LightPath Technologies

Acquisition And Shift To Solutions Will Unlock Future Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 Apr 25

Updated

11 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

263.2%

7D

-8.0%

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1Y

263.2%

7D

-8.0%

You can edit this narrative until Dec 12 2:10 PM. Then, changes will post as Updates.

Author's Valuation

US$10.522.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

LPTH: Record Backlog Will Support Margin Expansion Through FY26 And FY27

Analysts have nudged their price targets on LightPath Technologies higher into a roughly $10 to $11 range, citing a record and robust backlog, accelerating revenue growth with improving margins, and confidence that the company's move up the value chain can sustain momentum through FY26 and FY27. Analyst Commentary Bullish analysts are aligning around a constructive view on LightPath, arguing that the recent price target hikes better reflect the company’s accelerating growth profile, expanding margins, and growing strategic relevance in its end markets.

Shared on 27 Nov 25

Fair value Increased 7.69%

LPTH: Record Backlog Will Drive Demand and Margin Expansion Into 2027

Analysts have raised their price target for LightPath Technologies from $9.75 to $10.50 per share, citing LightPath's strong backlog, improved pipeline opportunities, and the early success of its strategy to move up the value chain as key drivers for their updated outlook. Analyst Commentary Recent research notes reflect a largely optimistic outlook on LightPath Technologies, as analysts have significantly raised their price targets based on the company's evolving strategy and strong performance metrics.

Shared on 13 Nov 25

Fair value Increased 20%

LPTH: Record Backlog Will Drive Momentum Through Fiscal 2027

Analysts have raised their price target for LightPath Technologies significantly, increasing it from $8.13 to $9.75 per share. They cite stronger revenue growth, an improved backlog, and expectations of continued momentum as key factors behind the upward adjustment.

Shared on 27 Sep 25

Fair value Increased 53%

Analysts have raised their price targets for LightPath Technologies, citing strong order momentum, a substantial new $40M contract, improving operational efficiencies, and robust demand driving a favorable outlook, resulting in the consensus price target increasing from $5.30 to $8.12. Analyst Commentary Bullish analysts cite positive win momentum and a favorable FY26 outlook as key reasons for raising price targets, despite near-term lighter profitability results.

Shared on 05 Sep 25

Fair value Increased 3.92%

The consensus analyst price target for LightPath Technologies has increased to $5.30, as a modest uptick in future P/E suggests slightly higher market expectations despite only a marginal adjustment in revenue growth forecasts. What's in the News Secured an $18.2 million purchase order to supply advanced infrared camera systems to a leading global technology customer in CY 2026.

Shared on 01 May 25

Fair value Increased 24%

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 8.67%

AnalystConsensusTarget has increased revenue growth from 30.7% to 40.3%, decreased profit margin from 8.9% to 8.0%, decreased future PE multiple from 44.0x to 32.9x and decreased shares outstanding growth rate from 0.1% to 0.0%.

AnalystConsensusTarget Fair Value

US$10.5

22.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

29.69%

Electronic Equipment and Components revenue growth rate

0.47%

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

8.50%

Calculation

US$11.46m

Earnings '28

x

76.99x

PE Ratio '28

=

US$882.02m

Market Cap '28

US$882.02m

Market Cap '28

/

65.74m

No. shares '28

=

US$13.42

Share Price '28

US$13.42 Share Price '28

Discounted to 2025 @ 8.51% p.a.

=

US$10.50

Fair Value '25