(LASR) Movement as an Input in Quant Signal Sets
This article from Stock Traders Daily discusses Nlight Inc. (NASDAQ: LASR) and its movement as an input in quantitative signal sets. It identifies weak near-term sentiment challenging long-term strength, notes no clear price positioning signal, and points to elevated downside risk. The analysis provides AI-generated institutional trading strategies tailored for different risk profiles, including position, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
nLIGHT Director Sells Shares Amid Supply Chain Concerns
nLIGHT Director Geoffrey Moore sold 4,452 shares for approximately $171,179 on September 15, 2026, reducing his ownership to 0.15%, reflecting a cautious outlook. Despite record Q2 revenue, nLIGHT's stock fell due to a forecasted Q3 sales decline of $63 million to $73 million, largely impacted by $17 million in supply chain challenges. Analysts recommend caution for potential investors, as the company was not on top recommended stock lists.
nLIGHT Director Sells 4,452 Shares After the Stock Price Plunged
Geoffrey Moore, a Director at nLIGHT, Inc., sold 4,452 shares of the company's common stock on September 15, 2026, for approximately $171,179. This transaction was part of a pre-established Rule 10b5-1 trading plan and not a market-timed decision, despite the stock trading at a significant discount from its 52-week high. Moore retains a substantial equity stake of 85,717 shares, maintaining alignment with shareholder interests, even after the company's stock price plunged due to Q3 guidance impacted by supply chain challenges.
Bank of America Corp DE Acquires New Stake in nLight $LASR
Bank of America Corp DE has acquired a new stake in nLight (NASDAQ:LASR) during the second quarter, purchasing 128,379 shares valued at approximately $8.9 million. This acquisition gives Bank of America approximately 0.22% ownership in the company, which reported strong quarterly revenue growth of 33.8% year over year and beat analyst EPS estimates. Despite recent insider sales by the CEO and a director, institutional investors collectively own 83.88% of nLight, and analysts maintain a "Moderate Buy" consensus with an average price target of $87.94.
nLIGHT stock reports higher Q2 revenue amid insider sales
nLIGHT (LASR) reported Q2 2026 revenue of $82.59 million, a 33.8% increase year-over-year, beating analyst estimates. Despite this revenue growth and exceeding EPS expectations, the company posted a GAAP net loss of $1.339 million. The report also highlighted significant insider sales by CEO Scott H. Keeney, who sold over 215,000 shares, contrasting with a "Moderate Buy" consensus from analysts with a much higher price target.
Trading Systems Reacting to (LASR) Volatility
This article analyzes Nlight Inc. (NASDAQ: LASR) volatility using AI models to generate trading strategies. It highlights a prevailing positive near-term sentiment despite a mid-term weak bias, within a long-term strength context. The analysis provides specific signals and outlines three institutional trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, complete with entry points, targets, and stop losses.
nLIGHT stock gains on strong 2026 revenue growth and defense demand
nLIGHT's stock is performing strongly due to significant revenue growth in Q2 2026, driven by defense and advanced manufacturing sectors. The company reported record revenue and improving margins, narrowing GAAP net losses while achieving positive non-GAAP net income. Despite some short-term stock volatility, investor sentiment remains positive, reflecting strong multi-year returns and growth expectations.
A Look at nLight Inc (LASR) After 3.6% Gain -- GF Value $15.88 v
nLight Inc (LASR) shares recently rose 3.6% to $39.84, but GuruFocus's GF Value™ suggests the stock is significantly overvalued at 150.9% above its estimated fair value of $15.88. The company's GF Score™ is 62/100, showing strengths in financial strength and momentum, but severe weaknesses in valuation and profitability. Insider selling of $74.7 million over the last 12 months, with no buying, further indicates a cautious outlook for LASR.
nLIGHT (LASR) director sells stock under preset trading plan
Geoffrey Moore, a director at nLIGHT, INC. (LASR), sold 4,452 shares of common stock on September 15, 2026, at a weighted average price of $38.45 per share. This sale was conducted under a Rule 10b5-1 trading plan established on June 15, 2026. Following the transaction, Moore directly holds 85,717 shares, including common stock and unvested restricted stock units.
nLIGHT (LASR) Stock Looks Pricey As Sales Struggle To Support Its Price
The article suggests that nLIGHT (LASR) stock appears overvalued, trading at a P/S ratio of 7.1x compared to an industry average of 2.8x, despite a 273.1% share price increase over three years. While the company is still operating at a loss, making earnings-based ratios less useful, the high P/S indicates that its current price is not well-supported by its sales and growth profile. Analysts have differing views, with some narratives suggesting the stock could be significantly undervalued based on future growth prospects.
