Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - Murano Global Investments Plc (MRNO) is up 146% at $3.35 [3] - Kustom Entertainment, Inc. (KUST) is up 34% at $2.84 [3] - Ainos, Inc. (AIMD) is up 34% at $2.32 [3] - Stride, Inc. (LRN) is up 29% at $94.10 [3] - Shuttle Pharmaceuticals Holdings, Inc. (SHPH) is up 18% at $2.40 [3] - Battalion Oil Corporation (BATL) is up 16% at $3.83 [3] - C3.ai, Inc. (AI) is up 15% at $14.58 [3] - Lantronix, Inc. (LTRX) is up 14% at $7.87 [3] - Nextpower Inc. (NXT) is up 13% at $120.00 [3] - High Roller Technologies, Inc. (ROLR) is up 7% at $7.56 [3] Premarket Losers - Flora Growth Corp. (FLGC) is down 34% at $7.20 [4] - TEN Holdings, Inc. (XHLD) is down 29% at $2.47 [4] - Global Interactive Technologies, Inc. (GITS) is down 22% at $3.25 [4] - 5E Advanced Materials, Inc. (FEAM) is down 15% at $2.70 [4] - Vyome Holdings, Inc. (HIND) is down 14% at $2.79 [4] - Altimmune, Inc. (ALT) is down 11% at $5.48 [4] - BiomX Inc. (PHGE) is down 10% at $6.22 [4] - Qorvo, Inc. (QRVO) is down 9% at $74.94 [4] - Nuwellis, Inc. (NUWE) is down 9% at $3.45 [4] - Brenmiller Energy Ltd (BNRG) is down 9% at $2.90 [4]

Core Insights - Lantronix Inc. experienced a significant stock surge of 17.68% in after-hours trading, reaching $8.11, following an 8.5% increase to $6.89 during regular trading hours [1] Partnership Agreements - Lantronix signed a memorandum of understanding and master services agreement with Safe Pro Group Inc., focusing on the joint development and commercialization of embeddable chipsets for Qualcomm-based drone and autonomous vehicle platforms [2] Technology Integration - The company will integrate Safe Pro's Object Threat Detection (SPOTD) AI algorithms with its Qualcomm-based Open-Q™ System-on-Module solutions, enabling real-time detection of explosive threats without cloud connectivity [3] Market Collaboration - Lantronix will collaborate on defense and commercial drone programs, including the use of Red Cat Holdings' Teal Black Widow quadcopters in the U.S. Army's Short-Range Reconnaissance program [4] Market Projections - The global drone market is projected to reach $57.8 billion by 2030, according to Drone Industry Insights [4] Trading Metrics - Lantronix has a market capitalization of $271.18 million, with a 52-week high of $7.14 and a low of $1.91, reflecting an 84.72% increase in stock price over the past 12 months [5] Technical Analysis - The Relative Strength Index (RSI) for Lantronix stands at 62.32, indicating a strong upward trend, and the stock is currently at 95.2% of its 52-week range [5][6]

Core Insights - Lantronix Inc. has entered into a Memorandum of Understanding and a Master Services Agreement with Safe Pro Group Inc. to develop and commercialize Qualcomm-based edge compute solutions for real-time threat detection in drones and unmanned systems without relying on cloud connectivity [1][2] Group 1: Partnership and Technology Integration - The partnership aims to integrate Safe Pro's Object Threat Detection AI algorithms with Lantronix's Qualcomm-based Open-Q™ System-on-Module solutions, enhancing real-time detection capabilities for threats like landmines [2][12] - This collaboration will support various defense and commercial drone programs, including the U.S. Army's Short-Range Reconnaissance program utilizing Red Cat Holding's Teal Black Widow™ quadcopters [3][12] Group 2: Market Potential and Growth Opportunities - The global drone market is projected to reach $57.8 billion by 2030, presenting significant growth opportunities for Lantronix in the secure defense and commercial drone segments [4] - The partnership is expected to create scalable revenue opportunities through AI compute modules and defense-grade deployments, reducing commercialization risk and time to market [12] Group 3: Product Features and Capabilities - Lantronix's Open-Q™ 5165RB System on Module is designed for AI-enabled drones, featuring advanced connectivity and processing capabilities, making it suitable for various applications including object detection and autonomous systems [5][8] - The system supports on-device AI processing, achieving 15 TOPS (Tera Operations Per Second), which enhances its efficiency for real-time intelligence applications [8]

