Littelfuse (LFUS) has announced a leadership change in its Semiconductor Business and reported Q2 earnings with a 9.8% increase in net sales and significant growth in earnings per share. Analysts have adjusted their price targets based on these strong results, projecting continued growth supported by strong bookings and a robust balance sheet. Senior Vice President and Chief Accounting Officer Jeffrey G. Gorski recently sold 350 shares of Littelfuse stock, amounting to a total transaction value of $91,847.
Littelfuse, Inc. (NASDAQ: LFUS) recently reported its second quarter 2025 earnings, showcasing a 9.8% increase in net sales and significant growth in earnings per share (EPS). The company also announced a leadership change in its Semiconductor Business, appointing Dr. Karim Hamed as Senior Vice President and General Manager. Analysts have adjusted their price targets based on these strong results, projecting continued growth supported by robust bookings and a strong balance sheet.
Littelfuse's Q2 earnings report showed a solid sales momentum, with management guiding US$610 million to US$630 million in expected Q3 revenue. This aligns with core long-term catalysts like electrification demand but does not eliminate concerns about ongoing margin pressures and sector cyclicality. The appointment of Dr. Karim Hamed brings significant semiconductor experience, but it is unlikely to immediately shift the primary business catalyst or materially affect the current key risk: prolonged challenges in segment execution or a faster-than-expected shift in protection technologies.
Senior Vice President and Chief Accounting Officer Jeffrey G. Gorski recently sold 350 shares of Littelfuse stock, amounting to a total transaction value of $91,847. This sale represents a 2.50% decrease in his position, as he owned 1,400 shares prior to the transaction.
Analysts have responded to Littelfuse's strong Q2 results by adjusting their price targets. Wall Street Zen raised Littelfuse from a "buy" rating to a "strong-buy" rating, while Oppenheimer cut their price target from $310.00 to $275.00 and set an "outperform" rating. Three equities research analysts have rated the stock with a hold rating, one has given a buy rating, and one has issued a strong buy rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $234.50.
Littelfuse's Q2 results and the appointment of Dr. Karim Hamed signal a focus on experienced semiconductor leadership and continued growth in the power semiconductor segment. However, investors should remain vigilant about ongoing margin pressures and sector cyclicality.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-littelfuse-inc-nasdaqlfus-stock-holdings-lowered-by-rathbones-group-plc-2025-08-14/
[2] https://simplywall.st/stocks/us/tech/nasdaq-lfus/littelfuse/news/how-littelfuses-strong-q2-results-and-new-semiconductor-lead
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