Narrative updates are currently in beta.

Back to narrative

Update shared on30 Jul 2025

Fair value Increased 18%
AnalystConsensusTarget's Fair Value
US$17.17
17.1% overvalued intrinsic discount
30 Jul
US$20.11
Loading
1Y
84.7%
7D
3.7%

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.
  • Improved global defense spending environment.
  • Strength in specific defense segments, particularly munitions and Directed Energy.
  • Meaningful exposure to growth drivers within the defense sector.
  • Positive reassessment of future revenue opportunities given sector trends.

What's in the News


  • nLIGHT, Inc. issued Q2 2025 revenue guidance in the range of $53 million to $59 million.

Valuation Changes


Summary of Valuation Changes for nLIGHT

  • The Consensus Analyst Price Target has significantly risen from $14.53 to $17.17.
  • The Consensus Revenue Growth forecasts for nLIGHT has significantly risen from 7.4% per annum to 8.9% per annum.
  • The Net Profit Margin for nLIGHT has risen from 8.33% to 8.98%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.