Lightwave Logic

Pre Commercialization optimism

BR

Invested

Community Contributor

Published

20 Mar 26

Updated

22 Apr 26

Views

1.4k

22 Apr

US$13.17

BrandonM84's Fair Value

US$14.50

9.2% undervalued

1Y

1,065.5%

7D

-11.8%

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1Y

1,065.5%

7D

-11.8%

You can edit this narrative until Apr 23 5:30 PM. Then, changes will post as Updates.

Author's Valuation

US$14.59.2% undervalued

BrandonM84's Fair Value

Shared on 22 Apr 26

Lightwave Logic (LWLG): Transitioning Into Foundry Tape-Out Phase as Commercial Path Clarifies

Investment Overview Lightwave Logic has entered a more advanced stage of development, marked by a formalized foundry agreement and the initiation of fabrication activity. The company is no longer positioned solely as a materials innovator; it is now progressing into active semiconductor design and manufacturing cycles.

83 views

Shared on 08 Apr 26

How Nvidia learned to embrace the light in its quest for scale

https://www.theregister.com/2026/04/05/nvidia_optical_scale_up/ If you thought Nvidia's GB200 rack systems were big, CEO Jensen Huang is just getting started. At GTC last month, the world's most valuable company revealed plans to use photonic interconnects to pack more than a thousand GPUs into a single mammoth system by 2028.

71 views

Shared on 27 Mar 26

LWLG is a high-risk, high-reward bet on whether a superior material can overcome the semiconductor industry’s resistance to change.

Lightwave Logic — Integrated Deep-Dive Summary 1) Core Thesis Lightwave Logic is developing electro-optic (EO) polymer modulators designed to replace or augment traditional silicon photonics components. The company is targeting a critical bottleneck in modern computing : The speed, power consumption, and efficiency of moving data (interconnects), not processing it.

793 views

Valuator

Company Info

Notes

BrandonM84'sFair Value

US$14.5

9.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

0.00%

Historical revenue growth rate

73.81%

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

8.77%

Calculation

US$143.27m

Earnings '31

x

28.09x

PE Ratio '31

=

US$4.03b

Market Cap '31

US$4.03b

Market Cap '31

/

186.31m

No. shares '31

=

US$21.60

Share Price '31

US$21.60 Share Price '31

Discounted to 2026 @ 8.30% p.a.

=

US$14.50

Fair Value '26