Lantronix, Inc. (LTRX) reported fourth-quarter 2026 revenue of $31.2 million, up 8.0% from a year earlier, as the company continued to grow its top line while keeping gross profit moving higher.
Gross profit rose 17.9% to $13.6 million, but operating results remained slightly negative. Operating loss was $392,000, while net loss attributable to common shareholders came in at $269,000, or $(0.01) per diluted share.
Cash generation improved sharply during the quarter, with operating cash flow increasing to $2.2 million. The balance sheet also showed stronger liquidity, with cash and equivalents rising to $60.5 million and total liabilities declining to $41.1 million.
- Revenue: $31.2 million, up 8.0% year over year
- Gross profit: $13.6 million, up 17.9% year over year
- Operating cash flow: $2.2 million, up sharply from a year ago
- Cash and equivalents: $60.5 million
The results came in slightly below the revenue estimate, but the shares reacted positively, with the stock rising 13.43% after the market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Lantronix, Inc. Insider Trading Activity
Lantronix, Inc. insiders have traded $LTRX stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LTRX stock by insiders over the last 6 months:
- MATHI GURUSAMY (Chief Product & Strategy Ofcr) sold 14,467 shares for an estimated $89,840
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Lantronix, Inc. Hedge Fund Activity
We have seen 90 institutional investors add shares of Lantronix, Inc. stock to their portfolio, and 41 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NEEDHAM INVESTMENT MANAGEMENT LLC added 3,150,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $18,522,000
- BLACKROCK, INC. added 1,920,103 shares (+639.5%) to their portfolio in Q2 2026, for an estimated $11,290,205
- AWM INVESTMENT COMPANY, INC. added 1,250,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $7,350,000
- STATE STREET CORP added 1,128,430 shares (+447.1%) to their portfolio in Q2 2026, for an estimated $6,635,168
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 526,644 shares (-80.2%) from their portfolio in Q2 2026, for an estimated $3,096,666
- CITADEL ADVISORS LLC added 512,531 shares (+186.8%) to their portfolio in Q2 2026, for an estimated $3,013,682
- GEODE CAPITAL MANAGEMENT, LLC added 497,805 shares (+124.7%) to their portfolio in Q2 2026, for an estimated $2,927,093
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Lantronix, Inc. Price Targets
Multiple analysts have issued price targets for $LTRX recently. We have seen 2 analysts offer price targets for $LTRX in the last 6 months, with a median target of $11.0.
Here are some recent targets:
- Austin Moeller from Canaccord Genuity set a target price of $11.0 on 07/09/2026
- Austin Bohlig from Needham set a target price of $11.0 on 06/12/2026
