Added to YB: 2025-09-19
Pitch date: 2025-09-18
LASR [bullish]
nLIGHT, Inc.
+16.59%
current return
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
$30.98
Price Target
33.50 (-7%)
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) Re-Rated as Defense Contracts Propel Revenue Growth
LASR (analyst upgrade): Cantor upgrade to $33.50 PT (+22%) on strong defense wins: $171M HELSI Phase 2 (1-megawatt laser weapon), $35M Army counter-drone program. 2Q A&D revenue +49% YoY to $40.7M (66% total). 3Q guidance raised to $66M, 2026E to $271.6M. New intl win likely UK DragonFire program.
Read full article (1 min)