Littelfuse (NASDAQ:LFUS) Upgraded at Zacks Research

Littelfuse (NASDAQ:LFUS) was upgraded by research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research note issued on Thursday,Zacks.com reports.

Several other equities research analysts have also weighed in on the company. Robert W. Baird set a $360.00 price objective on Littelfuse in a research note on Thursday. Benchmark upgraded Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 price target for the company in a research report on Thursday. Oppenheimer set a $380.00 price objective on Littelfuse in a report on Thursday. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a research note on Monday, January 26th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Littelfuse in a research report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $364.00.

Littelfuse Stock Performance

NASDAQ:LFUS opened at $323.76 on Thursday. The company has a 50-day moving average of $271.00 and a 200-day moving average of $259.24. The firm has a market cap of $8.06 billion, a price-to-earnings ratio of -111.64, a price-to-earnings-growth ratio of 2.08 and a beta of 1.43. The company has a current ratio of 2.69, a quick ratio of 3.05 and a debt-to-equity ratio of 0.29. Littelfuse has a twelve month low of $142.10 and a twelve month high of $332.48.

Littelfuse (NASDAQ:LFUS) last released its earnings results on Wednesday, January 28th. The technology company reported $2.69 EPS for the quarter, beating the consensus estimate of $2.51 by $0.18. The business had revenue of $593.93 million during the quarter, compared to analyst estimates of $583.53 million. Littelfuse had a negative net margin of 3.00% and a positive return on equity of 10.53%. The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the business earned $2.04 earnings per share. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. Analysts forecast that Littelfuse will post 9.49 earnings per share for the current fiscal year.

Insider Transactions at Littelfuse

In related news, SVP Deepak Nayar sold 4,454 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $259.07, for a total transaction of $1,153,897.78. Following the completion of the sale, the senior vice president directly owned 6,009 shares in the company, valued at approximately $1,556,751.63. This trade represents a 42.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Peter Sung-Jip Kim sold 2,049 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $270.02, for a total transaction of $553,270.98. Following the transaction, the senior vice president directly owned 10,175 shares in the company, valued at $2,747,453.50. The trade was a 16.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 14,034 shares of company stock valued at $3,670,025 over the last three months. 2.50% of the stock is owned by corporate insiders.

Institutional Trading of Littelfuse

Hedge funds and other institutional investors have recently modified their holdings of the company. Royal Bank of Canada grew its stake in Littelfuse by 3.6% in the first quarter. Royal Bank of Canada now owns 32,206 shares of the technology company’s stock valued at $6,337,000 after purchasing an additional 1,107 shares in the last quarter. Advisors Asset Management Inc. grew its stake in shares of Littelfuse by 42.0% in the 1st quarter. Advisors Asset Management Inc. now owns 311 shares of the technology company’s stock valued at $61,000 after buying an additional 92 shares in the last quarter. AQR Capital Management LLC increased its holdings in Littelfuse by 93.6% in the first quarter. AQR Capital Management LLC now owns 20,073 shares of the technology company’s stock worth $3,892,000 after buying an additional 9,706 shares during the last quarter. Geneos Wealth Management Inc. increased its holdings in Littelfuse by 104.3% in the first quarter. Geneos Wealth Management Inc. now owns 333 shares of the technology company’s stock worth $66,000 after buying an additional 170 shares during the last quarter. Finally, Janney Montgomery Scott LLC acquired a new stake in Littelfuse in the second quarter valued at approximately $207,000. 96.14% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Littelfuse

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q4 results beat expectations: Littelfuse reported $2.69 EPS vs. $2.51 consensus and revenue of $593.9M (up ~12% YoY). Management set Q1 2026 EPS guidance of $2.70–$2.90 and signaled double?digit Q1 revenue growth, which supports near?term top?line visibility. Littelfuse Shares Up on Higher 4Q Sales, Adjusted Earnings
• Positive Sentiment: Basler acquisition expands addressable market in high?power modules and strengthens data?center/grid product momentum — a strategic tuck?in that management says will boost high?power capabilities and cross?sell opportunities. LFUS Q4 deep dive
• Positive Sentiment: Analyst sentiment turned more constructive: Benchmark upgraded Littelfuse, reinforcing the view that the beat + acquisition justify a higher multiple. Analyst support can attract momentum buyers. Benchmark upgrades Littelfuse
• Neutral Sentiment: Company reached a new 52?week high after the print — confirms the market’s initial positive reaction but increases vulnerability to pullbacks. Littelfuse Reaches New 52-Week High
• Neutral Sentiment: Earnings?call details (transcripts/highlights) show management pointing to data?center and grid demand as key drivers and describing integration plans for Basler — useful for validating the revenue cadence but not surprising given prior guidance. Littelfuse Q4 Earnings Call Highlights
• Negative Sentiment: GAAP profitability/margins remain a watch item: despite adjusted EPS strength, the company still reports a negative net margin on GAAP basis — and the stock is trading near its highs, which raises the risk of short?term profit?taking or multiple contraction. Q4 earnings call transcript

Littelfuse Company Profile

Littelfuse, Inc is a global manufacturer of circuit protection, power control, and sensing technologies. Founded in 1927 and headquartered in Chicago, Illinois, the company develops and produces a broad range of products designed to safeguard electrical and electronic systems across a variety of end markets. Littelfuse’s offerings include fuses, semiconductors, relays, and sensors, all engineered to protect against overcurrent, overvoltage, and thermal events in demanding applications.

The company’s product portfolio is organized into key segments such as Automotive, Industrial & Electronics, and Power & Sensor.