Key Takeaways Micron's Q4 2025 revenues and non-GAAP EPS rose 46% and 157% year over year, fueled by AI-driven demand.Texas Instruments' Q2 2025 sales climbed 16%, while non-GAAP EPS surged 15.6%.Micro's forward P/E of 11.7X and 133.5% YTD gain make it more attractively valued than Texas Instruments.Micron Technology, Inc. (MU) and Texas Instruments Incorporated (TXN) stand at the center of the semiconductor boom, but they operate in very different areas. Micron Technology focuses on making memory chips lik ...

Strategic Collaboration positions Lantronix for long-term, high-margin growth in defense and commercial drone markets projected to reach $57.8B by 2030*IRVINE, Calif., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, today announced that its NDAA/TAA-compliant solution has been selected by Gremsy, a leading global manufacturer of advanced camera gimbal stabilizers for drones and unmanned aerial vehicles ...

Core Insights - Micron Technology, Inc. has experienced significant stock performance, reaching a 52-week high of $158.28, driven by the AI boom and strong demand for memory chips [1][9] - Year-to-date, Micron shares have surged 86.8%, outperforming the Zacks Computer and Technology sector's 18.8% gain and major chipmakers like Broadcom, NVIDIA, and AMD [2][4] Company Performance - The strong performance reflects growing investor confidence in Micron's long-term prospects amid market volatility [4] - Micron's diversification strategy has shifted focus from consumer electronics to more stable sectors such as automotive and enterprise IT, enhancing revenue stability [6] Market Trends - Micron is positioned at the forefront of transformative tech trends, including AI, high-performance data centers, and industrial IoT, which are driving demand for advanced memory solutions [5] - The company is experiencing a surge in high-bandwidth memory (HBM) demand, with its HBM3E products gaining traction for AI workloads [7] Future Growth Potential - The Zacks Consensus Estimate for fiscal 2026 indicates a revenue increase of 33.9% and EPS growth of 60.7% year-over-year, highlighting strong future growth potential [10] - Micron's new HBM advanced packaging facility in Singapore, set to launch in 2026, demonstrates its commitment to scaling production for AI-driven markets [7][9] Valuation - Despite strong growth, Micron's stock is reasonably priced with a forward 12-month P/E ratio of 11.95, significantly lower than the sector average of 28.69, making it attractive for long-term investors [12][15] - Compared to peers like Broadcom, NVIDIA, and AMD, Micron's lower P/E multiple strengthens the case for investment [15] Investment Recommendation - Given its strong fundamentals, established position in the AI-driven memory market, and attractive valuation, accumulating Micron stock is recommended [17]

Core Insights - Rockwell Automation, Inc. (ROK) is a leading provider of industrial automation and digital transformation solutions, with a market capitalization of $38.8 billion [1][2] Company Overview - ROK specializes in hardware, software, and services that enhance the design, operation, and maintenance of production systems, focusing on innovation, efficiency, and sustainability [1] - The company is classified as a large-cap stock, indicating its significant size and influence in the specialty industrial machinery sector [2] Financial Performance - In Q3, ROK reported a revenue increase of 4.5% year-over-year to $2.1 billion, surpassing consensus estimates by 3.4% [5] - The adjusted EPS for the quarter was $2.82, reflecting a 4.1% improvement from the previous year and exceeding analyst expectations by 4.8% [5] - Despite positive revenue and EPS growth, ROK's shares fell by 5% post-earnings release due to weaknesses in certain segments, particularly in Lifecycle Services and Intelligent Devices [5] Stock Performance - ROK's stock has decreased by 4.4% from its 52-week high of $360.92, reached on July 24 [3] - Over the past three months, ROK shares have gained 6.1%, underperforming compared to the Nasdaq Composite's 12.6% return [3] - In the last 52 weeks, ROK's stock has surged by 33.7%, outperforming the Nasdaq's 26% increase [4] - Year-to-date, ROK shares are up 20.7%, compared to the Nasdaq's 14.7% rise [4] - ROK has been trading below its 50-day moving average since early September but has remained above its 200-day moving average since early May [4] Competitive Position - ROK has outperformed its competitor Emerson Electric Co. (EMR), which saw a 33.1% increase over the past 52 weeks and a 9% rise year-to-date [6]

