Monday's Top Sectors: Oil & Gas Refining and Marketing, Computer Peripherals
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 25 2025
0mins
Source: NASDAQ.COM
Market Performance: Computer peripherals shares have shown relative strength, increasing by approximately 1.6% overall on Monday.
Leading Companies: Lantronix led the gains in this sector with a rise of about 5.5%, while Seagate Technology Holdings increased by around 3.6%.
Sector Leaders: The report highlights that oil and gas refining & marketing, along with computer peripherals, are among the leading sectors on Monday.
Disclaimer: The views expressed in the article reflect the author's opinions and do not necessarily represent those of Nasdaq, Inc.
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Analyst Views on LTRX
Wall Street analysts forecast LTRX stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 6.600
Low
7.00
Averages
7.88
High
9.00
Current: 6.600
Low
7.00
Averages
7.88
High
9.00
About LTRX
Lantronix Inc. specializes in compute and connectivity Internet of things (IoT) solutions that target industries including smart cities, automotive and enterprise. The Company's products and services help companies to capitalize on the expanding IoT market by delivering customizable solutions that address each layer of the IoT stack. Its solutions include intelligent substations infrastructure, infotainment systems and video surveillance, supplemented with advanced out-of-band management (OOB) for cloud and edge computing. Its solutions enable ultra-fast ethernet-to-cellular and wi-fi connectivity for machines in the demanding environments. Its product lines include Embedded IoT Modules, IoT Systems Solutions, and Software and Engineering Services. The Company's products include Edge AI, OOB, network infrastructure, industrial IoT, SoMs and dev kits, and connectivity modules. Its SmartLV, powered by the Qualcomm IQ-615 processor, is an AI-enabled IoT Edge Compute Cellular Gateway.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Lantronix Partners with Cherry & White to Launch High-Speed Wi-Fi Platform
- Collaboration Announcement: Lantronix has partnered with UK-based Cherry & White to launch a high-speed Wi-Fi platform that combines the NT-552 platform with Rapid Wi-Fi technology, achieving speeds 70 times faster than legacy solutions, significantly enhancing connectivity for businesses and infrastructure.
- Deployment Configurations: The platform features two deployment configurations: a Vehicle Connectivity Solution for fleet and response vehicles, and a Peli Connectivity Solution designed for rugged environments, catering to diverse connectivity needs and enhancing market competitiveness.
- Market Focus and Revenue: This collaboration targets two segments of the industrial IoT market, aiming to capture high-value recurring revenue through managed connectivity services and remote administration, thereby expanding the commercial reach of the NT-552 platform.
- Positive Stock Market Reaction: In pre-market trading on Nasdaq, Lantronix shares rose by 2.48% to $6.61, reflecting a positive market response to the collaboration and potentially indicating future growth prospects.
See More
Lantronix Partners with Cherry & White to Launch New Connectivity Platform
- Critical Infrastructure Solution: The collaboration between Lantronix and Cherry & White introduces the Rapid Wi-Fi platform, designed to address high-performance connectivity challenges faced by critical infrastructure operators in remote environments, thereby enhancing safety and operational efficiency.
- Ultra-Fast Connectivity Capability: Powered by Lantronix's NTC-552 industrial 5G gateway, the platform delivers connectivity speeds up to 70 times faster than traditional solutions, enabling rapid deployment even in low or no-connectivity environments, significantly reducing operational costs.
- Flexible Deployment Options: The Rapid Wi-Fi platform offers both Vehicle Connectivity and Portable Connectivity configurations, supporting quick setup and multi-interface integration, which reduces the need for site visits and enhances overall operational efficiency.
- International Market Expansion Potential: The platform's compatibility with private 5G spectrum across Germany, France, the UK, and Latin America strengthens Lantronix's competitive position in the global market and provides robust support for its growth in the industrial IoT sector.
See More
Lantronix and Cherry & White Launch 5G Connectivity Platform for Critical Infrastructure
- Critical Infrastructure Solution: The Rapid Wi-Fi platform, developed in collaboration with Cherry & White, is designed for utilities and emergency response, providing 5G connectivity that addresses gaps where traditional networks cannot reach, significantly enhancing safety and operational efficiency.
- Ultra-Fast Connectivity: Powered by the Lantronix NTC-552 industrial 5G gateway, the platform delivers connectivity speeds up to 70 times faster than legacy solutions, enabling rapid deployment on-site to meet the high bandwidth demands of critical infrastructure.
