LPTH Share Price Performance
US$0
-2.38 (-100.00%)
Price US$0
Fair ValueUS$15.98
Share Pricen/a
Narrative Update • May 20
LightPath Technologies, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 13 Fair Values set on narratives written by author
LPTH Community Narratives
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Fair Value
·Fair Value US$15.98 1.7% overvalued intrinsic discount
Acquisition And Shift To Solutions Will Unlock Future Markets
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Fair Value
·Fair Value US$17 4.5% undervalued intrinsic discount
IoT Expansion And Automation Will Fuel Optical Market Demand
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3users have followed this narrative
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Fair Value
·Fair Value US$14 16.0% overvalued intrinsic discount
Persistent Supply And Geopolitical Risks Will Undermine BlackDiamond Value
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Acquisition And Shift To Solutions Will Unlock Future Markets
LightPath’s buyout of G5 Infrared shifts it from selling parts to selling complete imaging systems, opening the door to bigger defense and security contracts. The upside depends on smoothly integrating the new business and keeping materials flowing as supply chains and costs stay volatile.Read more
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US$15.98
1.7% overvalued intrinsic discount
Fair Value
Profit Margin
28.77%
Future PE
29.61x
Price in 2029
US$20.31
Persistent Supply And Geopolitical Risks Will Undermine BlackDiamond Value
Key Takeaways Heavy dependence on defense and government contracts, along with integration challenges and project delays, poses significant risks to future revenue stability and profitability. Competitive threats from rapid technological change and increasing regulatory pressures could compress margins and hinder long-term growth and shareholder returns.Read more
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US$14
16.0% overvalued intrinsic discount
Fair Value
Profit Margin
8.01%
Future PE
120.68x
Price in 2029
US$17.67
IoT Expansion And Automation Will Fuel Optical Market Demand
Key Takeaways Acquisition-driven recurring defense revenues, proprietary materials, and government-backed capacity investment could result in transformational scale, accelerating margins and earnings beyond consensus. Supply chain disruptions and export restrictions position LightPath for market share gains and premium pricing as a safe-harbor supplier, driving robust and visible growth.Read more
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US$17
4.5% undervalued intrinsic discount
Fair Value
Profit Margin
10.47%
Future PE
89.16x
Price in 2029
US$21.41
Trending Discussion
Recently Updated Narratives
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LPTH: Index Inclusion And Funding Progress Will Support Future Upside
Fair Value: US$15.98 1.7% overvalued intrinsic discount
9 fair values setusers have set this as their fair value
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LPTH: Index Addition And Defense Order Will Shape Future Earnings Multiple
Fair Value: US$14 16.0% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
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LPTH: Drone Supply Chain Inroads And Systems Shift Will Support Future Upside
Fair Value: US$17 4.5% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
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Snowflake Analysis
LightPath Technologies, Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- -0.41
- 32.10%
- -37.38%
- 0.2%
About LPTH
- Founded
- 1985
- Employees
- 348
- CEO
- WebsiteView website
LightPath Technologies, Inc. designs, develops, manufactures, and distributes optical systems and assemblies in the United States. It offers precision molded glass aspheric optics, molded and diamond-turned infrared aspheric lenses, spherical lenses, and other optical components used to produce products that manipulate light; and infrared products, including catalog and custom infrared optics. The company also offers cooled and uncooled camera systems and modules for long range surveillance and detection, and engineering services. The company’s products are used in defense products, border security, perimeter security, night vision systems, medical devices, laser aided industrial tools, automotive safety applications, telecommunications, machine vision and sensors, and other sectors. It sells its products directly to customers in Europe and Asia. LightPath Technologies, Inc. was founded in 1985 and is headquartered in Orlando, Florida.
