Street Calls of the Week
IRVINE, Calif. - Lantronix Inc. (NASDAQ:LTRX), a $176 million market cap technology company with a robust 42% gross margin, introduced EdgeFabric.ai, a no-code development platform designed specifically for its Open-Q System-on-Module solutions, the company announced Tuesday.
The new platform enables businesses to design and deploy Edge AI applications without specialized AI expertise, potentially reducing development time from months to minutes, according to the company’s press release. InvestingPro data shows Lantronix maintains strong liquidity with a current ratio of 2.54, providing financial flexibility to support this product launch.
EdgeFabric.ai integrates with Lantronix Open-Q hardware and AI model ecosystems, automatically configuring for optimal performance across various processors. The platform streamlines data pipelines for video and sensor inputs while providing real-time visualization and pre-built templates for common use cases.
"With EdgeFabric.ai, we’re opening the door for organizations that want to adopt AI at the edge but lack in-house expertise," said Saleel Awsare, president and CEO of Lantronix.
The platform auto-generates production-ready code in Python and C++, allowing customers to move directly from prototype to deployment.
Lantronix is targeting high-growth markets including smart surveillance, drones, transportation, traffic control, industrial IoT, commercial infrastructure, and defense/public safety applications.
The company will demonstrate EdgeFabric.ai at the Imagine conference on October 1, 2025, at the Computer History Museum in Mountain View, California, hosted by EDGE IMPULSE.
According to data cited in the company’s statement, the global Edge AI market is projected to reach $25.65 billion in 2025 and expand to $143.06 billion by 2034. This market opportunity comes as Lantronix shows promising momentum, with InvestingPro analysis revealing an impressive 80% stock price gain over the past six months. For deeper insights into Lantronix’s growth potential and 8 additional ProTips, subscribers can access the comprehensive Pro Research Report.
Lantronix develops hardware, software and services for edge computing and Internet of Things applications.
In other recent news, Lantronix Inc. reported its Q4 2025 earnings, showing a 4% year-over-year increase in revenue, reaching $28.8 million, excluding Gridspertise. Despite the revenue growth, the company’s non-GAAP earnings per share fell short at $0.01. In addition to these earnings results, Lake Street Capital Markets raised its price target for Lantronix to $5.00 from $4.00, maintaining a Buy rating. The firm cited Lantronix’s solid year-end performance and management’s positive outlook, suggesting confidence in continued momentum through fiscal year 2026. Lake Street also pointed to potential growth opportunities in the drone sector as a future contributor to the company’s financials. These developments reflect a complex financial landscape for Lantronix amid market challenges.
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