LT
LTRX
LANTRONIX INC
$6.71
-2.47%
$267.2M
No data for this timeframe.
Vol
Market Cap$267.2M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders48 funds
Inst. Value$53.1M
Inst. Activity7 buys / 3 sells
Insider Activity0B / 1S
Insider Net $-$89.8K
SEC Reports4
Press Releases2
Recent Activity
Jun 11, 2026
SEC
An institutional cluster for Lantronix (LTRX) in Q3 2025 shows mixed conviction: 3 buyers (Citadel, UBS, BofA) doubled s
INST-CLUSTER — Impact 3/10
Jun 10, 2026
other
Lantronix and Cherry & White Launch Rapid Wi-Fi Platform That Brings Enterprise-Grade Connectivity to Critical Infrastructure in Minutes
Purpose-built for utilities, emergency response and remote industrial operations, the jointly develo
Jun 1, 2026
SEC
Lantronix priced an underwritten public offering of 4,791,667 shares of common stock at $7.20 per share, raising approxi
8-K — Impact 6/10
Jun 1, 2026
Insider
Stringham Brent Michael acquired via exercise 550 shares
Chief Financial Officer
Jun 1, 2026
Insider
Stringham Brent Michael surrendered for taxes 1,466 shares
Chief Financial Officer @ $7.58 ($11.1K)
Jun 1, 2026
Insider
Awsare Saleel was granted 5,824 shares
President & CEO
May 8, 2026
SEC
Lantronix entered into an at-the-market (ATM) equity offering program with Needham & Company and Canaccord Genuity to se
8-K, 424B5 — Impact 4/10
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
945,025 shares ($5.0M)
Price Targets
$9.90
+47.5% upside
Strong Buy
Current $6.71
Low $8.00
Median $10.00
High $11.00
5 analysts
$8.00
$11.00
Analyst Ratings
2Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 12, 2026 | Needham | MAINTAIN | Buy → Buy |
| Jun 8, 2026 | Canaccord Genuity | INITIATE | Buy |
| Feb 6, 2026 | Needham | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.04 ▼ -5.0% | $0.03 — $0.04 | 280% YoY | 5 |
| Next Q | $0.05 ▼ -5.0% | $0.03 — $0.06 | 19% YoY | 4 |
| Current FY | $0.15 ▼ -1.9% | $0.14 — $0.16 | 9% YoY | 5 |
| Next FY | $0.28 ▼ -13.7% | $0.16 — $0.33 | 82% YoY | 5 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
An institutional cluster for Lantronix (LTRX) in Q3 2025 shows mixed conviction: 3 buyers (Citadel, UBS, BofA) doubled s
Jun 11, 2026
BEARISH
8-K
6/10
Lantronix priced an underwritten public offering of 4,791,667 shares of common stock at $7.20 per share, raising approxi
Jun 1, 2026
MIXED
Press
5/10
Lantronix (LTRX) announced a strategic collaboration with Unusual Machines (UMAC) to develop next-generation autonomous
Mar 19, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $7.7M | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.0M | ADD |
| ROYCE & ASSOCIATES LP | $4.3M | ADD |
| DIMENSIONAL FUND ADVISORS LP | $4.2M | TRIM |
| RENAISSANCE TECHNOLOGIES LLC | $3.6M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Stringham Brent | M | $0.00 |
| Jun 1, 2026 | Stringham Brent | F | $11.1K |
| Jun 1, 2026 | Awsare Saleel | A | $0.00 |
| Jun 1, 2026 | Awsare Saleel | F | $23.7K |
| Jun 1, 2026 | Awsare Saleel | M | $0.00 |
48 institutional holders with $53.1M total value (10,243,170 shares) as of 2026-Q1. Top holders: VANGUARD, ARROWSTREET, ROYCE. Net buying activity: 7 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 1,465,878 | $7.7M | 14.5% | — |
| 2 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 945,025 | $5.0M | 9.3% | ADD +41.2% |
| 3 | ROYCE & ASSOCIATES LP | 826,326 | $4.3M | 8.1% | ADD +34.8% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 798,118 | $4.2M | 7.9% | TRIM -27.1% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 690,194 | $3.6M | 6.8% | — |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 656,551 | $3.4M | 6.5% | — |
| 7 | DEUTSCHE BANK AG\ | 530,394 | $2.8M | 5.2% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 524,402 | $2.7M | 5.2% | DOUBLED +146.4% |
| 9 | MORGAN STANLEY | 467,568 | $2.5M | 4.6% | DOUBLED +238.6% |
| 10 | MARSHALL WACE, LLP | 458,745 | $2.4M | 4.5% | TRIM -32.4% |
| 11 | BlackRock, Inc. | 300,234 | $1.6M | 3.0% | — |
| 12 | CITADEL ADVISORS LLC | 274,373 | $1.4M | 2.7% | DOUBLED +1191.2% |
| 13 | SEI INVESTMENTS CO | 261,292 | $1.4M | 2.6% | DOUBLED +138.0% |
| 14 | STATE STREET CORP | 252,401 | $1.3M | 2.5% | ADD +82.4% |
| 15 | Trexquant Investment LP | 215,237 | $1.1M | 2.1% | DOUBLED +789.8% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 198,905 | $1.0M | 2.0% | — |