Director plans nLIGHT (NASDAQ: LASR) stock sale after June vesting
nLIGHT director Geoffrey Moore has filed a Rule 144 notice to sell 4,452 shares of the company's common stock through Fidelity Brokerage Services LLC on NASDAQ. The shares, valued at $171,179.40, were acquired on June 5, 2024, through restricted stock vesting as compensation. This planned sale follows the vesting of these shares and is disclosed through an SEC Form 144 filing.
nLIGHT, Inc. - Common Stock (Nasdaq:LASR) Stock Quote
This article provides a stock quote and related news for nLIGHT, Inc. (Nasdaq: LASR), a company in the industrials sector. It details the stock's current trading information, performance metrics over various periods, and a collection of recent news headlines, including insider sales and earnings reports. The FAQ section clarifies basic trading information about nLIGHT, Inc.
nLIGHT CEO Scott Keeney Sells 215,000 Shares Amid Market Fluctuations
nLIGHT CEO Scott H. Keeney sold 215,000 shares for approximately $8.9 million on September 8 and 9, 2026, as part of a pre-arranged Rule 10b5-1 trading plan. The sale occurred despite nLIGHT reporting record Q2 2026 revenue of $82.6 million, a 34% year-over-year increase, but the stock faced downward pressure due to lowered Q3 guidance attributed to supply chain challenges. Analysts maintain a positive outlook on LASR, with Craig-Hallum and Raymond James both raising price targets to $100 based on defense contracts and strong product conversion.
nLight president and CEO Keeney sells $8.86m shares By Investing.com
nLight's President and CEO, Scott H. Keeney, sold shares worth over $8.86 million in early September 2026 through a Rule 10b5-1 trading plan. These sales occurred while the stock was trading significantly below its 52-week high, despite the company reporting strong revenue growth and exceeding Q2 2026 earnings expectations. Analysts from Needham and Stifel reiterated Buy ratings for nLight, citing strong performance in aerospace and defense and limited exposure to China.
nLight president and CEO Keeney sells $8.86m shares By Investing.com
Scott H. Keeney, President and CEO of NLIGHT, INC. (NASDAQ:LASR), sold shares totaling $8,862,676 on September 8 and 9, 2026, under a Rule 10b5-1 trading plan. These sales involved over 215,000 shares at weighted average prices between $40.75 and $42.20, with the stock currently trading significantly below its 52-week high despite strong revenue growth. The company recently reported better-than-expected Q2 2026 earnings but faces Q3 outlook challenges and a supply chain disruption.
nLight president and CEO Keeney sells $8.86m shares
Scott H. Keeney, President and CEO of nLIGHT, Inc. (NASDAQ:LASR), sold shares totaling $8.86 million on September 8 and 9, 2026, under a Rule 10b5-1 trading plan. The sales occurred as the stock traded significantly below its 52-week high, despite the company reporting strong second-quarter earnings and positive analyst ratings from Needham and Stifel. Keeney still directly holds over 1.9 million shares after these transactions.
Nlight president and CEO Scott Keeney disposes of $396,849 in stock.
Nlight President and CEO Scott Keeney sold 9,753 shares of the company's common stock for $396,849 to cover tax withholding obligations related to restricted stock units. This "sell to cover" transaction is mandated by Nlight's policy. Following the sale, Keeney directly owns 2,175,286 shares and indirectly owns 501 shares.
