LTRXTechnology · Communication EquipmentThe 6 Wall Street analysts covering Lantronix, Inc. hold a median 12-month price target of $11 — +85.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 3 Nov 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Lantronix, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (87): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (18): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on LTRX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +85.8% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 18 Sept 2026 | Lake Street | Maintains | Buy | $8.00 → $10 |
| 27 Aug 2026 | Needham | Reiterates | Buy | $11 |
| 27 Aug 2026 | Needham | Reiterates | Buy | — |
| 15 July 2026 | Jones Trading | Initiates | Buy | $12 |
| 15 July 2026 | Jones Trading | Initiates | Buy | — |
| 9 July 2026 | Canaccord Genuity | Maintains | Buy | $11 → $11 |
| 9 July 2026 | Canaccord Genuity | Maintains | Buy | — |
| 12 June 2026 | Needham | Maintains | Buy | — |
| 8 June 2026 | Canaccord Genuity | Initiates | Buy | — |
| 6 Feb 2026 | Needham | Maintains | Buy | — |
| 11 Dec 2025 | Lake Street | Maintains | Buy | — |
| 6 Nov 2025 | Needham | Maintains | Buy | — |
| 30 Sept 2025 | Needham | Maintains | Buy | — |
| 28 Aug 2025 | Lake Street | Maintains | Buy | — |
| 28 Aug 2025 | Needham | Reiterates | Buy | — |
| 12 May 2025 | Canaccord Genuity | Maintains | Buy | — |
| 12 May 2025 | Needham | Maintains | Buy | — |
| 9 May 2025 | Lake Street | Maintains | Buy | — |
| 7 Feb 2025 | Canaccord Genuity | Maintains | Buy | — |
| 7 Feb 2025 | Lake Street | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LTRX appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Lantronix, Inc. returned +21.2% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 99% of US stocks
Cheaper than 48% of US stocks
Cheaper than 38% of US stocks
Cheaper than 99% of US stocks
Higher than 48% of US stocks
Higher than 46% of US stocks
Higher than 54% of US stocks
Higher than 31% of US stocks
Higher than 25% of US stocks
Higher than 40% of US stocks
Higher than 39% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Lantronix, Inc. has a market value of $265.6M and an enterprise value of $221.5M.
Revenue in the twelve months to 30 June 2026: $120.9M. The latest quarter grew 8.0% year on year.
Net income over the same four quarters: −$4.2M, a −3.5% net margin.
Diluted earnings per share, trailing twelve months: $−0.11.
Free cash flow in the twelve months to 30 June 2026: $9.3M.
Trailing P/E: −56.6×; forward P/E: 17.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Lantronix, Inc. employs 327 people — $370K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Lantronix, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The article identifies Cisco (CSCO), Digi International (DGII) and Lantronix (LTRX) as stocks associated with tailwinds in the networking industry, while noting macro headwinds and margin pressures.
Why it matters — LTRX is included among the companies discussed in the context of industry tailwinds and ongoing business pressures.
Lantronix announced it will release its fiscal 2027 first-quarter financial results, for the quarter ended Sept. 30, 2026, after market close on Nov. 9, 2026.
Why it matters — LTRX watchers can note the scheduled date for the company’s upcoming quarterly results.
Lantronix introduced Spotter, a production-ready robotics platform combining onboard AI, vision, sensing and flight control for small autonomous vehicles. The announcement describes it as designed to meet their size, power and cost requirements.
Why it matters — LTRX watchers may note the product launch as a development in the company’s robotics offerings for drones and robots.
Lantronix CEO Saleel Awsare will meet with investors and defense customers at AUSA 2026 to discuss unmanned systems revenue growth, the company's Blue UAS listing and its move up the value chain in defense unmanned systems.
Why it matters — The discussions will address Lantronix's positioning and growth in defense unmanned systems, areas of interest to LTRX watchers.
Lantronix announced that its Open-Q 8550CS System-on-Module (SOM) has secured a listing on the Blue UAS (Unmanned Aircraft Systems) program. The DCMA-vetted and NDAA-compliant SOM is designed to let drone OEMs skip months of compliance and validation work by building on a compute platform already cleared for U.S. defense and government programs.
Why it matters — The Blue UAS listing expands Lantronix's opportunity in the defense drone market by clearing its compute platform for U.S. government and defense programs, potentially opening new revenue avenues for existing customers.
The 6 Wall Street analysts covering Lantronix, Inc. have a median 12-month price target of $11, with estimates ranging from $9.5 to $12. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 6 analysts covering Lantronix, Inc., 6 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Lantronix, Inc. 73 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Lantronix, Inc. ranks 73 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (87 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +85.8% from the last close, and Ticker Nerd's factor model ranks Lantronix, Inc. 73 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Lantronix, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LTRX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $9.5 to $12 over the next 12 months.
Lantronix, Inc. returned +21.2% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Lantronix, Inc. is a technology company that provides Edge AI and Industrial IoT solutions for connected devices, networks, and mission-critical systems.
The most recent item we track (Zacks Investment Research, 29 Oct 2026): "3 Stocks to Consider From a Flourishing Networking Industry". The article identifies Cisco (CSCO), Digi International (DGII) and Lantronix (LTRX) as stocks associated with tailwinds in the networking industry, while noting macro headwinds and margin pressures.
Lantronix, Inc. is a technology company that provides Edge AI and Industrial IoT solutions for connected devices, networks, and mission-critical systems. The company develops hardware, software, and services that support intelligent computing, secure connectivity, and remote management across applications such as smart infrastructure, enterprise IT, industrial automation, aerospace and defense, and commercial unmanned systems. Its portfolio includes embedded IoT solutions, IoT systems solutions, and software and engineering services designed to help organizations monitor, control, and manage devices and equipment in demanding environments. Lantronix serves customers across the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan region.
CEO Mr. Saleel Awsare · 327 employees · United States · https://www.lantronix.com
