LightPath Technologies, Inc.

Informe acción NasdaqCM:LPTH

Capitalización de mercado: US$742.7m

Salud financiera de hoja de balance de LightPath Technologies

Salud financiera controles de criterios 6/6

LightPath Technologies tiene un patrimonio de los accionistas total de $112.2M y una deuda total de $250.8K, lo que sitúa su ratio deuda-patrimonio en 0.2%. Sus activos y pasivos totales son $148.6M y $36.4M respectivamente.

Información clave

0.22%

Ratio deuda-patrimonio

US$250.84k

Deuda

Ratio de cobertura de interesesn/a
EfectivoUS$73.57m
PatrimonioUS$112.17m
Total pasivoUS$36.39m
Activos totalesUS$148.56m

Actualizaciones recientes sobre salud financiera

Recent updates

Actualización del análisis May 03

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.
Actualización del análisis Apr 19

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.
Actualización del análisis Apr 05

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.
Actualización del análisis Mar 22

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.
Actualización del análisis Mar 07

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.
Actualización del análisis Feb 21

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.
Seeking Alpha Feb 18

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

Summary LightPath is transitioning to a vertically integrated provider of high-value infrared optics and camera systems, leveraging its Black Diamond technology and G5 Infrared acquisition. LightPath is positioned well to benefit from the 2026 NDAA, which may support multi-year growth. I am lowering my rating to 'HOLD' due to the high valuation and technical bearish signals which creates a near-term pullback risk despite the strong long-term prospects. Read the full article on Seeking Alpha
Actualización del análisis Feb 07

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.
Actualización del análisis Jan 23

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.
Actualización del análisis Jan 09

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.
Actualización del análisis Dec 25

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.
Artículo de análisis Dec 23

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have had a really impressive month, gaining 37% after a shaky...
Actualización del análisis Dec 11

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.
Actualización del análisis Nov 27

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.
Artículo de análisis Nov 17

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización del análisis Nov 13

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.
Artículo de análisis Oct 14

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

Despite an already strong run, LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have been powering on, with a gain...
Actualización del análisis Sep 27

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.
Actualización del análisis Sep 05

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.
Artículo de análisis Aug 23

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have continued their recent momentum with a 26% gain in the last...
User avatar
Nuevo análisis Apr 05

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.
Artículo de análisis Feb 19

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have retraced a considerable 27% in the last month, reversing a...
Seeking Alpha Jan 21

Breaking The Glass Ceiling: LightPath Technologies' BlackDiamond Advantage

Summary LightPath Technologies is a micro-cap company specializing in optical components, with significant growth in defense contracts and high-value camera solutions. Recent financial performance shows revenue growth, improved gross margins, and a strong cash position, despite rising expenses and net losses. LPTH's strategic pivot to complete systems and defense market expansion, including potential Lockheed Martin contracts, presents compelling growth opportunities. Despite challenges like regulatory hurdles and debt, LPTH's momentum and market potential make it a "Buy" for higher-risk, speculative portfolios. Read the full article on Seeking Alpha
Artículo de análisis Jan 10

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Dec 14

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have continued their recent momentum with a 39% gain in the last...
Artículo de análisis Nov 13

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

Key Insights LightPath Technologies will host its Annual General Meeting on 20th of November Salary of US$378.1k is...
Artículo de análisis Sep 11

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shareholders won't be pleased to see that the share price has had a very...
Artículo de análisis Feb 08

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have had a really impressive month, gaining 28% after a shaky...
Artículo de análisis Nov 10

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

Key Insights LightPath Technologies' Annual General Meeting to take place on 16th of November Salary of US$360.5k is...
Artículo de análisis Sep 01

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($97.0M) de LPTH superan a sus pasivos a corto plazo ($24.4M).

Pasivo a largo plazo: Los activos a corto plazo de LPTH ($97.0M) superan a sus pasivos a largo plazo ($12.0M).


Historial y análisis de deuda-patrimonio

Nivel de deuda: LPTH tiene más efectivo que su deuda total.

Reducción de la deuda: El ratio deuda-patrimonio de LPTH ha pasado de 14.6% a 0.2% en los últimos 5 años.


Hoja de balance


Análisis de cash runway

En el caso de las empresas que de media han sido deficitarias en el pasado, evaluamos si tienen al menos 1 año de cash runway.

Cash runway estable: LPTH tiene suficiente cash runway para más de 3 años basándose en su flujo de caja libre actual.

Pronóstico de cash runway: LPTH dispone de suficiente cash runway para más de 3 años si el flujo de caja libre sigue reduciéndose a tasas históricas de 54% cada año


Descubre empresas con salud financiera

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 03:23
Precio de las acciones al final del día2026/05/07 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