Nlight CFO Joseph Corso sells over $316k in shares
Nlight CFO Joseph Corso recently sold over $316,000 worth of shares in the company. The sales were primarily for tax withholding obligations and through a pre-planned trading arrangement. Despite the stock's recent decline, nLIGHT reported strong second-quarter earnings that surpassed expectations, with analysts reiterating "Buy" ratings.
Nlight president and CEO Scott Keeney disposes of $396,849 in stock.
Nlight President and CEO Scott Keeney sold 9,753 shares of the company's common stock for $396,849 to cover tax withholding obligations related to restricted stock units. This sale, mandated by Nlight's policy, leaves Mr. Keeney with 2,175,286 directly owned shares and 501 indirectly owned shares. The company's stock currently trades at $41.53, and while InvestingPro analysis suggests it is overvalued, Nlight recently reported strong Q2 2026 earnings, though it issued a weaker Q3 outlook due to supply chain disruptions.
NLight Shares Rise After Laser Weapon Contract Worth Up to $627 Million
NLight's shares surged after the company secured a Joint Laser Weapon System (JLWS) contract with the U.S. Department of War, potentially worth up to $627 million. The initial award is $44 million, focusing on developing high-power laser prototypes for cruise missile defense, offering significant operational advantages and lower costs compared to traditional systems. The program aims to rapidly prototype and deploy systems, starting with 150 kW and scaling to 300-500 kW.
Nlight director William Gossman sells $665,400 in shares
William Gossman, a director at NLIGHT, INC. (NASDAQ:LASR), sold 15,000 shares of common stock for $665,400 after exercising options. The transaction was conducted under a Rule 10b5-1 trading plan, with shares sold at $44.36 each. Despite recent stock weakness and being identified as overvalued by InvestingPro, NLIGHT has shown 43% revenue growth, and analysts maintain price targets between $81-$100.
nLIGHT Director William Gossman Executes 15,000 Share Sale via 10b5-1 Plan
nLIGHT, Inc. director William Gossman sold 15,000 shares of company stock on August 28, 2026, after exercising stock options at $1.10 per share and then selling the shares at a weighted average price of $44.36 per share. This transaction was conducted under a Rule 10b5-1 trading plan established on May 29, 2026. Following these transactions, Gossman directly beneficially owns 100,251 shares.
Nlight director William Gossman sells $665,400 in shares By Investing.com
William Gossman, a director at NLIGHT, INC. (NASDAQ:LASR), sold 15,000 shares of common stock worth $665,400 on August 28, 2026, after exercising options. The sale was made under a Rule 10b5-1 trading plan, and despite the stock's recent decline and apparent overvaluation according to InvestingPro, analysts maintain high price targets. The company recently reported strong Q2 2026 earnings but issued weaker Q3 guidance due to supply chain disruptions.
Electronic Components Stocks Q2 In Review: nLIGHT (NASDAQ:LASR) Vs Peers
This article reviews the Q2 performance of several electronic components stocks, highlighting nLIGHT (NASDAQ:LASR) as the weakest performer despite exceeding revenue expectations, due to market discontent and a significant stock drop. Conversely, Allient (NASDAQ:ALNT) is noted as the best performer, with strong revenue and EBITDA beats. The article also covers Corning (NYSE:GLW), Advanced Energy (NASDAQ:AEIS), and Littelfuse (NASDAQ:LFUS), discussing their revenue growth and market reactions to their earnings reports.
Nlight Insider Sold Shares Worth $16,544,247, According to a Recent SEC Filing
An insider at nLIGHT, Inc. has sold shares valued at $16,544,247, according to a recent SEC filing. The company specializes in semiconductors and fiber lasers for various applications, including aerospace, defense, and microfabrication. This transaction follows several other recent company news items, including its Q2 2026 earnings call and a significant laser weapon contract from the US Department of Defense.
