Should You Buy Littelfuse Inc (LFUS) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
326.500
1 Day change
3.90%
52 Week Range
332.480
Analysis Updated At
2026/01/30
LFUS is not a good buy right now at ~329. The stock just rallied hard on an earnings beat and upbeat outlook, and the technicals are extended (RSI ~82) while options positioning is notably defensive (put/call ratios elevated) and insiders have been selling more aggressively. For an impatient buyer who wants to enter immediately rather than wait for a better setup, the risk/reward is unfavorable at this level; I would hold off on new buys here.
Technical Analysis
Trend is clearly bullish: SMA_5 > SMA_20 > SMA_200 and the MACD histogram (2.917) is positive and expanding, confirming strong upward momentum. However, the short-term move looks stretched: RSI_6 is 81.748 (overbought), which often coincides with near-term consolidation/pullback risk. Price is above R1 (323.972) and approaching the next resistance zone near R2 (335.682); the pivot support is ~305.017. Probabilistic pattern read also skews modestly positive short-term (next day/week) but slightly negative over the next month (-1.05%), consistent with a post-rally cool-off.
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Options Data
Bearish
Open Interest Put-Call Ratio
Bearish
Option Volume Put-Call Ratio
Options sentiment looks cautious/defensive. Put open interest (272) materially exceeds call OI (124), producing an OI put/call of 2.19. Volume is also put-skewed (put/call volume 2.67) despite low absolute volume (11 contracts). Implied volatility (30D IV 39.86) is above historical volatility (32.25), suggesting elevated demand for options protection; IV percentile ~55.6 is mid-range, not extreme, but the put-skew is the key takeaway.
Technical Summary
Sell
3
Buy
10
Positive Catalysts
Q4 2025 results beat expectations (Non-GAAP EPS 2.69 vs ~2.53 expected) and revenue of ~$594M came in strong; management commentary/outlook was described as upbeat. Benchmark upgraded to Buy with a $360 PT, and Oppenheimer reiterated Outperform while raising PT to $360, highlighting secular tailwinds (electrification, higher power density) and improving visibility/inventory dynamics. Basler Electric acquisition completed, strengthening capabilities. Dividend maintained at $0.75/share, reinforcing cash-return stability.
Neutral/Negative Catalysts
Insider selling is a meaningful near-term negative: selling activity increased ~225.56% over the last month, which often pressures sentiment after a sharp move up. Options positioning is put-heavy (both OI and volume), implying traders are hedging or leaning bearish into/after the rally. Near-term technicals are overbought (RSI ~82), increasing the odds of a pullback or sideways digestion rather than an immediate clean continuation higher.
Financial Performance
Latest quarter: 2025/Q4. Revenue rose to ~$593.9M, up ~12.17% YoY, and gross margin improved to ~35.39 (up ~15.58% YoY), both supportive of the bull case. However, the snapshot shows net income at -$242.1M and EPS at -9.72 (both still negative), indicating a major drag from non-operating items/charges despite operational strength implied by the Non-GAAP EPS beat in the news. Overall: strong top-line and margin trend, but headline GAAP profitability appears distorted by significant charges.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent trend is improving: within January 2026, Benchmark upgraded LFUS from Hold to Buy with a $360 price target, and Oppenheimer raised its price target to $360 from $325 while keeping Outperform. Wall Street pros: expanding demand backdrop, improving visibility/inventory dynamics, multi-year secular growth runway (electrification) and content gains. Cons: after the post-earnings rally the stock is technically stretched, and insider selling/defensive options skew may limit near-term upside despite higher targets.
Wall Street analysts forecast LFUS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LFUS is 0 USD with a low forecast of 0 USD and a high forecast of 0 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Analyst Rating
0
Wall Street analysts forecast LFUS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LFUS is 0 USD with a low forecast of 0 USD and a high forecast of 0 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Buy
Hold
Sell
0
Current: 314.250
Low
0
Averages
0
High
0
0
Current: 314.250
Low
0
Averages
0
High
0
Benchmark
Hold
to
Buy
upgrade
$360
AI Analysis
2026-01-29
New
Reason
Benchmark
Price Target
$360
AI Analysis
2026-01-29
New
upgrade
Hold
to
Buy
Reason
Benchmark upgraded Littelfuse to Buy from Hold with a $360 price target. Following a "strong" Q4 report and upbeat outlook as the demand backdrop expands across the business, the firm notes that much of its prior concerns over visibility and persistent inventory burn are subsiding. Its bullishness is driven by a multi-year secular growth runway tied to electrification and higher-power density applications as well as an expanding content opportunity, the analyst tells investors.
Oppenheimer
Oppenheimer
Outperform
maintain
$325 -> $360
2026-01-16
Reason
Oppenheimer
Oppenheimer
Price Target
$325 -> $360
2026-01-16
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on Littelfuse to $360 from $325 and keeps an Outperform rating on the shares. The firm remains comfortable with its 2026 EPS of $12.50/positive 19%, and views recent share price lift as market gaining appreciation for multi-year organic potential as a critical supplier of core circuit protection and power control components serving diverse endmarkets/applications. Oppenheimer's confidence in multi-year organic compounding prospects reflects design-in/market capture capabilities, evident over the past year relative to markets, namely strong Industrial segment growth that reflected a range of application design wins from recent years.
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