From Nasdaq: 2025-04-15 10:16:00

Lantronix, Inc. (LTRX) stock has dropped by 26.8% in a month, while the Computer-Networking industry declined by 5.9%. The broader Computer and Technology sector and S&P 500 Composite both saw declines of 6.6% and 4.7%, respectively, due to escalating trade tensions and global economic concerns.

Despite the recent stock dip, Lantronix has been showcasing its advanced IoT solutions for digital transformation. The company exhibited cutting-edge IoT compute solutions and an AI-enabled IoT Edge Compute Cellular Gateway at recent tech expos. Lantronix is expanding its partnership with Qualcomm to bring AI-powered analytics to edge systems.

In the second quarter, Lantronix acquired NetComm for $6.5 million, expanding its Connect business with 4G and 5G gateways. The company also introduced the Open-Q 8550CS System-on-Module, powered by Qualcomm’s Dragonwing processor, to accelerate AI-driven applications in various industries. Lantronix is trading at a discount compared to industry multiples.

Despite strategic acquisitions and innovations, Lantronix faces challenges in its IoT System Solutions and Software & Services segments. Revenues from these areas declined in the second quarter of fiscal 2025, impacting the company’s overall top line. Analysts have maintained a hold rating on the stock, citing concerns about ongoing challenges.

Investors looking at the Computer Networking space can consider Cisco Systems, Inc. (CSCO), NETGEAR, Inc. (NTGR), and Intrusion Inc. (INTZ) as better-ranked stocks. These companies have shown consistent earnings beats and stock price surges in the past year. Lantronix, Inc. (LTRX) is also a stock to watch with ongoing innovations and market developments.



Read more at Nasdaq: LTRX Stock Slips 27% in a Month Amid Market Jitters: Should You Buy?