Shared on 14 Jul 26

Fair value Increased 4.96%

LASR: Pentagon Laser Weapon Awards Will Drive Future Defense Backlog Expansion

A new Pentagon laser-weapon contract puts nLIGHT at the center of a fast-moving effort to defend against drones and missiles, and could help build a bigger line of future defense orders. The catch is that much of the headline contract value isn’t guaranteed, so delays or slower follow-on awards could quickly cool expectations.

5 views

Shared on 01 Jun 26

Fair value Increased 1.68%

LASR: Directed Energy Defense Programs Will Drive Vertically Integrated Backlog Expansion

nLIGHT leans further into defense-focused laser weapons, aiming to control more of the supply chain from chips to finished systems as demand rises for new battlefield and sensing uses. A strong quarter, a bigger order pipeline, and a new product launch suggest momentum—but the company is also raising money to expand manufacturing and narrowing its business by leaving some industrial markets behind.

7 views

Shared on 12 May 26

Fair value Increased 13%

LASR: Directed Energy Focus And Vertical Integration Will Frame Balanced Defense Outlook

Analysts lifted the fair value estimate for nLIGHT by $9.50 to $85.00, citing a series of higher price targets across firms, as well as growing confidence in the company’s directed energy focus, vertical integration, and funding backdrop. Analyst Commentary Recent research has clustered around a more constructive view of nLIGHT, with several firms lifting price targets and initiating coverage following the company’s pivot toward directed energy and its vertically integrated model.

9 views

Shared on 27 Apr 26

Fair value Increased 2.72%

LASR: Directed Energy Defense Shift And Vertical Integration Will Shape Balanced Outlook

The analyst price target for nLIGHT has been lifted by $2 to $75.50, as analysts highlight the company’s push toward becoming a pure play directed energy laser provider, recent Q4 strength in aerospace and defense revenue with positive cash flow, and what they describe as supportive market tailwinds and funding for its vertically integrated technology. Analyst Commentary Recent research commentary has been broadly constructive on nLIGHT, with multiple bullish analysts lifting price targets following Q4 results and the company’s decision to focus on directed energy lasers.

16 views

Shared on 13 Apr 26

Fair value Increased 10%

LASR: Directed Energy Defense Focus Will Drive Capacity And Revenue Expectations

The analyst price target for nLIGHT has been raised from $66.75 to $73.50 as analysts point to stronger expected revenue growth, supportive funding trends for directed energy platforms, and the company’s move toward a focused high power laser profile. Analyst Commentary Recent research highlights a cluster of optimistic views around nLIGHT, with several firms lifting price targets and initiating coverage with positive ratings.

23 views

Shared on 02 Mar 26

Fair value Increased 41%

LASR: Aerospace And Defense Strength Will Drive Capacity Expansion Focus

The analyst price target for nLIGHT has been raised from $47.43 to $66.75, with analysts citing a stronger end-market setup, record aerospace and defense driven growth, and expectations for durable margins that could support a higher future P/E multiple. Analyst Commentary Recent research notes show a clear shift toward higher valuation ranges for nLIGHT, with several firms lifting their price targets and highlighting both execution and end-market trends.

30 views

Shared on 02 Feb 26

Fair value Increased 13%

LASR: Q4 Outlook Will Weigh Capacity Expansion Against Execution Risks

Analysts have lifted their price target for nLIGHT to around $47.43 from about $41.86. They point to updated assumptions around revenue growth, profit margins, discount rates, and future P/E, which are reflected in recent target increases cited in Street research.

7 views

Shared on 04 Jan 26

LASR: Q4 Outlook Will Signal Stable Prospects With Measured Long Term Expectations

Analysts have modestly raised their price target on nLIGHT to approximately 41.86 dollars, reflecting slightly higher discount rate assumptions while keeping long term growth, profitability, and valuation multiples broadly unchanged. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting total revenue between 72 million dollars and 78 million dollars (Key Developments) Midpoint revenue outlook of 75 million dollars comprises approximately 55 million dollars in Products revenue and 20 million dollars in Advanced Development revenue (Key Developments) Valuation Changes Fair Value Estimate: Unchanged at approximately 41.86 dollars per share, indicating no revision to the intrinsic value assessment.

