LENSAR (LNSR) Stock Overview
A commercial-stage medical device company, focuses on designing, developing, and marketing laser systems for the treatment of cataracts and the management of pre-existing or surgically induced corneal astigmatism in the United System, Europe, Asia, South Korea, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
LNSR Community Fair Values
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Analyst Price Targets
LENSAR, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$6.09 |
| 52 Week High | US$13.74 |
| 52 Week Low | US$5.06 |
| Beta | 0.84 |
| 1 Month Change | 19.65% |
| 3 Month Change | -49.84% |
| 1 Year Change | -55.15% |
| 3 Year Change | 89.72% |
| 5 Year Change | -27.50% |
| Change since IPO | -32.33% |
Recent News & Updates
Narrative Update • May 04
LNSR: Buy Thesis Will Rebuild Around Post Deal Selloff And Adoption Reacceleration
Analysts have nudged their price target on LENSAR stock to $8.50, with recent upgrades to Buy and renewed confidence around the ALLY System adoption story cited as key reasons for the updated view. Analyst Commentary Recent research has focused on how the ALLY System adoption story and the fallout from the halted Alcon acquisition are shaping expectations for LENSAR’s execution and valuation.Narrative Update • Apr 19
LNSR: Buy Thesis Rebuilds Around Post Deal Selloff And Adoption Reacceleration
Analysts have raised their price targets on LENSAR shares to $10, citing renewed optimism around ALLY System adoption and viewing the post acquisition setback selloff as a second chance for investors. Analyst Commentary Bullish Takeaways Bullish analysts point to a $10 price target as a simple yardstick for how they frame upside potential if ALLY System adoption trends seen before the Alcon deal announcement can be re established.
New Narrative • Apr 17
Cataract Procedure Bundling Will Pressure Margins Yet Recurring Revenue Should Support Gradual Recovery
Catalysts About LENSAR LENSAR develops and commercializes robotic femtosecond laser systems for cataract surgery, with a focus on its ALLY Robotic Laser Cataract System. What are the underlying business or industry changes driving this perspective?Narrative Update • Apr 03
LNSR: Buy Rating Resets Around Post Deal Selloff And Execution Rebuild
Analysts have trimmed their price target for LENSAR to $8.50 from $12.50, reflecting updated views on revenue growth, profitability and a lower future P/E, while also pointing to recent upgrades that highlight renewed interest in the stock following the failed Alcon acquisition. Analyst Commentary Recent Street research has focused on the reset expectations for LENSAR following the failed Alcon transaction, as well as the potential runway for the company’s ALLY System.
New Narrative • Mar 31
Recurring Cataract Procedure Revenue And Machine Learning Will Transform This Undervalued Medical Device Story
Catalysts About LENSAR LENSAR develops and commercializes the ALLY Robotic Laser Cataract System for laser assisted cataract surgery. What are the underlying business or industry changes driving this perspective?Recent updates
Narrative Update • May 04
LNSR: Buy Thesis Will Rebuild Around Post Deal Selloff And Adoption Reacceleration
Analysts have nudged their price target on LENSAR stock to $8.50, with recent upgrades to Buy and renewed confidence around the ALLY System adoption story cited as key reasons for the updated view. Analyst Commentary Recent research has focused on how the ALLY System adoption story and the fallout from the halted Alcon acquisition are shaping expectations for LENSAR’s execution and valuation.Narrative Update • Apr 19
LNSR: Buy Thesis Rebuilds Around Post Deal Selloff And Adoption Reacceleration
Analysts have raised their price targets on LENSAR shares to $10, citing renewed optimism around ALLY System adoption and viewing the post acquisition setback selloff as a second chance for investors. Analyst Commentary Bullish Takeaways Bullish analysts point to a $10 price target as a simple yardstick for how they frame upside potential if ALLY System adoption trends seen before the Alcon deal announcement can be re established.New Narrative • Apr 17
Cataract Procedure Bundling Will Pressure Margins Yet Recurring Revenue Should Support Gradual Recovery
