$LTRX

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 (LTRX) granted its Chief Revenue Officer 32,767 RSUs, vesting through 2029. One-third vests in 2027, with the remainder vesting quarterly until June 1, 2029. The RSUs are tied to the company's common stock and were recorded as derivative securities.

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.

Lantronix (LTRX) shares rose 15.3% in pre-market trading after Q4 2026 results beat revenue forecasts, with revenue at $31.2M (up 8% YoY) and EPS of $0.04 (up 300% YoY). The company narrowed its GAAP net loss to $269K and improved gross margin to 43.7%. Lantronix forecasts double-digit revenue growth for fiscal 2027, driven by its unmanned systems business, and expects Q1 EPS of $0.04-$0.06. The company is debt-free and was added to the Russell 3000 Index.

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