Analyst upgrades spark interest: Recent analyst actions have drawn attention on social media, with Needham raising its price target to $11 and Canaccord initiating coverage with a Buy rating and $10.50 target. Investors note the company's positioning in edge AI and IoT solutions amid growing demand for data center infrastructure.
New product launches fuel optimism: Discussion highlights the launch of the SLC 9000 console manager for AI data centers and a partnership enhancing 5G connectivity for industrial applications. Market participants emphasize the low market cap and potential recurring revenue streams as key points of focus.
Market reaction remains measured: Shares saw a modest gain recently, prompting commentary on the stock's role in supporting AI ecosystems through networking and remote management tools. Overall chatter reflects cautious enthusiasm tied to these developments.
Note: This discussion summary was generated from an AI condensation of post data.
Lantronix Insider Trading Activity
Lantronix 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 Revenue
Lantronix had revenues of $30.2M in Q3 2026. This is an increase of 5.88% from the same period in the prior year.
You can track LTRX financials on Quiver Quantitative's LTRX stock page.
You can access data on LTRX stock through the Quiver Quantitative API.
Lantronix Hedge Fund Activity
We have seen 64 institutional investors add shares of Lantronix stock to their portfolio, and 35 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HEARTLAND ADVISORS INC removed 700,000 shares (-43.8%) from their portfolio in Q1 2026, for an estimated $3,668,000
- MANATUCK HILL PARTNERS, LLC added 440,600 shares (+881.2%) to their portfolio in Q1 2026, for an estimated $2,308,744
- JACOBS LEVY EQUITY MANAGEMENT, INC added 403,645 shares (+inf%) to their portfolio in Q1 2026, for an estimated $2,115,099
- ESSEX INVESTMENT MANAGEMENT CO LLC added 342,489 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,794,642
- MORGAN STANLEY added 329,489 shares (+238.6%) to their portfolio in Q1 2026, for an estimated $1,726,522
- DIMENSIONAL FUND ADVISORS LP removed 297,082 shares (-27.1%) from their portfolio in Q1 2026, for an estimated $1,556,709
- ACADIAN ASSET MANAGEMENT LLC added 291,203 shares (+383.3%) to their portfolio in Q1 2026, for an estimated $1,525,903
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 Analyst Ratings
Wall Street analysts have issued reports on $LTRX in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/06/2026
To track analyst ratings and price targets for Lantronix, check out Quiver Quantitative's $LTRX forecast page.
Lantronix Price Targets
Multiple analysts have issued price targets for $LTRX recently. We have seen 3 analysts offer price targets for $LTRX in the last 6 months, with a median target of $10.5.
Here are some recent targets:
- Austin Bohlig from Needham set a target price of $11.0 on 06/12/2026
- Austin Moeller from Canaccord Genuity set a target price of $10.5 on 06/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
