Added to YB: 2025-12-04
Pitch date: 2025-12-03
LASR [bullish]
nLIGHT, Inc.
+29.22%
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
$33.92
Price Target
50.00 (+16%)
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 is a picks & shovels defense play specializing in (you guessed it) lasers.
LASR: Defense laser specialist pivoted from low-margin industrial welding to high-margin weapons systems. Q3 first profitable EBITDA at $7.1M. $400M backlog, counter-drone secular tailwinds. Vertically integrated GaAs to beam. Debt-free $100M cash, founder CEO owns $30M stock. Target $50 by 2028 assuming 40% A&D growth, 20-25% EBITDA margins, 20x terminal multiple.
Read full article (1 min)