Added to YB: 2026-07-16
Pitch date: 2026-07-14
LPTH [bullish]
LightPath Technologies, Inc.
-5.93%
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
$692.6M
Pitch Price
$12.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.2K
P/E
-22.52
EV/Sales
10.71
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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