AI Stock Memo: LFUS - Littelfuse - RankAlpha

LFUS

AI Memo

Littelfuse

As of 2026-01-29/Confidence medium

Open ticker Back to Memos

Data freshness

AI Memo

As of 2026-01-29 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

—

Confidence

medium

Horizon

—

Key catalyst

Analyst target revisions (H1 2026 window) • 2026-06-30

Expected move: -37%

Biggest risk

Sustained demand softness or a guidance miss compresses multiples toward the analyst low (~$262.54), amplified by operational leverage.

Invalidation

Break below $263 or thesis failure.

What would change my mind?

Recovery in EV/industrial capex and margin expansion through cost actions and mix shift drives multiple expansion toward the analyst high (~$360); execution on new programs required.

Research note

Recommendation

—

Confidence

medium

As of

2026-01-29

Base target

$309

p=60%

Bull target

$360

p=20%

Bear target

$263

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Q1 2026 earnings release (estimated)
Secular EV and industrial capex recovery
Recovery in EV/industrial capex and margin expansion through cost actions and mix shift drives multiple expansion toward the analyst high (~$360); execution on new programs required.

BearKey bullets

Concentration risk from large program timing shifts
Guidance miss on upcoming earnings leading to sharp re-rating
Slower-than-expected EV or industrial capex recovery

WatchKey bullets

Analyst target revisions (H1 2026 window)

Summary

High-level snapshot

Recommendation

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $309 (p=60%)

Bull/Bear spread: -26% / -46%

Vs latest close: Bull -26% · Base -37% · Bear -46%

Scenario probabilities

Bull Target: $360 (p=20%)Base Target: $309 (p=60%)Bear Target: $263 (p=20%)

Commentary

Analyst consensus centers near the low-to-mid $300s with a median~$308.78 and a high at $360 and low at $262.54, implying mixed but generally constructive medium-term sentiment [#SERP-2][#SERP-3]. The market anchor is currently above the median, indicating recent bullish momentum that may be vulnerable to near-term catalysts like earnings and guidance [#SERP-5]. Overall tone: cautiously constructive with attention on execution and demand signals.

As of 2026-01-29 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Recovery in EV/industrial capex and margin expansion through cost actions and mix shift drives multiple expansion toward the analyst high (~$360); execution on new programs required.

Bear Case

Sustained demand softness or a guidance miss compresses multiples toward the analyst low (~$262.54), amplified by operational leverage.

Drivers

Scannable catalysts and supporting factors

Q1 2026 earnings release (estimated)
Secular EV and industrial capex recovery

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-01-29Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$308.78

Range (USD)

$262.54 - $360.00

Count

Query: Littelfuse Inc Common (LFUS) analyst consensus price target high low average

Littelfuse, Inc. (LFUS) Stock Price, News, Quote & History
Search result #1
0. 200M. 400M. 600M. View More. Analyst Insights: LFUS. View More. Analyst Price Targets. 300.00 Low. 335.00 Average. 314.25 Current. 380.00 High. Analyst ...
Open source
What is the current Price Target and Forecast for Littelfuse (LFUS)
Search result #2
made by 5 brokerage firms. The average price target for Littelfuse, Inc. (LFUS) is $323.33. The current on short-term price targets is based on 3 reports.
Extracted: $323.33Open source
Littelfuse Consensus Estimates (LFUS) - Investing.com NG
Search result #3
The highest analyst price target is USD360, and the lowest is USD300. What Is LFUS's Potential Upside or Downside, Based on the Analysts' Average Price Target?
Extracted: $360.00, $300.00Open source
LFUS | Littelfuse Inc. Analyst Estimates - MarketWatch
Search result #4
Stock Price Targets ; High, $325.00 ; Median, $310.00 ; Low, $275.00 ; Average, $303.33 ; Current Price, $262.54 ...
Extracted: $325.00, $310.00, $275.00, $303.33, $262.54Open source
Littelfuse (LFUS) Valuation Check After Mixed Results Guidance ...
Search result #5
So with Littelfuse shares up strongly over the past year and the stock trading only slightly below the US$321.25 analyst target, is the recent ...
Extracted: $321.25Open source24 hours ago
LITTELFUSE INC(NASDAQ:LFUS) stock Analyst Ratings - Chartmill
Search result #6
Analysts have set a mean price target forecast of 307.56. This target is 3.9% above the current price. LFUS was analyzed by 10 analysts. The buy percentage ...
Open source

Scenarios

Bull Target (Scenario probability)

$360 / p=20% prob

Base Target (Scenario probability)

$309 / p=60% prob

Bear Target (Scenario probability)

$263 / p=20% prob

Price $488 as of 2026-06-02

Nearest Scenario: Bull (∆ 26%)

Targets vs latest close: Bull -26% · Base -37% · Bear -46%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-06-30
Analyst target revisions (H1 2026 window)
Brokerage updates after product cycles or guidance could widen target dispersion; conservative window end used [#SERP-2][#SERP-3].
Prob 50.00% • Move 12.00% • Priced-in 60.00%

Short-term Catalysts

Next few weeks

Q1 2026 earnings release (estimated)
2026-04-29
Quarterly results and management commentary may reprice LFUS versus clustered analyst targets; date estimated as_of_date +90 days per assumption [#SERP-2][#SERP-3].
Prob 85% • Move 7% • Priced-in 80%

Long-term Catalysts

Months to a year

Secular EV and industrial capex recovery
2027-01-29
Sustained EV adoption and industrial capex growth plus margin recovery could re-rate Littelfuse toward higher analyst cases over a 12-month horizon [#SERP-3][#SERP-5].
Prob 55% • Move 25% • Priced-in 30%

Risks

Concentration risk from large program timing shifts
Guidance miss on upcoming earnings leading to sharp re-rating
Slower-than-expected EV or industrial capex recovery
Supply-chain or input-cost shocks compressing margins

Peers

Symbol	Summary
TEL	TE Connectivity — comparable industrial/connectivity exposure; relevant for auto/industrial cycles.
APH	Amphenol — similar connector/component exposure and OEM cyclicality.
ON	ON Semiconductor — overlapping semiconductor/sensor exposure and sensitivity to auto electrification demand.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Littelfuse Inc Common (LFUS) analyst consensus price target high low average
Analysis date: 2026-01-29