Catalysts About LENSAR LENSAR develops and commercializes robotic femtosecond laser systems for cataract surgery, with a focus on its ALLY Robotic Laser Cataract System. What are the underlying business or industry changes driving this perspective?Narrative Update • Apr 03
LNSR: Buy Rating Resets Around Post Deal Selloff And Execution Rebuild
Analysts have trimmed their price target for LENSAR to $8.50 from $12.50, reflecting updated views on revenue growth, profitability and a lower future P/E, while also pointing to recent upgrades that highlight renewed interest in the stock following the failed Alcon acquisition. Analyst Commentary Recent Street research has focused on the reset expectations for LENSAR following the failed Alcon transaction, as well as the potential runway for the company’s ALLY System.New Narrative • Mar 31
Recurring Cataract Procedure Revenue And Machine Learning Will Transform This Undervalued Medical Device Story
Catalysts About LENSAR LENSAR develops and commercializes the ALLY Robotic Laser Cataract System for laser assisted cataract surgery. What are the underlying business or industry changes driving this perspective?Narrative Update • Mar 19
LNSR: Buy Rating And Post Deal Reset Will Drive Future Reassessment
Analysts have trimmed their fair value estimate for LENSAR from $15.00 to $12.50, pointing to revised assumptions around discount rates, margins, and future P/E, alongside a BTIG upgrade to Buy that highlights past ALLY System adoption and the recent post acquisition selloff as a potential second chance for investors to reassess the story. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the cut in fair value to $12.50 still sits above the current $10 price target.New Narrative • May 10
Global System Placements Will Improve Operating Room Efficiency
Strong system placements and contract pipelines in international markets enhance potential for sustained revenue growth and competitive advantage.Analysis Article • Jan 28
Even With A 28% Surge, Cautious Investors Are Not Rewarding LENSAR, Inc.'s (NASDAQ:LNSR) Performance Completely
Despite an already strong run, LENSAR, Inc. ( NASDAQ:LNSR ) shares have been powering on, with a gain of 28% in the...Analysis Article • Dec 24
We're Hopeful That LENSAR (NASDAQ:LNSR) Will Use Its Cash Wisely
There's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, LENSAR...Analysis Article • Oct 24
Market Might Still Lack Some Conviction On LENSAR, Inc. (NASDAQ:LNSR) Even After 28% Share Price Boost
LENSAR, Inc. ( NASDAQ:LNSR ) shareholders would be excited to see that the share price has had a great month, posting a...Analysis Article • Sep 12
LENSAR (NASDAQ:LNSR) Is 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...Analysis Article • Jul 16
LENSAR, Inc. (NASDAQ:LNSR) Doing What It Can To Lift Shares
With a price-to-sales (or "P/S") ratio of 1.3x LENSAR, Inc. ( NASDAQ:LNSR ) may be sending bullish signals at the...Analysis Article • May 01
Here's Why Shareholders May Want To Be Cautious With Increasing LENSAR, Inc.'s (NASDAQ:LNSR) CEO Pay Packet
Key Insights LENSAR to hold its Annual General Meeting on 7th of May Salary of US$541.1k is part of CEO Nick Curtis's...Analysis Article • Feb 22
LENSAR, Inc.'s (NASDAQ:LNSR) Shares Leap 33% Yet They're Still Not Telling The Full Story
LENSAR, Inc. ( NASDAQ:LNSR ) shares have continued their recent momentum with a 33% gain in the last month alone...Analysis Article • Jan 24
Here's Why We're Watching LENSAR's (NASDAQ:LNSR) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Analysis Article • Dec 20
Not Many Are Piling Into LENSAR, Inc. (NASDAQ:LNSR) Just Yet
LENSAR, Inc.'s ( NASDAQ:LNSR ) price-to-sales (or "P/S") ratio of 0.7x might make it look like a strong buy right now...Analysis Article • Oct 21
Here's Why We're A Bit Worried About LENSAR's (NASDAQ:LNSR) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although...Analysis Article • Sep 13
Investors Continue Waiting On Sidelines For LENSAR, Inc. (NASDAQ:LNSR)
LENSAR, Inc.'s ( NASDAQ:LNSR ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a strong buy right now...Analysis Article • Mar 21
This Broker Just Slashed Their LENSAR, Inc. (NASDAQ:LNSR) Earnings Forecasts
One thing we could say about the covering analyst on LENSAR, Inc. ( NASDAQ:LNSR ) - they aren't optimistic, having just...Analysis Article • Mar 18
Will LENSAR (NASDAQ:LNSR) Spend Its Cash Wisely?
