TickerTalks
Browse all tickers →
TickerTalks›$LASR
LALASR

nLIGHT, Inc.

$LASR·$4.1B·Semiconductors·Technology
$65.69-3.1%YTD+70.7%1Y+260.9%
Mentions · last 7 days
2026-07-09: 245 posts2026-07-10: 128 posts2026-07-11: 18 posts2026-07-12: 41 posts2026-07-13: 53 posts2026-07-14: 24 posts2026-07-15: 15 posts524+4%
Price updated 14h ago·X counts updated 2d ago
LALASR
$LASRnLIGHT, Inc.
$65.69-3.14%524 posts+4%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LASR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

The Golden Dome directed-energy pillar — $86M initial award with an $847M program ceiling is category-defining.

nLight is the industrial-and-defense laser specialist — the specific vendor for high-power fiber lasers and directed-energy systems now anchored to the US Golden Dome missile-defense program. The stock is going into Aug 6 earnings on a JLWS contract announcement.

Why the setup is category-defining:

  • The JLWS award is the specific institutional-narrative catalyst: $86M initial award value on the Joint Laser Weapon Systems OTA with a total program ceiling up to $847M — that's the specific multi-year revenue lever behind the community's directed-energy thesis.
  • The economics story is compelling in a specific way: 'Firing $13M Patriots at $30K drones' versus lasers at ~$10 per shot is a durable defense-adjacent value argument — meaning the Golden Dome directed-energy pillar has multi-year budget potential.
  • Fundamentals still have to catch up: 31% gross margin at -6% operating margin — meaning nLight is currently investing ahead of Golden Dome scaling, which is why the 12.8x TTM sales multiple is a forward-execution bet.
  • The tape is now cooling: sitting 3.7% below the 50-day but 29% above the 200-day, at 72% of the 52-week range — a healthy pullback after a 27% intraday surge on the JLWS announcement, not a broken structure.

Aug 6 earnings is the trigger. A number confirming Golden Dome revenue conversion plus specific pipeline commentary extends the leg; a soft revenue-conversion print with muted commentary is the specific setup for the cool-off to extend.

Agrees with X sentimentX is bullish on the Golden Dome JLWS award, the Needham target raise, and the directed-energy thesis, and the setup is genuinely category-defining — the $847M program ceiling is durable multi-year potential. The gap the corpus isn't sizing is revenue-conversion timing; contract ceilings become revenue over multiple quarters, not a single print.

What to watch: The Aug 6 print — Golden Dome revenue conversion pace, specific JLWS milestone commentary, and gross margin trajectory. Above-consensus Golden Dome revenue extends the leg; a soft revenue-conversion print activates the cool-off risk.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment23 posts analyzed · as of 2026-07-15

nLight (LASR) chatter is emphatically bullish on the joint laser weapons breakthrough. LASR was awarded the Joint Laser Weapon Systems (JLWS) OTA under the Golden Dome for America domestic missile defense program: an initial $86M award value with total program ceiling up to $627M/$847M. Needham raised its target to $90 from $80 and reiterated Buy. Community frames the directed-energy thesis as 'we are firing $13M Patriots at $30K drones - lasers cost ~$10 a shot.' LASR surged 27%+ intraday. Community treats this as a Golden Dome pillar and a durable defense-tech story that includes ONDS and AVAV. No meaningful bear thread beyond a 6-month range top.

Read the AI verdict + X sentiment for $LASR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Makes semiconductor and fiber lasers for industrial cutting, directed energy weapons, and microfabrication.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $LASR.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $LASR

Neutral — Makes semiconductor and fiber lasers for industrial cutting, directed energy weapons, and microfabrication; limited exposure means the AI capex and HBM/compute demand cycle is not a near-term catalyst or headwind.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-242.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
12.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-5.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.20$0.08+150.0%
Q4 2025Feb 26, 2026$0.14$0.11+27.3%
Q3 2025Nov 6, 2025$0.08$0.02+300.0%
Q2 2025Aug 7, 2025$0.06$-0.09+166.7%
Next earningsThu, Aug 6·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$80.2M+55.2%33.1%-0.5%$0.01$7.6M
Q4 FY25$81.2M+71.3%30.7%-6.7%$-0.10$15.9M
Q3 FY25$66.7M+18.9%31.1%-10.9%$-0.14$2.4M
Q2 FY25$61.7M+22.2%29.9%-6.9%$-0.07$-3.8M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$307.1M$304.3M – $313.7M$0.52$0.41 – $0.577
FY27$347.4M$338.7M – $360.5M$0.68$0.61 – $0.737
FY28$438.5M$423.1M – $461.8M$1.08$1.03 – $1.152
FY29$505.0M$487.3M – $531.8M$1.30$1.24 – $1.391
FY30$584.0M$563.5M – $615.0M$1.80$1.72 – $1.921

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.72%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 52.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 4Scott H KeeneyCEO16.1K sh$1.2MSellJun 4Corso Joseph JohnCFO3.8K sh$278KSellJun 3Scott H KeeneyCEO8.9K sh$694KSellJun 3James NiasChief Accounting Officer940 sh$73KSellJun 3Corso Joseph JohnCFO3.8K sh$299KSellMay 29Scott H KeeneyCEO41.4K sh$3.0MSellMay 28Scott H KeeneyCEO41.4K sh$3.3MSellMay 21Scott H KeeneyCEO41.4K sh$3.1MSellMay 20James NiasChief Accounting Officer415 sh$30KSellMay 20Scott H KeeneyCEO41.4K sh$2.9M
1–10 of 30
+ 12 other (9 awards · 2 exempts · 1 gift) in window

See when $LASR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

LASR (LASR) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

424B5Prospectus supplement (offering)Feb 4424B5
424B5Prospectus supplement (offering)Feb 3424B5
S-3ASRAuto-shelf registrationFeb 3S-3ASR
+ 13 other (2 earnings 8-Ks · 2 UPLOADs · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Jim Cramer: This Tech Stock Is A ‘Speculative Buy' Herebenzinga.com·3d agoThese 5 Optical Chip Stocks Are Cashing in on AI Data Center Bandwidth247wallst.com·5d agonLight (LASR) Moves 27.3% Higher: Will This Strength Last?zacks.com·7d agoNLight Flashes Buy Signal On U.S. Contract For Missile, Drone Defenseinvestors.com·8d agonLIGHT Awarded $627 Million Joint Laser Weapon System (JLWS) Contractgurufocus.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesAI Photonics & Co-Packaged Optics

More in Semiconductors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NVDA$MU$AMD$AVGO$AAOI$INTC$MRVL$ARM
Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport