Added to YB: 2026-01-16
Pitch date: 2026-01-15
LPTH [bullish]
LightPath Technologies, Inc.
-38.11%
current return
Author Info
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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
$13.25
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
I've initiated positions in $LPTH ($621M)
LPTH (new position): Only US alternative to China's 70% germanium glass dominance for thermal weapons/drones. Customers include L3Harris, Lockheed, Anduril, RTX/Northrop. $75-80M cash, -$5M debt. FY25 $37M rev, FY26 est $62M. Gross margins expanding 27%→35-40%. Backlog $40M→$90M+. Sold out, critical defense supply chain.
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