LSI Industries (LYTS)

• Market cap: $576M
• 1 day: -4.37%
• 5 days: -4.23%
• 1 month: -2.33%
• 3 months: -4.79%
• 6 months: 31.56%
• Year to date: -0.57%
• 1 year: 36.89%
• 5 years: 164.56%
• 10 years: 143.80%
• Sector: Industrials
• Industry: Electric Lighting & Wiring Equipment

About: LSI Industries Inc provides corporate visual image solutions to the petroleum and convenience store industry. The company's operating segments include Lighting and Display Solutions. It generates maximum revenue from the Lighting segment. Lighting Segment manufactures and markets outdoor and indoor lighting and lighting controls for the commercial, industrial, and multi-site retail markets including the petroleum/convenience store, quick-service, and automotive markets. The Display Solutions Segment manufactures, sells and installs exterior and interior visual image and display elements, including printed graphics, structural graphics, digital signage, menu board systems, display fixtures, refrigerated displays and custom display elements.

Employees: 1,900

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1,063% more call options, than puts

Call options by funds: $93K | Put options by funds: $8K

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

58% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 38

24% more capital invested

Capital invested by funds: $347M [Q3] → $429M (+$82.2M) [Q4]

7% more funds holding

Funds holding: 138 [Q3] → 148 (+10) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

0.47% less ownership

Funds ownership: 74.5% [Q3] → 74.04% (-0.47%) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $26 35% upside
• Avg. target: $28 45% upside
• High target: $30 56% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Canaccord Genuity George Gianarikas 52% 1-year accuracy 25 / 48 met price target	35% upside $26	Buy Maintained	24 Jan 2025
HC Wainwright & Co. Amit Dayal 38% 1-year accuracy 42 / 111 met price target	56% upside $30	Buy Maintained	24 Jan 2025