Nlight president & CEO sells $16.5m in company stock
NLIGHT, INC. President and CEO Scott H. Keeney sold approximately $16.5 million worth of company stock through a Rule 10b5-1 trading plan on August 21 and 24, 2026. Concurrently, he exercised stock options worth about $527,075, maintaining a significant direct and indirect stake in the company. This news follows strong Q2 2026 results for nLIGHT, though the stock has seen a recent decline due to Q3 guidance concerns.
nLIGHT (NASDAQ: LASR) CEO sells shares under preset trading plan
nLIGHT's President and CEO, Scott H. Keeney, exercised stock options for 363,500 shares at $1.45 per share and subsequently sold all of them in open-market transactions. These sales, ranging from approximately $44.03 to $48.97 per share, were conducted under a Rule 10b5-1 trading plan adopted in May 2026. After these transactions, Keeney's direct holdings include 2,185,039 common shares and 181,750 stock options, along with 501 shares held indirectly through a family trust.
nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint Shares Are Falling, What You Need To Know
Shares of nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint experienced declines after trade negotiations between the United States and Canada broke down, leading to concerns about new tariffs. The collapse of talks resulted in 50% tariffs on Canadian imports, with further tariffs planned for vehicles, auto parts, and steel. This escalation in trade tensions is expected to negatively impact industrial and manufacturing sectors due to increased costs and disrupted supply chains.
nLIGHT (NASDAQ: LASR) insider sets up next stock sale
An SEC Form 144 filing reveals that nLIGHT (NASDAQ: LASR) insider Scott H. Keeney intends to sell 181,750 shares of common stock, valued at $8,482,272.50, acquired through a stock option exercise. The proposed sale date is August 24, 2026, with Fidelity Brokerage Services LLC handling the transaction. The filing also details several prior sales by Keeney within the last three months, totaling over $16.7 million.
After multimillion May sales, nLIGHT (LASR) insider plans new stock sale
An insider at nLIGHT, Inc. (LASR), Scott H. Keeney, has filed a Rule 144 notice to sell 181,750 shares of common stock, which he will acquire through a stock option exercise on August 21, 2026. This proposed sale follows several significant open-market sales by Keeney in May and June 2026, totaling over $8 million. The filing highlights both the planned future sale and past insider transactions, detailing the shares, values, and the broker involved.
Stifel reiterates Nlight stock rating on limited China exposure
Stifel reiterated a Buy rating and an $85.00 price target on Nlight (NASDAQ:LASR) after assessing the company's China export exposure, viewing a recent sell-off as a buying opportunity. The firm noted Nlight's limited China exposure to non-proprietary materials and manageable mitigation strategies, backed by a strong balance sheet. This comes as Nlight recently surpassed Q2 2026 earnings expectations but issued weaker Q3 guidance due to supply chain disruptions, with Needham also maintaining a Buy rating due to strong defense segment growth.
Stifel reiterates Nlight stock rating on limited China exposure By Investing.com
Stifel reiterated a Buy rating and an $85.00 price target for Nlight (NASDAQ:LASR), viewing a recent stock sell-off as a buying opportunity due to the company's limited China export exposure. Nlight's exposure is restricted to non-specialized optical materials, and the company has mitigation strategies in place, which Stifel believes are manageable given Nlight's strong financial health. The company also recently surpassed Q2 2026 earnings expectations, driven by significant growth in its defense segment, despite issuing weaker Q3 guidance due to a supply chain disruption.
When Will NLIGHT, Inc. (NASDAQ:LASR) Turn A Profit?
nLIGHT, Inc. (NASDAQ:LASR) is moving towards profitability, having reduced its losses from US$23m to US$12m. Analysts predict the company will break even and generate positive profits of US$14m in 2028, requiring an optimistic annual growth rate of 80%. Notably, nLIGHT operates without debt, reducing investment risk.
Rice Hall James & Associates LLC Takes Position in nLight $LASR
Rice Hall James & Associates LLC has acquired a new stake in nLight (NASDAQ:LASR), purchasing 53,715 shares valued at approximately $3.74 million. This move is part of a trend among institutional investors, who collectively own 83.88% of the company. Despite reporting strong revenue growth and beating EPS estimates, nLight remained unprofitable, while company insiders sold a significant amount of stock, primarily to cover tax obligations.
nLight (NASDAQ:LASR) Receives Consensus Rating of "Moderate Buy" from Analysts
nLight (NASDAQ:LASR) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $87.94. The company recently exceeded quarterly earnings expectations, reporting adjusted EPS of $0.15 and revenue of $82.59 million, marking a 33.8% year-over-year revenue increase despite remaining unprofitable. While insiders have sold shares primarily for tax obligations, institutional investors hold a significant 83.88% stake in the company.
