LSI Industries (NASDAQ:LYTS) Lowered to Hold Rating by Wall Street Zen

LSI Industries (NASDAQ:LYTS) was downgraded by stock analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Friday.

LYTS has been the topic of several other research reports. Weiss Ratings reiterated a “hold (c)” rating on shares of LSI Industries in a report on Monday, December 29th. Zacks Research upgraded LSI Industries from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Canaccord Genuity Group boosted their price objective on LSI Industries from $25.00 to $27.00 and gave the stock a “buy” rating in a research report on Friday. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, LSI Industries has a consensus rating of “Moderate Buy” and a consensus target price of $28.33.

LSI Industries Stock Performance

LYTS traded down $1.11 on Friday, hitting $22.14. The company had a trading volume of 266,010 shares, compared to its average volume of 123,356. The stock has a market cap of $688.33 million, a price-to-earnings ratio of 27.00 and a beta of 0.18. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.19 and a quick ratio of 1.36. The company’s fifty day moving average price is $18.90 and its 200 day moving average price is $20.33. LSI Industries has a 1-year low of $13.77 and a 1-year high of $25.38.

LSI Industries (NASDAQ:LYTS) last released its quarterly earnings results on Thursday, January 22nd. The construction company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of $0.17 by $0.03. LSI Industries had a net margin of 4.34% and a return on equity of 11.10%. The company had revenue of $147.00 million for the quarter, compared to analyst estimates of $140.11 million. Equities analysts predict that LSI Industries will post 0.7 earnings per share for the current fiscal year.

Institutional Trading of LSI Industries

A number of institutional investors and hedge funds have recently modified their holdings of LYTS. Strs Ohio acquired a new position in shares of LSI Industries in the first quarter valued at $34,000. State of Alaska Department of Revenue bought a new stake in LSI Industries in the 3rd quarter valued at $38,000. EverSource Wealth Advisors LLC acquired a new position in shares of LSI Industries in the 2nd quarter valued at $47,000. Quarry LP bought a new position in shares of LSI Industries during the 3rd quarter worth about $55,000. Finally, Russell Investments Group Ltd. lifted its holdings in shares of LSI Industries by 711.7% during the 3rd quarter. Russell Investments Group Ltd. now owns 2,703 shares of the construction company’s stock worth $64,000 after acquiring an additional 2,370 shares during the period. 73.91% of the stock is currently owned by institutional investors.

Trending Headlines about LSI Industries

Here are the key news stories impacting LSI Industries this week:

• Positive Sentiment: Q2 fiscal 2026 results beat expectations — EPS $0.20 vs. $0.17 consensus and revenue $147M vs. ~$140M est.; management highlighted improving margins and a stronger lighting mix. LSI Industries Inc (LYTS) Q2 2026 Earnings Call Highlights
• Positive Sentiment: Analyst support increased: Canaccord raised its price target from $25 to $27 and kept a Buy rating, signaling analyst conviction in upside from lighting growth. LYTS price target raised by Canaccord
• Positive Sentiment: Board declared a quarterly cash dividend of $0.05 per share (record Feb 2, payable Feb 10), adding modest income support and signaling confidence in cash flow.
• Neutral Sentiment: Management commentary (call/transcript) emphasized lighting segment strength and solid cash metrics; this supports the growth thesis but did not include a material guidance change. Q2 2026 Earnings Call Transcript
• Negative Sentiment: The stock is trading lower today on heavier volume despite the beat — likely profit-taking after the post-earnings run and recent gains (one-year high ~25.38) rather than fresh fundamental deterioration. Short-term downward pressure could also reflect investors needing more visible reacceleration in top-line trends or clearer forward guidance. Why LSI Industries Stock Surged Today

LSI Industries Company Profile

LSI Industries, Inc (NASDAQ: LYTS) is a diversified manufacturer and distributor of lighting, graphics and building technology products. Headquartered in Cincinnati, Ohio, the company develops energy-efficient LED lighting systems, branded and digital graphic displays, and integrated building technology solutions. Serving customers in the retail, quick-service and convenience store, industrial, hospitality and transportation markets, LSI combines design, engineering and manufacturing capabilities to address both aesthetic and functional needs.

In its lighting segment, LSI offers interior and exterior LED fixtures, canopy lights, high-bay and low-bay systems, and specialized horticultural grow lights.