LightPath Technologies, Inc.

NasdaqCM:LPTH Aktierapport

Börsvärde: US$698.3m

LightPath Technologies Förvaltning

Förvaltning kriterier kontrolleras 3/4

LightPath Technologies VD är Sam Rubin, utsedd i Mar 2020, har en mandatperiod på 6.17 år. totala årliga ersättningen är $ 692.88K, bestående av 58.5% lön 41.5% bonusar, inklusive företagsaktier och optioner. äger direkt 0.45% av företagets aktier, värda $ 3.16M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5 år respektive 5.7 år.

Viktig information

Sam Rubin

Verkställande direktör

US$692.9k

Total ersättning

VD-lön i procent58.52%
Anställning som VD6.2yrs
Ägande av VD0.5%
Ledningens genomsnittliga anställningstid5yrs
Styrelsens genomsnittliga mandatperiod5.7yrs

Senaste uppdateringar av ledningen

Analysartikel Nov 13

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

Key Insights LightPath Technologies will host its Annual General Meeting on 20th of November Salary of US$378.1k is...

Recent updates

Analysuppdatering May 03

LPTH: Index Addition And Defense Order Will Shape Future Earnings Multiple

Analysts have lifted their price target on LightPath Technologies by $5.50, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that refine rather than overhaul their prior valuation view. Analyst Commentary Recent price target revisions for LightPath Technologies signal that while analysts see scope for upside, some remain careful about how much they are willing to pay for that potential.
Analysuppdatering Apr 19

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.
Analysuppdatering Apr 05

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.
Analysuppdatering Mar 22

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.
Analysuppdatering Mar 07

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.
Analysuppdatering Feb 21

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.
Seeking Alpha Feb 18

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

Summary LightPath is transitioning to a vertically integrated provider of high-value infrared optics and camera systems, leveraging its Black Diamond technology and G5 Infrared acquisition. LightPath is positioned well to benefit from the 2026 NDAA, which may support multi-year growth. I am lowering my rating to 'HOLD' due to the high valuation and technical bearish signals which creates a near-term pullback risk despite the strong long-term prospects. Read the full article on Seeking Alpha
Analysuppdatering Feb 07

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.
Analysuppdatering Jan 23

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.
Analysuppdatering Jan 09

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.
Analysuppdatering Dec 25

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.
Analysartikel Dec 23

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have had a really impressive month, gaining 37% after a shaky...
Analysuppdatering Dec 11

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.
Analysuppdatering Nov 27

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.
Analysartikel Nov 17

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysuppdatering Nov 13

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.
Analysartikel Oct 14

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

Despite an already strong run, LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have been powering on, with a gain...
Analysuppdatering Sep 27

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.
Analysuppdatering Sep 05

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.
Analysartikel Aug 23

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have continued their recent momentum with a 26% gain in the last...
User avatar
Ny analys Apr 05

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.
Analysartikel Feb 19

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have retraced a considerable 27% in the last month, reversing a...
Seeking Alpha Jan 21

Breaking The Glass Ceiling: LightPath Technologies' BlackDiamond Advantage

Summary LightPath Technologies is a micro-cap company specializing in optical components, with significant growth in defense contracts and high-value camera solutions. Recent financial performance shows revenue growth, improved gross margins, and a strong cash position, despite rising expenses and net losses. LPTH's strategic pivot to complete systems and defense market expansion, including potential Lockheed Martin contracts, presents compelling growth opportunities. Despite challenges like regulatory hurdles and debt, LPTH's momentum and market potential make it a "Buy" for higher-risk, speculative portfolios. Read the full article on Seeking Alpha
Analysartikel Jan 10

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel Dec 14

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have continued their recent momentum with a 39% gain in the last...
Analysartikel Nov 13

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

Key Insights LightPath Technologies will host its Annual General Meeting on 20th of November Salary of US$378.1k is...
Analysartikel Sep 11