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Analysis Article • Nov 01
Here's Why We're Not Too Worried About LENSAR's (NASDAQ:LNSR) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Aug 08
LENSAR GAAP EPS of -$0.67, revenue of $8M
LENSAR press release (NASDAQ:LNSR): Q2 GAAP EPS of -$0.67. Revenue of $8M (+1.3% Y/Y). Adjusted EBITDA was -$4.3M for the quarter ended June 30, 2022 and -$2.3M for the quarter ended June 30, 2021. As of June 30, 2022, the company had cash and cash equivalents of $25.2M as compared to $31.6M at December 31, 2021. Based on its cash position and operational forecasts, the company believes it has sufficient cash to fund operations into 2024.Analysis Article • Mar 23
LENSAR (NASDAQ:LNSR) Is 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...Analysis Article • Jul 28
We Think LENSAR (NASDAQ:LNSR) Can Afford To Drive Business Growth
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Shareholder Returns
| LNSR | US Medical Equipment | US Market | |
|---|---|---|---|
| 7D | 5.0% | 1.8% | 1.2% |
| 1Y | -55.2% | -17.9% | 28.7% |
Return vs Industry: LNSR underperformed the US Medical Equipment industry which returned -17.9% over the past year.
Return vs Market: LNSR underperformed the US Market which returned 28.7% over the past year.
Price Volatility
| LNSR volatility | |
|---|---|
| LNSR Average Weekly Movement | 13.1% |
| Medical Equipment Industry Average Movement | 8.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: LNSR's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: LNSR's weekly volatility has increased from 7% to 13% over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2004 | 150 | Nick Curtis | www.lensar.com |
LENSAR, Inc., a commercial-stage medical device company, focuses on designing, developing, and marketing laser systems for the treatment of cataracts and the management of pre-existing or surgically induced corneal astigmatism in the United System, Europe, Asia, South Korea, and internationally. The company offers the LENSAR Laser System, which incorporates a range of proprietary technologies designed to assist the surgeon in obtaining visual outcomes by providing imaging, procedure planning, design, and precision. It also provides ALLY Robotic Cataract Laser System, a compact cataract treatment system that is designed to allow surgeons to perform sterile laser-assisted cataract surgery in a single operating room.
LENSAR, Inc. Fundamentals Summary
| LNSR fundamental statistics | |
|---|---|
| Market cap | US$73.72m |
| Earnings (TTM) | US$29.40m |
| Revenue (TTM) | US$57.70m |
2.5x
P/E Ratio1.3x
P/S RatioIs LNSR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LNSR income statement (TTM) | |
|---|---|
| Revenue | US$57.70m |
| Cost of Revenue | US$31.33m |
| Gross Profit | US$26.38m |
| Other Expenses | -US$3.02m |
| Earnings | US$29.40m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.43 |
| Gross Margin | 45.71% |
| Net Profit Margin | 50.94% |
| Debt/Equity Ratio | 0% |
How did LNSR perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/26 07:01 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
LENSAR, Inc. is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Gorman | BTIG |
| Frank Takkinen | Lake Street Capital Markets, LLC |
| Richard Newitter | Leerink Partners LLC |