GSA Capital Partners LLP Invests $2.35 Million in nLight $LASR
GSA Capital Partners LLP has invested $2.35 million in nLight (NASDAQ:LASR) by acquiring 33,755 shares, representing a 0.06% stake in the company. This investment comes as nLight exceeded quarterly earnings and revenue expectations, despite facing a negative net margin and anticipated full-year loss. Wall Street analysts maintain a "Moderate Buy" rating for nLight, with an average price target of $87.94, while institutional investors collectively own 83.88% of the company's stock.
Is nLIGHT (LASR) Using Improved Results and Guidance to Redefine Its Growth Investment Story?
nLIGHT, Inc. (LASR) reported improved Q2 2026 results with higher revenue and a reduced net loss, alongside Q3 revenue guidance of US$63 million to US$73 million. This performance suggests a shift in the company's operations as it continues to invest in growth, particularly in high-power lasers for aerospace and defense. The article examines how these updates could impact nLIGHT's investment narrative, highlighting its dependence on defense programs and the potential for an 80% upside to its current price based on analyst forecasts.
Is nLIGHT (LASR) Using Improved Results and Guidance to Redefine Its Growth Investment Story?
nLIGHT, Inc. reported improved Q2 2026 results with higher revenue and reduced net loss, alongside Q3 revenue guidance of US$63 million to US$73 million. This performance, especially in the defense sector with new high-energy laser systems, suggests a potential shift towards consistent profitability. The article explores how these updates might influence nLIGHT's investment narrative, highlighting its dependence on defense programs and forecasting significant revenue and earnings growth by 2029.
Is nLIGHT (LASR) Using Improved Results and Guidance to Redefine Its Growth Investment Story?
nLIGHT, Inc. reported improved Q2 2026 results with US$82.59 million in revenue and a reduced net loss of US$1.34 million, alongside Q3 2026 revenue guidance of US$63 million to US$73 million. These positive developments, particularly growth driven by aerospace and defense applications like the HADES 70 kW-class high-energy laser, are significant for the company's investment narrative, which hinges on achieving consistent profitability through high-power lasers. However, investors should also consider the inherent risks associated with its dependence on potentially volatile defense program funding.
Blaize Holdings, Lightwave Logic, nLight Diverge in Big Price Swings Today
Blaize Holdings saw a significant stock crash of 45% after cutting its 2026 revenue guidance from $130 million to $43 million due to slower order conversion and higher memory pricing. Meanwhile, nLIGHT experienced a modest 4% bounce after a brutal week-long selloff driven by supply chain delays, and Lightwave Logic gained about 3% as part of a broader optics rally, buoyed by its potential in AI data center interconnects. The article highlights the contrasting market reactions to guidance cuts versus potential growth in the photonics and AI hardware sectors.
nLIGHT (LASR) Q2 2026 Earnings Call Transcript
nLIGHT (LASR) reported strong Q2 2026 results with record revenue, gross margin, and adjusted EBITDA, driven by growth in defense and advanced manufacturing markets. The company highlighted the significant Joint Laser Weapon System (JLWS) contract award as a strategic milestone, building on its HADES product family for high-energy lasers. However, supply chain constraints, particularly due to increased Chinese scrutiny on dual-use optics, are impacting Q3 revenue guidance, especially for commercial products.
Assenagon Asset Management S.A. Acquires 36,329 Shares of nLight $LASR
Assenagon Asset Management S.A. significantly increased its stake in nLight (NASDAQ:LASR) during the second quarter, acquiring an additional 36,329 shares, which raised its total holdings to 50,096 shares valued at approximately $3.49 million. This move comes as nLight reported better-than-expected quarterly revenue of $82.59 million and an adjusted EPS of $0.15, although the company remains unprofitable. Institutional investors now own 83.88% of nLight, and analysts maintain a "Moderate Buy" rating with an average price target of $87.94, despite recent insider sales by top executives.
