Littelfuse(US:LFUS) Jing Ji Guan Cha Wang·2026-02-12 16:13Company Performance - The recent stock price of Littelfuse (LFUS) closed at $360.61, with an intraday high of $367.35, but has not yet surpassed the 60-day high of approximately $380 reached in December 2025 [1] - On February 12, the stock opened at $360.54 and recorded a daily increase of 0.76%, with a 5-day cumulative increase of 8.66% and a 20-day increase of 28.63%. Year-to-date, the stock has risen by 42.58%, outperforming the Dow Jones, which increased by 2.09% during the same period [2] - The third-quarter revenue for 2025 was $625 million, slightly above the market expectation of $624 million, with the electronic segment showing a year-over-year sales growth of 17.5% and the industrial segment growing by 4.4%. Forecasts for Q1 2026 predict a year-over-year revenue growth of 14.47% with adjusted earnings per share expected to be between $2.40 and $2.60 [3] Industry Outlook - The surface mount fuse market is projected to grow from approximately $499 million in 2025 to $764 million by 2032, reflecting a compound annual growth rate (CAGR) of 6.3%. Littelfuse, holding about 59% market share, is expected to benefit from the expanding demand in automotive electronics and the Internet of Things (IoT) sectors [4] Recent Events - Executive Stafford Ryan K sold 16,800 shares at an average price of $325.25 on February 2, totaling approximately $5.48 million, which may impact short-term liquidity [5] - The company is set to declare a dividend of $0.75 per share on February 19, which may attract income-focused investors [5] Institutional Sentiment - Among seven institutions, 43% have rated the stock as "buy" or "hold," with a target average price of $350, slightly below the current stock price [6] Financial Metrics - The price-to-earnings (P/E) ratio (TTM) stands at -124.78, indicating a net profit loss, which may limit short-term upside potential. The low turnover rate, recorded at only 0.34% on February 11, could exacerbate stock price volatility [7]