LightPath Technologies, Inc.

NasdaqCM:LPTH 주식 리포트

시가총액: US$702.9m

LightPath Technologies 향후 성장

Future 기준 점검 2/6

LightPath Technologies은 연간 수입과 매출이 각각 123.5%와 29.4% 증가할 것으로 예상되고 EPS는 연간 117.7%만큼 증가할 것으로 예상됩니다.

핵심 정보

123.5%

이익 성장률

117.68%

EPS 성장률

Electronic 이익 성장21.5%
매출 성장률29.4%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트27 Feb 2026

최근 향후 성장 업데이트

Recent updates

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.

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.

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.

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.

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.

LightPath Technologies: Still Growing, But Valuation And Technical Concerns Loom

Feb 18

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.

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.

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.

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.

LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Shoot Up 37% But Its P/S Still Looks Reasonable

Dec 23
LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Shoot Up 37% But Its P/S Still Looks Reasonable

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.

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.

LightPath Technologies (NASDAQ:LPTH) Has Debt But No Earnings; Should You Worry?

Nov 17
LightPath Technologies (NASDAQ:LPTH) Has Debt But No Earnings; Should You Worry?

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.

LightPath Technologies, Inc.'s (NASDAQ:LPTH) 62% Jump Shows Its Popularity With Investors

Oct 14
LightPath Technologies, Inc.'s (NASDAQ:LPTH) 62% Jump Shows Its Popularity With Investors

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.

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.

LightPath Technologies, Inc. (NASDAQ:LPTH) Looks Just Right With A 26% Price Jump

Aug 23
LightPath Technologies, Inc. (NASDAQ:LPTH) Looks Just Right With A 26% Price Jump
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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.

LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing

Feb 19
LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing

Breaking The Glass Ceiling: LightPath Technologies' BlackDiamond Advantage

Jan 21

Does LightPath Technologies (NASDAQ:LPTH) Have A Healthy Balance Sheet?

Jan 10
Does LightPath Technologies (NASDAQ:LPTH) Have A Healthy Balance Sheet?

LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Shoot Up 39% But Its P/S Still Looks Reasonable

Dec 14
LightPath Technologies, Inc. (NASDAQ:LPTH) Stocks Shoot Up 39% But Its P/S Still Looks Reasonable

We Think Shareholders May Want To Consider A Review Of LightPath Technologies, Inc.'s (NASDAQ:LPTH) CEO Compensation Package

Nov 13
We Think Shareholders May Want To Consider A Review Of LightPath Technologies, Inc.'s (NASDAQ:LPTH) CEO Compensation Package

Positive Sentiment Still Eludes LightPath Technologies, Inc. (NASDAQ:LPTH) Following 26% Share Price Slump

Sep 11
Positive Sentiment Still Eludes LightPath Technologies, Inc. (NASDAQ:LPTH) Following 26% Share Price Slump

Market Participants Recognise LightPath Technologies, Inc.'s (NASDAQ:LPTH) Revenues Pushing Shares 28% Higher

Feb 08
Market Participants Recognise LightPath Technologies, Inc.'s (NASDAQ:LPTH) Revenues Pushing Shares 28% Higher

Shareholders May Be Wary Of Increasing LightPath Technologies, Inc.'s (NASDAQ:LPTH) CEO Compensation Package

Nov 10
Shareholders May Be Wary Of Increasing LightPath Technologies, Inc.'s (NASDAQ:LPTH) CEO Compensation Package

Is LightPath Technologies (NASDAQ:LPTH) Using Debt Sensibly?

Sep 01
Is LightPath Technologies (NASDAQ:LPTH) Using Debt Sensibly?

Market Still Lacking Some Conviction On LightPath Technologies, Inc. (NASDAQ:LPTH)

Jul 06
Market Still Lacking Some Conviction On LightPath Technologies, Inc. (NASDAQ:LPTH)

LightPath Technologies (NASDAQ:LPTH) Has Debt But No Earnings; Should You Worry?

May 19
LightPath Technologies (NASDAQ:LPTH) Has Debt But No Earnings; Should You Worry?

이익 및 매출 성장 예측

NasdaqCM:LPTH - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/2027830N/A55
6/30/202667-14N/A-15
12/31/202553-23-6-4N/A
9/30/202544-16-9-8N/A
6/30/202537-15-10-8N/A
3/31/202534-10-6-6N/A
12/31/202432-9-4-3N/A
9/30/202432-8-4-2N/A
6/30/202432-8-21N/A
3/31/202433-6-4-1N/A
12/31/202332-5-5-1N/A
9/30/202334-4-5-1N/A
6/30/202333-4-6-3N/A
3/31/202332-5-20N/A
12/31/202233-401N/A
9/30/202234-423N/A
6/30/202236-401N/A
3/31/202235-502N/A
12/31/202137-513N/A
9/30/202138-4-12N/A
6/30/202138-325N/A
3/31/202139015N/A
12/31/202037114N/A
9/30/202037214N/A
6/30/202035114N/A
3/31/202035-202N/A
12/31/201934-302N/A
9/30/201933-3N/A1N/A
6/30/201934-3N/A0N/A
3/31/201933-2N/A0N/A
12/31/2018340N/A1N/A
9/30/2018340N/A1N/A
6/30/2018331N/A3N/A
3/31/2018338N/A5N/A
12/31/2017337N/A5N/A
9/30/2017318N/A6N/A
6/30/2017288N/A5N/A
3/31/2017242N/A3N/A
12/31/2016202N/A2N/A
9/30/2016181N/A2N/A
6/30/2016171N/A2N/A
3/31/2016171N/A2N/A
12/31/2015160N/A2N/A
9/30/2015151N/A1N/A
6/30/201514-1N/A0N/A

애널리스트 향후 성장 전망

수입 대 저축률: LPTH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 vs 시장: LPTH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

고성장 수익: LPTH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 대 시장: LPTH 의 수익(연간 29.4%)이 US 시장(연간 11%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: LPTH 의 수익(연간 29.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

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


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 19:12
종가2026/04/29 00:00
수익2025/12/31
연간 수익2025/06/30

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

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분석가 소스

LightPath Technologies, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ku KangB. Riley Securities, Inc.
Austin MoellerCanaccord Genuity
Catharine TrebnickColliers Securities