Added to YB: 2026-01-16
Pitch date: 2026-01-14
LTRX [bullish]
Lantronix, Inc.
+0.29%
current return
Author Info
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Company Info
Lantronix, Inc. develops, markets, and sells industrial and enterprise internet of things (IoT) products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan.
Market Cap
$250.7M
Pitch Price
$6.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
82.10
P/E
-24.13
EV/Sales
2.10
Sector
Communications Equipment
Category
turnaround
The Hidden Brains of the Drone Revolution - Lantronix, Inc.
LTRX: Former cable/gateway commodity biz pivoted to high-margin AI compute modules for drones/robotics under new CEO. Qualcomm partnership + Blue UAS defense catalyst driving drone customers from 10 to 17 in one quarter. Gross margins up to 45.3%, targeting 10-15% revenue from drones by 2027. Trades 1.9x rev vs peers at 3.9x.
Read full article (7 min)