LTRX
LANTRONIX INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Jun 1 Lantronix priced an underwritten public offering of 4,791,667 shares…
- A Jun 8 Canaccord Genuity initiates
- A Jul 15 Jones Trading initiates
- X Aug 31 Short interest jumps 36.3% to 2.86M
- B Sep 9 1 insider buy $77.7K at $5.18
Signal stack
Where each data set points today.
- InsidersBULLISH
1 insider bought $77.7K at an average $5.18. No open-market sales. Price is 13% above their cost.
- InstitutionsBULLISH
Q2 2026: 24 added (0 new), 6 trimmed or exited.
- AnalystsBULLISH
11 of 12 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.048 → $0.042 over 90 days. 0 up, 2 down in 30 days.
- TrendDOWNTREND
4% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | DOUBLED | $13.1M |
| STATE STREET CORP | DOUBLED | $8.1M |
| ROYCE & ASSOCIATES LP | ADD | $7.2M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | $5.3M |
| CITADEL ADVISORS LLC | DOUBLED | $4.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | $4.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | $3.3M |
| Qube Research & Technologies Ltd | DOUBLED | $2.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is below the lowest target. Median implies +80%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 18, 2026 | Lake Street MAINTAIN | Buy |
| Aug 27, 2026 | Needham REITERATE | Buy |
| Jul 15, 2026 | Jones Trading INITIATE | Buy |
| Jul 9, 2026 | Canaccord Genuity MAINTAIN | Buy |
| Jun 12, 2026 | Needham MAINTAIN | Buy |
| Jun 8, 2026 | Canaccord Genuity INITIATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 9, 2026 | Awsare Saleel President & CEO | BUY | $77.7K |
| Sep 1, 2026 | Hoff Kurt W Chief Revenue Officer | EXERCISE | 3,468 sh |
| Sep 1, 2026 | Awsare Saleel President & CEO | AWARD | 14,428 sh |
| Sep 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | EXERCISE | 7,975 sh |
| Sep 1, 2026 | Awsare Saleel President & CEO | EXERCISE | 31,083 sh |
| Sep 1, 2026 | Hoff Kurt W Chief Revenue Officer | EXERCISE | 5,200 sh |
| Sep 1, 2026 | Hoff Kurt W Chief Revenue Officer | EXERCISE | 15,335 sh |
| Sep 1, 2026 | Stringham Brent Michael Chief Financial Officer | EXERCISE | 18,463 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.04 | $0.03–$0.05 | -9.4% | $32.0M |
| Next Q | $0.04 | $0.03–$0.06 | -25.0% | $33.4M |
| Current FY | $0.23 | $0.16–$0.29 | -18.2% | $138.6M |
| Next FY | $0.32 | $0.23–$0.38 | -11.1% | $157.2M |
Short side
FINRA· Oct 15, 2026SecBot reports
10 filings · 2 press releases · 1 bullish · 1 bearish · 1 mixed · 7 neutral- NEUTRAL PRESS-RELEASEOct 22, 2026
Lantronix, Inc. announced it will report its fiscal Q1 2027 results on November 9, 2026.
- NEUTRAL SC 13GOct 13, 2026
Portolan Capital Management, LLC disclosed a 5.15% passive stake in Lantronix Inc. as of October…
Monitor for any subsequent conversion to SC 13D (activist) or further accumulation above 10%. The presence of multiple passive filers (Strider Capital, Needham, TL Stiftung) suggests a fragmented…
- NEUTRAL SC 13GSep 28, 2026
Strider Capital, LLC filed a Schedule 13G disclosing a 5.5% passive stake in Lantronix Inc. as of…
Monitor for any subsequent amendment converting to Schedule 13D, which would signal activist intent. For now, the passive filing suggests no near-term catalyst from this holder.
- MIXED INST-CLUSTERSep 22, 2026
A large institutional cluster in LTRX shows 24 buyers (net +$7.9M) versus 6 sellers (net -$7.9M)…
The passive buying wave is offset by active manager exits of similar magnitude. Monitor upcoming 13F filings for continuation of this divergence — if active selling persists, it may signal…
All LTRX filing & press-release reports (12)
- PRESS-RELEASE reportOct 22, 2026
- SC 13G reportOct 13, 2026
- SC 13G reportSep 28, 2026
- INST-CLUSTER reportSep 22, 2026
- INSIDER-BUY reportSep 9, 2026
- PRESS-RELEASE reportAug 26, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 1, 2026
- 8-K, 424B5 reportMay 8, 2026
- PRESS-RELEASE reportApr 22, 2026
- PRESS-RELEASE reportMar 19, 2026
- PRESS-RELEASE reportMar 3, 2026