LightPath Technologies: A Strong Quarter, But Valuation Leaves Little Room For Error

2026-02-23 03:29:56 ET

LightPath Technologies ( LPTH ) is an integrated, end-to-end designer and manufacturer of next-gen optics and imaging systems for defense, aerospace, and industrial applications. Their product line includes precision optics, infrared imaging technologies, and chalcogenide glass lenses. Their fiscal Q2 2026 results , posted February 11th, showed record revenue of $16.4M, up 120% YoY, with gross profit of $6.0M and a nearly $100M backlog that management is treating as the bridge to significant increases in revenue. The stock gained roughly 20% the following session. Recent trends in the stock and the company's latest quarterly results have piqued our interest....

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