5 Revealing Analyst Questions From nLIGHT’s Q2 Earnings Call
nLIGHT's Q2 earnings surpassed revenue expectations but raised concerns due to future earnings outlook and supply chain disruptions. Analysts focused on the ramp-up of new defense contracts like JLWS, technological differences in laser systems, and the impact and duration of optical materials shortfalls from China. The company is responding by qualifying new suppliers and redesigning products, with initial JLWS work largely unaffected.
Tema ETFs LLC Acquires 393,723 Shares of nLight $LASR
Tema ETFs LLC significantly increased its stake in nLight (NASDAQ:LASR) during the second quarter, purchasing 393,723 shares and bringing its total holdings to 394,191 shares valued at approximately $27.4 million. This move comes as nLight reported better-than-expected quarterly revenue and earnings, though its stock opened down 3.5%. Despite insider sales primarily for tax obligations, analysts maintain a "Moderate Buy" consensus with an average price target of $87.94.
nLight outlook hit by Chinese optics squeeze
nLight's stock price has dropped significantly following a warning from management that sales in the current quarter would be impacted by supply issues from China, specifically related to optical components. CEO Scott Keeney indicated that $17 million in sales revenue would be pushed back, attributing the problem to increased Chinese scrutiny on dual-use products for defense technology. Despite this, the company reported a record-breaking second quarter and continues its strategy of de-risking from China, focusing on markets outside the country and moving manufacturing, while also securing a major contract for a US military laser weapon system.
nLIGHT (LASR) Stock Still Looks Pricey Despite A 3 Year 3.6x Run
Despite a 3.6x return over the past three years, nLIGHT (LASR) stock appears overvalued based on current market multiples, particularly its Price/Sales (P/S) ratio. The company trades at a significant premium compared to industry averages and its implied fair P/S ratio, indicating that its current price factors in optimistic growth and margin assumptions. While some community narratives suggest the stock is undervalued due to defense programs and high-growth manufacturing, the article concludes that nLIGHT must deliver substantial revenue scale and profitability to justify its premium valuation.
nLIGHT (LASR) Stock Still Looks Pricey Despite A 3 Year 3.6x Run
nLIGHT's (LASR) stock has seen a significant 3.6x return over the past three years, with a 92.6% return in the last year, yet Simply Wall St assesses it as expensive. The company passes only one of six valuation checks and trades at a P/S ratio of 9.5x, significantly higher than the industry average of 2.8x and a fair P/S of 2.0x implied by the model. This suggests the market is pricing in optimistic assumptions for growth and profitability, leading to a premium valuation that may not be justified unless nLIGHT delivers substantial revenue scale and profitability.
nLIGHT retreats 9% adding to post-earnings selloff (LASR:NASDAQ)
Shares of nLIGHT (LASR) declined by almost 9%, extending a previous steep decline following a post-earnings selloff. The company missed its third-quarter revenue guidance due to China supply chain challenges, despite beating Q2 results. Analysts are concerned about increased price competition, reliance on aerospace and defense, high valuation multiples, and insider selling.
nLIGHT, Inc. Stock 12‑Month Price Target Cut to $88.86, Implies 18% Upside
The average 12-month price target for nLIGHT, Inc. (LASR) stock has been lowered from $90.71 to $88.86 by 7 analysts, representing an 18% potential upside from its Aug. 6 closing price. Despite the cut, the consensus rating from 9 analysts remains "Buy," with 8 recommending Buy and 1 recommending Hold. Investors can find more detailed analyst data and historical recommendations on TradingView.
nLight Stock Tumbles 26% as Supply Chain Delays Disrupt Revenue Guidance Despite Record Q2
nLight stock (LASR) plunged 26% despite reporting a record Q2, as the company issued a lower-than-expected Q3 revenue guidance due to supply chain issues. Delays in obtaining optics and materials from Chinese suppliers are expected to defer about $17 million in product revenue. While demand remains strong and the company secured a significant defense contract, investors are prioritizing the immediate supply chain challenges.