| 17 | GOLDMAN SACHS GROUP INC | 155,235 | $813.4K | 1.5% | — |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 152,844 | $800.9K | 1.5% | DOUBLED +113.4% |
| 19 | PEAK6 LLC | 150,300 | $787.6K | 1.5% | — |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 111,074 | $582.0K | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 669,183 | 945,025 | +41.2% | $5.0M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 1,095,200 | 798,118 | -27.1% | $4.2M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 138,079 | 467,568 | +238.6% | $2.5M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 678,929 | 458,745 | -32.4% | $2.4M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 109,807 | 261,292 | +138.0% | $1.4M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 24,189 | 215,237 | +789.8% | $1.1M | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 48,608 | 96,787 | +99.1% | $507.2K | 2026-Q1 |
| Hudson Bay Capital Management LP | ADD | 42,935 | 55,140 | +28.4% | $288.9K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 12,419 | 38,589 | +210.7% | $202.2K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 67,976 | 5,732 | -91.6% | $30.0K | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 126,376 | 311,361 | +146.4% | $1.8M | 2025-Q4 |
| STATE STREET CORP | ADD | 132,103 | 240,985 | +82.4% | $1.4M | 2025-Q4 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | DOUBLED | 82,481 | 176,026 | +113.4% | $1.0M | 2025-Q4 |
| GROUP ONE TRADING LLC | DOUBLED | 7,419 | 67,976 | +816.2% | $398.3K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 29,095 | 12,419 | -57.3% | $72.8K | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 284,108 | 669,183 | +135.5% | $3.1M | 2025-Q3 |
| MARSHALL WACE, LLP | ADD | 446,164 | 619,063 | +38.8% | $2.8M | 2025-Q3 |
| CITADEL ADVISORS LLC | DOUBLED | 15,147 | 195,583 | +1191.2% | $893.8K | 2025-Q3 |
| MORGAN STANLEY | TRIM | 214,148 | 159,045 | -25.7% | $726.8K | 2025-Q3 |
| PANAGORA ASSET MANAGEMENT INC | ADD | 93,220 | 132,726 | +42.4% | $606.6K | 2025-Q3 |
| UBS Group AG | DOUBLED | 1,791 | 127,576 | +7023.2% | $583.0K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 182,546 | 126,376 | -30.8% | $577.5K | 2025-Q3 |
| First Eagle Investment Management, LLC | TRIM | 284,525 | 123,297 | -56.7% | $563.5K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,327 | 29,095 | +2092.5% | $133.0K | 2025-Q3 |
| BARCLAYS PLC | TRIM | 17,275 | 11,435 | -33.8% | $52.3K | 2025-Q3 |
8 unique insiders with 19 transactions. Net insider value: -$89.8K ($0.00 bought, $89.8K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Stringham Brent Michael | Chief Financial Officer | EXERCISE | 550 | — | — |
| Jun 1, 2026 | Stringham Brent Michael | Chief Financial Officer | TAX W/H | 1,466 | $7.58 | $11.1K |
| Jun 1, 2026 | Awsare Saleel | President & CEO | AWARD | 5,824 | — | — |
| Jun 1, 2026 | Awsare Saleel | President & CEO | TAX W/H | 3,124 | $7.58 | $23.7K |
| Jun 1, 2026 | Awsare Saleel | President & CEO | EXERCISE | 5,824 | — | — |
| Jun 1, 2026 | Gurusamy Mathi | Chief Product & Strategy Ofcr | EXERCISE | 3,335 | — | — |
| Jun 1, 2026 | Hoff Kurt W | Chief Revenue Officer | EXERCISE | 3,469 | — | — |
| Jun 1, 2026 | Gurusamy Mathi | Chief Product & Strategy Ofcr | TAX W/H | 4,057 | $7.58 | $30.8K |
| Jun 1, 2026 | Hoff Kurt W | Chief Revenue Officer | TAX W/H | 3,952 | $7.58 | $30.0K |
| May 4, 2026 | PRINTER HOSHI | Director | EXERCISE | 8,540 | — | — |
| May 4, 2026 | Derhacobian Narbeh | Director | EXERCISE | 8,540 | — | — |
| May 4, 2026 | Auker James Chris | Director | EXERCISE | 8,540 | — | — |
| May 4, 2026 | Palatnik Kevin S. | Director | EXERCISE | 8,540 | — | — |
| Mar 13, 2026 | Gurusamy Mathi | Chief Product & Strategy Ofcr | SELL | 14,467 | $6.21 | $89.8K |
| Mar 1, 2026 | Stringham Brent Michael | Chief Financial Officer | EXERCISE | 550 | — | — |
| Mar 1, 2026 | Hoff Kurt W | Director | EXERCISE | 3,469 | — | — |
| Mar 1, 2026 | Awsare Saleel | President & CEO | AWARD | 5,825 | — | — |
| Mar 1, 2026 | Gurusamy Mathi | Chief Product & Strategy Ofcr | EXERCISE | 3,334 | — | — |
| Mar 1, 2026 | Awsare Saleel | President & CEO | EXERCISE | 5,825 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.0/10.
