Added to YB: 2025-11-27
Pitch date: 2025-11-25
LPTH [bullish]
LightPath Technologies, Inc.
+65.8%
current return
Author Info
Company Info
LightPath Technologies, Inc. designs, develops, manufactures, and distributes optical components and assemblies.
Market Cap
$135.7M
Pitch Price
$6.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
-55.49
P/E
-15.88
EV/Sales
4.50
Sector
Electronic Equipment, Instruments and Components
Category
growth
LightPath's growth accelerates
LPTH: Strategic shift to systems/subsystems from components, leveraging exclusive BlackDiamond glass vs Chinese germanium. Record $86M backlog (4x growth), $40M+ contracted 2026-27 orders. Major programs: border surveillance ($150K-250K cameras), Navy SPEIR, potential $50-100M Lockheed NGSRI missile program. Q1 revenue +79% to $15M, 30% gross margin targeting 35% by FY26. At 5x sales, buy under $7.
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