Zacks Research Upgrades Littelfuse (NASDAQ:LFUS) to Strong-Buy

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

Several other equities research analysts also recently weighed in on the stock. Oppenheimer set a $380.00 target price on shares of Littelfuse in a research report on Thursday. Benchmark raised Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 price objective for the company in a report on Thursday. Robert W. Baird set a $360.00 target price on Littelfuse in a research report on Thursday. Williams Trading set a $360.00 price objective on Littelfuse in a research note on Thursday. Finally, UBS Group set a $360.00 target price on shares of Littelfuse in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, two have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Buy” and an average target price of $364.00.

Littelfuse Price Performance

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

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

Insider Activity

In other Littelfuse news, SVP Peter Sung-Jip Kim sold 2,049 shares of Littelfuse stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $270.02, for a total transaction of $553,270.98. Following the sale, the senior vice president owned 10,175 shares of the company’s stock, valued at $2,747,453.50. The trade was a 16.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Deepak Nayar sold 4,454 shares of the stock in a transaction on Friday, December 5th. The stock was sold at an average price of $259.07, for a total value of $1,153,897.78. Following the completion of the transaction, the senior vice president directly owned 6,009 shares of the company’s stock, valued at approximately $1,556,751.63. The trade was a 42.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 14,034 shares of company stock valued at $3,670,025. Insiders own 2.50% of the company’s stock.

Institutional Investors Weigh In On Littelfuse

Several institutional investors have recently bought and sold shares of the stock. Glenmede Investment Management LP increased its stake in Littelfuse by 1.5% during the 3rd quarter. Glenmede Investment Management LP now owns 2,845 shares of the technology company’s stock valued at $737,000 after buying an additional 43 shares during the period. Oliver Luxxe Assets LLC increased its stake in shares of Littelfuse by 0.5% during the fourth quarter. Oliver Luxxe Assets LLC now owns 8,364 shares of the technology company’s stock valued at $2,115,000 after acquiring an additional 44 shares during the period. Stonegate Investment Group LLC increased its stake in shares of Littelfuse by 5.0% during the third quarter. Stonegate Investment Group LLC now owns 972 shares of the technology company’s stock valued at $252,000 after acquiring an additional 46 shares during the period. MassMutual Private Wealth & Trust FSB raised its holdings in Littelfuse by 5.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 866 shares of the technology company’s stock worth $219,000 after purchasing an additional 47 shares in the last quarter. Finally, Embree Financial Group lifted its position in Littelfuse by 5.0% in the third quarter. Embree Financial Group now owns 1,017 shares of the technology company’s stock worth $263,000 after purchasing an additional 48 shares during the period. Institutional investors and hedge funds own 96.14% of the company’s stock.

Littelfuse News Roundup

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.