Added to YB: 2025-11-27
Pitch date: 2025-11-25
LPTH [bullish]
LightPath Technologies, Inc.
+18.33%
current return
Author Info
No bio for this author
Company Info
LightPath Technologies, Inc. designs, develops, manufactures, and distributes optical systems and assemblies in the United States, the United Kingdom, Israel, China, Rest of Europe, Rest of Asia and internationally.
Market Cap
$680.8M
Pitch Price
$6.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
291.19
P/E
-25.25
EV/Sales
8.47
Sector
Electronic Equipment, Instruments and Components
Category
growth
LightPath's growth accelerates
LPTH: Strategic shift to systems/subsystems from components, leveraging exclusive BlackDiamond glass vs Chinese germanium. Record $86M backlog (4x growth), $40M+ contracted 2026-27 orders. Major programs: border surveillance ($150K-250K cameras), Navy SPEIR, potential $50-100M Lockheed NGSRI missile program. Q1 revenue +79% to $15M, 30% gross margin targeting 35% by FY26. At 5x sales, buy under $7.
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