$LTRX

Lantronix Inc. (LTRX) announced its Open-Q 8550CS System-on-Module (SOM) has been added to the U.S. Department of War’s Blue UAS Framework, a list of vetted, NDAA-compliant components for unmanned aircraft systems. The listing validates the module's security and supply chain, potentially expanding Lantronix's access to defense and government programs.

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.

Awsare Saleel (President & CEO) purchased 15,000 shares of LANTRONIX INC (LTRX) at $5.18 on 2026-09-09.

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.

Vecima Networks Inc. agreed to sell its Telematics business to Lantronix Inc. for CAD$16.5M, including CAD$14.5M at closing and CAD$2.0M by 2026. The deal adds $5.3M in revenue, including $4.5M in annual recurring revenue, to Lantronix, expanding its IoT solutions. Vecima will focus on broadband and video markets.

Lantronix (LTRX) CFO Brent Stringham reported a stock trade on August 26, 2026, disposing of 38,384 shares of common stock. The transaction was filed with the SEC on a Form 4.

LANTRONIX INC (LTRX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 26-27, 2026, Lantronix, Inc. (the "Company") entered into amendments to its agreements with its Chief Executive O

Lantronix (LTRX) received a reaffirmed 'Buy' rating and $11.00 price target from Needham. The company's GF Value is $3.39, suggesting a 67.3% overvaluation at the current $5.67 price. LTRX has a GF Score of 67, indicating moderate performance, with strengths in momentum but concerns over valuation.