Kopin Corporation

NasdaqCM:KOPN 주식 리포트

시가총액: US$832.2m

Kopin 경영진

경영진 기준 점검 3/4

Kopin CEO는 Michael Murray, Sep2022 에 임명되었습니다 의 임기는 3.67 년입니다. 총 연간 보상은 $2.26M, 22.4% 급여 및 77.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $13.08M 가치에 해당하는 회사 주식의 1.57% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.6 년과 2.5 년입니다.

핵심 정보

Michael Murray

최고경영자

US$2.3m

총 보수

CEO 급여 비율22.42%
CEO 재임 기간3.7yrs
CEO 지분 보유율1.6%
경영진 평균 재임 기간2.6yrs
이사회 평균 재임 기간2.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 18

KOPN: FPV Drone Demand And Defense Displays Are Expected To Drive Upside

Analysts have lifted their price target framework for Kopin, with the modeled fair value rising from $4.69 to $7.63 as they factor in expectations for higher revenue growth, slightly improved profit margins, and a richer forward P/E multiple supported by recent price target increases tied to FPV drone and pipeline opportunities. Analyst Commentary Recent research has been broadly constructive on Kopin, with several bullish analysts lifting their price targets after the latest quarterly update and commentary on FPV drone and broader pipeline opportunities.
내러티브 업데이트 Apr 21

KOPN: Defense Display Contracts Will Drive Future Upside Despite Filing Delay

Analysts have revised their price target for Kopin to reflect updated assumptions around discount rate, revenue growth, profit margin and future P/E. Together, these factors point to a meaningfully different risk and return profile for the shares.
내러티브 업데이트 Apr 07

KOPN: Defense Display Orders And MicroLED Contracts Will Drive Future Upside

Analysts have kept their price target on Kopin steady at $4.69, citing only small adjustments in discount rate, long term revenue growth, profit margin assumptions and future P/E that largely offset one another in their updated models. What's in the News Kopin filed a notice on 03/27/2026 that it will be unable to submit its next 10-K by the SEC deadline, which can add timing uncertainty around the next full financial update (Delayed SEC Filings).
내러티브 업데이트 Mar 24

KOPN: Defense Display Contracts Will Support Future Upside Potential

Analysts kept their fair value estimate for Kopin steady at $4.69, pointing to only marginal tweaks in assumptions, such as a slightly lower discount rate, essentially unchanged long term revenue growth of about 26%, a profit margin view still near 10%, and a future P/E expectation that remains very high. What's in the News Kopin received a Phase I Small Business Innovation Research contract from the U.S. Government to advance full color, smaller format MicroLED displays for soldier borne applications.
내러티브 업데이트 Mar 09

KOPN: Defense Display Orders And Index Inclusion Will Support Future Upside Potential

Analysts have raised their price target on Kopin to $4.69 per share, citing updated assumptions for the discount rate, profit margin, and a very high future P/E expectation, while noting that the core fair value estimate remains unchanged at $4.69. What's in the News Kopin secured a new US$3.6 million purchase order for an advanced avionic helmet-mounted display system to be integrated into a rotary-wing military aircraft platform for a European defense customer, with deliveries scheduled over a five year period starting in 2026 (Key Developments).
내러티브 업데이트 Feb 22

KOPN: Defense Display Orders And Index Inclusion Will Support Future Upside Potential

Analysts maintained their $4.69 price target on Kopin, noting only slight adjustments to assumptions for discount rate, revenue growth, profit margin, and future P/E that did not materially change their overall view. What's in the News Kopin received an initial microdisplay production order for a new rotary wing helmet mounted display system used in mission critical defense applications, using its custom active matrix liquid crystal microdisplays to deliver flight, tactical, and sensor data in an augmented reality format directly in the pilot's field of view (Key Developments).
분석 기사 Feb 13

Some Confidence Is Lacking In Kopin Corporation (NASDAQ:KOPN) As Shares Slide 28%

Kopin Corporation ( NASDAQ:KOPN ) shares have had a horrible month, losing 28% after a relatively good period...
내러티브 업데이트 Feb 07

KOPN: Robust Defense Pipeline Will Support Long Term Value Despite Funding Headwinds

Analysts have nudged their fair value view on Kopin in line with a Street price target increase from US$3 to US$4. This points to a supported long term outlook that reflects a slightly lower discount rate and continued confidence in the company's government related pipeline despite funding headwinds.
내러티브 업데이트 Jan 22

KOPN: Robust Defense Pipeline Will Offset Government Funding Headwinds

Narrative Update Analysts have raised their price target on Kopin from $3 to $4, citing a "robust pipeline" that they believe helps offset current government funding headwinds. Analyst Commentary Bullish analysts recently raised their price target on Kopin to $4 from $3, reflecting a view that the company’s current project lineup can support the investment case even as government funding presents challenges.
내러티브 업데이트 Jan 08

