nLIGHT, Inc.

NasdaqGS:LASR Rapport sur les actions

Capitalisation boursière : US$4.1b

nLIGHT Gestion

Gestion contrôle des critères 2/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Scott Keeney

Directeur général

US$37.3m

Rémunération totale

Pourcentage du salaire du PDG1.28%
Durée du mandat du directeur général26yrs
Propriété du PDG3.9%
Durée moyenne d'occupation des postes de direction10yrs
Durée moyenne du mandat des membres du conseil d'administration8.9yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha Jul 21

nLIGHT: A Largely Compelling Laser-Tech Specialist Whose Valuations Look Exorbitant

Summary nLIGHT, Inc. has surged on its strong positioning in directed energy lasers for aerospace & defense, driving robust A&D sales growth and margin expansion. LASR benefits from vertical integration, improving gross margins (33%) and EBITDA margins, a net cash position near $300M, and enhanced working capital efficiency. Despite 45% projected EBITDA CAGR through FY28, LASR trades at an 88x forward EBITDA multiple—over 4x its historical average and peers, raising valuation concerns. I initiate LASR at Hold: strong fundamentals and growth are offset by extreme valuation premium and steep RS ratios, limiting near-term upside. Read the full article on Seeking Alpha
Mise à jour du récit Jul 14

LASR: Pentagon Laser Weapon Awards Will Drive Future Defense Backlog Expansion

nLIGHT's analyst price target has been revised higher from $86.43 to $90.71, with analysts pointing to the recent Pentagon directed energy awards and the company's role in containerized high energy laser systems as key reasons for assigning a premium valuation and higher future P/E assumptions. Analyst Commentary Recent research on nLIGHT centers on the Pentagon directed energy awards and the containerized high energy laser program, with analysts revisiting assumptions around revenue visibility, execution risk and the appropriate P/E multiple for the stock.
Mise à jour du récit Jun 29

LASR: Directed Energy Demand Will Drive Defense-Focused Upside Potential

Analysts have lifted their fair value estimate for nLIGHT from $40.00 to $80.00, citing a series of recent price target increases across the Street that highlight confidence in the company’s directed energy offerings and related growth assumptions. Analyst Commentary Street commentary around nLIGHT has centered on its directed energy portfolio, with several research updates highlighting how recent management interactions are shaping expectations.
Article d’analyse Jun 22

nLIGHT (LASR) Stock Could Be 25.1% Undervalued on Defense Growth Narrative

nLIGHT Stock: Context After Recent Returns nLIGHT (LASR) has caught investor attention after a mixed stretch for the stock, including a gain year to date alongside declines over the past month and past 3 months. See our latest analysis for nLIGHT. At the latest share price of $64.73, nLIGHT’s 68.70% year to date share price return sits alongside a 1 year total shareholder return of 272.01%. However, recent 30 day share price performance, down 17.59%, suggests momentum has cooled in the short...
Mise à jour du récit Jun 15

LASR: Directed Energy Defense Expansion And Italy Buildout Will Drive Future Returns

Narrative Update Analysts have lifted the implied fair value for nLIGHT from $92.63 to $100.00, citing recent price target increases across the Street and renewed focus on the company’s directed energy offerings. Analyst Commentary Recent research updates highlight a cluster of bullish analysts moving price targets higher for nLIGHT, often after direct conversations with management and closer review of the directed energy business.
Mise à jour du récit Jun 01

LASR: Directed Energy Defense Programs Will Drive Vertically Integrated Backlog Expansion

Analysts have lifted the price target on nLIGHT to $86.43 from $85, citing ongoing confidence in the company’s directed energy focus and vertically integrated laser platform as key supports for their updated view. Analyst Commentary Recent research points to a generally constructive tone on nLIGHT, with several firms adjusting price targets higher and highlighting the company’s focus on directed energy and vertical integration as key parts of their thesis.
Mise à jour du récit May 12

LASR: Directed Energy Focus And Vertical Integration Will Frame Balanced Defense Outlook

Analysts lifted the fair value estimate for nLIGHT by $9.50 to $85.00, citing a series of higher price targets across firms, as well as growing confidence in the company’s directed energy focus, vertical integration, and funding backdrop. Analyst Commentary Recent research has clustered around a more constructive view of nLIGHT, with several firms lifting price targets and initiating coverage following the company’s pivot toward directed energy and its vertically integrated model.
Mise à jour du récit Apr 27