Core Insights - Lantronix Inc. has been recognized with the 2025 IoT Evolution Product of the Year Award for its Open-Q System-on-Module (SOM), which is utilized in drone development for defense unmanned aerial vehicles [1][2] - The company has strategically focused on the drone market, collaborating with 10 manufacturers to develop advanced technology for drone products [2] - Lantronix's Open-Q SOM solution is compliant with TAA and NDAA, ensuring it meets U.S. security requirements for deployment in sensitive Department of Defense missions [3] Company Overview - Lantronix is a global leader in Edge AI and Industrial IoT solutions, providing intelligent computing, secure connectivity, and remote management for mission-critical applications [5] - The company serves high-growth markets, including smart cities, enterprise IT, and commercial and defense unmanned systems, enabling customers to optimize operations and accelerate digital transformation [5] - Lantronix's solutions are designed to enhance efficiency, security, and competitive advantage in an AI-driven environment [5]

Core Insights - Lantronix Inc. reported a strategic transformation in fiscal 2025, focusing on operational streamlining and targeted investments in high-value markets, positioning itself for sustainable growth and enhanced supply chain resilience [2][6]. Financial Performance - For Q4 FY2025, Lantronix achieved net revenue of $28.8 million, with a GAAP EPS of ($0.07) and a Non-GAAP EPS of $0.01 [5][6]. - For the full fiscal year 2025, net revenue totaled $122.9 million, with a GAAP EPS of ($0.29) and a Non-GAAP EPS of $0.14 [6][23]. Business Highlights - The company secured a multi-year contract with a Tier-1 U.S. wireless operator to manage nationwide backup power systems, enhancing network resilience and reducing operational costs [6]. - Lantronix was selected by Red Cat's Teal Drones to power U.S. Army-approved drones, providing early revenue visibility for fiscal 2026 [6]. - The launch of the NTC-500 Series industrial-grade 5G routers aims to support private 5G, edge computing, and industrial IoT applications [6]. Strategic Initiatives - The leadership team was expanded with three strategic hires to accelerate growth in Edge IoT and Network Infrastructure, focusing on network resilience and AI-driven connectivity solutions [6]. - The company is positioned to capture multi-year, high-margin opportunities in the secure defense drone market and Edge AI solutions [2][6]. Revenue Breakdown - In Q4 FY2025, revenue from Embedded IoT Solutions was $10.2 million, IoT System Solutions was $16.7 million, and Software & Services was $2.0 million [30]. - For the fiscal year, revenue from Embedded IoT Solutions was $46.4 million, IoT System Solutions was $68.7 million, and Software & Services was $7.8 million [30]. Geographic Performance - In Q4 FY2025, revenue from the Americas was $19.8 million, EMEA was $5.3 million, and APJ was $3.7 million [31]. - For the full fiscal year, revenue from the Americas was $70.1 million, EMEA was $30.9 million, and APJ was $21.9 million [31].

Core Insights - Lantronix Inc. is participating in the 2025 Gateway Conference on September 3-4, showcasing its leadership in Edge AI and Industrial IoT solutions [1][2][3] Company Overview - Lantronix Inc. is recognized as 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 unmanned systems for commercial and defense purposes, enabling customers to optimize operations and accelerate digital transformation [3] - Lantronix's portfolio includes hardware, software, and services that support applications like secure video surveillance and resilient out-of-band network management [3] Conference Participation - CEO Saleel Awsare and CFO Brent Stringham will engage in a fireside chat on September 3 at 10 a.m. Pacific Time, which will be webcast live [2] - One-on-one meetings will be held throughout the event, providing opportunities for direct engagement with investors [2]

Core Viewpoint - Micron Technology, Inc. has demonstrated significant stock performance, trading near its 52-week high, reflecting strong investor confidence and robust fundamentals [1][4]. Stock Performance - Year-to-date, Micron shares have increased by 45%, outperforming the Zacks Computer and Technology sector's gain of 13.8% [2]. - Major competitors like Advanced Micro Devices, NVIDIA, and Broadcom have seen stock increases of 37.2%, 31.1%, and 27.2%, respectively [2]. Growth Drivers - Micron is positioned at the forefront of transformative tech trends, including artificial intelligence (AI), high-performance data centers, autonomous vehicles, and industrial IoT, which are expected to drive sustainable long-term growth [5]. - The demand for advanced memory solutions, particularly DRAM and NAND, is surging due to the acceleration of AI adoption [5]. - Micron's diversification strategy has shifted focus from volatile consumer electronics to more stable sectors like automotive and enterprise IT, enhancing revenue stability [6]. Product Demand and Innovation - The company is experiencing strong demand for its high-bandwidth memory (HBM) products, particularly the HBM3E, which is noted for its energy efficiency and bandwidth suitable for AI workloads [7]. - Micron's role as a core HBM supplier for NVIDIA's upcoming GPUs indicates deep integration within the AI supply chain [7]. - The establishment of a new HBM advanced packaging facility in Singapore, set to launch in 2026, highlights Micron's commitment to scaling production for AI-driven markets [7]. Valuation and Investment Case - Micron's stock trades at a price-to-sales (P/S) ratio of 2.79, significantly lower than the sector average of 6.74, making it an attractive option for long-term investors [9][13]. - Compared to peers like Advanced Micro Devices, NVIDIA, and Broadcom, which have P/S multiples of 7.4, 18.87, and 19.07 respectively, Micron's relative valuation supports a buy case [16]. Future Outlook - The Zacks Consensus Estimate predicts a revenue increase of 47% for fiscal 2025 and 34% for fiscal 2026, with EPS expected to improve by 518% and 62% for the same periods [10]. - Micron's fundamentals remain strong, and its established position in the AI-driven memory market suggests compelling long-term growth potential [18].

