Added to YB: 2026-01-16
Pitch date: 2026-01-15
LPTH [bullish]
LightPath Technologies, Inc.
+12.6%
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.
Market Cap
$809.1M
Pitch Price
$13.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
-445.64
P/E
-26.66
EV/Sales
14.78
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.
Read full article (1 min)