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.
Is nLIGHT (LASR) Undervalued Following Record Q2 Revenue And Softer Q3 Guidance?
nLIGHT (LASR) recently reported record Q2 revenue of US$82.59 million and a reduced net loss, but its stock price dropped 25.56% after issuing softer Q3 guidance due to supply chain constraints. Despite the short-term dip, the company has seen a significant 419.95% three-year return, suggesting long-term investor confidence. The article discusses whether the current market valuation, which places nLIGHT at a P/S ratio of 10.4x compared to an industry average of 2.8x, accurately reflects its potential, especially given its strong position in the growing aerospace and defense sectors.
nLIGHT (LASR) Stock Looks Pricey As Growth Hopes Carry The Valuation
nLIGHT (LASR) stock has seen a significant 4.2x return over the past three years, but its current valuation appears expensive, passing only one of six valuation checks. The company trades at a P/S ratio of about 10.4x, much higher than its industry and peer averages, suggesting it may be overvalued. Future performance relies on sustained revenue growth and margin improvement to justify its premium valuation.
Amundi Invests $1.02 Million in nLight $LASR
Amundi has invested $1.02 million in nLight (NASDAQ:LASR) by acquiring 17,948 shares in the first quarter, joining other institutional investors who collectively own 83.88% of the company. nLight recently exceeded quarterly expectations with $0.15 EPS and $82.59 million in revenue, driven by strong aerospace and defense demand. Despite a "Moderate Buy" consensus rating and a $87.94 price target from analysts, China-linked supply delays are anticipated to pressure third-quarter shipments and revenue.
Why nLIGHT (LASR) Is Down 18.4% After Mixed Q2 Results And Supply-Constrained Q3 Guidance
nLIGHT, Inc. (LASR) reported mixed Q2 results with revenue of US$82.59 million and a reduced net loss, but shares dropped 18.4% due to supply chain constraints impacting Q3 guidance. The company secured a significant Joint Laser Weapon System contract expected to contribute from Q3 2026, reinforcing its defense growth strategy. However, dependency on defense spending and short-term supply chain issues are key risks, as analysts project varying future revenue and earnings.
nLIGHT Releases Q2 2026 Financial Results
nLIGHT, Inc. (LASR) reported Q2 2026 non-GAAP earnings of $0.15 per share, surpassing the consensus estimate of $0.14 by 7.1%. The company's revenue for the quarter was $82.6 million, an increase of 33.8% year-over-year from Q2 2025. Products revenue stood at $59 million, with Aerospace and Defense contributing $57.3 million, and the company posted a bottom-line profit of $9.6 million.
nLight (NASDAQ:LASR) Issues Quarterly Earnings Results, Beats Expectations By $0.01 EPS
nLight (NASDAQ:LASR) reported strong second-quarter earnings, beating analyst expectations with an EPS of $0.15 on revenue of $82.59 million, a 33.8% increase year-over-year. The company secured a significant Joint Laser Weapon System contract valued over $600 million, poised to boost future revenue. However, supply-chain disruptions, particularly from China, are expected to defer about $17 million in product revenue and impact third-quarter guidance, leading to a cautious near-term outlook and analyst downgrades.
Why nLIGHT (LASR) Is Down 18.4% After Mixed Q2 Results And Supply-Constrained Q3 Guidance
nLIGHT (LASR) shares dropped 18.4% following mixed Q2 2026 results and a supply-constrained Q3 revenue guidance. Despite recording record aerospace and defense revenue and securing a significant Joint Laser Weapon System contract, the company faces short-term challenges due to supply chain issues. This contract, valued up to $627 million, is expected to be a major growth driver, but supply limitations are impacting immediate shipments and revenue flow.
Renaissance Technologies LLC Trims Stock Position in nLight $LASR
Renaissance Technologies LLC reduced its stake in nLight (NASDAQ:LASR) by 38.9% in the first quarter, selling 41,800 shares but still retaining 65,700 shares valued at approximately $3.75 million. Despite this reduction, institutional investors collectively own 83.88% of the company. Analyst sentiment remains largely positive with a "Moderate Buy" rating, although some recent downgrades occurred.
nLIGHT (LASR) Research Report
StockStory rates nLIGHT (LASR) as "Underperform" due to weak sales growth, negative returns on capital, and an inefficient cost structure, despite beating Q2 CY2026 revenue expectations. The report highlights concerns about projected revenue decline, historical operating margin losses, and a cash-burning history. It suggests investors look for higher-quality opportunities given nLIGHT's current valuation.
nLIGHT (LASR) Stock Sinks As Soft Guidance Challenges Defense Growth Story
nLIGHT's stock dropped 26% following its Q2 2026 earnings report, despite record revenue and narrowed losses, due to a GAAP net loss and soft Q3 guidance. The company's defense segment showed strong growth with a new Joint Laser Weapon System contract, positioning it for long-term success. However, near-term volatility and reliance on specific programs, highlighted by a guidance cut due to supply chain issues, raise concerns about execution risks and its high price-to-sales multiple.
