Lantronix (LTRX) insider records latest stock trade details

Lantronix (LTRX) expects to start producing drone components by October, driven by increased demand from U.S. and European military forces. The company reported $31.2M in Q4 sales, up 8%, and forecast over 10% revenue growth for fiscal 2027. Drone-related work grew to $12.6M in fiscal 2026. Lantronix aims to expand its unmanned systems business, which could become 15-20% of revenue. Shares have risen about 10% over the past year.

Lantronix (LTRX) reported Q4 2026 revenue of $31.2M, up 8% YoY, with non-GAAP EPS at $0.04, a 300% increase. The company is expanding in drones and edge AI, with unmanned systems revenue reaching $12.6M. Lantronix is debt-free with $60.5M in cash, and expects drones to contribute 15-20% of revenue in 2027. Challenges include memory price increases and federal budget delays.

Lantronix (LTRX) reported Q4 2026 revenue of $31.2M, up 8% YoY, and non-GAAP EPS of $0.04, a 300% increase. Growth was driven by embedded IoT and unmanned systems, with IoT revenue up 34%. The company acquired Vecima Networks' Industrial IoT business for $11.7M. Management guided Q1 2027 revenue to $31M-$33M and EPS to $0.04-$0.06, with unmanned systems expected to contribute 15-20% of total revenue. Lantronix eliminated debt and increased cash reserves to $60.5M.

Needham analyst Austin Bohlig raised Lantronix's (LTRX) price target to $11 from $8.5, maintaining a Buy rating. The adjustment reflects a revised outlook on the company's valuation and market position. Lantronix and Cherry & White launched the Rapid Wi-Fi Platform, targeting connectivity gaps in critical infrastructure with enterprise-grade speeds up to 70 times faster than legacy solutions.

Lantronix stock rose 15.3% in pre-market trading after reporting Q4 2026 revenue of $31.2M, up 8% YoY, and non-GAAP EPS of $0.04, matching estimates. The company projected double-digit revenue growth for FY2027, driven by its unmanned systems segment. Gross margin expanded to 43.7%, and the company ended the year debt-free. The stock was added to the Russell 3000 Index, increasing institutional visibility. The broader market also showed gains, with the NASDAQ and S&P 500 up 1.2% and 0.5%, respec

Lantronix (LTRX) reported an 8% revenue increase to $31.2M and a 300% rise in non-GAAP EPS to $0.04 for fiscal 2026. The company's P/S ratio is 1.94, above its historical median, and its GF Value™ suggests a 67.3% overvaluation. Insider activity shows no buying and $0.2M in selling, while institutional interest is mixed. Lantronix projects revenue between $31M and $33M for the next fiscal period.