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LSI Industries

LYTS · NASDAQ

$19.36−$0.13 (−0.67%)TodayMarket closed ·
Prev close $19.49

LYTS analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.
  • Strong buy0
  • Buy2
  • Hold0
  • Underperform0
  • Sell0

12-month price target · 6 analysts

Average $30.85 (+59.4% upside)

Low
$29.29
Now
$19.36
High
$32.55

Upgrades and downgrades

The latest rating actions, newest first

LYTS analyst upgrades, downgrades and rating actions
FirmDateActionRating
HC Wainwright & Co.Oct 2, 2026MaintainsBuy
OppenheimerAug 21, 2026MaintainsOutperform
OppenheimerJun 9, 2026InitiatesOutperform
HC Wainwright & Co.Jan 27, 2026MaintainsBuy
Canaccord GenuityJan 23, 2026MaintainsBuy

The case for and against

Updated Feb 9, 2026

Bull case

LSI Industries Inc. reported F4Q25 sales of approximately $155.1 million, exceeding estimates by a significant margin and demonstrating a 17.1% sequential growth driven by enhanced demand in both its Lighting and Display Solutions segments. The company's strategic acquisitions, specifically EMI and Canada's Best Holdings, contributed an impressive combined revenue of roughly $30 million to the quarter's performance, reflecting successful integration and robust customer program engagement. Additionally, the refueling/convenience store vertical experienced a notable sales increase of 23% in the quarter, supported by strong order growth of 11% year-over-year and a positive outlook for continued sales momentum into fiscal 2026.

Bear case

LSI Industries Inc. has shown adjusted gross margins and EBITDA margins that marginally exceeded estimates, indicating a positive trend in cost management; however, these metrics remain constrained within an overall challenging market environment. The company has successfully reduced its outstanding debt, lowering the net leverage ratio to 0.8x, yet the persistent economic pressures and sluggish activity in the grocery sector, partially due to the proposed Kroger-Albertsons merger, raise concerns about sustained revenue growth. Despite a recent increase in free cash flow, the uncertainty surrounding sector dynamics and potential impacts on future sales could negatively influence LSI's stock outlook.

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.