nLIGHT, Inc. Stock 12‑Month Price Target Cut to $88.86, Implies 18% Upside
Analysts have lowered the 12-month average price target for nLIGHT, Inc. (LASR) stock from $90.71 to $88.86, with individual forecasts ranging from $81 to $100 per share. Despite the cut, the new target still suggests an 18% potential upside based on the Aug. 6 closing price. The consensus rating among 9 analysts remains a "Buy," with 8 recommending Buy and 1 recommending Hold.
nLIGHT's upcoming investor events span virtual, Chicago and Nashville
nLIGHT, Inc. (Nasdaq: LASR) announced its management will participate in several investor events during the third quarter of 2026. These events include the 15th Annual Needham Virtual Industrial Tech, Robotics, & Power 1x1 Conference on August 18, 2026, the 2026 Jefferies Semiconductor, IT Hardware & Communications Technology Conference in Chicago on August 25, 2026, and the Piper Sandler Growth Frontiers Conference in Nashville on September 15, 2026. Investor presentation materials will be available on the company's website.
LASR Q2 Earnings Call Focuses on Defense & Supply Constraints
nLIGHT's Q2 2026 earnings call highlighted expanding defense opportunities and record aerospace and defense revenues, exceeding analyst estimates. However, the company issued a cautious Q3 outlook due to Chinese supply-chain delays impacting product shipments, particularly commercial products. Management is actively working to reduce China exposure and secure alternative component sourcing while maintaining a focus on executing defense programs and long-term growth.
nLight (LASR) Q2 Earnings and Revenues Surpass Estimates
nLight (LASR) reported Q2 earnings of $0.15 per share, surpassing the Zacks Consensus Estimate of $0.14, and revenues of $82.59 million, beating the estimate by 5.19%. The company has consistently exceeded EPS and revenue expectations over the last four quarters, with its stock price gaining 100.6% year-to-date. While the immediate outlook is a Zacks Rank #3 (Hold), the semiconductor industry's performance could significantly impact its future stock trajectory.
nLIGHT (NASDAQ: LASR) grows H1 revenue to $162.8M and nearly breaks even
nLIGHT, Inc. (NASDAQ: LASR) reported a significant revenue increase to $162.8 million for the first half of 2026, up 43.5% year-over-year, largely driven by strong demand in Aerospace and Defense. The company also sharply reduced its net loss to $0.7 million from $11.7 million in the prior year, benefiting from improved gross margins and a February 2026 equity offering that boosted cash reserves. Despite growing operating expenses due to higher headcount and stock-based compensation, nLIGHT achieved positive operating cash flow and maintains a strong liquidity position with no outstanding debt on its credit facility.
NLIGHT, INC. 2026: Revenue $82.59M, EPS ($0.02) — 10-Q Summary
NLIGHT, INC. (LASR) reported increased revenue of $82.59M for the current quarter of 2026, up 33.8% year-over-year, while narrowing its net loss and improving diluted EPS to ($0.02). The company's revenue growth for the six-month period reached 43.5% YoY, primarily driven by Aerospace & Defense demand and a shift towards Laser Products, with North America representing the majority of sales. Improved production volumes led to better product gross margins, and NLIGHT continued significant R&D investments alongside increased sales of directed energy, semiconductor, and fiber lasers.
nLIGHT Q2 2026 slides: defense drives record revenue amid supply woes
nLIGHT Inc. reported record Q2 2026 revenue of $82.59 million, driven largely by its aerospace and defense segment, which now accounts for 66% of total revenue. Despite beating earnings estimates and showing strong operational improvements, the company's stock dropped significantly due to a weak Q3 guidance. This outlook anticipates a sharp sequential decline in revenue and profitability, primarily caused by $17 million in deferred product revenue due to supply chain issues linked to China's scrutiny of dual-use products.
nLIGHT (LASR) Is Up 14.8% After Revenue Jumps And Losses Narrow - Has The Bull Case Changed?
nLIGHT (LASR) reported strong Q2 2026 results with a significant revenue increase to US$82.59 million and narrowed net losses to US$1.34 million. This performance strengthens the near-term investment narrative for nLIGHT, which relies on its high-energy laser technology and defense contracts, exemplified by a recent US$44 million Joint Laser Weapon System award. Despite the positive financial performance, the company's reliance on a few large defense programs remains a key risk for investors.
Press Release: NLIGHT, Inc. Announces Second Quarter 2026 Results
NLIGHT, Inc. has announced its financial results for the second quarter of 2026. The press release details the company's performance during this period.
LASR|nLIGHT Inc|Price:76.146|Chg%:+0.896
This article provides an in-depth analysis of nLIGHT Inc (LASR) stock, including real-time quotes, market trends, financial indicators, and analyst ratings. It highlights the company's strong fundamentals and growth potential, despite a "fairly valued" valuation, and notes high institutional ownership and a "Buy" rating from multiple analysts. The report also details nLIGHT Inc's business segments, key financial figures, and stock performance data.
nLIGHT Q2 Earnings: Revenue $82.6M, Up 34% | LASR Stock News
nLIGHT, Inc. reported record revenues of $82.6 million in Q2 2026, a 34% increase year-over-year, driven by strong performance in defense and advanced manufacturing markets. The company's Q3 2026 revenue guidance of $63 million to $73 million excludes approximately $17 million due to anticipated product shipment delays caused by supply chain challenges. nLIGHT expects Q3 gross margin between 24% and 30% and Adjusted EBITDA of $1 million to $7 million.
