Added to YB: 2026-05-05
Pitch date: 2026-05-01
KOPN [bullish]
Kopin Corporation
+3.71%
current return
Author Info
No bio for this author
Company Info
Kopin Corporation, together with its subsidiaries, develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.
Market Cap
$696.6M
Pitch Price
$4.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
-50.43
P/E
393.00
EV/Sales
17.02
Sector
Semiconductors and Semiconductor Equipment
Category
growth
A thread on $KOPN
KOPN: Sole-source DoD micro display supplier (soldier AR, pilot HUDs, drones) w/ patented MicroLED optical interconnect IP since 2019. $15M Neural I/O dev order for AI GPU-to-GPU optical links to solve copper bottleneck. CEO sees AI infra rev exceeding defense by 2028. $680M mkt cap, 19.9% stake in commercial partner. Defense sticky + AI scaling catalyst converging on same tech platform.
Read full article (1 min)