- Flexible Deployment Options: The Rapid Wi-Fi platform offers two configurations, the Vehicle Connectivity Solution and the Portable Connectivity Solution, both featuring automatic LTE/4G failover and centralized management capabilities, reducing operational costs and enhancing manageability.
- International Market Expansion: The platform is ready for private 5G spectrum deployments across Germany, France, the UK, and Latin America, positioning Lantronix to expand its market presence in enterprise and industrial private networks globally, thereby strengthening its competitiveness in critical sectors.
See More
Latest Wall Street Ratings Overview
- BofA Upgrades Brown-Forman: Bank of America upgraded Brown-Forman from underperform to neutral, citing better-than-expected Q4/FY26 results and consistent sales delivery, indicating a more constructive outlook that could enhance market performance.
- Goldman Sachs Upgrades W.R. Berkley: Goldman Sachs upgraded W.R. Berkley from neutral to buy, believing that sustainable underwriting activity will yield long-term benefits for investors, reflecting stability and growth potential in the insurance sector.
- Morgan Stanley Initiates Cerebras: Morgan Stanley initiated coverage on Cerebras with an overweight rating, highlighting unique demand for low-latency inference solutions that is driving growth, with projected revenues of $6 billion by 2028 indicating a strong market outlook.
- UBS Upgrades Cummins: UBS upgraded Cummins from neutral to buy and raised the price target to $850, anticipating double-digit growth in its power division and the rollout of new engines to drive earnings growth over the next two years.
See More
Lantronix Prices 4.17M Share Offering at $7.20
- Offering Pricing: Lantronix has priced an underwritten offering of 4.17 million shares at $7.20 per share, aiming for gross proceeds of approximately $30 million, which will provide essential funding for future growth initiatives.
- Underwriter Option: The underwriters are granted a 30-day option to purchase an additional 625,000 shares at the offering price, which could enhance market confidence in the offering's success.
- Market Reaction: Following the announcement of the offering, Lantronix's stock fell 10.59% in premarket trading to $7.56, indicating potential market concerns regarding the impact of the offering on short-term stock performance.
- Future Revenue Expectations: Lantronix targets $10 million to $14 million in drone revenue for fiscal 2026, with expectations that drone revenue will account for 15% to 20% of total revenue in fiscal 2027, highlighting the company's growth potential in emerging markets.
See More
Lantronix Prices 4.17 Million Share Offering at $7.20 Each
- Offering Size: Lantronix announced the pricing of 4,166,667 shares of common stock at $7.20 each, aiming for gross proceeds of approximately $30 million, which will provide essential funding to accelerate the development of its Edge AI and Industrial IoT solutions.
- Underwriter Selection: The offering is being managed by Needham & Company and Canaccord Genuity as joint bookrunners, reflecting market confidence in Lantronix's business model while providing professional marketing support to enhance investor outreach.
- Additional Share Option: Lantronix has granted underwriters a 30-day option to purchase up to 625,000 additional shares at the same price, which adds flexibility to the capital structure and may help meet future growth demands.
- Compliance and Transparency: The offering is conducted under a shelf registration statement on Form S-3 that became effective on February 19, 2025, ensuring compliance and enhancing investor trust in the company's transparency, which could attract more investor participation.
See More
Lantronix Partners with Cherry & White to Launch High-Speed Wi-Fi Platform
- Collaboration Announcement: Lantronix has partnered with UK-based Cherry & White to launch a high-speed Wi-Fi platform that combines the NT-552 platform with Rapid Wi-Fi technology, achieving speeds 70 times faster than legacy solutions, significantly enhancing connectivity for businesses and infrastructure.
- Deployment Configurations: The platform features two deployment configurations: a Vehicle Connectivity Solution for fleet and response vehicles, and a Peli Connectivity Solution designed for rugged environments, catering to diverse connectivity needs and enhancing market competitiveness.
- Market Focus and Revenue: This collaboration targets two segments of the industrial IoT market, aiming to capture high-value recurring revenue through managed connectivity services and remote administration, thereby expanding the commercial reach of the NT-552 platform.
- Positive Stock Market Reaction: In pre-market trading on Nasdaq, Lantronix shares rose by 2.48% to $6.61, reflecting a positive market response to the collaboration and potentially indicating future growth prospects.
See More
Lantronix Partners with Cherry & White to Launch New Connectivity Platform
- Critical Infrastructure Solution: The collaboration between Lantronix and Cherry & White introduces the Rapid Wi-Fi platform, designed to address high-performance connectivity challenges faced by critical infrastructure operators in remote environments, thereby enhancing safety and operational efficiency.
