Recent discussions on X about Lantronix (LTRX) have centered around the company's latest Q4 earnings report, which fell short of expectations, sparking a wave of reactions. Many users expressed disappointment over the revenue miss, with some highlighting concerns about the company's growth trajectory despite its strong position in IoT solutions. The conversation also touched on a ratings downgrade, with a few voices questioning whether the stock's potential is being overlooked amidst current challenges.
Adding to the buzz, posts on X noted recent insider selling by a significant shareholder, raising eyebrows about confidence in the company's near-term outlook. Meanwhile, others pointed to analyst upgrades, such as a raised price target by a notable firm, as a sign of lingering optimism. This mix of views keeps the dialogue around Lantronix dynamic and worth watching as new developments unfold.
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 5 times in the past 6 months. Of those trades, 4 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:
- BERNHARD BRUSCHA sold 10,000 shares for an estimated $50,300
- SALEEL AWSARE (President & CEO) purchased 15,011 shares for an estimated $31,688
- HOSHI PRINTER purchased 10,000 shares for an estimated $22,799
- SAILESH CHITTIPEDDI purchased 10,000 shares for an estimated $22,400
- NARBEH DERHACOBIAN purchased 5,000 shares for an estimated $11,650
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lantronix Hedge Fund Activity
We have seen 22 institutional investors add shares of Lantronix stock to their portfolio, and 50 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TRUFFLE HOUND CAPITAL, LLC removed 560,555 shares (-73.7%) from their portfolio in Q2 2025, for an estimated $1,608,792
- HEARTLAND ADVISORS INC added 530,000 shares (+37.9%) to their portfolio in Q2 2025, for an estimated $1,521,100
- SCOGGIN MANAGEMENT LP removed 500,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,435,000
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 358,492 shares (-55.8%) from their portfolio in Q2 2025, for an estimated $1,028,872
- AMERIPRISE FINANCIAL INC removed 275,985 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $687,202
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 274,389 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $787,496
- AWM INVESTMENT COMPANY, INC. removed 232,186 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $578,143
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lantronix Analyst Ratings
Wall Street analysts have issued reports on $LTRX in the last several months. We have seen 3 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 08/28/2025
- Lake Street issued a "Buy" rating on 08/28/2025
- Canaccord Genuity issued a "Buy" rating on 05/12/2025
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 $4.5.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $4.5 on 08/28/2025
- Jaeson Schmidt from Lake Street set a target price of $5.0 on 08/28/2025
- George Gianarikas from Canaccord Genuity set a target price of $3.0 on 05/12/2025
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.
