LPTH Share Price Performance
US$9.12
7.18 (370.10%)
13.1% undervalued intrinsic discount
US$10.50
Fair Value
Price US$9.12
AnalystConsensusTarget US$10.50
AnalystLowTarget US$3.00
AnalystHighTarget US$7.00
Fair ValueUS$10.50
Share Pricen/a
LightPath Technologies, Inc. Stock Price
- 3 Narratives written by author
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- 7 Fair Values set on narratives written by author
LPTH Community Narratives
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Fair Value US$10.5 13.1% undervalued intrinsic discount
Acquisition And Shift To Solutions Will Unlock Future Markets
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Fair Value US$3 204.0% overvalued intrinsic discount
Persistent Supply And Geopolitical Risks Will Undermine BlackDiamond Value
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Fair Value US$7 30.3% overvalued intrinsic discount
IoT Expansion And Automation Will Fuel Optical Market Demand
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Acquisition And Shift To Solutions Will Unlock Future Markets
Key Takeaways The acquisition of G5 Infrared enables LightPath to transition into a solutions provider, potentially increasing revenue with expanded offerings and defense contracts. Strategic moves into security markets and supply chain disruptions position LightPath to boost growth and market share.Read more
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US$10.5
13.1% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
35.65% p.a.
Profit Margin
8.75%
Future PE
76.99x
Price in 2028
US$11.22
IoT Expansion And Automation Will Fuel Optical Market Demand
Key Takeaways Acquisition-driven recurring defense revenues, proprietary materials, and government-backed capacity investment could result in transformational scale, accelerating margins and earnings beyond consensus. Supply chain disruptions and export restrictions position LightPath for market share gains and premium pricing as a safe-harbor supplier, driving robust and visible growth.Read more
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US$7
30.3% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
34.1% p.a.
Profit Margin
9.04%
Future PE
63.09x
Price in 2028
US$8.52
Persistent Supply And Geopolitical Risks Will Undermine BlackDiamond Value
Key Takeaways Heavy dependence on defense and government contracts, along with integration challenges and project delays, poses significant risks to future revenue stability and profitability. Competitive threats from rapid technological change and increasing regulatory pressures could compress margins and hinder long-term growth and shareholder returns.Read more
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US$3
204.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
33.62% p.a.
Profit Margin
9.04%
Future PE
27.27x
Price in 2028
US$3.65
Trending Discussion
Recently Updated Narratives
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LPTH: Record Backlog Will Support Margin Expansion Through FY26 And FY27
Fair Value: US$10.5 13.1% undervalued intrinsic discount
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Persistent Supply And Geopolitical Risks Will Undermine BlackDiamond Value
Fair Value: US$3 204.0% overvalued intrinsic discount
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IoT Expansion And Automation Will Fuel Optical Market Demand
Fair Value: US$7 30.3% overvalued intrinsic discount
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Snowflake Analysis
LightPath Technologies, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -0.36
- 26.83%
- -36.81%
- 9.0%
About LPTH
- Founded
- 1985
- Employees
- 348
- CEO
- WebsiteView website
LightPath Technologies, Inc. designs, develops, manufactures, and distributes optical systems and assemblies in the United States. It offers precision molded glass aspheric optics, molded and diamond-turned infrared aspheric lenses, spherical lenses, and other optical components used to produce products that manipulate light; and infrared products, including catalog and custom infrared optics. The company also offers cooled and uncooled camera systems and modules for long range surveillance and detection, and engineering services. The company’s products are used in defense products, border security, perimeter security, night vision systems, medical devices, laser aided industrial tools, automotive safety applications, telecommunications, machine vision and sensors, and other sectors. It sells its products directly to customers in Europe and Asia. LightPath Technologies, Inc. was founded in 1985 and is headquartered in Orlando, Florida.
