the stop-start nature of government and enterprise buying cycles—and the extra pressure that comes when expectations rise.

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Fair Value vs Share Price

US$9.9

vs US$5.742.4% undervalued

11.4%

Revenue growth

11.9%

Profit margin

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Company analysis

Excellent balance sheet and good value.

Market capUS$211.8m

PB3.0x

Estimated Growth10.7%

Dividend YieldN/A

Full analysis

CEO & management

Saleel Awsare

CEO

1.7yrs

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.