Lantronix
LTRX
About: Lantronix Inc is a networking company. It provides secure data access and management solutions for the Internet of Things (IoT) and information technology assets. It organizes its products and solutions into three product lines: Embedded IoT Solutions, IoT Systems Solutions, and Software and Services. The IoT System Solutions segment is the key revenue driver for the company. The company serves a diverse range of markets including healthcare, industrial, security, energy, transportation, and government networking. Its primary geographic markets are the Americas, Europe, the Middle East and Africa, and Asia Pacific Japan. The Americas contribute the vast majority of total revenue.
Employees: 352
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
711% more call options, than puts
Call options by funds: $154K | Put options by funds: $19K
3% more capital invested
Capital invested by funds: $29.9M [Q1] → $30.9M (+$981K) [Q2]
3.3% less ownership
Funds ownership: 30.99% [Q1] → 27.69% (-3.3%) [Q2]
9% less funds holding
Funds holding: 57 [Q1] → 52 (-5) [Q2]
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Lake Street
Jaeson Schmidt
|
$5
|
Buy
Maintained
|
28 Aug 2025 |
Needham
Ryan Koontz
|
$4.5
|
Buy
Reiterated
|
28 Aug 2025 |
Financial journalist opinion
Based on 8 articles about LTRX published over the past 30 days