Lantronix, Inc. (NASDAQ:LTRX) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Lantronix, Inc. (NASDAQ:LTRX) have been given an average rating of “Moderate Buy” by the five brokerages that are currently covering the firm, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation and four have issued a buy recommendation on the company. The average 12-month price target among analysts that have issued a report on the stock in the last year is $7.1250.

A number of equities research analysts recently weighed in on the stock. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Lantronix in a research note on Thursday, January 22nd. Needham & Company LLC raised their price objective on shares of Lantronix from $5.50 to $7.50 and gave the company a “buy” rating in a research report on Thursday, November 6th. Wall Street Zen downgraded shares of Lantronix from a “strong-buy” rating to a “buy” rating in a report on Monday, January 19th. Lake Street Capital upped their target price on shares of Lantronix from $6.00 to $8.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Finally, Craig Hallum restated a “buy” rating and set a $10.00 price target on shares of Lantronix in a research report on Thursday.

More Lantronix News

Here are the key news stories impacting Lantronix this week:

• Positive Sentiment: Lantronix beat consensus EPS for Q2 2026, reporting $0.04 vs. the $0.03 estimate — a sign the company is improving per‑share profitability trends. Lantronix, Inc. (LTRX) Q2 Earnings Beat Estimates
• Positive Sentiment: The company raised its Q3 FY2026 EPS guidance to $0.030–$0.060 (above the $0.020 consensus), signaling management expects continued margin improvement going forward. Lantronix Reports Fiscal Second Quarter 2026 Financial Results (press release)
• Positive Sentiment: Management raised its 2026 drone segment revenue outlook to $8M–$12M and highlighted traction for its platform strategy — a potential growth driver if execution continues. Lantronix raises drone revenue outlook to $8M–$12M for 2026
• Neutral Sentiment: Revenue for Q2 was $29.77M, essentially flat with expectations (~$29.9M) and within the provided Q3 revenue guidance range ($28.5M–$32.5M) — suggests top‑line is stable but not accelerating yet. Lantronix Reports Fiscal Second Quarter 2026 Financial Results
• Negative Sentiment: Despite the EPS beat, Lantronix remains unprofitable on a net margin and ROE basis (negative net margin ~‑8.7% and negative ROE ~‑11.6%), which keeps longer‑term valuation and cash‑flow concerns on the table. Lantronix Q2 2026 Earnings Call Transcript

Lantronix Price Performance

Shares of LTRX stock traded down $0.31 on Thursday, reaching $5.93. The company’s stock had a trading volume of 1,052,596 shares, compared to its average volume of 1,446,436. The company has a market capitalization of $233.21 million, a P/E ratio of -22.07 and a beta of 1.51. Lantronix has a 12-month low of $1.91 and a 12-month high of $8.24. The stock’s 50 day simple moving average is $6.09 and its 200-day simple moving average is $4.95. The company has a quick ratio of 1.93, a current ratio of 3.01 and a debt-to-equity ratio of 0.14.

Lantronix (NASDAQ:LTRX) last posted its earnings results on Wednesday, February 4th. The technology company reported $0.04 EPS for the quarter, topping the consensus estimate of $0.03 by $0.01. Lantronix had a negative return on equity of 11.63% and a negative net margin of 8.68%.The business had revenue of $29.77 million during the quarter, compared to analysts’ expectations of $29.94 million. Lantronix has set its Q3 2026 guidance at 0.030-0.060 EPS. As a group, equities analysts predict that Lantronix will post -0.23 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of LTRX. Soviero Asset Management LP purchased a new position in shares of Lantronix in the third quarter valued at about $2,331,000. Arrowstreet Capital Limited Partnership raised its position in Lantronix by 135.5% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 669,183 shares of the technology company’s stock valued at $3,058,000 after purchasing an additional 385,075 shares during the last quarter. Citadel Advisors LLC raised its position in Lantronix by 1,191.2% during the 3rd quarter. Citadel Advisors LLC now owns 195,583 shares of the technology company’s stock valued at $894,000 after purchasing an additional 180,436 shares during the last quarter. UBS Group AG lifted its holdings in Lantronix by 7,023.2% in the 3rd quarter. UBS Group AG now owns 127,576 shares of the technology company’s stock worth $583,000 after buying an additional 125,785 shares during the period. Finally, Millennium Management LLC bought a new stake in shares of Lantronix in the 3rd quarter worth approximately $564,000. 39.38% of the stock is currently owned by institutional investors.

Lantronix Company Profile

Lantronix, Inc is a provider of secure data access and management solutions designed to simplify the deployment, monitoring and control of devices and equipment across a wide range of industries. Headquartered in Irvine, California, the company develops hardware and software products that enable connectivity for smart devices, industrial machinery, IT infrastructure and other systems in the Internet of Things (IoT) ecosystem.

Founded in 1989, Lantronix was among the early innovators in serial-to-Ethernet device networking and has since expanded its portfolio to include secure console servers, device servers, gateways and embedded modules.