KOPN: Defense Reshoring And Preferred Supplier Status Will Drive Future Upside

Narrative Update on Kopin Analysts have trimmed their central price target for Kopin to about $4.69 from $4.85, even as recent research highlights support from government funding, new Army contract awards, and a reinforced view of Kopin as a preferred microdisplay supplier. Analyst Commentary Recent Street research on Kopin reflects a generally constructive stance, with price targets in the US$4 to US$5.50 range and an emphasis on government support and the company's role in defense supply chains.
분석 기사 Dec 18

Calculating The Fair Value Of Kopin Corporation (NASDAQ:KOPN)

Key Insights The projected fair value for Kopin is US$1.97 based on 2 Stage Free Cash Flow to Equity Current share...
내러티브 업데이트 Dec 14

KOPN: Expanding Defense Microdisplay Contracts Will Drive Future Share Momentum

Analysts have raised their price targets for Kopin into roughly the $4 to $5.50 range, citing the company's robust government driven pipeline, confirmation of its preferred supplier status on key defense contracts, and reduced legal overhang following the BlueRadios lawsuit resolution. Analyst Commentary Bullish analysts emphasize that the series of price target increases reflects growing conviction in Kopin's execution against a sizable government-driven opportunity set, with valuation still seen as attractive relative to its expanding backlog and technology positioning.
내러티브 업데이트 Nov 29

KOPN: Expanding Government Contracts Will Drive Increased Share Momentum Ahead

Narrative Update on Kopin Analysts have raised their price targets for Kopin, with recent updates moving from $3.00 to $4.00. They cite the company's robust project pipeline and continued government support, despite ongoing funding headwinds.
Seeking Alpha Nov 25

Kopin: Unappealing Here, But Speculative Upside Exists

Summary Kopin Corporation is a niche microdisplay leader, with a $400M market cap, but has struggled with persistent unprofitability and negative margins. KOPN's revenue is heavily defense-concentrated, faces ongoing dilution, and recent partnerships, like Theon International, offer limited near-term financial relief. Despite a valuable patent portfolio and potential market upside, KOPN trades at high sales and book value multiples, making it unattractive for value investors. Given continued negative earnings and speculative turnaround prospects, I assign KOPN a "Hold" rating, with a conservative fair value target. Read the full article on Seeking Alpha
내러티브 업데이트 Nov 15

KOPN: Government Contracts Will Drive Increased Market Confidence And Share Momentum

Analysts have raised their fair value estimate for Kopin from $4.60 to $4.85 per share. They cite an improved revenue growth outlook and ongoing government and defense sector support for the company’s technology pipeline.
분석 기사 Nov 14

Kopin Corporation's (NASDAQ:KOPN) Share Price Is Still Matching Investor Opinion Despite 35% Slump

Kopin Corporation ( NASDAQ:KOPN ) shares have retraced a considerable 35% in the last month, reversing a fair amount of...
내러티브 업데이트 Nov 01

KOPN: Defense Contract Momentum Will Drive Domestic Supply Leadership

Kopin's fair value estimate has been increased from $3.88 to $4.60 per share. Analysts cite increased confidence in government contract momentum, a strengthened domestic supply outlook, and recent strategic investments that support the company's growth prospects.
내러티브 업데이트 Oct 17

Defense And Display Technology Will Shape Future Markets

The analyst fair value estimate for Kopin has increased from $3.33 to $3.88 per share. This change reflects greater confidence among analysts due to improved contract visibility, recent strategic investments, and a reduction in litigation uncertainty.
분석 기사 Sep 19

Subdued Growth No Barrier To Kopin Corporation (NASDAQ:KOPN) With Shares Advancing 51%

Despite an already strong run, Kopin Corporation ( NASDAQ:KOPN ) shares have been powering on, with a gain of 51% in...
내러티브 업데이트 Sep 17

Defense And Display Technology Will Shape Future Markets

Kopin’s consensus price target has been raised to $3.33, reflecting increased analyst confidence driven by an expanded product pipeline, transformative strategic investment from Theon International, favorable MicroLED developments, and a de-risking resolution of major litigation. Analyst Commentary Bullish analysts highlight increased confidence following positive meetings with management, citing Kopin’s expanding product pipeline.
분석 기사 Aug 15

Kopin Corporation (NASDAQ:KOPN) Analysts Are Cutting Their Estimates: Here's What You Need To Know

Kopin Corporation ( NASDAQ:KOPN ) just released its latest quarterly report and things are not looking great. It was...
내러티브 업데이트 Aug 15

Defense And Display Technology Will Shape Future Markets

With no change in underlying revenue growth forecasts or discount rate, analysts maintained their consensus price target for Kopin at $2.42. What's in the News Kopin secured a $9 million follow-on production contract for custom thermal imaging assemblies supporting a major U.S. defense contractor’s man portable weapon system.
분석 기사 Jul 18

