Lantronix (NASDAQ:LTRX) Issues Q4 2026 Earnings Guidance

Lantronix (NASDAQ:LTRX) updated its fourth quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 0.030-0.050 for the period, compared to the consensus EPS estimate of 0.040. The company issued revenue guidance of $29.0 million-$33.0 million, compared to the consensus revenue estimate of $32.2 million.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on LTRX. Needham & Company LLC increased their target price on Lantronix from $7.50 to $8.50 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Wall Street Zen raised Lantronix from a “buy” rating to a “strong-buy” rating in a research report on Saturday, February 7th. Craig Hallum reissued a “buy” rating and set a $10.00 price target on shares of Lantronix in a research report on Thursday, February 5th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Lantronix in a research report on Tuesday, April 21st. Four analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Lantronix presently has a consensus rating of “Moderate Buy” and a consensus target price of $7.38.

Lantronix Price Performance

NASDAQ:LTRX traded down $0.13 during trading hours on Wednesday, reaching $6.77. 953,117 shares of the company were exchanged, compared to its average volume of 532,108. The company has a market capitalization of $268.70 million, a P/E ratio of -28.21 and a beta of 1.63. Lantronix has a 1-year low of $2.03 and a 1-year high of $8.24. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.75 and a quick ratio of 1.79. The business has a 50 day moving average of $5.98 and a 200 day moving average of $5.77.

Lantronix (NASDAQ:LTRX) last issued its earnings results on Wednesday, May 6th. The technology company reported $0.04 earnings per share for the quarter, missing analysts’ consensus estimates of $0.05 by ($0.01). The business had revenue of $30.18 million during the quarter, compared to analyst estimates of $30.49 million. Lantronix had a negative net margin of 7.90% and a negative return on equity of 10.37%. Lantronix has set its Q4 2026 guidance at 0.030-0.050 EPS. Research analysts forecast that Lantronix will post -0.1 EPS for the current year.

Insider Buying and Selling at Lantronix

In other Lantronix news, insider Mathi Gurusamy sold 14,467 shares of the firm’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $6.21, for a total value of $89,840.07. Following the sale, the insider owned 55,569 shares of the company’s stock, valued at approximately $345,083.49. This trade represents a 20.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 2.40% of the company’s stock.

Institutional Investors Weigh In On Lantronix

A number of large investors have recently modified their holdings of LTRX. Soviero Asset Management LP acquired a new stake in shares of Lantronix in the 3rd quarter valued at $2,331,000. Arrowstreet Capital Limited Partnership boosted its holdings in shares of 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 acquiring an additional 385,075 shares in the last quarter. Citadel Advisors LLC boosted its holdings in shares of 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 acquiring an additional 180,436 shares in the last quarter. Millennium Management LLC boosted its holdings in shares of Lantronix by 121.0% during the 4th quarter. Millennium Management LLC now owns 272,512 shares of the technology company’s stock valued at $1,597,000 after acquiring an additional 149,194 shares in the last quarter. Finally, UBS Group AG boosted its holdings in shares of Lantronix by 7,023.2% during the 3rd quarter. UBS Group AG now owns 127,576 shares of the technology company’s stock valued at $583,000 after acquiring an additional 125,785 shares in the last quarter. Institutional investors and hedge funds own 39.38% of the company’s stock.

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.