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LALASR

nLIGHT, Inc.

$LASR·$1.9B·Semiconductors·Technology
$33.67-5.1%YTD+0.2%1Y+6.2%
Price updated 7h ago·X counts updated 5d ago
LALASR
$LASRnLIGHT, Inc.
$33.67-5.10%32 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LASR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

32X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $LASR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-10 · top-engagement diverged

nLIGHT commentary centers on roughly $17 million in shipments delayed by Chinese export restrictions on precision optics, offset by defense tailwinds like a Hanwha 50-kilowatt laser armor program and a rumored LightPath partnership. Bulls call the dip a wrong-headed reaction; bears cite supply-chain drag.

Read what X is saying about $LASR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LASR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

nLIGHT caught in a $17M Chinese export delay — the defense tailwinds (Hanwha laser armor) are the counter-signal.

nLIGHT is a specialty laser-technology company — defense lasers (directed-energy weapons) plus industrial-laser products. The 2026 setup is a specific tension: $17M in shipments delayed by Chinese export restrictions on precision optics vs defense tailwinds including the Hanwha 50-kilowatt laser armor program.

  • The P&L is reaccelerating: Q2 revenue grew 55% YoY to $80M at a near-breakeven operating margin and $0.01 EPS, with trailing EPS beats of 6.3% and 150% — the business is scaling into profitability, but the Chinese export restriction is a specific near-term growth cap.
  • The specific catalyst stack is bidirectional: Hanwha 50kW laser armor program plus rumored LightPath partnership (bullish defense signal) vs the Chinese export-restriction supply chain drag plus director selling 4,452 shares (-$171K at $38 handle).

At 21% of its 52-week range and 30% below the 200-day going into Nov 5 earnings, the setup is a classic defense-plus-industrial coil. A clean defense revenue print plus any specific Hanwha-related milestone is the trigger for a reclaim; another China-related supply-chain-drag warning or any director-selling cluster is the invalidation.

Agrees with X sentimentThe mixed read captures the real China/defense tension honestly. The director sale is appropriately flagged — a sizing consideration, not a thesis-level signal on 4,452 shares.

What to watch: Nov 5 Q3 earnings — defense revenue growth, Chinese export-restriction commentary, operating margin direction, and FY27 guide. Clean defense revenue plus Hanwha milestones is the trigger; China drag persisting is the invalidation.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30ddefense laser

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $LASR

Partial — Makes semiconductor and fiber lasers for industrial cutting, directed energy weapons, and microfabrication.; participates in the broader semiconductor supply chain, with AI capex exposure dependent on customer concentration in hyperscaler programs.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%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
Q2 2026Aug 6, 2026$0.15$0.14+6.3%
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%
Next earningsThu, Nov 5·consensus EPS $0.05

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$305.9M$300.9M – $310.1M$0.50$0.44 – $0.537
FY27$348.4M$323.2M – $359.6M$0.64$0.55 – $0.777
FY28$422.8M$378.2M – $446.1M$1.03$0.15 – $1.545
FY29$490.0M$457.6M – $520.1M$1.25$1.14 – $1.352
FY30$567.0M$529.5M – $601.8M$1.75$1.60 – $1.892

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.1.1×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.10%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.-20.4%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.-41.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 54.2M 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.β2.375-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

SellSep 15Geoffrey MooreDirector4.5K sh$171KSellSep 9Scott H KeeneyCEO100.0K sh$4.1MSellSep 8Scott H KeeneyCEO115.3K sh$4.8MSellSep 4Corso Joseph JohnCFO3.5K sh$146KSellSep 3Corso Joseph JohnCFO4.2K sh$171KSellSep 3Scott H KeeneyCEO9.8K sh$397KSellSep 3James NiasChief Accounting Officer1.0K sh$42KSellAug 28William GossmanDirector15.0K sh$665KSellAug 24Scott H KeeneyCEO181.8K sh$8.0MSellAug 21Scott H KeeneyCEO181.8K sh$8.5M
1–10 of 30
+ 14 other (9 awards · 4 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
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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.

+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 UPLOADs · 2 proxys) in window

Recent news

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

Polen 5Perspectives Small-Mid Growth Q3 2026 Portfolio Updateseekingalpha.com·2d agonLIGHT to Announce Third Quarter 2026 Financial Results on November 5thbusinesswire.com·5d agoHead to Head Survey: Senstar Technologies (NASDAQ:SNT) vs. nLight (NASDAQ:LASR)defenseworld.net·17d agonLIGHT Director Sells 4,452 Shares After the Stock Price Plungedfool.com·19d agonLight (NASDAQ:LASR) Director Sells $171,179.40 in Stockdefenseworld.net·27d ago

In themes

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

Defense & DronesAI Photonics & Co-Packaged Optics

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Voices on X · last 7 days

No standout posts about $LASR on X in the 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.

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