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Update shared on27 Sep 2025

Fair value Increased 53%
AnalystConsensusTarget's Fair Value
US$8.13
19.1% overvalued intrinsic discount
27 Sep
US$9.68
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1Y
497.5%
7D
11.4%

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.
  • Improvement in operational efficiencies is expected to drive better leverage and enhanced financial performance.
  • Ramping top line growth is anticipated to contribute significantly to future results.
  • The company has secured a substantial $40M order from a leading global technology company, highlighting strong commercial traction.
  • Record backlog and elevated demand levels are seen as evidence of robust business fundamentals supporting further upside.

What's in the News


  • LightPath Technologies added to S&P Global BMI Index.
  • Secured $22.1 million in follow-on purchase orders for advanced infrared camera systems to be delivered in 2027 to a leading global technology customer.
  • Received $18.2 million purchase order from the same customer for delivery of advanced infrared camera systems in 2026; anticipates further orders up to $22 million for 2027.
  • Entered into a private placement of 1,600,000 class A shares at $5 each for $8 million, with participation from Ondas Holdings and Unusual Machines, each investing $4 million.

Valuation Changes


Summary of Valuation Changes for LightPath Technologies

  • The Consensus Analyst Price Target has significantly risen from $5.30 to $8.12.
  • The Consensus Revenue Growth forecasts for LightPath Technologies has significantly risen from 31.2% per annum to 36.6% per annum.
  • The Future P/E for LightPath Technologies has fallen from 50.86x to 45.78x.

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.