LASR: Directed Energy Defense Shift And Vertical Integration Will Shape Balanced Outlook

The analyst price target for nLIGHT has been lifted by $2 to $75.50, as analysts highlight the company’s push toward becoming a pure play directed energy laser provider, recent Q4 strength in aerospace and defense revenue with positive cash flow, and what they describe as supportive market tailwinds and funding for its vertically integrated technology. Analyst Commentary Recent research commentary has been broadly constructive on nLIGHT, with multiple bullish analysts lifting price targets following Q4 results and the company’s decision to focus on directed energy lasers.
Mise à jour du récit Apr 13

LASR: Directed Energy Defense Focus Will Drive Capacity And Revenue Expectations

The analyst price target for nLIGHT has been raised from $66.75 to $73.50 as analysts point to stronger expected revenue growth, supportive funding trends for directed energy platforms, and the company’s move toward a focused high power laser profile. Analyst Commentary Recent research highlights a cluster of optimistic views around nLIGHT, with several firms lifting price targets and initiating coverage with positive ratings.
Mise à jour du récit Mar 30

LASR: Directed Energy Defense Focus And Vertical Integration Will Drive Future Returns

Narrative Update The analyst price target for nLIGHT has shifted meaningfully higher, with analysts pointing to market tailwinds in directed energy, vertical integration across the laser stack, and recent steps toward becoming a pure play, defense-focused laser provider as key drivers of their updated views. Analyst Commentary Recent Street research on nLIGHT has tilted clearly bullish, with multiple firms lifting price targets and initiating with positive ratings tied to the company’s focus on directed energy, its vertical integration, and progress toward a pure play defense profile.
Mise à jour du récit Mar 16

LASR: Directed Energy Defense Expansion And Vertical Integration Will Shape Future Earnings

The analyst fair value estimate for nLIGHT has increased from $55.00 to about $92.63, as analysts highlight rising price targets tied to market tailwinds in directed energy, the company's vertical integration, and recent revenue and margin trends. Analyst Commentary Recent research points to a cluster of bullish analysts lifting fair value assumptions and price targets for nLIGHT, reflecting confidence in the company’s execution in directed energy and related defense applications.
Mise à jour du récit Mar 02

LASR: Aerospace And Defense Strength Will Drive Capacity Expansion Focus

The analyst price target for nLIGHT has been raised from $47.43 to $66.75, with analysts citing a stronger end-market setup, record aerospace and defense driven growth, and expectations for durable margins that could support a higher future P/E multiple. Analyst Commentary Recent research notes show a clear shift toward higher valuation ranges for nLIGHT, with several firms lifting their price targets and highlighting both execution and end-market trends.
Mise à jour du récit Feb 16

LASR: Recent Price Hikes And Defense Expansion Will Shape Future Earnings Profile

The analyst fair value estimate for nLIGHT has increased from $50.00 to $55.00. Analysts attribute the change to updated assumptions about revenue growth, profit margins, and a revised future P/E outlook, reflecting their response to recent price target increases from multiple firms.
Mise à jour du récit Feb 02

LASR: Q4 Outlook Will Weigh Capacity Expansion Against Execution Risks

Analysts have lifted their price target for nLIGHT to around $47.43 from about $41.86. They point to updated assumptions around revenue growth, profit margins, discount rates, and future P/E, which are reflected in recent target increases cited in Street research.
Mise à jour du récit Jan 19

LASR: Higher Q4 2025 Guidance Will Support Stronger Earnings Power

Analysts have lifted their fair value estimate for nLIGHT from $24.00 to $50.00, citing updated assumptions on growth, profitability, and future P/E that are consistent with recent Street research price target revisions. Analyst Commentary Recent Street research has leaned more positive on nLIGHT, with bullish analysts pointing to a pricing framework that they see as better aligned with the company’s updated growth and profitability assumptions.
Article d’analyse Jan 17

Investors Appear Satisfied With nLIGHT, Inc.'s (NASDAQ:LASR) Prospects As Shares Rocket 27%

nLIGHT, Inc. ( NASDAQ:LASR ) shares have continued their recent momentum with a 27% gain in the last month alone. The...
Mise à jour du récit Jan 04