NEUTRAL
INST-CLUSTER
3/10
An institutional cluster for Lantronix (LTRX) in Q3 2025 shows mixed conviction: 3 buyers (Citadel,
Jun 11, 2026
BEARISH
8-K
6/10
Lantronix priced an underwritten public offering of 4,791,667 shares of common stock at $7.20 per sh
Jun 1, 2026
NEUTRAL
8-K, 424B5
4/10
Lantronix entered into an at-the-market (ATM) equity offering program with Needham & Company and Can
May 8, 2026
NEUTRAL
PRESS-RELEASE
3/10
Lantronix announced it will release Q3 FY2026 financial results on May 6, 2026, followed by a confer
Apr 22, 2026
Current analyst consensus: Strong Buy (90% buy). Based on 10 analysts: 2 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$9.90 mean target
+47.5% upside
Strong Buy (1.20)
$8.00 Low
$11.00 High
| Metric | Value |
|---|---|
| Current Price | $6.71 |
| Target Low | $8.00 |
| Target Mean | $9.90 |
| Target Median | $10.00 |
| Target High | $11.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (1.20) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.04 | $0.03 | $0.04 | 280.0% | -5.0% | 0↑ 4↓ | $0.0B | 6.9% | 5 |
| Next Q 2026-09-30 |
$0.05 | $0.03 | $0.06 | 18.8% | -5.0% | 1↑ 1↓ | $0.0B | 7.2% | 4 |
| Current FY 2026-06-30 |
$0.15 | $0.14 | $0.16 | 8.6% | -1.9% | 1↑ 1↓ | $0.1B | -1.9% | 5 |
| Next FY 2027-06-30 |
$0.28 | $0.16 | $0.33 | 81.6% | -13.7% | 1↑ 3↓ | $0.1B | 14.9% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.038 | |
| 7d ago | $0.040 | -0.002 |
| 30d ago | $0.040 | -0.002 |
| 60d ago | $0.050 | -0.012 |
| 90d ago | $0.050 | -0.012 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 12, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jun 8, 2026 | Canaccord Genuity | INITIATE | — | Buy |
| Feb 6, 2026 | Needham | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| May 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Apr 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Jan 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 10, 2026
other
Lantronix and Cherry & White Launch Rapid Wi-Fi Platform That Brings Enterprise-Grade Connectivity to Critical Infrastructure in Minutes
Purpose-built for utilities, emergency response and remote industrial operations, the jointly developed platform delivers 5G-powered, field-deployable
Jun 9, 2026
other
Lantronix to Participate in Rosenblatt’s 6th Annual Technology Summit – The Age of AI
Lantronix Chief Product and Strategy Officer to Join Physical AI Panel Discussion; CEO and CFO to Host Fireside Chat and One-on-One Meetings <pre>Lant
May 29, 2026
other
Lantronix Announces Pricing of $30 Million Underwritten Offering of Common Stock
<p>IRVINE, Calif., May 29, 2026 (GLOBE NEWSWIRE) -- Lantronix, Inc. (Nasdaq: LTRX), a global provider of Edge AI and Industrial IoT solutions that p
May 6, 2026
earnings_calendar
LTRX Q3 2026 Earnings Scheduled — 2026-05-06
Apr 22, 2026
earnings
Lantronix to Report Fiscal 2026 Third Quarter Results on May 6, 2026
<p>IRVINE, Calif., April 22, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=O2fXkW8zY7QRzzn2FGqJkt6wK8_mbu04mr5p5xAyNC
Mar 19, 2026
contract
Lantronix and Unusual Machines Partner to Deliver NDAA-Compliant AI-Autonomous Drone Components for U.S. Defense Programs
Collaboration integrates Lantronix’s edge-AI compute platform with Unusual Machines’ flight systems to accelerate scalable U.S. drone architectures th
Mar 18, 2026
other
Lantronix to Showcase Intelligent PoE Infrastructure and Edge AI Solutions for Autonomous Systems at ISC West 2026
Live Demos Feature SmartSwitch.ai, SmartEdge AI Gateways and FLIR-Integrated Drone Intelligence Alongside Lantronix’s Industry-Leading PoE Switching S
Mar 5, 2026
other
Lantronix Advances Platform Scaling Strategy With MediaTek-Based Embedded Compute Expansion
Strategic expansion strengthens multi-silicon platform strategy, broadens addressable market and accelerates growth across Industrial IoT and Edge AI
Mar 3, 2026
contract
Lantronix Expands European Distribution Footprint Through Strategic Partnership With Melchioni Electronics
<p>IRVINE, Calif., March 03, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=PvG0RE0kBUImympQbdLBlw47sx5riHdHAkkcAGeFA2