Lantronix Inc. (LTRX)
NASDAQ (CM) NASDAQ (CM) Primary 
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.
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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. (LTRX) Q3 2026 Earnings Call Transcript
Lantronix, Inc. (LTRX) Q3 2026 Earnings Call Transcript
Lantronix, Inc. (LTRX) Q2 Earnings Beat Estimates
Lantronix, Inc. (LTRX) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.04 per share a year ago.
Lantronix (LTRX) Soars 6.5%: Is Further Upside Left in the Stock?
Lantronix (LTRX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
How Lantronix is Redefining Edge AI Development for Drones
LTRX unveils a Drone Reference Platform built for Edge AI, aiming to be a core compute partner for defense, intelligence and industrial UAVs.
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The technology sector surged in 2025, driven by AI, cloud and digital transformation, and investors are eyeing continued momentum heading into 2026.
Lantronix Boosts Global Drone and Defense Reach With Trillium Deal
LTRX advances its Edge AI reach with new Trillium and Sightline wins as it targets growth in drone tech and eyes Q2 revenue of up to $32M.
Lantronix, Inc. (LTRX) Q1 2026 Earnings Call Transcript
Lantronix, Inc. ( LTRX ) Q1 2026 Earnings Call November 5, 2025 4:30 PM EST Company Participants Brent Stringham - Chief Financial Officer Saleel Awsare - President, CEO & Director Conference Call Participants Ryan Koontz - Needham & Company, LLC, Research Division Scott Searle - ROTH Capital Partners, LLC, Research Division Christian Schwab - Craig-Hallum Capital Group LLC, Research Division Jaeson Schmidt - Lake Street Capital Markets, LLC, Research Division Presentation Operator Good day, and welcome to the Lantronix, Inc. 2026 First Quarter Results Conference Call. [Operator Instructions] Please note, this event is being recorded.
Lantronix, Inc. (LTRX) Tops Q1 Earnings Estimates
Lantronix, Inc. (LTRX) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.06 per share a year ago.
Lantronix: Potential Is There, But The Stock Needs To Earn It (Ratings Downgrade)
Lantronix is stabilizing core operations, expanding in drones and telecom, and shifting toward higher-margin Edge IoT and recurring software revenue. Gross margin pressures from tariffs and inventory charges are temporary; management expects a return to mid-40% margins as cost actions and supply chain shifts take hold. Valuation is mixed: shares are cheap on sales/book but expensive on profit/cash flow, reflecting market optimism for margin normalization and growth in new verticals.
