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The latest announcement is out from Lantronix ( (LTRX) ).
On Feb. 4, 2026, Lantronix reported fiscal second-quarter 2026 results for the period ended Dec. 31, 2025, posting net revenue of $29.8 million, GAAP loss per share of $0.03 and non-GAAP earnings per share of $0.04, with cash and equivalents of $23 million. Management highlighted strong momentum in the unmanned systems sector, particularly drones, where programs are shifting from development to initial production and positioning Lantronix more as a platform partner than a component supplier, supported by growing involvement in defense-related initiatives. During the quarter, the company expanded its Edge AI footprint through partnerships with Trillium Engineering, Flock Safety and Safe Pro Group, and launched new Edge AI offerings at CES 2026, including an NDAA- and TAA-compliant Drone Reference Platform and the SmartEdge.ai/SmartSwitch.ai ecosystem, aimed at accelerating UAV development and real-time video analytics in enterprise and industrial settings. Lantronix also received industry recognition as a Top 100 Edge Computing Leader and won the 2025 IoT Edge Computing Excellence Award, and it guided third-quarter fiscal 2026 revenue to between $28.5 million and $32.5 million with non-GAAP EPS expected between $0.03 and $0.06, underscoring its confidence in continued profitable growth in core markets.
The most recent analyst rating on (LTRX) stock is a Buy with a $8.00 price target. To see the full list of analyst forecasts on Lantronix stock, see the LTRX Stock Forecast page.
Spark’s Take on LTRX Stock
According to Spark, TipRanks’ AI Analyst, LTRX is a Neutral.
The score is driven by strong technicals and a favorable recent earnings narrative (better margins, cost control, positive operating cash flow, and supportive guidance). Offsetting these positives are weaker core financial performance in the TTM income statement (declining revenue and persistent losses) and an unattractive/less-informative valuation profile due to the negative P/E and no dividend yield.
To see Spark’s full report on LTRX stock, click here.
More about Lantronix
Lantronix Inc. is a global provider of Edge AI and Industrial IoT solutions, offering intelligent computing, secure connectivity and remote management for mission-critical applications. Serving high-growth markets such as smart cities, enterprise IT, and commercial and defense unmanned systems including drones, the company delivers a portfolio of hardware, software and services that power secure video surveillance, intelligent utility infrastructure and resilient out-of-band network management, helping customers enhance efficiency, security and competitiveness at the network edge.
Average Trading Volume: 743,492
Technical Sentiment Signal: Buy
Current Market Cap: $267.6M
See more data about LTRX stock on TipRanks’ Stock Analysis page.