Added to YB: 2026-08-21
Pitch date: 2026-08-19
LPTH [neutral]
LightPath Technologies, Inc.
-37.36%
current return
Author Info
OptimusDelta is a full-time investor with 20+ years experience in the Defense sector, from operational deployments through to commercial application. Sign up for the newsletter.
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
$13.09
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
Out of arrows - LightPath Technologies, Inc.
LPTH (overview): Only US maker of germanium-free BlackDiamond IR glass (exclusive Naval Research Lab license) for thermal cameras/missile seekers. China banned germanium exports; Pentagon barred from non-allied germanium by Dec 2027. $70M rev component supplier into primes; $11M counter-drone order shows substitution as revenue. Big seeker volumes 2028+, not near-term.
Read full article (5 min)