- Ultra-Fast Connectivity Capability: Powered by Lantronix's NTC-552 industrial 5G gateway, the platform delivers connectivity speeds up to 70 times faster than traditional solutions, enabling rapid deployment even in low or no-connectivity environments, significantly reducing operational costs.
- Flexible Deployment Options: The Rapid Wi-Fi platform offers both Vehicle Connectivity and Portable Connectivity configurations, supporting quick setup and multi-interface integration, which reduces the need for site visits and enhances overall operational efficiency.
- International Market Expansion Potential: The platform's compatibility with private 5G spectrum across Germany, France, the UK, and Latin America strengthens Lantronix's competitive position in the global market and provides robust support for its growth in the industrial IoT sector.
See More
Lantronix and Cherry & White Launch 5G Connectivity Platform for Critical Infrastructure
- Critical Infrastructure Solution: The Rapid Wi-Fi platform, developed in collaboration with Cherry & White, is designed for utilities and emergency response, providing 5G connectivity that addresses gaps where traditional networks cannot reach, significantly enhancing safety and operational efficiency.
- Ultra-Fast Connectivity: Powered by the Lantronix NTC-552 industrial 5G gateway, the platform delivers connectivity speeds up to 70 times faster than legacy solutions, enabling rapid deployment on-site to meet the high bandwidth demands of critical infrastructure.
- Flexible Deployment Options: The Rapid Wi-Fi platform offers two configurations, the Vehicle Connectivity Solution and the Portable Connectivity Solution, both featuring automatic LTE/4G failover and centralized management capabilities, reducing operational costs and enhancing manageability.
- International Market Expansion: The platform is ready for private 5G spectrum deployments across Germany, France, the UK, and Latin America, positioning Lantronix to expand its market presence in enterprise and industrial private networks globally, thereby strengthening its competitiveness in critical sectors.
See More
Latest Wall Street Ratings Overview
- BofA Upgrades Brown-Forman: Bank of America upgraded Brown-Forman from underperform to neutral, citing better-than-expected Q4/FY26 results and consistent sales delivery, indicating a more constructive outlook that could enhance market performance.
- Goldman Sachs Upgrades W.R. Berkley: Goldman Sachs upgraded W.R. Berkley from neutral to buy, believing that sustainable underwriting activity will yield long-term benefits for investors, reflecting stability and growth potential in the insurance sector.
- Morgan Stanley Initiates Cerebras: Morgan Stanley initiated coverage on Cerebras with an overweight rating, highlighting unique demand for low-latency inference solutions that is driving growth, with projected revenues of $6 billion by 2028 indicating a strong market outlook.
- UBS Upgrades Cummins: UBS upgraded Cummins from neutral to buy and raised the price target to $850, anticipating double-digit growth in its power division and the rollout of new engines to drive earnings growth over the next two years.
See More
Lantronix Prices 4.17M Share Offering at $7.20
- Offering Pricing: Lantronix has priced an underwritten offering of 4.17 million shares at $7.20 per share, aiming for gross proceeds of approximately $30 million, which will provide essential funding for future growth initiatives.
- Underwriter Option: The underwriters are granted a 30-day option to purchase an additional 625,000 shares at the offering price, which could enhance market confidence in the offering's success.
- Market Reaction: Following the announcement of the offering, Lantronix's stock fell 10.59% in premarket trading to $7.56, indicating potential market concerns regarding the impact of the offering on short-term stock performance.
- Future Revenue Expectations: Lantronix targets $10 million to $14 million in drone revenue for fiscal 2026, with expectations that drone revenue will account for 15% to 20% of total revenue in fiscal 2027, highlighting the company's growth potential in emerging markets.
See More
Lantronix Prices 4.17 Million Share Offering at $7.20 Each
- Offering Size: Lantronix announced the pricing of 4,166,667 shares of common stock at $7.20 each, aiming for gross proceeds of approximately $30 million, which will provide essential funding to accelerate the development of its Edge AI and Industrial IoT solutions.
- Underwriter Selection: The offering is being managed by Needham & Company and Canaccord Genuity as joint bookrunners, reflecting market confidence in Lantronix's business model while providing professional marketing support to enhance investor outreach.
- Additional Share Option: Lantronix has granted underwriters a 30-day option to purchase up to 625,000 additional shares at the same price, which adds flexibility to the capital structure and may help meet future growth demands.
- Compliance and Transparency: The offering is conducted under a shelf registration statement on Form S-3 that became effective on February 19, 2025, ensuring compliance and enhancing investor trust in the company's transparency, which could attract more investor participation.
See More
