Littelfuse: Substantial FY25 Alpha Potential, But It's Not Cheap

adaask/iStock via Getty Images Littelfuse (NASDAQ:LFUS) is currently richly valued, but because it is about to experience a substantial upcycle in FY25, I think this matters little to its near-term alpha potential. Based on my peer analysis and valuation assessment, the stock could increase by around 23% in 12 months. However, there are risks for the coming year, including geopolitical uncertainty, which could create supply chain vulnerability for the company, and new innovation challenges related to AI and ...