LASR: Q4 Outlook Will Signal Stable Prospects With Measured Long Term Expectations

Analysts have modestly raised their price target on nLIGHT to approximately 41.86 dollars, reflecting slightly higher discount rate assumptions while keeping long term growth, profitability, and valuation multiples broadly unchanged. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting total revenue between 72 million dollars and 78 million dollars (Key Developments) Midpoint revenue outlook of 75 million dollars comprises approximately 55 million dollars in Products revenue and 20 million dollars in Advanced Development revenue (Key Developments) Valuation Changes Fair Value Estimate: Unchanged at approximately 41.86 dollars per share, indicating no revision to the intrinsic value assessment.
Mise à jour du récit Dec 20

LASR: Q4 Outlook Suggests Gradual Improvement With Balanced Long Term Prospects

Analysts have modestly raised their price target on nLIGHT, citing a slightly higher fair value estimate of 41.86 dollars from 41.50 dollars. This change is supported by marginal improvements in projected revenue growth and a lower discount rate, which together imply a somewhat richer long term earnings outlook.
Mise à jour du récit Dec 06

LASR: Backlog And Pipeline Will Support Sequential Q4 Upside Potential

Analysts have raised their price target on nLIGHT by $6.00, increasing it to $33.50 from $27.50. They cited increased confidence that the company has sufficient backlog and pipeline to reach the upper end of Q3 guidance and deliver sequential growth in Q4.
Mise à jour du récit Nov 22

LASR: Execution Will Drive Outlook As Backlog Supports Sequential Growth

Analysts have raised their price target for nLIGHT by nearly $6 to $41.50, citing improved confidence in the company's near- and medium-term growth prospects, as well as expectations for continued solid performance in upcoming quarters. Analyst Commentary Analyst discussions following recent meetings with company leadership have offered both encouragement and points of caution regarding nLIGHT’s performance and outlook.
Article d’analyse Nov 11

nLIGHT, Inc. (NASDAQ:LASR) Looks Just Right With A 30% Price Jump

The nLIGHT, Inc. ( NASDAQ:LASR ) share price has done very well over the last month, posting an excellent gain of 30...
Mise à jour du récit Nov 07

LASR: Execution And Demand Trends Will Define Outlook Amid Backlog Strength

The analyst price target for nLIGHT has increased from $28.08 to $35.58, as analysts cite improved backlog, a strengthened pipeline, and growing optimism in the company’s near- and medium-term outlook. Analyst Commentary Analyst assessments reflect both confidence in nLIGHT's growth strategy and awareness of potential risks, influencing the recent upward revision in the price target.
Mise à jour du récit Aug 10

Advanced Laser Technologies Will Shape Future Aerospace And Defense

Upward revisions to nLIGHT’s consensus revenue growth forecasts and future P/E multiples have driven a substantial increase in the analyst price target from $17.17 to $27.42. What's in the News nLIGHT forecasts Q3 2025 revenues between $62 million and $67 million, with an expected midpoint of $64.5 million comprising approximately $45 million in Products revenue and $19 million from Advanced Development.
Article d’analyse Aug 10

nLIGHT, Inc. (NASDAQ:LASR) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates

NasdaqGS:LASR 1 Year Share Price vs Fair Value Explore nLIGHT's Fair Values from the Community and select yours nLIGHT...
Article d’analyse Jul 13

Is nLIGHT (NASDAQ:LASR) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Apr 05

nLIGHT, Inc.'s (NASDAQ:LASR) 27% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

To the annoyance of some shareholders, nLIGHT, Inc. ( NASDAQ:LASR ) shares are down a considerable 27% in the last...
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Nouveau récit Mar 27

HELSI-2 Program And Laser Sensing Will Create Future Opportunities

Growth in aerospace and defense markets, along with significant backlog increase, suggests strong future revenue streams and order fulfillment potential.
Seeking Alpha Mar 09

nLIGHT: It's A Very Tentative Buy

Summary nLIGHT, Inc. is pivoting towards aerospace and defense, which now accounts for 60% of its revenue, showing promising growth potential. Despite a 39% YoY decline in industrial laser sales, LASR's backlog orders increased by 55% YoY in 2024, indicating future revenue stability. LASR's vertically integrated operations and strong IP portfolio provide a competitive edge, especially in the growing defense sector with significant new contracts. Financial risks persist with declining industrial revenue and low margins, but strong cash reserves and no debt offer short-term stability. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Scott Keeney a-t-elle évolué par rapport aux bénéfices de nLIGHT?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$15m