Optimistic Investors Push Kopin Corporation (NASDAQ:KOPN) Shares Up 35% But Growth Is Lacking

Kopin Corporation ( NASDAQ:KOPN ) shares have continued their recent momentum with a 35% gain in the last month alone...
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새로운 내러티브 Apr 28

AI Automation And Neural Display Architecture Will Reshape Defense Markets

AI-assisted automation is enhancing efficiency and reducing costs, potentially increasing net margins and profitability.
분석 기사 Feb 28

Kopin Corporation (NASDAQ:KOPN) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely

The Kopin Corporation ( NASDAQ:KOPN ) share price has softened a substantial 26% over the previous 30 days, handing...
분석 기사 Feb 25

Calculating The Intrinsic Value Of Kopin Corporation (NASDAQ:KOPN)

Key Insights Kopin's estimated fair value is US$1.51 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 Sep 22

Benign Growth For Kopin Corporation (NASDAQ:KOPN) Underpins Stock's 41% Plummet

Kopin Corporation ( NASDAQ:KOPN ) shares have had a horrible month, losing 41% after a relatively good period...
분석 기사 Aug 12

Earnings Release: Here's Why Analysts Cut Their Kopin Corporation (NASDAQ:KOPN) Price Target To US$2.63

Investors in Kopin Corporation ( NASDAQ:KOPN ) had a good week, as its shares rose 4.3% to close at US$0.85 following...
분석 기사 Jul 19

Kopin Corporation's (NASDAQ:KOPN) Share Price Boosted 66% But Its Business Prospects Need A Lift Too

Kopin Corporation ( NASDAQ:KOPN ) shareholders are no doubt pleased to see that the share price has bounced 66% in the...
분석 기사 Jun 27

Is Kopin (NASDAQ:KOPN) In A Good Position To Deliver On Growth Plans?

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

CEO 보수 분석

Michael Murray의 보수는 Kopin의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 28 2026n/an/a

US$2m

Dec 27 2025US$2mUS$506k

US$3m

Sep 27 2025n/an/a

-US$6m

Jun 28 2025n/an/a

-US$14m

Mar 29 2025n/an/a

-US$14m

Dec 28 2024US$2mUS$478k

-US$44m

Sep 28 2024n/an/a

-US$48m

Jun 29 2024n/an/a

-US$47m

Mar 30 2024n/an/a

-US$50m

Dec 30 2023n/an/a

-US$20m

Sep 30 2023n/an/a

-US$19m

Jul 01 2023n/an/a

-US$23m

Apr 01 2023n/an/a

-US$21m

Dec 31 2022US$1mUS$128k

-US$19m

보상 대 시장: Michael의 총 보수(USD2.26M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.73M)보다 낮습니다.

보상과 수익: Michael의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Michael Murray (51 yo)

3.7yrs
재임 기간
US$2,257,423
보수

Mr. Michael Murray served as President of Cyber at Ultra Electronics Holdings plc. He is Chief Executive Officer and Director of Kopin Corporation since September 06, 2022 and serves as its President since...


리더십 팀

이름직위재임 기간보수지분
Michael Murray
CEO, President & Chairman3.7yrsUS$2.26m1.57%
$ 13.1m
Erich Manz
Treasurer & CFOless than a yearUS$1.15m0.23%
$ 1.9m
Paul Baker
COO for Government & Industrial and Strategic Business Officerno dataUS$716.00k0.24%
$ 2.0m
Brian Prenoveau
Investor Relations Executiveno data데이터 없음데이터 없음
Lindi Lee
Vice President of Human Resources2.9yrs데이터 없음데이터 없음
William Maffucci
Senior Vice President of Product Development and Strategy2.3yrs데이터 없음데이터 없음
Iwan Dodd
Senior Vice President of Business Developmentless than a year데이터 없음데이터 없음
Tom Futch
Senior Vice President of Sales & Marketing - Solos8.4yrs데이터 없음데이터 없음
2.6yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: KOPN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.6 년).


이사회 구성원

이름직위재임 기간보수지분
Michael Murray
CEO, President & Chairman3.7yrsUS$2.26m1.57%
$ 13.1m
Margaret Seif
Independent Director2yrsUS$162.56k0.073%
$ 608.8k
Paul Walsh
Independent Director1.7yrsUS$161.93k0.073%
$ 608.8k
David Nieuwsma
Independent Director2.5yrsUS$155.56k0.11%
$ 913.4k
Jill Avery
Lead Independent Director5yrsUS$184.93k0.090%
$ 750.5k
2.5yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: KOPN의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.5 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 07:54
종가2026/05/21 00:00
수익2026/03/28
연간 수익2025/12/27

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Kopin Corporation는 10명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
George GianarikasCanaccord Genuity
Austin MoellerCanaccord Genuity
Christian SchwabCraig-Hallum Capital Group LLC