Core Viewpoint - Lantronix Inc. is set to release its financial results for the second quarter of fiscal 2026 on February 4, 2026, after market close [1]. Group 1: Financial Results Announcement - The financial results will cover the period ended December 31, 2025 [1]. - An investor conference call and audio webcast will be held on February 4, 2026, at 1:30 p.m. Pacific Time [2]. - Investors can access a replay of the conference call starting at approximately 4:00 p.m. Pacific Time on the same day [3]. Group 2: Company Overview - Lantronix Inc. is recognized as a global leader in Edge AI and Industrial IoT solutions [4]. - The company provides intelligent computing, secure connectivity, and remote management for mission-critical applications [4]. - Lantronix serves high-growth markets such as smart cities, enterprise IT, and unmanned systems, facilitating operational optimization and digital transformation [4].

Core Viewpoint - Lantronix, Inc. (LTRX) has experienced a significant increase in share price, attributed to momentum in its drone business and strengthening fundamentals [1][2]. Group 1: Share Price Movement - LTRX shares ended the last trading session 6.5% higher at $6.23, with a notable trading volume [1]. - This increase contrasts with a modest 0.3% gain over the past four weeks [1]. Group 2: Business Growth and Developments - The growth in LTRX's unmanned aerial systems segment is accelerating due to rising demand from various customers [3]. - The launch of the Edge AI drone solution, compliant with NDAA and TAA, positions the company to capitalize on growing defense and commercial demand [3]. - LTRX's new Drone Reference Platform aims to serve as a foundational compute partner for next-generation Unmanned Aerial Vehicle programs across multiple markets [4]. Group 3: Earnings Expectations - Management indicated that momentum in the drone segment could exceed initial expectations for fiscal 2026 [5]. - The company is projected to report quarterly earnings of $0.03 per share, reflecting a year-over-year decline of 25%, with revenues expected at $30.2 million, down 3.1% from the previous year [5]. Group 4: Market Position and Comparisons - The consensus EPS estimate for LTRX has remained unchanged over the last 30 days, indicating a potential lack of upward momentum in stock price without earnings estimate revisions [7]. - LTRX holds a Zacks Rank of 3 (Hold), similar to Extreme Networks (EXTR), which has seen a 1.8% decline in its last trading session [7][8].

Group 1 - Lantronix Inc. is identified as a promising investment opportunity, particularly within the drone industry, with a price target increase from $6 to $8 by Lake Street, which maintains a Buy rating on the shares [1] - The company is experiencing growth due to steady demand from a Tier-1 wireless provider for cell site monitoring and strength in the out-of-band management market, which is expected to drive revenue growth into the next year [1] - A collaboration with Trillium Engineering has been announced to integrate Lantronix's Edge AI technology into gimbaled imaging systems for Uncrewed Aircraft Systems, providing NDAA/TAA-compliant solutions for military and commercial drone platforms [2][3] Group 2 - The collaboration utilizes Lantronix's Open-Q 5165RB System on Module, powered by Qualcomm Dragonwing processors, enabling advanced on-device AI functions such as real-time edge processing and AI-driven object detection and tracking [3] - The technology is optimized for Size, Weight, and Power, ensuring high performance in compact uncrewed platforms while maintaining precision targeting and low latency in challenging environments [3] - Lantronix develops, markets, and sells industrial and enterprise IoT products and services across multiple regions, including the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan [4]

Group 1 - Lantronix Inc. will attend the 28th Annual Needham Growth Conference in New York City [1] - CEO Saleel Awsare and CFO Brent Stringham will participate in a fireside chat on January 13, from 8:45 to 9:25 a.m. Eastern Time [2] - Management will engage in one-on-one meetings with institutional investors throughout the day [2] Group 2 - Lantronix is a global leader in Edge AI and Industrial IoT solutions, providing intelligent computing, secure connectivity, and remote management for mission-critical applications [3] - The company serves high-growth markets such as smart cities, enterprise IT, and commercial and defense unmanned systems [3] - Lantronix's offerings help organizations optimize operations and accelerate digital transformation, enhancing efficiency, security, and competitive advantage in an AI-driven environment [3]