Dec 31 2025US$37mUS$477k

-US$23m

Sep 30 2025n/an/a

-US$44m

Jun 30 2025n/an/a

-US$47m

Mar 31 2025n/an/a

-US$55m

Dec 31 2024US$5mUS$454k

-US$61m

Sep 30 2024n/an/a

-US$49m

Jun 30 2024n/an/a

-US$51m

Mar 31 2024n/an/a

-US$48m

Dec 31 2023US$4mUS$438k

-US$42m

Sep 30 2023n/an/a

-US$51m

Jun 30 2023n/an/a

-US$52m

Mar 31 2023n/an/a

-US$54m

Dec 31 2022US$3mUS$427k

-US$55m

Sep 30 2022n/an/a

-US$41m

Jun 30 2022n/an/a

-US$35m

Mar 31 2022n/an/a

-US$32m

Dec 31 2021US$6mUS$408k

-US$30m

Sep 30 2021n/an/a

-US$25m

Jun 30 2021n/an/a

-US$21m

Mar 31 2021n/an/a

-US$20m

Dec 31 2020US$5mUS$315k

-US$21m

Sep 30 2020n/an/a

-US$27m

Jun 30 2020n/an/a

-US$26m

Mar 31 2020n/an/a

-US$19m

Dec 31 2019US$5mUS$394k

-US$13m

Rémunération vs marché: La rémunération totale de Scott ($USD 37.33M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 6.99M ).

Rémunération et revenus: La rémunération de Scott a augmenté alors que l'entreprise n'est pas rentable.


PDG

Scott Keeney (60 yo)

26yrs
Titularisation
US$37,333,189
Compensation

Mr. Scott H. Keeney founded nLIGHT, Inc. (formerly, nLIGHT Corporation) in July 2000 and has been its Chairman since February 2018 and also serves as its Chief Executive Officer, President and Director sin...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Scott Keeney
Co-Founder26yrsUS$37.33m3.87%
$ 159.2m
Joseph Corso
Chief Financial Officer4.3yrsUS$5.07m0.30%
$ 12.4m
Jason Farmer
Co-Founder26.5yrspas de donnéespas de données
Chris Schechter
Chief Operating Officer3.9yrspas de donnéespas de données
James Nias
VP, Corporate Controller & Chief Accounting Officer7.3yrspas de données0.17%
$ 7.1m
Robert Martinsen
Chief Technology Officer12.8yrsUS$1.10mpas de données
Kerry Hill
Chief Administrative Officer & VP of HRno dataUS$254.95kpas de données
John Marchetti
Vice President of Corporate Development & Investor Relationsno datapas de donnéespas de données
Julie Dimmick
VP, General Counsel & Corporate Secretaryno datapas de donnéespas de données
Bill Willson
Managing Director of Fiber Divisionno dataUS$109.14kpas de données
Joseph DeBartolo
VP & General Managerno datapas de donnéespas de données
10.0yrs
Durée moyenne de l'emploi
56yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de LASR est chevronnée et expérimentée (10 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Scott Keeney
Co-Founder26yrsUS$37.33m3.87%
$ 159.2m
Gerald Haines
Independent Directorless than a yearpas de donnéespas de données
Geoffrey Moore
Independent Director13.8yrsUS$123.50k0.15%
$ 6.3m
William Gossman
Lead Independent Director10.2yrsUS$131.55k0.17%
$ 7.0m
Gary Locke
Independent Director8.9yrsUS$111.00k0.20%
$ 8.1m
Mark Hartman
Independent Director1.1yrsUS$137.71kpas de données
Camille Nichols
Director5.7yrsUS$125.00k0.096%
$ 3.9m
8.9yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de LASR sont considérés comme expérimentés (ancienneté moyenne 8.9 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/24 18:25
Cours de l'action en fin de journée2026/07/23 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

nLIGHT, Inc. est couverte par 14 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Peter ArmentBaird
Paretosh MisraBerenberg
Jonathan DorsheimerCanaccord Genuity