LightPath Technologies

Persistent Supply And Geopolitical Risks Will Undermine BlackDiamond Value

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

13 Aug 25

Updated

03 May 26

Views

32

03 May

US$16.95

AnalystLowTarget's Fair Value

US$14.00

21.1% overvalued

1Y

615.2%

7D

47.1%

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1Y

615.2%

7D

47.1%

You can edit this narrative until May 4 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$1421.1% overvalued

AnalystLowTarget Fair Value

Shared on 03 May 26

LPTH: Index Addition And Defense Order Will Shape Future Earnings Multiple

Analysts have lifted their price target on LightPath Technologies by $5.50, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that refine rather than overhaul their prior valuation view. Analyst Commentary Recent price target revisions for LightPath Technologies signal that while analysts see scope for upside, some remain careful about how much they are willing to pay for that potential.

1 view

Shared on 19 Apr 26

LPTH: Drone Supply Chain Role And Index Addition Will Shape Future Multiple

Narrative Update on LightPath Technologies The analyst price target for LightPath Technologies has moved higher, with recent Street research citing increased confidence around the company's inroads into the drone supply chain and updated growth assumptions. This has resulted in a revised fair value estimate of $14.00, supported by modestly higher forecast revenue growth and a slightly lower assumed future P/E multiple.

0 views

Shared on 07 Mar 26

Fair value Increased 40%

LPTH: Drone Supply Chain Inroads Will Test New Higher Multiple

Narrative Update on LightPath Technologies Our analyst price target for LightPath Technologies has been revised from $10.00 to $14.00. This revision reflects updated Street research, in which analysts cite recent price target increases and new coverage as support for their views on the company.

5 views

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.

6 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$14

21.1% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

36.25%

Historical revenue growth rate

5.22%

Electronic Equipment and Components revenue growth rate

0.70%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

8.82%

Calculation

US$10.35m

Earnings '29

x

120.68x

PE Ratio '29

=

US$1.25b

Market Cap '29

US$1.25b

Market Cap '29

/

70.70m

No. shares '29

=

US$17.67

Share Price '29

US$17.67 Share Price '29

Discounted to 2026 @ 8.42% p.a.

=

US$13.86

Fair Value '26