Group 1: Company Performance - Micron Technology, Inc. has gained 35.9% year to date in 2025, significantly outperforming the broader Zacks Computer and Technology sector, which rose only 9.5% [1] - The company's stock performance has surpassed major chipmakers such as Advanced Micro Devices, NVIDIA, and Broadcom, which saw gains of 30%, 28.4%, and 22.2% respectively [1] Group 2: Market Confidence and Fundamentals - The outperformance indicates increasing investor confidence in Micron's long-term prospects, even amid market volatility due to trade conflicts and geopolitical risks [3] - Strong fundamentals support the current momentum, justifying a buy position for the stock [3] Group 3: Growth Drivers - Micron is positioned at the center of transformative tech trends, including artificial intelligence, high-performance data centers, autonomous vehicles, and industrial IoT, which are expected to drive sustainable long-term growth [4] - The demand for advanced memory solutions like DRAM and NAND is surging due to accelerated AI adoption, with Micron's investments in next-gen DRAM and 3D NAND ensuring competitiveness [5] Group 4: Diversification Strategy - The company's diversification strategy has created a more stable revenue base by shifting focus from volatile consumer electronics to resilient sectors like automotive and enterprise IT [6] - This strategic balance enhances Micron's ability to withstand cyclical downturns, a critical factor in the semiconductor industry [6] Group 5: Product Demand and Partnerships - Micron is experiencing strong demand for high-bandwidth memory (HBM), particularly its HBM3E products, which are noted for energy efficiency and bandwidth suitable for AI workloads [7] - A partnership with NVIDIA, confirming Micron as a core HBM supplier for its GeForce RTX 50 Blackwell GPUs, highlights the company's integration into the AI supply chain [7] Group 6: Financial Outlook - The Zacks Consensus Estimate projects revenue growth of 46.5% for fiscal 2025 and 32.9% for fiscal 2026, with EPS expected to improve by 497.7% in fiscal 2025 and 57.9% in fiscal 2026 [11] - Micron's stock trades at a forward price-to-sales (P/S) ratio of 2.69, significantly lower than the sector average of 6.69, indicating attractive valuation [14][16] Group 7: Investment Recommendation - Given its strong fundamentals, established position in the AI-driven memory market, and attractive valuation relative to peers, Micron is recommended as a buy [18]

Core Insights - Lantronix has launched the NTC-500 Series, a rugged industrial-grade 5G router aimed at transforming enterprise mobility and connectivity economics [1][2] - The NTC-500 Series is a result of Lantronix's acquisition of NetComm Wireless, reinforcing its strategic investment and global position in the IoT market [1][2] Product Features and Market Position - The NTC-500 Series is designed to capitalize on the global shift towards wireless industrial infrastructure, offering carrier certification and global approvals at a disruptive price point [2][4] - It addresses high deployment costs, long installation timelines, and limited mobility, opening new revenue streams in private 5G, edge computing, and industrial automation [3][4] - The product supports the n48-CBRS band, n77, and n78, facilitating rapid digitization of mobile assets and enhancing operational agility [4] Market Growth and Recognition - The 5G market is projected to grow from $2.7 billion in 2025 to $29 billion by 2030, with private 5G deployments accelerating in sectors like manufacturing and healthcare [5] - The NTC-500 Series has received the 2025 Industrial IoT Product of the Year Award, highlighting its innovation and contribution to the IoT industry [6][7] Technical Capabilities - The NTC-500 Series supports 5G Non-Standalone (NSA) and 5G Standalone (SA) with 4G-LTE fallback, enabling complex end-to-end quality of service solutions [8] - Key capabilities include ultra-fast 5G data transfer, low latency for real-time control, and cable-free connectivity, which enhances deployment flexibility [9][14]