Is Littelfuse, Inc. (NASDAQ:LFUS) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Littelfuse, Inc. at current levels.
The boring circuit protection company is becoming the silicon carbide and data center power picks-and-shovels play hiding in plain sight.
Where LFUS is headed
Littelfuse spent 98 years selling fuses. The next chapter is different. By late 2027, the Electronics segment, which already does the heavy lifting, will be dominated by three end markets that barely registered five years ago: hyperscale data center power protection, silicon carbide modules for EV powertrains, and grid-scale energy storage. The thesis is that a 1927 industrial component maker has accidentally positioned itself as a critical supplier to three of the most capital-hungry buildouts of the decade. Revenue is running 18.5% on the TTM with 38.6% gross margin, and the mix shift toward higher-voltage SiC and TVS diodes should push gross margin toward 40% by FY27.
Read the full Compass Direction on LFUS
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $456.00).
See the full LFUS analysisGet calls like this, free
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Frequently asked questions
Is Littelfuse, Inc. (NASDAQ:LFUS) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Littelfuse, Inc. at current levels. The boring circuit protection company is becoming the silicon carbide and data center power picks-and-shovels play hiding in plain sight.
What is LFUS's Compass Score?
Littelfuse, Inc. scores 59/100 on Alexandria's Compass, placing it in the "Favorable" tier. Scores blend eight factors and update weekly.
What is the price target for LFUS?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the LFUS page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.