Directed Energy Contract Uncertainty Will Shape A Cautious Yet Stable Outlook

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

20 Jan 26

Updated

29 Jun 26

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Shared on 29 Jun 26

Fair value Increased 100%

LASR: Directed Energy Demand Will Drive Defense-Focused Upside Potential

nLIGHT’s outlook improves as demand for its defense lasers rises, helped by strong recent results and new products aimed at stopping drones and other threats. But the higher expectations now baked in mean any slowdown in customer rollouts or funding could quickly cool sentiment.

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Fair Value vs Share Price

US$80

vs US$72.059.9% undervalued

16.9%

Revenue growth

7.8%

Profit margin

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Company analysis

Excellent balance sheet with reasonable growth potential.

Market capUS$4.2b

PB9.5x

Estimated Growth13.5%

Dividend YieldN/A

Full analysis

CEO & management

Scott Keeney

CEO

10.0yrs

CEO Tenure

Engages in the design, development, manufacture, and sale of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications.