Lantronix Inc. (LTRX)
NASDAQ (CM) NASDAQ (CM) Primary Summary
Lantronix: The AI Drone Premium That Stock Has Yet To See
Lantronix is transitioning from a legacy IoT hardware model to a platform-focused edge AI and unmanned systems provider, targeting drones and critical infrastructure. I see a compelling but more balanced risk/reward setup: an author base case price target of $9.20 (+22%), a bull case of $13.05 (+73%), and a stretch upside case of $18.10 (+140%) versus. Key catalysts include drone revenue progression from the $10M-$14M FY2026 guidance range, a larger software/services mix, stable gross margins above 43%, and more proof that customers are using Lantronix.
Billionaires Are Dumping Nvidia and Buying This Unstoppable AI Stock Under $10 Hand Over Fist
Mega-cap AI stocks have done the heavy lifting for two years, but a quieter shift is underway.
Lantronix, Inc. (LTRX) Misses Q3 Earnings and Revenue Estimates
Lantronix, Inc. (LTRX) came out with quarterly earnings of $0.04 per share, missing the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.03 per share a year ago.
Lantronix Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,642 | $8,604.08 | $9,053.5 | $449.42 | 5.22% |
 Point72 Asset Management LP Point72 Asset Management LP | 96,787 | $537,301.02 | $530,876.69 | -$6,424.33 | -1.2% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 12,100 | $63,404 | $67,409.1 | $4,005.1 | 6.32% |
 Amanda Hawley Atria Wealth Solutions Inc. | 20,000 | $57,400 | $107,900 | $50,500 | 87.98% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2 | $10 | $10.72 | $0.72 | 7.2% |
Lantronix Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Josh Sullivan Jones Trading | 106,663 | $594,112.89 | $550,914.38 | -$43,198.51 | -7.27% |
Lantronix Inc. (LTRX) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Lantronix Inc. ever had a stock split?
Lantronix Inc. Profile
| Communications Equipment Industry | Information Technology Sector | Saleel Awsare CEO | NASDAQ (CM) Exchange | 516548203 CUSIP |
| US Country | 352 Employees | - Last Dividend | 21 Dec 2009 Last Split | 4 Aug 2000 IPO Date |
Overview
Lantronix, Inc., headquartered in Irvine, California, serves a global market including the Americas, Europe, the Middle East, Africa, and Asia Pacific Japan, offering innovative solutions tailored to video surveillance, infotainment systems, and intelligent substation infrastructure. Incorporated in 1989, Lantronix has carved out a niche in the growing Internet of Things (IoT) sector, leveraging its technological expertise to deliver advanced connectivity, power solutions, and software services. Their wide array of offerings is designed to enhance the utility and value of electronic systems and equipment, ensuring secure network connectivity, streamlined deployment, and efficient management across diverse deployments.
Products and Services
- IoT System Solutions - Lantronix provides comprehensive IoT system solutions that encompass a variety of functionalities including secure network connectivity, Power over Ethernet (PoE) for IoT end devices, application hosting, protocol conversion, media conversion, and secure access for distributed IoT deployments. These solutions aim to enhance the connectivity and performance of electronic systems and equipment in the IoT ecosystem.
- Embedded IoT Modules - With a focus on delivering compute power, these modules support data transformation, computer vision, machine learning, augmented/virtual reality, audio/video aggregation and distribution, and custom applications. They are integral for customers looking to leverage advanced processing capabilities within their IoT devices.
- Software and Engineering Services - The company offers Software as a Service (SaaS) platform designed to aid customers in deploying, monitoring, managing, and automating their global IoT deployments through a singular platform interface. This service simplifies the complexities associated with managing distributed IoT systems.
- Telematics Devices - Lantronix's telematics devices are crafted for efficiency, supporting diverse communications interfaces and industrial protocols. These devices are essential for vehicle, fleet, and asset tracking and management, enabling reliable and secure data transmission.
- Networking Hardware - This category includes network switches, media converters, Power over Ethernet solutions, NICs and optical SFPs, system on modules, and development kits. Each product is designed to facilitate robust and reliable network connections for various industrial and commercial applications.
- Remote IT and Networking Infrastructure Management - Lantronix offers solutions for console management, power management, and IP-connected keyboard-video-mouse (KVM) products. These solutions provide users with remote access to IT and network infrastructures located in data centers, test labs, branch offices, remote sites, and server rooms, fostering efficient management and maintenance.
- Engineering Services - In addition to its product offerings, Lantronix provides comprehensive engineering services that cover mechanical, hardware, and software aspects. This includes rapid prototyping, quality assurance engineering services, and development assistance for camera, audio, and artificial intelligence/machine learning applications. These services are tailored to support customers throughout the product development lifecycle.