13 views

Shared on 20 Dec 25

Fair value Increased 0.86%

LASR: Q4 Outlook Suggests Gradual Improvement With Balanced Long Term Prospects

Analysts have modestly raised their price target on nLIGHT, citing a slightly higher fair value estimate of 41.86 dollars from 41.50 dollars. This change is supported by marginal improvements in projected revenue growth and a lower discount rate, which together imply a somewhat richer long term earnings outlook.

8 views

Shared on 06 Dec 25

LASR: Backlog And Pipeline Will Support Sequential Q4 Upside Potential

Analysts have raised their price target on nLIGHT by $6.00, increasing it to $33.50 from $27.50. They cited increased confidence that the company has sufficient backlog and pipeline to reach the upper end of Q3 guidance and deliver sequential growth in Q4.

18 views

Shared on 22 Nov 25

Fair value Increased 17%

LASR: Execution Will Drive Outlook As Backlog Supports Sequential Growth

Analysts have raised their price target for nLIGHT by nearly $6 to $41.50, citing improved confidence in the company's near- and medium-term growth prospects, as well as expectations for continued solid performance in upcoming quarters. Analyst Commentary Analyst discussions following recent meetings with company leadership have offered both encouragement and points of caution regarding nLIGHT’s performance and outlook.

11 views

Shared on 07 Nov 25

Fair value Increased 27%

LASR: Execution And Demand Trends Will Define Outlook Amid Backlog Strength

The analyst price target for nLIGHT has increased from $28.08 to $35.58, as analysts cite improved backlog, a strengthened pipeline, and growing optimism in the company’s near- and medium-term outlook. Analyst Commentary Analyst assessments reflect both confidence in nLIGHT's growth strategy and awareness of potential risks, influencing the recent upward revision in the price target.

5 views

Shared on 10 Aug 25

Fair value Increased 64%

Upward revisions to nLIGHT’s consensus revenue growth forecasts and future P/E multiples have driven a substantial increase in the analyst price target from $17.17 to $27.42. What's in the News nLIGHT forecasts Q3 2025 revenues between $62 million and $67 million, with an expected midpoint of $64.5 million comprising approximately $45 million in Products revenue and $19 million from Advanced Development.

5 views

Shared on 30 Jul 25

Fair value Increased 18%

Analysts have raised nLIGHT’s price target from $14.53 to $17.17, citing increased growth confidence driven by robust global defense spending, particular strength in munitions and Directed Energy, and improved revenue prospects within key defense segments. Analyst Commentary Increased confidence in the company's overall growth outlook.

1 view

Shared on 01 May 25

Fair value Decreased 15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

4 views

Shared on 24 Apr 25

Fair value Increased 15%

3 views

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 02 Apr 25

Fair value Decreased 4.06%

AnalystConsensusTarget has decreased profit margin from 8.9% to 8.0%, increased future PE multiple from 43.2x to 48.1x and increased shares outstanding growth rate from 0.0% to 0.0%.

2 views

Advanced Laser Technologies Will Shape Future Aerospace And Defense

LASR: Pentagon Laser Weapon Awards Will Drive Future Defense Backlog Expansion

LASR: Directed Energy Defense Programs Will Drive Vertically Integrated Backlog Expansion

LASR: Directed Energy Focus And Vertical Integration Will Frame Balanced Defense Outlook

LASR: Directed Energy Defense Shift And Vertical Integration Will Shape Balanced Outlook

LASR: Directed Energy Defense Focus Will Drive Capacity And Revenue Expectations

LASR: Aerospace And Defense Strength Will Drive Capacity Expansion Focus

LASR: Q4 Outlook Will Weigh Capacity Expansion Against Execution Risks

LASR: Q4 Outlook Will Signal Stable Prospects With Measured Long Term Expectations

LASR: Q4 Outlook Suggests Gradual Improvement With Balanced Long Term Prospects

LASR: Backlog And Pipeline Will Support Sequential Q4 Upside Potential

LASR: Execution Will Drive Outlook As Backlog Supports Sequential Growth

LASR: Execution And Demand Trends Will Define Outlook Amid Backlog Strength

Shared on 10 Aug 25

Shared on 30 Jul 25

Shared on 01 May 25

Shared on 24 Apr 25

Shared on 17 Apr 25

Shared on 09 Apr 25

Shared on 02 Apr 25

Fair Value vs Share Price

Recent News & Updates

Recent updates

Stay ahead on nLIGHT

Company analysis

CEO & management