nLIGHT, Inc.

NasdaqGS:LASR 株式レポート

時価総額:US$4.3b

nLIGHT 過去の業績

過去 基準チェック /06

nLIGHTの収益は年間平均-6.6%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間2.4% 2.9%割合で 減少しています。

主要情報

-6.56%

収益成長率

-3.20%

EPS成長率

Electronic 業界の成長15.34%
収益成長率-2.92%
株主資本利益率-3.43%
ネット・マージン-5.08%
前回の決算情報31 Mar 2026

最近の業績更新

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
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
User avatar
新しいナラティブ 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.

収支内訳

nLIGHT の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:LASR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26290-155748
31 Dec 25261-235448
30 Sep 25228-445045
30 Jun 25217-474945
31 Mar 25206-555046
31 Dec 24199-614945
30 Sep 24203-494946
30 Jun 24198-514745
31 Mar 24200-484646
31 Dec 23210-424646
30 Sep 23215-514748
30 Jun 23224-524950
31 Mar 23232-544951
31 Dec 22242-554854
30 Sep 22253-414954
30 Jun 22265-354956
31 Mar 22273-325257
31 Dec 21270-305355
30 Sep 21268-255253
30 Jun 21258-214949
31 Mar 21241-204344
31 Dec 20223-213941
30 Sep 20200-273738
30 Jun 20182-263533
31 Mar 20178-193430
31 Dec 19177-133428
30 Sep 1918003226
30 Jun 1918753225
31 Mar 1919183123
31 Dec 18191102921
30 Sep 1818372718
30 Jun 1816832317
31 Mar 1815112116
31 Dec 1713901915
31 Dec 16101-141715

質の高い収益: LASRは現在利益が出ていません。

利益率の向上: LASRは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: LASRは利益が出ておらず、過去 5 年間で損失は年間6.6%の割合で増加しています。

成長の加速: LASRの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: LASRは利益が出ていないため、過去 1 年間の収益成長をElectronic業界 ( 13.4% ) と比較することは困難です。


株主資本利益率

高いROE: LASRは現在利益が出ていないため、自己資本利益率 ( -3.43% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/06 08:31
終値2026/08/06 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

nLIGHT, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Peter ArmentBaird
Paretosh MisraBerenberg
Jonathan DorsheimerCanaccord Genuity