LightPath Technologies, Inc.

NasdaqCM:LPTH 株式レポート

時価総額:US$937.4m

LightPath Technologies マネジメント

マネジメント 基準チェック /34

LightPath Technologiesの CEO はSam Rubinで、 Mar2020年に任命され、 の在任期間は 6.25年です。 の年間総報酬は$ 692.88Kで、 58.5%給与と41.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.42%を直接所有しており、その価値は$ 3.89M 。経営陣と取締役会の平均在任期間はそれぞれ5.1年と5.8年です。

主要情報

Sam Rubin

最高経営責任者

US$692.9k

報酬総額

CEO給与比率58.52%
CEO在任期間6.3yrs
CEOの所有権0.4%
経営陣の平均在職期間5.1yrs
取締役会の平均在任期間5.8yrs

経営陣の近況

分析記事 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...

Recent updates

ナラティブの更新 Jun 04

LPTH: Index Addition And Equity Offering Will Shape Balanced Forward Outlook

Analysts have increased their consolidated price target on LightPath Technologies by $1, citing updated assumptions around the stock's future P/E multiple and a slightly higher discount rate in their valuation work. Analyst Commentary Bullish analysts are framing the higher consolidated price target as a recalibration of expectations, with updated P/E assumptions and a slightly higher discount rate feeding into their models rather than a wholesale shift in the underlying story.
ナラティブの更新 May 20

LPTH: Index Inclusion And Funding Progress Will Support Future Upside

Analysts have lifted their price targets on LightPath Technologies by $0.88, supported by updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, in line with recent $1 price target increases cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts link the higher price targets to updated fair value work, suggesting that revised assumptions for revenue growth and profit margins support a higher valuation base for the stock.
分析記事 May 13

Broker Revenue Forecasts For LightPath Technologies, Inc. (NASDAQ:LPTH) Are Surging Higher

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shareholders will have a reason to smile today, with the analysts making...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
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新しいナラティブ 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.
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

LightPath Technologies の収益と比較して、Sam Rubin の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$23m

Dec 31 2025n/an/a

-US$23m

Sep 30 2025n/an/a

-US$16m

Jun 30 2025US$693kUS$406k

-US$15m

Mar 31 2025n/an/a

-US$10m

Dec 31 2024n/an/a

-US$9m

Sep 30 2024n/an/a

-US$8m

Jun 30 2024US$461kUS$378k

-US$8m

Mar 31 2024n/an/a

-US$6m

Dec 31 2023n/an/a

-US$5m

Sep 30 2023n/an/a

-US$4m

Jun 30 2023US$554kUS$361k

-US$4m

Mar 31 2023n/an/a

-US$5m

Dec 31 2022n/an/a

-US$4m

Sep 30 2022n/an/a

-US$4m

Jun 30 2022US$452kUS$357k

-US$4m

Mar 31 2022n/an/a

-US$5m

Dec 31 2021n/an/a

-US$5m

Sep 30 2021n/an/a

-US$4m

Jun 30 2021US$489kUS$350k

-US$3m

Mar 31 2021n/an/a

US$385k

Dec 31 2020n/an/a

US$1m

Sep 30 2020n/an/a

US$2m

Jun 30 2020US$823kUS$105k

US$867k

報酬と市場: Samの 総報酬 ($USD 692.88K ) は、 US市場 ($USD 3.71M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Samの報酬は増加しましたが、会社は利益を上げていません。


CEO

Sam Rubin (52 yo)

6.3yrs
在職期間
US$692,875
報酬

Mr. Shmuel Rubin is also known as Sam has been President, Chief Executive Officer and Director at LightPath Technologies, Inc. since March 9, 2020. Mr. Rubin served as the General Manager for the Imaging S...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Shmuel Rubin
President6.3yrsUS$692.88k0.42%
$ 3.9m
Albert Miranda
CFO, Secretary & Treasurer5.1yrsUS$400.16k0.13%
$ 1.2m
Doug Schoen
Senior Vice President of Global Salesless than a yearデータなしデータなし
5.1yrs
平均在職期間

経験豊富な経営陣: LPTHの経営陣は経験豊富で経験豊富です(平均在職期間は5.1年)。


取締役

名称ポジション在職期間報酬所有権
Shmuel Rubin
President6.3yrsUS$692.88k0.42%
$ 3.9m
Thomas Ellis
Non-Independent Director1.3yrsUS$35.10kデータなし
M. Faris
Independent Chairman14.5yrsUS$115.00k0.0063%
$ 58.8k
Steven Creviston
Independent Director5.3yrsUS$100.00k0.27%
$ 2.6m
Mark Caylor
Independent Directorless than a yearデータなしデータなし
Joseph Menaker
Independent Director7.6yrsUS$96.00k0%
$ 0
Darcie Peck
Independent Director6.6yrsUS$104.00k0.25%
$ 2.4m
Kim Crider
Independent Director2.6yrsUS$96.00k0.11%
$ 1.0m
5.8yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: LPTHの 取締役会経験豊富 であると考えられます ( 5.8年の平均在任期間)。


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2026/06/07 08:48
終値2026/06/05 00:00
収益2026/03/31
年間収益2025/06/30

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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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

LightPath Technologies, Inc. 4 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。10

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