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LightPath Technologies, Inc.Informe acción NasdaqCM:LPTH

Capitalización bursátil US$711.5m
Precio de las acciones
US$12.10
US$15.1
19.9% infravalorado descuento intrínseco
1Y428.4%
7D-4.7%
Valor de la cartera
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LightPath Technologies, Inc.

Informe acción NasdaqCM:LPTH

Capitalización de mercado: US$711.5m

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Competidores de LightPath Technologies, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del LightPath Technologies
Precios históricos de las acciones
Precio actual de la acciónUS$12.10
Máximo en las últimas 52 semanasUS$16.53
Mínimo de 52 semanasUS$2.21
Beta1.26
Cambio en 1 mes10.20%
Variación en 3 meses28.72%
Cambio de 1 año428.38%
Variación en 3 años809.77%
Variación en 5 años419.31%
Variación desde la OPV-68.16%

Noticias y actualizaciones recientes

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.

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.

LPTH: Drone Supply Chain Progress Will Support Margins And Index Inclusion Tailwinds

Analyst price targets for LightPath Technologies have increased by several dollars to around $15. Analysts attribute the higher targets to updated projections from multiple firms and heightened interest related to the company's progress in areas such as the drone supply chain.

Recent updates

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.

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.

LPTH: Drone Supply Chain Progress Will Support Margins And Index Inclusion Tailwinds

Analyst price targets for LightPath Technologies have increased by several dollars to around $15. Analysts attribute the higher targets to updated projections from multiple firms and heightened interest related to the company's progress in areas such as the drone supply chain.

LPTH: Drone Supply Chain Orders Will Support Margin Expansion Through FY27

Analysts have modestly raised their price targets for LightPath Technologies, including a $5 increase at H.C. Wainwright and a $0.50 increase at Canaccord. These changes point to expectations related to the company's expanding role in areas such as the drone supply chain.

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.

LPTH: Drone Supply Chain Inroads Will Support Margin Expansion Through FY27

Narrative Update: LightPath Technologies We are lifting our analyst price target on LightPath Technologies to $15.10 from $10.50, reflecting analysts' higher Street targets and their view that recent work in drone supply chains and other end markets supports using a richer forward P/E multiple, despite slightly moderated revenue growth and margin assumptions. Analyst Commentary Recent Street research on LightPath highlights a cluster of higher price targets and fresh coverage that centers on the company’s positioning in drone supply chains and related end markets.

LightPath Technologies: Still Growing, But Valuation And Technical Concerns Loom

Feb 18

LPTH: Drone Supply Chain Inroads And Systems Shift Will Support Future Upside

Narrative Update The analyst price target for LightPath Technologies has moved higher into a US$11 to US$14 range, with analysts pointing to progress in drone supply chain exposure, a shift toward higher value systems, strong backlog, and expectations for continued revenue momentum and margins as the key reasons for the change. Analyst Commentary Bullish analysts have been increasingly constructive on LightPath Technologies, pointing to both execution on its current backlog and potential upside from newer growth areas such as drone supply chain exposure and higher value systems offerings.

LPTH: Backlog Strength And Higher Margin Mix Will Drive Earnings Power

Narrative Update Analysts have lifted their fair value estimate for LightPath Technologies from US$11.00 to US$17.00. This reflects higher price targets supported by a robust backlog, expectations for stronger revenue growth and margins, and confidence that momentum can extend through FY26 and FY27.

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.

LPTH: Record Backlog And Major Orders Will Drive Stronger Earnings Power

Analysts have raised their price target on LightPath Technologies to $11 from $7, citing faster projected revenue growth, expanding margins and a robust, potentially transformational backlog that supports stronger long term earnings power. Analyst Commentary Bullish analysts are coalescing around a higher valuation framework for LightPath Technologies, pointing to accelerating demand trends, a swelling backlog and evidence that the company is successfully moving up the value chain into higher margin systems and solutions.

LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Shoot Up 37% But Its P/S Still Looks Reasonable

Dec 23
LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Shoot Up 37% But Its P/S Still Looks Reasonable

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.

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.

LightPath Technologies (NASDAQ:LPTH) Has Debt But No Earnings; Should You Worry?

Nov 17
LightPath Technologies (NASDAQ:LPTH) Has Debt But No Earnings; Should You Worry?

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.

LightPath Technologies, Inc.'s (NASDAQ:LPTH) 62% Jump Shows Its Popularity With Investors

Oct 14
LightPath Technologies, Inc.'s (NASDAQ:LPTH) 62% Jump Shows Its Popularity With Investors

Acquisition And Shift To Solutions Will Unlock Future Markets

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.

Acquisition And Shift To Solutions Will Unlock Future Markets

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.

