Added to YB: 2025-12-04
Pitch date: 2025-12-03
LASR [bullish]
nLIGHT, Inc.
Author Info
No bio for this author
Company Info
nLIGHT, Inc. designs, develops, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications.
Market Cap
$1.7B
Pitch Price
N/A
Price Target
50.00 (+47%)
Dividend
N/A
EV/EBITDA
-73.90
P/E
-37.50
EV/Sales
7.01
Sector
Electronic Equipment, Instruments and Components
Category
growth
nLight $LASR is a picks & shovels defense play specializing in (you guessed it) lasers.
LASR: Defense laser specialist pivoted from low-margin industrial welding to high-margin weapons systems. Q3 first profitable EBITDA at $7.1M. $400M backlog, counter-drone secular tailwinds. Vertically integrated GaAs to beam. Debt-free $100M cash, founder CEO owns $30M stock. Target $50 by 2028 assuming 40% A&D growth, 20-25% EBITDA margins, 20x terminal multiple.
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