LightPath Technologies, Inc.

LightPath Technologies, Inc.

LPTHยทNASDAQ

$15.62

-2.9%
TechnologyHardware, Equipment & Parts

LightPath Technologies, Inc. designs, develops, manufactures, and distributes optical components and assemblies. The company offers precision molded glass aspheric optics, molded and diamond-turned infrared aspheric lenses, and other optical components used to produce products that manipulate light. Its products are used in defense products, medical devices, laser aided industrial tools, automotive safety applications, barcode scanners, optical data storage, hybrid fiber coax datacom, telecommunications, machine vision and sensors, and other industries. The company sells its products directly to customers in North America, Europe, and Asia, as well as through distributors and catalogs in the United States and internationally. LightPath Technologies, Inc. was founded in 1985 and is headquartered in Orlando, Florida.

At a Glance

Live Snapshot
Market Cap$747.87M
EPS-0.3600
P/E Ratio-43.39
Earnings Date09/10/2026
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LightPath Technologies, Inc. Street Expectations Map

LPTH ยท NASDAQ

Wall Street analysts project that LPTH stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 15.38, with estimates ranging from a low of 15.00 to a high of 16.50.

Lowest Target
15.00
-3.97%
Consensus Target
15.38
-1.54%
Highest Target
16.50
5.63%

The consensus 1-year price target stands at 15.38, with estimates ranging from a low of 15.00 to a high of 16.50.

Analyst Consensus Analysis

Upside Potential

-1.5%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

9.8% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.42x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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LightPath Technologies, Inc. Forward Estimates of Revenue

LPTH ยท NASDAQ
Latest Revenue
37.20M
FY 2025
Avg Estimate
61.58M
FY 2026
Estimate Range
60.57M - 63.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+65.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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LightPath Technologies, Inc. Forward Estimates of Net Income

LPTH ยท NASDAQ
Latest Net Income
-14.87M
FY 2025
Avg Estimate
-6.32M
FY 2026
Estimate Range
-6.66M - -6.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+57.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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LightPath Technologies, Inc. Forward Estimates of EPS

LPTH ยท NASDAQ
Latest EPS
-0.36
FY 2025
Avg Estimate
$-0.16
FY 2026
Estimate Range
$-0.16 - $-0.15
Analyst Spread

Forward Growth Analysis

Projected Growth+56.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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LightPath Technologies, Inc. Forward Estimates of EBIT

LPTH ยท NASDAQ
Latest EBIT
-9.06M
FY 2025
Avg Estimate
-8.40M
FY 2026
Estimate Range
-8.66M - -8.26M
Analyst Spread

Forward Growth Analysis

Projected Growth+7.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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LightPath Technologies, Inc. Forward Estimates of EBITDA

LPTH ยท NASDAQ
Latest EBITDA
-4.91M
FY 2025
Avg Estimate
-1.89M
FY 2026
Estimate Range
-1.95M - -1.86M
Analyst Spread

Forward Growth Analysis

Projected Growth+61.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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LightPath Technologies, Inc. Forward Estimates of SG&A Expense

LPTH ยท NASDAQ
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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LightPath Technologies, Inc. Insider Positioning

LPTH ยท NASDAQ

During the last 12 months, insiders have purchased $2K and sold $33.83M worth of LPTH shares, resulting in $33.83M of net selling activity.

3 Months

Bought

180

1.75K

Sold

825.7K

10.08M

Net Activity

-10.1M

-$10.08M

3-6 Months

Bought

0

0.00

Sold

2.0M

23.75M

Net Activity

-23.7M

-$23.75M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
RS

Rubin Shmuel

Officer: President & Ceo

180 sharesโ€ข1 transactions

$2K

Top Sellers

1
NRSOFIL

North Run Strategic Opportunities Fund I, Lp

Director, 10 Percent Owner:

2.8M sharesโ€ข14 transactions

$33.83M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $33.83M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$10.08M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.