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shareholders won't be pleased to see that the share price has had a very...
Analysartikel Feb 08

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

LightPath Technologies, Inc. ( NASDAQ:LPTH ) shares have had a really impressive month, gaining 28% after a shaky...
Analysartikel Nov 10

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

Key Insights LightPath Technologies' Annual General Meeting to take place on 16th of November Salary of US$360.5k is...
Analysartikel Sep 01

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Analys av ersättningar till VD

Hur har Sam Rubin:s ersättning förändrats jämfört med LightPath Technologies:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025n/an/a

-US$23m

Sep 30 2025n/an/a

-US$16m

Jun 30 2025US$693kUS$406k

-US$15m

Mar 31 2025n/an/a

-US$10m

Dec 31 2024n/an/a

-US$9m

Sep 30 2024n/an/a

-US$8m

Jun 30 2024US$461kUS$378k

-US$8m

Mar 31 2024n/an/a

-US$6m

Dec 31 2023n/an/a

-US$5m

Sep 30 2023n/an/a

-US$4m

Jun 30 2023US$554kUS$361k

-US$4m

Mar 31 2023n/an/a

-US$5m

Dec 31 2022n/an/a

-US$4m

Sep 30 2022n/an/a

-US$4m

Jun 30 2022US$452kUS$357k

-US$4m

Mar 31 2022n/an/a

-US$5m

Dec 31 2021n/an/a

-US$5m

Sep 30 2021n/an/a

-US$4m

Jun 30 2021US$489kUS$350k

-US$3m

Mar 31 2021n/an/a

US$385k

Dec 31 2020n/an/a

US$1m

Sep 30 2020n/an/a

US$2m

Jun 30 2020US$823kUS$105k

US$867k

Ersättning vs marknad: Sam s total kompensation ($USD 692.88K ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 3.71M ).

Ersättning vs inkomst: Ersättningen för Sam har ökat samtidigt som företaget är olönsamt.


VD OCH KONCERNCHEF

Sam Rubin (51 yo)

6.2yrs
Anställning
US$692,875
Kompensation

Mr. Shmuel Rubin is also known as Sam has been President, Chief Executive Officer and Director at LightPath Technologies, Inc. since March 9, 2020. Mr. Rubin served as the General Manager for the Imaging S...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Shmuel Rubin
President6.2yrsUS$692.88k0.45%
$ 3.2m
Albert Miranda
CFO, Secretary & Treasurer5yrsUS$400.16k0.14%
$ 953.9k
Doug Schoen
Senior Vice President of Global Salesless than a yearinga uppgifteringa uppgifter
5.0yrs
Genomsnittlig anställningstid

Erfaren ledning: LPTH s ledningsgrupp är erfaren och erfaren ( 5 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Shmuel Rubin
President6.2yrsUS$692.88k0.45%
$ 3.2m
Thomas Ellis
Non-Independent Director1.3yrsUS$35.10kinga uppgifter
M. Faris
Independent Chairman14.4yrsUS$115.00k0.0068%
$ 47.7k
Steven Creviston
Independent Director5.2yrsUS$100.00k0.30%
$ 2.1m
Mark Caylor
Independent Directorless than a yearinga uppgifteringa uppgifter
Joseph Menaker
Independent Director7.5yrsUS$96.00k0%
$ 0
Darcie Peck
Independent Director6.5yrsUS$104.00k0.28%
$ 1.9m
Kim Crider
Independent Director2.5yrsUS$96.00k0.12%
$ 836.7k
5.7yrs
Genomsnittlig anställningstid
60yo
Genomsnittlig ålder

Erfaren styrelse: LPTH s styrelse anses vara erfaren ( 5.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/06 08:27
Aktiekurs vid dagens slut2026/05/06 00:00
Intäkter2025/12/31
Årlig intjäning2025/06/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

LightPath Technologies, Inc. bevakas av 10 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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