Lsi Industries Receives Buy Rating from Canaccord Genuity with $25 Price Target

Lsi Industries (LYTS) received a Buy rating from Canaccord Genuity with a price target of $25.00. Analyst George Gianarikas has a 4-star rating and a 40.64% success rate. The company reported a quarterly revenue of $132.48 million and a net profit of $3.88 million. The analyst consensus is Strong Buy with a price target consensus of $24.80, implying a 4.82% upside from current levels.

LSI Industries (LYTS) has seen its stock price rise following the release of its fourth-quarter (Q4) 2025 results, which exceeded market expectations. The company reported a quarterly revenue of $155.1 million, up 20.2% year-over-year (YoY) and 17.0% sequentially from the previous quarter. This growth was attributed to improved demand across both its lighting and display solutions markets [1].

The company also reported a net profit of $8.2 million, or $0.26 per share, in the fourth quarter, up from $5.7 million, or $0.19 per share, during the same period last year. Gross margins for the fourth quarter stood at 26.1%, compared to 24.8% in the third quarter of fiscal 2025 and 26.2% in the same quarter of the previous year. Operating expenses increased to $28.5 million from $26.6 million in the previous quarter [1].

Analysts have responded positively to LSI Industries' results. Canaccord Genuity upgraded LSI Industries to a "Buy" rating with a price target of $25.00, citing strong Q4 results and the company's ability to maintain its market position. George Gianarikas, the analyst behind the upgrade, has a 4-star rating and a 40.64% success rate. The analyst consensus remains "Strong Buy" with a price target consensus of $24.80, implying a 4.82% upside from current levels [2].

LSI Industries ended the quarter with $3.5 million in cash and $48.6 million in debt, maintaining a healthy financial position with a current ratio of 2.08. The company has also maintained dividend payments for 38 consecutive years, demonstrating consistent shareholder returns [1].

Institutional investors have also shown interest in LSI Industries. AQR Capital Management LLC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., and Jane Street Group LLC increased their stakes in the company during the first quarter of 2025 [2].

References:
[1] https://www.investing.com/news/analyst-ratings/lsi-industries-stock-rating-reiterated-at-buy-by-hc-wainwright-93CH-4206669
[2] https://www.marketbeat.com/instant-alerts/lsi-industries-nasdaqlyts-posts-earnings-results-beats-expectations-by-009-eps-2025-08-21/