Added to YB: 2026-07-16
Pitch date: 2026-07-14
LPTH [bullish]
LightPath Technologies, Inc.
-32.45%
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
$12.14
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
$LPTH is a prime candidate that could profit from increased worldwide defense spending.
LPTH: Infrared sensing/lens maker for defense (85% backlog), riding drone warfare boom. Rev doubled YoY (~$19M Q3FY26), GM 29%→36%, $110M backlog, ~5% of $2B TAM (6-7% CAGR). Germanium-free BlackDiamond glass = geostrategic edge. Catalyst: LMT win on NGSRI (>$100M/yr). Risks: >10x sales, not GAAP-profitable, RTX beating LMT, heavy capex. 2% position.
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