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LASR

nLIGHT, Inc.

LASR

NASDAQ·Technology·Semiconductors·Mkt cap $2.3B

$40.06

-3.40%

P/E

-160.69

Mkt Cap

$2.3B

52-Wk Range

$27.22–$86.95

52-Week Range

$27.22 - $86.95

P/E

-160.69

Fwd P/E

80.84

Beta

2.30

Div Yield

0.00%

Avg Vol

1.3M

Shares Out

55.8M

Mkt Cap

$2.3B

Price action

Price chart

Up 40.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary semiconductor and fiber laser technology with high barriers to entry
  • Established relationships with Fortune 500 industrial manufacturers and U.S. defense contractors
  • Vertically integrated manufacturing capabilities enabling superior product performance and margins
  • Dual-use technology applicable to both commercial industrial and aerospace & defense markets

Bear Case

2 risks

  • High volatility (beta 2.3). Larger-than-normal price swings expected.
  • Growth premium of 1.7x vs AI Photonics & Optical peers. Elevated but may be justified by growth trajectory.

Growth

Turning profitable

Increasing adoption of laser-based precision manufacturing and automation in industrial markets

Value

Growth premium of 1.7x vs AI Photonics & Optical peers. Elevated but may be justified by growth trajectory.

Momentum

Falling

-40.0% over 3m

Quality

Stable

High-growth business (43% revenue growth, 32% gross margin). Pre-profit but investing in growth.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.15 vs $0.14 consensus (+6.3% surprise). Revenue of $82.6M vs $78.6M expected (+5.1%). Beat on both top and bottom lines.

EPS beat +6.3%
Rev beat +5.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+6.3%

Revenue trend · last 8Q

-9%

+16%

+22%

+19%

+71%

+55%

+34%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$56.1M

$47.4M

$51.7M

$61.7M

$66.7M

$81.2M

$80.2M

$82.6M

Margins · last 8Q

Gross

31.1%

Operating

-4.3%

Profit

-1.6%

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Needham · Aug 7, 2026

vs Industry

How LASR stacks vs Semiconductors

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.