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LNLNSR

LENSAR Inc

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$LNSR·$102M·Medical - Equipment & Services·Healthcare
$8.20-0.8%1Y-34.4%
Mentions · last 7 days
2026-08-07: 15 posts2026-08-08: 1 posts2026-08-09: 0 posts2026-08-10: 26 posts2026-08-11: 0 posts2026-08-12: 0 posts2026-08-13: 64 posts106
Price updated 1d ago·X counts updated 2d ago
LNLNSR
$LNSRLENSAR Inc
$8.20-0.85%106 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LNSR, 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.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Small-cap femtosecond-laser cataract-surgery maker Q2 EPS beat by 160% — volume ran 55x normal and consensus FY EPS of $0.79 puts it at a value multiple.

LENSAR is a small-cap ophthalmic-laser company — the femtosecond-laser system used in cataract surgery, sold to ophthalmology practices and ambulatory surgery centers. The Q2 print was the specific mechanical inflection the market has been waiting for.

  • The Q2 print was mechanically excellent: revenue of $16.5M grew 18% YoY at a 59% gross margin and 13% operating margin, EPS of $0.10 beat consensus of -$0.17 by 160% — that magnitude of surprise for a small-cap medical-device maker is the specific evidence that operating leverage from installed-base expansion is finally showing up.
  • The valuation is genuinely cheap for the growth: PE of just 6.5x TTM (following the Q1 breakout print) and consensus FY EPS of $0.79 on a $102M market cap — for a business earning cash-flow-positive at this scale, that's a value-multiple treatment usually reserved for broken business models rather than accelerating ones.
  • The tape confirms the mechanical improvement: shares sit at the 41st percentile of the 52-week range, +42% vs the 50-day, but slightly below the 200-day, and 30-day volume is running 55x normal — that's the shape of a small-cap the market is only just beginning to notice, with retail-and-value flow driving a real re-rating that hasn't yet caught the multi-quarter tape trend.

What extends the accelerating trajectory is the next quarterly print (timing not yet in bundle) confirming installed-base expansion continues plus commentary on any large ambulatory-surgery-center chain deployment; what interrupts it is a competitive move from Alcon or Bausch+Lomb that compresses LENSAR's placement momentum, or a specific reimbursement change that hits femtosecond-laser cataract adoption.

What to watch: Next quarterly print (timing not in bundle) — installed-base expansion, gross margin trend, and any large ambulatory-surgery-center chain deployment commentary. Competitive Alcon or Bausch+Lomb pressure or a reimbursement change that hits femtosecond-cataract adoption is what interrupts the trajectory.

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What it does

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

LENSAR, Inc., a commercial-stage medical device company, focuses on designing, developing, and marketing laser systems for the treatment of cataracts and the management of pre-existing or surgically induced corneal astigmatism in the United System, Europe, Asia, South Korea, and internationally. The company offers the LENSAR Laser System, which incorporates a range of proprietary technologies designed to assist the surgeon in obtaining visual outcomes by providing imaging, procedure planning, design, and precision. It also provides ALLY Robotic Cataract Laser System, a compact cataract treatment system that is designed to allow surgeons to perform sterile laser-assisted cataract surgery in a single operating room. LENSAR, Inc. was incorporated in 2004 and is headquartered in Orlando, Florida.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Equipment & Services sits in its cycle right now — and what that implies for $LNSR.

Medical - Equipment & Services · Healthcare

No material change from last week — FDA compounded semaglutide rule clarification and Amazon Pharmacy's GLP-1 entry are resolving in favor of direct-to-patient platforms, lifting the group 3.8% today.

Top industry ETF

$IHIiShares U.S. Medical Devices ETF
-13.0%YTD
-9.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
6.5How 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
-16.0%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
-13.5%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
-7.2%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
1.7Same 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
104%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
48.0%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
0.2Total 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 13, 2026$0.10$-0.17+160.6%
Q1 2026May 8, 2026$1.56$0.18+743.2%
Q4 2025Mar 31, 2026$-0.12$-0.07-80.7%
Q3 2025Nov 6, 2025$-0.31$-0.10-210.0%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$16.5M+18.4%59.3%12.9%$0.14$-162K
Q1 FY26$13.4M-5.2%47.5%16.7%$1.56$-4.3M
Q4 FY25$16.0M-4.2%43.3%-30.7%$-0.12$618K
Q3 FY25$14.3M+5.7%40.6%-52.9%$-0.31$-3.5M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$60.6M$59.7M – $61.6M$0.79$0.73 – $0.842
FY27$73.4M$63.9M – $82.9M-$0.35-$0.38 – -$0.322
FY28$106.3M$100.4M – $112.2M$0.54$0.50 – $0.581

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.2.3×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.41%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.+39.6%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.-4.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% 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.β0.885-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

No open-market buys or sells in the last 180 days.

+ 18 other (10 awards · 5 inkinds · 2 others · 1 exempt) in window

See when $LNSR 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 voteAug 108-K — Item 5.07: Shareholder vote
AI summary

LENSAR, Inc. (LNSR) held its 2026 Annual Meeting on August 4, 2026 with ~90.5% of total voting power represented. All three Class III director nominees (Thomas Ellis, Richard Lindstrom, William Link) were elected to serve until 2029 with ~13.3–13.4M votes for versus ~1.8M withheld; PricewaterhouseCoopers was ratified as auditor for fiscal 2026 with 18.2M votes for and negligible opposition. This is a routine annual meeting disclosure; all standard proposals passed comfortably with no contested outcomes.

3New insider — initial holdingsJun 53
8-KOfficer or director changeMay 298-K — Item 5.02: Officer or director change · Item 5.08 · Item 8.01: Other event
8-KOfficer or director changeApr 158-K — Item 5.02: Officer or director change
8-KAgreement terminatedMar 178-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 258-K — Item 7.01: Press release / Reg FD
+ 15 other (3 earnings 8-Ks · 2 10-Qs · 2 13Gs · 2 proxys) in window

Recent news

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

LENSAR Q2 Earnings Call Highlightsmarketbeat.com·2d agoLENSAR, Inc. (LNSR) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoLENSAR® Reports Second Quarter 2026 Results and Provides Business Updateglobenewswire.com·3d agoLENSAR Shareholders Re-Elect Directors, Back Executive Pay at 2026 Annual Meetingdefenseworld.net·10d ago

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