Added to YB: 2026-08-20
Pitch date: 2026-08-17
LPTH [neutral]
LightPath Technologies, Inc.
-5.46%
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.
Market Cap
$982.1M
Pitch Price
$14.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.7K
P/E
-30.22
EV/Sales
15.33
Sector
Electronic Equipment, Instruments and Components
Category
growth
Hidden in plain sight - $LPTH
LPTH (overview): Speculative play on Army's tiered counter-drone magazine. NGCM cheap-tier interceptor (<$150K/round, 5,000+ units, ~$750M floor) specifies passive EO/IR sensing. LightPath's 360° passive IR (CST Omni) integrated into DIU-selected Picket Inferno RTC via MOU. New Army component-level buying + no PRs under $5M + 90-day contract delay = order flow going dark as it accelerates. Watch Sept 10 product-group revenue table, NGCM solicitation, DIU Phase II results.
Read full article (4 min)