Littelfuse

LFUS · NASDAQ

$383.63−$0.50 (−0.13%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $384.13

LFUS analyst rating

BuyConsensus of 3 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy3
Hold0
Underperform0
Sell0

12-month price target · 6 analysts

Average $499.54 (+30.2% upside)

Low: $423.18
Now: $383.63
High: $546.00

Upgrades and downgrades

The latest rating actions, newest first

LFUS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Baird	Jun 5, 2026	Maintains	Outperform	$500.00 → $535.00	51%
Needham	May 18, 2026	Maintains	Buy	$520.00	51%
Oppenheimer	May 7, 2026	Maintains	Outperform	$430.00 → $500.00	68%
Needham	May 7, 2026	Maintains	Buy	$450.00 → $520.00	51%
Needham	May 1, 2026	Initiates	Buy	$450.00	51%
Oppenheimer	Apr 10, 2026	Maintains	Outperform	$380.00 → $430.00	68%
Benchmark	Jan 29, 2026	Upgrade	Hold → Buy	$360.00	51%
Oppenheimer	Jan 16, 2026	Maintains	Outperform	$325.00 → $360.00	68%

The case for and against

Updated Oct 14, 2026

Bull case

Littelfuse is positioned for durable outperformance because it combines financial strength with secular growth exposure, generating $366M of FCF in 2025 at just 1.0x net leverage while retaining capacity for organic investment and bolt-on M&A. Its addressable market is expected to expand from $22B today to $30B by 2030, and the company’s guided ~14% revenue CAGR through 2030 reflects share gains, richer content, and roughly 7% annual M&A contribution, while the five-year plan targets nearly $4.5B of revenue and $1.1B of adjusted EBITDA by 2030. The bullish case is reinforced by accelerating data center design wins, 800V DC architecture-driven content growth of 2-4x, and margin expansion from portfolio rationalization, Basler integration, and a shift toward higher-value direct solutions across electronics, transportation, and industrial.

Bear case

Littelfuse is facing a bearish setup because its cyclical recovery may lose momentum in 2H26 if macro conditions worsen or channel restocking gets ahead of true end demand, leaving earnings growth to decelerate from the bear case FY27E EPS of about $13.00. Slower-than-expected data center wins, a pushed-out 800VDC transition, and tougher competition could limit share gains, while power semis margin recovery may prove harder than expected. The company’s heavy reliance on distribution reduces visibility into end demand, and component shortages, excess channel inventory, and integration risk from serial acquisitions could all pressure sales, margins, and earnings.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.