LSI Industries (NASDAQ:LYTS) Rating Lowered to “Hold” at Wall Street Zen

LSI Industries (NASDAQ:LYTS) was downgraded by equities researchers at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Friday.

Several other equities analysts also recently weighed in on LYTS. Zacks Research upgraded LSI Industries from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Weiss Ratings restated a “hold (c)” rating on shares of LSI Industries in a report on Monday, December 29th. Finally, Canaccord Genuity Group lifted their target price on shares of LSI Industries from $25.00 to $27.00 and gave the stock a “buy” rating in a research note on Friday. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $28.33.

LSI Industries Stock Performance

Shares of NASDAQ LYTS opened at $22.14 on Friday. The company has a market capitalization of $688.33 million, a PE ratio of 27.00 and a beta of 0.18. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.36 and a current ratio of 2.19. The company’s fifty day moving average price is $18.90 and its 200 day moving average price is $20.35. 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 earnings per share for the quarter, topping analysts’ consensus estimates of $0.17 by $0.03. The company had revenue of $147.00 million during the quarter, compared to analysts’ expectations of $140.11 million. LSI Industries had a return on equity of 11.10% and a net margin of 4.34%. On average, research analysts predict that LSI Industries will post 0.7 earnings per share for the current year.

Institutional Investors Weigh In On LSI Industries

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Osaic Holdings Inc. grew its stake in shares of LSI Industries by 11.8% in the 2nd quarter. Osaic Holdings Inc. now owns 6,007 shares of the construction company’s stock valued at $102,000 after buying an additional 635 shares during the period. BNP Paribas Financial Markets lifted its holdings in LSI Industries by 22.0% in the second quarter. BNP Paribas Financial Markets now owns 4,077 shares of the construction company’s stock valued at $69,000 after acquiring an additional 736 shares during the last quarter. Two Sigma Investments LP grew its position in LSI Industries by 1.2% in the third quarter. Two Sigma Investments LP now owns 59,774 shares of the construction company’s stock worth $1,411,000 after acquiring an additional 737 shares during the period. Johnson Investment Counsel Inc. grew its position in LSI Industries by 0.9% in the second quarter. Johnson Investment Counsel Inc. now owns 117,863 shares of the construction company’s stock worth $2,005,000 after acquiring an additional 1,097 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in LSI Industries by 6.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 17,165 shares of the construction company’s stock worth $292,000 after acquiring an additional 1,113 shares during the last quarter. 73.91% of the stock is currently owned by institutional investors and hedge funds.

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.