Added to YB: 2026-01-16
Pitch date: 2026-01-15
LPTH [bullish]
LightPath Technologies, Inc.
-9.36%
current return
Author Info
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Company Info
LightPath Technologies, Inc. designs, develops, manufactures, and distributes optical components and assemblies.
Market Cap
$135.7M
Pitch Price
$13.25
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
I've initiated positions in $LPTH ($621M)
LPTH (new position): Only US alternative to China's 70% germanium glass dominance for thermal weapons/drones. Customers include L3Harris, Lockheed, Anduril, RTX/Northrop. $75-80M cash, -$5M debt. FY25 $37M rev, FY26 est $62M. Gross margins expanding 27%→35-40%. Backlog $40M→$90M+. Sold out, critical defense supply chain.
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