Added to YB: 2025-08-22
Pitch date: 2025-08-21
LPTH [bullish]
LightPath Technologies, Inc.
+33.75%
current return
Author Info
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Company Info
LightPath Technologies, Inc. designs, develops, manufactures, and distributes optical components and assemblies.
Market Cap
$154.0M
Pitch Price
$4.00
Price Target
N/A
Dividend
N/A
Sector
Electronic Equipment, Instruments and Components
Category
growth
Show full summary:
Long LPTH
LPTH bullish: Picks & shovels play on drones with patented BlackDiamond tech. Makes drone cameras & counter-drone imaging (LWIR/MWIR/multi-spectral) not reliant on China-controlled germanium. $50-500K per installation potential. G5 acquisition + $2.2M L3Harris order for Navy SPEIR + Lockheed missile work. FY26 budget catalyst for counter-UAV systems.
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