STOCK TITAN

Lantronix (LTRX) Stock News, Feb-May 2026

LTRX NASDAQ

Lantronix Inc. reports developments in Edge AI and Industrial IoT solutions for mission-critical applications, including intelligent computing, secure connectivity and remote management. Company news commonly covers fiscal results, investor conference participation, embedded compute expansion and product launches for autonomous systems, critical infrastructure, enterprise IT and smart-city networks.

Recurring product and market updates include Open-Q system-on-module platforms, the Drone Reference Platform, SmartSwitch.ai, SmartEdge gateways, and Power over Ethernet switches and media converters, including products from Transition Networks. Lantronix also announces collaborations involving NDAA-compliant drone components and edge-AI compute architectures for commercial and defense unmanned systems.

Rhea-AI Summary

Lantronix (NASDAQ: LTRX) reported fiscal Q3 2026 results for the quarter ended March 31, 2026. Net revenue was $30.2 million, GAAP EPS was ($0.03) and non‑GAAP EPS was $0.04. Cash and cash equivalents totaled $23.5 million.

The company raised its FY26 drone revenue expectation to $10.0M–$14.0M and reported 22% growth in its Embedded IoT Solutions portfolio. Management issued Q4 FY26 outlook of $29.0M–$33.0M revenue and non‑GAAP EPS of $0.03–$0.05.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-13.88%
Tags
-
Rhea-AI Summary

Lantronix (NASDAQ: LTRX) will debut the Open-Q 8550CS µSOM and demonstrate a Drone Reference Platform at XPONENTIAL (May 11–14, 2026).

The µSOM is powered by Qualcomm Dragonwing QCS8550, emphasizes compact size, low power, on-device AI/ML, and NDAA- and TAA-compliant architecture. The Drone Reference Platform is available for shipment and supports rapid prototype-to-flight workflows.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
7.53%
Tags
none
-
Rhea-AI Summary

Lantronix (NASDAQ: LTRX) will report fiscal 2026 third-quarter results for the period ended March 31, 2026, after market close on May 6, 2026. Management will host an investor conference call and audio webcast at 1:30 p.m. PT / 4:30 p.m. ET that day.

Live dial‑in numbers, webcast access, and telephonic replay details are provided for investors, with a replay available through May 13, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.21%
Tags
earnings date
Rhea-AI Summary

Lantronix (Nasdaq: LTRX) and Unusual Machines announced a strategic collaboration to build NDAA-compliant autonomous drone components combining Lantronix edge-AI compute and Unusual Machines flight systems.

The partnership targets support for the U.S. $1.1 billion Drone Dominance Program, with joint platform development beginning immediately and initial demonstrations targeted within 12 months.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.05%
Tags
AI
-
Rhea-AI Summary

Lantronix (Nasdaq: LTRX) will showcase intelligent PoE infrastructure and Edge AI solutions at ISC West, March 25–27, 2026 in Las Vegas at booth 34073. Demonstrations include SmartSwitch.ai, SmartEdge gateways, PoE switches, FLIR-integrated drone intelligence and EdgeFabric.ai orchestration.

Lantronix highlights integrated Edge AI, simplified deployments for cameras and sensors, and positioning to pursue multi-year growth across defense, industrial and commercial security markets.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.30%
Tags
AI
-
Rhea-AI Summary

Lantronix (Nasdaq: LTRX) will participate in the 38th Annual ROTH Conference March 22–24, 2026 at The Ritz-Carlton, Laguna Niguel, Calif. Activities include a hosted fireside chat on March 24, 2026 at 12:00 p.m. PDT and scheduled one-on-one investor meetings.

According to the company, the fireside chat features ROTH analyst Scott Searle; a live webcast and replays will be available.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.49%
Tags
none
Rhea-AI Summary

Lantronix (Nasdaq: LTRX) expanded its embedded compute platform by adding MediaTek Genio-based System-on-Module (SOM) solutions, broadening its multi-silicon strategy to target power-efficient, high-volume Edge AI and Industrial IoT deployments. The move aims to increase addressable market, improve supply resiliency and protect margins.

The new SOMs support NVIDIA TAO, multimedia and industrial I/O, and will be demonstrated at Embedded World 2026 (March 10–12) at MediaTek's booth.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.17%
Tags
none
-
Rhea-AI Summary

Lantronix (Nasdaq: LTRX) announced a strategic European distribution partnership with Melchioni Electronics on March 3, 2026. The agreement assigns Melchioni to distribute Lantronix’s IoT and Edge AI solutions and provide localized technical and sales support across Italy, Spain, Germany, France, Slovenia and Greece.

Management says the deal aims to broaden market penetration, shorten sales cycles and accelerate regional revenue growth by leveraging Melchioni’s multi-country infrastructure and customer relationships.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-5.86%
Tags
partnership
-
Rhea-AI Summary

Lantronix (Nasdaq: LTRX) reported Q2 FY2026 net revenue of $29.8 million, GAAP EPS of ($0.03) and non-GAAP EPS of $0.04. Cash and cash equivalents were $23.0 million. The company raised its FY26 drone revenue outlook to $8M–$12M from $5M–$10M and provided Q3 revenue guidance of $28.5M–$32.5M (midpoint $30.5M). New design wins, partnerships and Edge AI product launches were highlighted, including a turnkey Drone Reference Platform and SmartEdge.ai solutions.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-6.58%
Tags
Rhea-AI Summary

Corinex (LTRX) appointed George Reznik as Chief Operating Officer on February 2, 2026 to accelerate global expansion and grid-digitalization efforts. Reznik brings over 30 years of executive experience and a track record of scaling technology companies, including helping scale Pivotal from $10M to $140M in three years.

The company positions BPL technology to help utilities modernize grids, integrate renewables, and increase hosting capacity without major infrastructure rebuilds. Reznik's background includes roles at Light AI, Tantalus Systems, Intrinsyc Technologies, Infowave Software, and Deloitte.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.41%
Tags
none

FAQ

What is the current stock price of Lantronix (LTRX)?

Lantronix (LTRX) last closed at $6.01.

What is the market cap of Lantronix (LTRX)?

The market cap of Lantronix (LTRX) is approximately $281.7M.