LightPath Technologies

Persistent Supply And Geopolitical Risks Will Undermine BlackDiamond Value

AnalystLowTarget

Not Invested

Community Contributor

Published

13 Aug 25

Updated

09 Jan 26

Views

n/a

AnalystLowTarget's Fair Value

n/a

357.5%

-13.1%

357.5%

-13.1%

You can edit this narrative until Jan 10 6:05 PM. Then, changes will post as Updates.

Author's Valuation

US$104.3% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 09 Jan 26

Fair value Increased 233%

LPTH: Elevated Multiple Will Rely On Backlog Conversion And Pipeline Execution

Narrative Update: LightPath Technologies Analysts have lifted their price targets on LightPath into a higher range, with one set of forecasts moving from US$3.00 to US$10.00 and Street targets recently rising as high as US$14, citing a strong backlog, faster revenue growth, improving margins, and expectations for continued momentum into FY26 and FY27. Analyst Commentary The recent research updates around LightPath are centered on higher price targets, with forecasts moving into the US$10 to US$14 range.

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$10

4.3% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

29.39%

Historical revenue growth rate

1.33%

Electronic Equipment and Components revenue growth rate

0.57%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.41%

Calculation

US$9.09m

Earnings '29

77.14x

PE Ratio '29

US$701.59m

Market Cap '29

US$701.59m

Market Cap '29

53.94m

No. shares '29

US$13.01

Share Price '29

US$13.01 Share Price '29

Discounted to 2026 @ 8.45% p.a.

US$10.20

Fair Value '26