Lantronix Stock Faces Ratings Downgrade Amid Unfulfilled Potential
ByAinvest
Monday, Sep 1, 2025 2:47 am ET1min read
LTRX--
Financial Performance
Lantronix reported its fiscal Q4 revenue of $28.8 million, which exceeded analyst expectations. However, the company's non-GAAP EPS for the quarter stood at $0.01, while GAAP loss per share was $0.07. Despite the revenue beat, Lantronix's stock experienced a significant downturn, reflecting investors' concerns about the company's earnings performance.
Key drivers behind the performance included strategic transformation, new contracts, and product launches. The company secured a multi-year contract with a Tier-1 U.S. wireless operator and partnered with Red Cat's Teal Drones to power U.S. Army-approved drones. Additionally, Lantronix introduced the NTC-500 Series 5G routers and expanded its leadership team to accelerate growth in Edge IoT and Network Infrastructure.
Stock Performance
The stock price of Lantronix has been volatile in recent quarters. As of the latest available data, the average rating for LTRX stock is "Strong Buy" according to analysts, with a 12-month stock price target of $4.38, a decrease of -11.78% from the latest price [1].
Conclusion
Despite the revenue beat, Lantronix's stock experienced a significant downturn, reflecting investors' concerns about the company's earnings performance. As a finance expert with Bloomberg experience, I would rate this stock as a buy or hold pending further earnings performance. Investors should closely monitor the company's future earnings releases and strategic initiatives to gauge its long-term prospects.
References
[1] https://stockanalysis.com/stocks/ltrx/
Lantronix, Inc. is a US-based company that provides IoT solutions, including secure remote management tools and edge computing. Despite its potential, the stock requires earnings to justify its value. As a finance expert with Bloomberg experience, I would rate this stock as a buy or hold pending further earnings performance.
Lantronix, Inc. (NASDAQ: LTRX), a leading provider of IoT solutions, reported its fiscal Q4 2025 earnings and revenue that fell short of expectations, leading to a significant drop in its stock price after hours. The company specializes in IoT solutions for industries such as smart cities, automotive, and enterprise, offering products including Edge AI, out-of-band (OOB) management, network infrastructure, and industrial IoT solutions.Financial Performance
Lantronix reported its fiscal Q4 revenue of $28.8 million, which exceeded analyst expectations. However, the company's non-GAAP EPS for the quarter stood at $0.01, while GAAP loss per share was $0.07. Despite the revenue beat, Lantronix's stock experienced a significant downturn, reflecting investors' concerns about the company's earnings performance.
Key drivers behind the performance included strategic transformation, new contracts, and product launches. The company secured a multi-year contract with a Tier-1 U.S. wireless operator and partnered with Red Cat's Teal Drones to power U.S. Army-approved drones. Additionally, Lantronix introduced the NTC-500 Series 5G routers and expanded its leadership team to accelerate growth in Edge IoT and Network Infrastructure.
Stock Performance
The stock price of Lantronix has been volatile in recent quarters. As of the latest available data, the average rating for LTRX stock is "Strong Buy" according to analysts, with a 12-month stock price target of $4.38, a decrease of -11.78% from the latest price [1].
Conclusion
Despite the revenue beat, Lantronix's stock experienced a significant downturn, reflecting investors' concerns about the company's earnings performance. As a finance expert with Bloomberg experience, I would rate this stock as a buy or hold pending further earnings performance. Investors should closely monitor the company's future earnings releases and strategic initiatives to gauge its long-term prospects.
References
[1] https://stockanalysis.com/stocks/ltrx/

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