LightPath Technologies, Inc. (NASDAQ:LPTH) Looks Just Right With A 26% Price Jump

Aug 23
LightPath Technologies, Inc. (NASDAQ:LPTH) Looks Just Right With A 26% Price Jump
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Acquisition And Shift To Solutions Will Unlock Future Markets

The acquisition of G5 Infrared enables LightPath to transition into a solutions provider, potentially increasing revenue with expanded offerings and defense contracts.

LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing

Feb 19
LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing

Breaking The Glass Ceiling: LightPath Technologies' BlackDiamond Advantage

Jan 21

Does LightPath Technologies (NASDAQ:LPTH) Have A Healthy Balance Sheet?

Jan 10
Does LightPath Technologies (NASDAQ:LPTH) Have A Healthy Balance Sheet?

LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Shoot Up 39% But Its P/S Still Looks Reasonable

Dec 14
LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Shoot Up 39% But Its P/S Still Looks Reasonable

We Think Shareholders May Want To Consider A Review Of LightPath Technologies, Inc.'s (NASDAQ:LPTH) CEO Compensation Package

Nov 13
We Think Shareholders May Want To Consider A Review Of LightPath Technologies, Inc.'s (NASDAQ:LPTH) CEO Compensation Package

Positive Sentiment Still Eludes LightPath Technologies, Inc. (NASDAQ:LPTH) Following 26% Share Price Slump

Sep 11
Positive Sentiment Still Eludes LightPath Technologies, Inc. (NASDAQ:LPTH) Following 26% Share Price Slump

Market Participants Recognise LightPath Technologies, Inc.'s (NASDAQ:LPTH) Revenues Pushing Shares 28% Higher

Feb 08
Market Participants Recognise LightPath Technologies, Inc.'s (NASDAQ:LPTH) Revenues Pushing Shares 28% Higher

Shareholders May Be Wary Of Increasing LightPath Technologies, Inc.'s (NASDAQ:LPTH) CEO Compensation Package

Nov 10
Shareholders May Be Wary Of Increasing LightPath Technologies, Inc.'s (NASDAQ:LPTH) CEO Compensation Package

Is LightPath Technologies (NASDAQ:LPTH) Using Debt Sensibly?

Sep 01
Is LightPath Technologies (NASDAQ:LPTH) Using Debt Sensibly?

Rentabilidad de los accionistas

LPTHUS ElectronicMercado US
7D-4.7%2.5%1.8%
1Y428.4%99.2%29.8%

Rentabilidad vs. Industria: LPTH superó a la industria US Electronic, que obtuvo un rendimiento del 99.2% el año pasado.

Rentabilidad vs. Mercado: LPTH superó al mercado US, que obtuvo un rendimiento del 29.8% el año pasado.

Volatilidad de los precios

Is LPTH's price volatile compared to industry and market?
LPTH volatility
LPTH Average Weekly Movement17.0%
Electronic Industry Average Movement8.9%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: El precio de las acciones de LPTH ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de LPTH(17%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1985348Sam Rubinwww.lightpath.com

LightPath Technologies, Inc. diseña, desarrolla, fabrica y distribuye sistemas y conjuntos ópticos en Estados Unidos. Ofrece ópticas asféricas de vidrio moldeado de precisión, lentes asféricas infrarrojas moldeadas y torneadas con diamante, lentes esféricas y otros componentes ópticos utilizados para fabricar productos que manipulan la luz; y productos infrarrojos, incluidas ópticas infrarrojas de catálogo y personalizadas. La empresa también ofrece sistemas de cámaras refrigeradas y no refrigeradas y módulos para vigilancia y detección de largo alcance, así como servicios de ingeniería.

Resumen de fundamentos de LightPath Technologies, Inc.

¿Cómo se comparan los beneficios e ingresos de LightPath Technologies con su capitalización de mercado?
Estadísticas fundamentales de LPTH
Capitalización bursátilUS$711.55m
Beneficios(TTM)-US$22.94m
Ingresos (TTM)US$52.79m
13.2x
Ratio precio-ventas (PS)
-30.4x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de LPTH
IngresosUS$52.79m
Coste de los ingresosUS$36.93m
Beneficio brutoUS$15.86m
Otros gastosUS$38.79m
Beneficios-US$22.94m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

May 07, 2026

Beneficios por acción (BPA)-0.40
Margen bruto30.04%
Margen de beneficio neto-43.45%
Ratio deuda/patrimonio0.2%

¿Cómo se ha desempeñado LPTH a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/05 05:32
Precio de las acciones al final del día2026/05/05 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

LightPath Technologies, Inc. está cubierta por 10 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ku KangB. Riley Securities, Inc.
Austin MoellerCanaccord Genuity
Catharine TrebnickColliers Securities