New York, Jan 28, 2026, 08:52 EST — Premarket
- Lantronix shares jumped in premarket trading, building on a strong rally from Tuesday’s close.
- This move comes after a fresh partnership was announced with Safe Pro Group, targeting AI at the edge for drones and unmanned systems.
- With Lantronix’s fiscal second-quarter earnings set for release next week, investors are already adjusting their positions.
Lantronix Inc shares surged roughly 26% in premarket trading Wednesday, building on gains driven by news of a new defense-focused partnership. The stock was last seen at $8.68, up from Tuesday’s close of $6.89.
This move is significant since Lantronix is a lightly traded small-cap stock, where momentum can quickly build once a headline hits on defense, drones, and “edge AI” — a sector that’s recently pulled speculators back in.
The announcement comes right before a crucial date. Lantronix plans to report its fiscal 2026 second-quarter results for the period ending Dec. 31, 2025, after markets close on Feb. 4. An investor call is scheduled for 4:30 p.m. Eastern.
Lantronix announced Tuesday it has inked a memorandum of understanding (MOU) and a master services agreement (MSA) with Safe Pro Group Inc, establishing terms for collaboration and paid services. The companies aim to embed Safe Pro’s threat-detection algorithms into Lantronix’s Qualcomm-based Open‑Q system‑on‑module products—compact computing units designed for embedded devices. This will enable AI processing directly on the device, cutting reliance on cloud computing. CEO Saleel Awsare said the deal will deliver “AI-enabled threat detection directly to the edge.” Lantronix
Safe Pro Group chairman Dan Erdberg highlighted “immediate synergies” between the firms and cited Lantronix’s involvement in defense projects, including work on systems connected to Red Cat’s Teal drones. The collaboration aims to integrate detection outputs into field tools for the U.S. Army. GlobeNewswire
The rally kicked off during extended trading. Lantronix shares jumped roughly 18% after hours Tuesday, according to MarketWatch data, following an 8.5% gain in the regular session.
Safe Pro shares attracted buying interest. The stock ended Tuesday up around 11% and jumped about 3% in early premarket trading, according to Stock Analysis data.
Investors, however, lack concrete figures on revenue, timing, or margins linked to the agreements. An MOU isn’t binding, and even signed service deals often take time to turn into actual orders — particularly in defense sectors where procurement cycles are lengthy and demands frequently change.
During the regular session, eyes will be on Lantronix to see if it can maintain its premarket gains once trading kicks off and if volume remains high. If the rally becomes overcrowded, expect any retreat to be swift.
