nLIGHT, Inc.

NasdaqGS:LASR 주식 리포트

시가총액: US$4.0b

nLIGHT 향후 성장

Future 기준 점검 4/6

nLIGHT은 연간 수입과 매출이 각각 54.2%와 13.6% 증가할 것으로 예상되고 EPS는 연간 56.4%만큼 증가할 것으로 예상됩니다.

핵심 정보

54.2%

이익 성장률

56.37%

EPS 성장률

Electronic 이익 성장22.5%
매출 성장률13.6%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트24 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 Mar 04

nLIGHT, Inc. (LASR): From Industrial Laser to AI & Defense Powerhouse in 2026.

nLIGHT, Inc. (LASR) is currently riding a massive wave of sector-wide momentum, trading at $66.97 as of the March 4, 2026, market close.
내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Feb 10

nLIGHT: Trump's Golden Dome Play

Summary nLIGHT is rated Buy, driven by exceptional momentum—up 36% YTD and 354% over 12 months. nLIGHT’s Q4 2025 sales are projected at $78–$80 million, up 67% YoY, with defense programs like Israel’s Iron Beam as key catalysts. Profitability remains a challenge (D+ Quant score), but gross margins are improving, and R&D investment signals a long-term growth orientation. nLIGHT’s recent $175 million equity raise strengthens its net cash position, supporting working capital and potential acquisitions amid sector-wide valuation expansion. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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
새 내러티브 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
분석 기사 Mar 05

nLIGHT, Inc. (NASDAQ:LASR) Annual Results: Here's What Analysts Are Forecasting For This Year

There's been a notable change in appetite for nLIGHT, Inc. ( NASDAQ:LASR ) shares in the week since its full-year...
분석 기사 Feb 17

nLIGHT, Inc.'s (NASDAQ:LASR) Share Price Not Quite Adding Up

There wouldn't be many who think nLIGHT, Inc.'s ( NASDAQ:LASR ) price-to-sales (or "P/S") ratio of 2.4x is worth a...
분석 기사 Dec 19

Companies Like nLIGHT (NASDAQ:LASR) Can Afford To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
분석 기사 Nov 07

Why Investors Shouldn't Be Surprised By nLIGHT, Inc.'s (NASDAQ:LASR) 27% Share Price Surge

The nLIGHT, Inc. ( NASDAQ:LASR ) share price has done very well over the last month, posting an excellent gain of 27...
분석 기사 Sep 08

nLIGHT, Inc.'s (NASDAQ:LASR) Popularity With Investors Is Clear

nLIGHT, Inc.'s ( NASDAQ:LASR ) price-to-sales (or "P/S") ratio of 2.6x may not look like an appealing investment...

이익 및 매출 성장 예측

NasdaqGS:LASR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202841623N/AN/A2
12/31/2027325-1120469
12/31/2026284-24-6169
12/31/2025261-231221N/A
9/30/2025228-44-100N/A
6/30/2025217-47-20-11N/A
3/31/2025206-55-22-14N/A
12/31/2024199-61-10-2N/A
9/30/2024203-49-42N/A
6/30/2024198-511321N/A
3/31/2024200-481521N/A
12/31/2023210-42510N/A
9/30/2023215-51010N/A
6/30/2023224-52-16-6N/A
3/31/2023232-54-24-7N/A
12/31/2022242-55-36-15N/A
9/30/2022253-41-49-25N/A
6/30/2022265-35-49-22N/A
3/31/2022273-32-42-19N/A
12/31/2021270-30-29-7N/A
9/30/2021268-25-171N/A
6/30/2021258-21-69N/A
3/31/2021241-20618N/A
12/31/2020223-21-1113N/A
9/30/2020200-27-1112N/A
6/30/2020182-26-204N/A
3/31/2020178-19-270N/A
12/31/2019177-13-18-4N/A
9/30/20191800N/A-1N/A
6/30/20191875N/A4N/A
3/31/20191918N/A3N/A
12/31/201819110N/A3N/A
9/30/20181837N/A5N/A
6/30/20181683N/A0N/A
3/31/20181511N/A3N/A
12/31/2017139N/AN/A3N/A
12/31/2016101-14N/A6N/A

애널리스트 향후 성장 전망

수입 대 저축률: LASR 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: LASR (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: LASR 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: LASR 의 수익(연간 13.6%)이 US 시장(연간 11.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: LASR 의 수익(연간 13.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: LASR의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 18:22
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

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.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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

분석가 소스

nLIGHT, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter ArmentBaird
Paretosh MisraBerenberg
Jonathan DorsheimerCanaccord Genuity