Insider Trading March 13, 2026

Lantronix CPO Disposes $89.8K in Shares as Company Posts Modest Q2 Beat on EPS

Chief Product & Strategy Officer Mathi Gurusamy sold 14,467 shares; Lantronix posts mixed quarterly metrics and expands European distribution

By Jordan Park LTRX
Lantronix CPO Disposes $89.8K in Shares as Company Posts Modest Q2 Beat on EPS
LTRX

Mathi Gurusamy, Chief Product & Strategy Officer at Lantronix Inc. (LTRX), sold 14,467 shares of common stock on March 13, 2026, for about $89,840 at prices between $6.21 and $6.28. After the trade Gurusamy holds 55,569 shares directly. Separately, Lantronix reported fiscal 2026 second-quarter results with EPS of $0.04 versus the $0.03 forecast and revenue of $29.8 million versus an expected $29.94 million. Needham raised its price target to $8.50 from $7.50 and maintained a Buy rating. The company also announced a distribution agreement with Melchioni Electronics to cover several European markets. InvestingPro is noted as offering 11 additional tips on LTRX.

Key Points

  • Mathi Gurusamy, Lantronix Chief Product & Strategy Officer, sold 14,467 shares on March 13, 2026 for approximately $89,840 at prices from $6.21 to $6.28 and retains direct ownership of 55,569 shares.
  • Lantronix reported fiscal Q2 2026 EPS of $0.04 versus an expected $0.03 and revenue of $29.8 million versus $29.94 million forecast; Needham raised its price target to $8.50 from $7.50 and kept a Buy rating.
  • The company entered a distribution partnership with Melchioni Electronics to distribute its IoT and Edge AI products across six European countries, offering localized technical and sales support.

Mathi Gurusamy, who serves as Chief Product & Strategy Officer at Lantronix Inc. (NASDAQ: LTRX), executed a sale of 14,467 shares of the companys common stock on March 13, 2026. The transaction generated proceeds of roughly $89,840, with execution prices in the range of $6.21 to $6.28 per share.

Following this disposition, Gurusamy is recorded as directly owning 55,569 shares of Lantronix. For investors seeking further proprietary commentary, InvestingPro is cited as providing 11 additional tips about LTRX, including focused analysis of the companys volatility profile and its outlook for profitability.


Quarterly results and analyst response

Lantronix released its fiscal 2026 second-quarter results that showed a modest earnings-per-share beat. The company reported EPS of $0.04, compared with a consensus expectation of $0.03. Revenue for the quarter was $29.8 million, narrowly missing the anticipated $29.94 million.

Following the report, Needham adjusted its valuation view by raising the price target on Lantronix to $8.50 from $7.50 while retaining a Buy rating on the stock. Needhams update followed the companys first-quarter year-over-year revenue growth of 17%, a figure reported on a basis that excludes a stalled customer identified as Gridspertise.


Commercial expansion in Europe

Lantronix has also announced a new distribution partnership with Melchioni Electronics. Under this agreement, Melchioni will distribute Lantronixs Internet of Things and Edge AI products in Italy, Spain, Germany, France, Slovenia, and Greece. The arrangement is described as providing localized technical and sales support in those markets.


These items - an insider sale by a senior product executive, quarter-to-date financials with a slight revenue shortfall alongside an EPS beat, an upgraded analyst price target, and a targeted distribution deal in Europe - together frame the companys recent public activity. Each element contributes to the market narrative investors will weigh when assessing LTRX exposure.

Risks

  • Quarterly revenue narrowly missed expectations, which may introduce short-term investor uncertainty in the technology and IoT sectors.
  • The companies reported first-quarter revenue growth excludes a stalled customer, Gridspertise, indicating customer concentration or retention issues that could affect financial performance.
  • Insider selling by a senior executive may be interpreted by some market participants as a liquidity or sentiment signal, potentially influencing perceptions in small-cap technology equity markets.

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