Lantronix (LTRX) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
LTRX Community Fair Values
Create NarrativeSee what 43 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Good Value for IOT and AI play
View narrativeLantronix, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$5.85 |
| 52 Week High | US$8.75 |
| 52 Week Low | US$4.37 |
| Beta | 1.67 |
| 1 Month Change | -2.66% |
| 3 Month Change | -11.90% |
| 1 Year Change | 22.64% |
| 3 Year Change | 26.90% |
| 5 Year Change | -3.31% |
| Change since IPO | -87.81% |
Recent News & Updates
Recent updates
Earnings Update: Lantronix, Inc. (NASDAQ:LTRX) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts
Last week, you might have seen that Lantronix, Inc. ( NASDAQ:LTRX ) released its yearly result to the market. The early...
LTRX: Industrial IoT Acquisition Will Drive Edge AI And Drone Demand
Lantronix's analyst price target has been reset to $11.00 from $9.00 as analysts factor in the announced Industrial IoT acquisition, updated revenue mix, higher modeled profit margins, and a revised future P/E assumption. Analyst Commentary Recent research on Lantronix points to a constructive tone, with bullish analysts highlighting both the Industrial IoT acquisition and the company’s role in edge computing and AI as key inputs to their updated valuation work.
LTRX: Edge AI Drone Revenues Will Drive Future Upside Potential
Lantronix's analyst fair value estimate has moved from $7.88 to $9.90, as analysts highlight its role in edge AI compute for drones and connected infrastructure. This view is supported by recent Street price targets of $10.50 and $11 that emphasize the company's platform breadth and exposure to unmanned systems and smart city projects.Lantronix: The AI Drone Premium That Stock Has Yet To See
Summary Lantronix is transitioning from a legacy IoT hardware model to a platform-focused edge AI and unmanned systems provider, targeting drones and critical infrastructure. I see a compelling but more balanced risk/reward setup: an author base case price target of $9.20 (+22%), a bull case of $13.05 (+73%), and a stretch upside case of $18.10 (+140%) versus. Key catalysts include drone revenue progression from the $10M-$14M FY2026 guidance range, a larger software/services mix, stable gross margins above 43%, and more proof that customers are using Lantronix. Key risks include slow drone/software adoption, dilution from the recent equity raise, and lumpy federal or infrastructure customer orders. I would use the $5.60 bear-case value as a disciplined reassessment. Read the full article on Seeking Alpha
Drone And Edge AI Headwinds Will Challenge Execution Yet Long Term Potential Will Persist
Catalysts About Lantronix Lantronix provides edge AI compute, embedded connectivity and critical infrastructure monitoring solutions across drones, aerospace, defense and enterprise markets. What are the underlying business or industry changes driving this perspective?Is Lantronix (NASDAQ:LTRX) Using Debt In A Risky Way?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...What Lantronix, Inc.'s (NASDAQ:LTRX) 30% Share Price Gain Is Not Telling You
Despite an already strong run, Lantronix, Inc. ( NASDAQ:LTRX ) shares have been powering on, with a gain of 30% in the...Is Lantronix (NASDAQ:LTRX) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Lantronix, Inc.'s (NASDAQ:LTRX) Price Is Right But Growth Is Lacking After Shares Rocket 44%
Despite an already strong run, Lantronix, Inc. ( NASDAQ:LTRX ) shares have been powering on, with a gain of 44% in the...Lantronix, Inc.'s (NASDAQ:LTRX) Price Is Right But Growth Is Lacking After Shares Rocket 31%
Despite an already strong run, Lantronix, Inc. ( NASDAQ:LTRX ) shares have been powering on, with a gain of 31% in the...Lantronix, Inc. (NASDAQ:LTRX) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
As you might know, Lantronix, Inc. ( NASDAQ:LTRX ) last week released its latest quarterly, and things did not turn out...Lantronix, Inc. (NASDAQ:LTRX) Looks Inexpensive After Falling 29% But Perhaps Not Attractive Enough
Unfortunately for some shareholders, the Lantronix, Inc. ( NASDAQ:LTRX ) share price has dived 29% in the last thirty...Lantronix, Inc. (NASDAQ:LTRX) Not Doing Enough For Some Investors As Its Shares Slump 27%
Lantronix, Inc. ( NASDAQ:LTRX ) shares have retraced a considerable 27% in the last month, reversing a fair amount of...Earnings Update: Lantronix, Inc. (NASDAQ:LTRX) Just Reported And Analysts Are Trimming Their Forecasts
It's been a mediocre week for Lantronix, Inc. ( NASDAQ:LTRX ) shareholders, with the stock dropping 19% to US$3.18 in...Subdued Growth No Barrier To Lantronix, Inc. (NASDAQ:LTRX) With Shares Advancing 36%
Lantronix, Inc. ( NASDAQ:LTRX ) shares have had a really impressive month, gaining 36% after a shaky period beforehand...Analysts Just Slashed Their Lantronix, Inc. (NASDAQ:LTRX) EPS Numbers
Today is shaping up negative for Lantronix, Inc. ( NASDAQ:LTRX ) shareholders, with the analysts delivering a...Lantronix, Inc. (NASDAQ:LTRX) Shares May Have Slumped 30% But Getting In Cheap Is Still Unlikely
Lantronix, Inc. ( NASDAQ:LTRX ) shareholders won't be pleased to see that the share price has had a very rough month...Revenues Not Telling The Story For Lantronix, Inc. (NASDAQ:LTRX) After Shares Rise 31%
Lantronix, Inc. ( NASDAQ:LTRX ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...Shareholder Returns
| LTRX | US Communications | US Market | |
|---|---|---|---|
| 7D | 11.6% | 2.7% | 0.5% |
| 1Y | 22.6% | 51.9% | 12.0% |
Return vs Industry: LTRX underperformed the US Communications industry which returned 51.9% over the past year.
Return vs Market: LTRX exceeded the US Market which returned 12% over the past year.
Price Volatility
| LTRX volatility | |
|---|---|
| LTRX Average Weekly Movement | 9.8% |
| Communications Industry Average Movement | 7.7% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: LTRX has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: LTRX's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1989 | 329 | Saleel Awsare | www.lantronix.com |
Lantronix, Inc. 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. The company’s embedded IoT solutions provides embedded products, including compute system-on-module and system-in-package solutions; and application processing solutions for data transformation, computer vision, machine learning, augmented/virtual reality, audio/video aggregation and distribution, and custom applications. It also provides IoT systems solutions, which includes routing, switching or gateway functionalities, telematics, and media conversion; wired and wireless connections which enhances modern electronic systems and equipment by providing 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 other functions; and pre-certified products.
Lantronix, Inc. Fundamentals Summary
| LTRX fundamental statistics | |
|---|---|
| Market cap | US$271.82m |
| Earnings (TTM) | -US$4.18m |
| Revenue (TTM) | US$120.90m |
Is LTRX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LTRX income statement (TTM) | |
|---|---|
| Revenue | US$120.90m |
| Cost of Revenue | US$67.96m |
| Gross Profit | US$52.94m |
| Other Expenses | US$57.12m |
| Earnings | -US$4.18m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.09 |
| Gross Margin | 43.79% |
| Net Profit Margin | -3.46% |
| Debt/Equity Ratio | 0% |
How did LTRX perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/18 22:07 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2026/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Lantronix, Inc. is covered by 6 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Austin Moeller | Canaccord Genuity |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Joshua Sullivan | JonesTrading Institutional Services, LLC |