Earnings call transcript: nLIGHT beats Q2 2026 estimates but shares sink on outlook
nLIGHT reported better-than-expected Q2 2026 earnings and revenue, but its stock dropped significantly after hours due to weaker Q3 guidance and a $17 million revenue deferral caused by supply chain disruptions related to China's scrutiny of dual-use products. The company highlighted strong demand in its aerospace and defense segment, particularly with the new Joint Laser Weapon System (JLWS) contract, which is expected to ramp up in 2027 and offset declining revenue from the HELSI-2 program. Management indicated efforts to de-risk its supply chain from China, but warned that the current issues, primarily affecting commercial products, could persist for several months.
nLIGHT’s (NASDAQ:LASR) Q2 CY2026 Sales Top Estimates But Stock Drops 15.1%
nLIGHT (NASDAQ:LASR) reported better-than-expected revenue of $82.59 million for Q2 CY2026, a 33.8% year-on-year increase, with adjusted EPS of $0.15 matching analyst estimates. Despite strong sales growth and improved operating margin, the stock dropped 15.1% due to mixed results, including missed EBITDA guidance for Q3 CY2026. The company's long-term revenue growth has been sluggish, although recent performance shows acceleration in its Laser Products and Advanced Developments segments.
(LASR) nLIGHT Expects Q3 Revenue Range $63M - $73M, vs. FactSet Est of $69.9M
nLIGHT, Inc. (LASR) has announced its revenue guidance for the third quarter, expecting it to be in the range of $63 million to $73 million. This forecast compares to a FactSet estimate of $69.9 million. The company's Q2 2026 earnings showed a rise in adjusted earnings and revenue.
All eyes on nLIGHT earnings as defense pipeline accelerates
nLIGHT Inc. is reporting second-quarter earnings today, with analysts expecting $0.14 per share on $78.6 million in revenue, a sequential decline from Q1. Investors are focused on the near-term revenue impact of its recent Pentagon contract, margin trends given the shift to defense work, and guidance on the broader directed energy pipeline. The company's stock has surged almost 100% year-to-date following a significant defense contract announcement last month.
nLight (NASDAQ:LASR) Downgraded to "Hold" Rating by Zacks Research
Zacks Research has downgraded nLight (NASDAQ:LASR) from "strong buy" to "hold" despite the company exceeding Q1 earnings expectations with EPS of $0.20 and revenue up 55.2% year-over-year. The broader analyst consensus for nLight remains a "moderate buy" with an average price target of $80.94, even as insiders have sold a significant amount of shares worth approximately $28.4 million in the last 90 days.
nLIGHT (LASR) Reports Earnings Tomorrow: What To Expect
nLIGHT (LASR) is set to report earnings, with analysts expecting a 27.9% year-on-year revenue growth. The company has a strong track record of beating revenue estimates, and its stock has seen an 18.8% increase in the last month, outperforming peers in the electronic components segment. This positive momentum, coupled with generally reconfirmed analyst estimates, suggests a confident outlook for nLIGHT's upcoming earnings report.
Insider Raymond Link (LASR) files to sell 3,200 shares of stock
Raymond A. Link, an insider at NLIGHT, INC. (LASR), has filed a Form 144 to sell 3,200 shares of common stock through Fidelity Brokerage Services on or after August 4, 2026, with an aggregate market value of $248,480. These shares were acquired via a stock option exercise in 2020. The filing also discloses prior common stock sales by Link in June and July 2026.
Lazard Asset Management LLC Makes New $1.85 Million Investment in nLight $LASR
Lazard Asset Management LLC has made a new $1.85 million investment in nLight (NASDAQ:LASR), acquiring 32,392 shares, which represents about 0.06% of the company. This comes as institutional investors hold a significant 83.88% of nLight's stock, and the company recently reported stronger-than-expected quarterly results. Analysts maintain a "Buy" rating for nLight with an average price target of $80.94, despite recent insider share sales primarily for tax obligations.
3 US Growth Stocks Riding AI Power And Defense Demand
This article highlights three US growth stocks—nLIGHT (LASR), Vicor (VICR), and Quanta Services (PWR)—that are positioned to benefit from increasing demand in AI-powered technologies and defense spending. Each company is analyzed for its market position, operational strengths, and potential risks, such as high valuations or insider selling. The piece suggests these stocks warrant further investigation for investors interested in these high-growth sectors.
A Look at nLight Inc (LASR) After 4.7% Gain -- GF Value $14.90 v
nLight Inc (LASR) saw its shares rise 4.7% to $68.80, but GuruFocus's GF Value™ indicates the stock is 361.7% overvalued at $14.90, despite a GF Score™ of 64/100. The company's forward P/E ratio is 131.3x compared to its historical median of 3.5x, and insiders have sold $31.5 million worth of stock recently with no purchases, signaling potential risks for investors.