Core Insights - Lantronix, Inc. (LTRX) is expanding into Edge AI-powered drones, positioning itself as a foundational compute partner for next-generation Unmanned Aerial Vehicle (UAV) programs across various markets [1][4] - The company is leveraging its new Drone Reference Platform to facilitate rapid development for drone OEMs, significantly reducing the time from concept to flight-ready prototype [1][4] Company Developments - The Drone Reference Platform is built around the Open-Q 8550 µSOM, utilizing Qualcomm's Dragonwing QCS8550 SoC for AI-class processing power, enabling real-time perception and autonomy [2][3] - Key features include a Linux-based software stack for quick AI model deployment, integration with Native FLIR Hadron 640 for video processing, and compatibility with Pixhawk + PX4 for reliable flight control [3] Market Position and Growth - Lantronix's entry into turnkey drone compute platforms enhances its role as a key supplier in defense, intelligence, and commercial UAV markets, moving beyond connectivity to provide critical compute and AI capabilities [4] - The global drones market is projected to grow from $9.29 billion in 2026 to $14.52 billion by 2031, reflecting a compound annual growth rate (CAGR) of 9.34% [4] Financial Outlook - For the second quarter of fiscal 2026, LTRX anticipates revenue between $28 million and $32 million, with a midpoint estimate of $30 million, and a projected non-GAAP EPS between 2 cents and 4 cents [5] Stock Performance - LTRX has a Zacks Rank of 3 (Hold) and its shares have increased by 46.6% over the past year, outperforming the Zacks Computer Networking industry's growth of 28.1% [6]

Core Insights - Lantronix has launched the SmartEdge.ai Gateway and SmartSwitch.ai, which integrate AI inference, power, and connectivity for Edge AI applications [1][2][4] Product Overview - The SmartEdge.ai Gateway is 5G-ready and enables real-time video analytics with integrated 5G connectivity, while the SmartSwitch.ai aggregates inputs from multiple PoE switches and IP devices for centralized analytics [2][5] - The platform is powered by Qualcomm's QCS6490, ensuring high-quality video processing and edge inference in environments where latency and reliability are critical [2][4] Key Capabilities - Smart Video Insights: Real-time object detection, tracking, and vehicle monitoring [6] - Security Monitoring: Intrusion detection through integrated camera feeds [6] - Building Automation: Control of access points, lighting, shades, temperature, and occupancy [6] - Predictive Maintenance: Automated network analysis, event detection, and reporting [6] - High-Performance Aggregation: Features 10 1G/10G open SFP+ ports and two 1G/10G RJ45 ports with a 10G/25G SFP28 uplink [6] - Autonomous Network Management: Remote deployment, orchestration, and monitoring to reduce operating costs [6] Market Impact - The global video surveillance market is expected to grow from approximately $73.8 billion in 2024 to about $147.7 billion by 2030, indicating a CAGR of around 12% from 2025 to 2030 [5] - Lantronix's new platform positions the company at the forefront of the expanding market for AI-enabled surveillance and intelligent buildings [5][8] Strategic Advantages - Entry into high-growth segments requiring real-time analytics and powerful on-site compute [7] - New recurring revenue streams from multi-site deployments and device orchestration [7] - Strengthened partnerships within the AI ecosystem, particularly with Qualcomm Technologies [7][8] - Opportunities for margin expansion through higher-value compute and analytics products [8]

Core Insights - Lantronix Inc. has introduced a new Drone Reference Platform aimed at accelerating UAV design cycles and reducing integration risks for drone OEMs [1][4] - The platform is designed to support mission-critical applications and enables OEMs to deploy AI models in real-world flight applications [3][5] - The global drone sector is projected to reach $57.8 billion by 2030, indicating significant growth potential for companies in this market [5] Company Developments - The Drone Reference Platform is NDAA- and TAA-compliant, allowing OEMs to move from concept to flight-ready prototypes in weeks [1][4] - The platform features the Lantronix Open-Q™ 8550 series µSOM based on Qualcomm® Dragonwing™ QCS8550, optimized for airborne AI workloads [4][6] - Lantronix is expanding its role as a strategic supplier in the defense, intelligence, and commercial UAV markets, moving beyond connectivity into mission-critical compute and AI infrastructure [5][7] Industry Context - The increasing requirements for onboard compute in drone operations are positioning them as Edge AI systems, essential for real-time perception and autonomy [2] - The platform supports various applications, including intelligence, surveillance, reconnaissance (ISR), security monitoring, and industrial inspection [5][6] - Lantronix is well-positioned to capture the growing demand for secure, high-performance Edge AI platforms that support scalable drone programs [7]