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LNLNSR

LENSAR Inc

$LNSR·$85M·Medical - Devices·Healthcare
$6.90+0.3%YTD-41.2%1Y-43.8%
Price updated 17m ago·X counts updated 2d ago
LNLNSR
$LNSRLENSAR Inc
$6.90+0.29%2 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LNSR 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.

2X posts · last 7 days
Sep 11Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-08-20

LENSAR posters describe a small-cap medtech that is crushing it. Nick on the earnings call reportedly said US procedural market share had stepped up to 24.5% (Q/Q), and Q was much better than expected. Multiple bulls describe LNSR as still 'dirt cheap' at ~$7.50 and highlight it in top-10 concentrated portfolios alongside TMDX and ABVX. A June Planet Microcap pitch is name-checked as vindicated. Uniformly bullish.

Read what X is saying about $LNSR

  • 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 $LNSR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-29

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

LENSAR is -41% YTD medical-devices name with US procedural share stepping to 24.5% — Q2 beat +161% is the pivot.

LENSAR is an $85M cataract-laser microcap (LENSAR Laser System, ALLY Robotic) with genuine share gains — but the tape hasn't rewarded the operating turn yet.

The core:

  • The operating turn is real: Q2 EPS $0.10 vs -$0.165 est (+161% surprise), revenue $16.5M (+18% YoY, +23% QoQ). The prior Q1 EPS included an outlier $1.56 (one-time item); Q2 is the clean read. Management guided US procedural share stepped to 24.5% Q/Q on the earnings call.
  • The tape has not caught up: -41% YTD, -44% t12m to $6.88, at 24% of the 52-week range, position -4% vs 50-day. Beta 0.97. Tiny float 8.7M with modest volume multiplier (0.35) — a low-liquidity name where an operating turn hasn't drawn new buyers yet.
  • The financial base: TTM PE 6.5 is optically cheap, ROIC -16%, gross margin 48%, FCF yield -7.2%. Analyst 2026 EPS $0.07, 2028 $0.37 — the runway to profitability is credible if the +18% revenue growth continues.

The bull path is Nov 12 Q3 continuing the procedural-share gains plus ALLY Robotic traction. The bear path is the tape being right — post-cataract-adoption pressure or a capital raise that adds dilution.

Agrees with X sentimentThe X pitch (procedural share stepping to 24.5%, 'dirt cheap' at $7.50, top-10 concentrated portfolio names alongside TMDX, June Planet Microcap pitch vindicated) matches the fundamentals — Q2 was a genuine beat and management confirmed the share gain. What X skips is the tape actually hasn't paid: at $6.88, the stock is still -41% YTD despite the fundamental turn, so timing and sizing matter.

What to watch: Nov 12 Q3 earnings (consensus -$0.05 EPS). Also ALLY Robotic pilot / commercial rollout progress and any capital raise disclosure (the -7.2% FCF yield means eventual dilution risk).

On the calendar: 2026-11-12 — Q3 earnings

cash burntiny float

Read the AI verdict on $LNSR

  • 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.

Laser-based ophthalmic surgery system for cataract removal and astigmatism correction sold to eye surgery centers globally.

Industry overviewAI analysisGenerated by AI from underlying data

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

Medical - Devices · Healthcare

Aging population demographics and AI-assisted device adoption (smart implants, continuous glucose monitors, digital health integration) are the long-cycle structural drivers. Reimbursement timing for new modalities (CMS coverage decisions) and procedure volume recovery from COVID-era deferred care shape the 2026 revenue trajectory.

What this means for $LNSR

Neutral — Laser-based ophthalmic surgery system for cataract removal and astigmatism correction sold to eye surgery centers globally.

Industry benchmark

17-name peer basket
+21.4%YTD
+32.7%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%
Next earningsThu, Nov 12·consensus EPS $-0.05

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$61.3M$61.0M – $61.6M$0.07$0.06 – $0.072
FY27$73.9M$68.0M – $79.8M$0.06$0.06 – $0.072
FY28$102.3M$98.9M – $105.7M$0.37$0.36 – $0.391

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.0.4×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.24%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.-3.8%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.-15.2%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 today0.4% 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.β0.975-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.

+ 14 other (10 awards · 3 inkinds · 1 other) 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
+ 11 other (2 10-Qs · 2 earnings 8-Ks · 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·47d agoLENSAR, Inc. (LNSR) Q2 2026 Earnings Call Transcriptseekingalpha.com·47d agoLENSAR® Reports Second Quarter 2026 Results and Provides Business Updateglobenewswire.com·48d agoLENSAR Shareholders Re-Elect Directors, Back Executive Pay at 2026 Annual Meetingdefenseworld.net·55d ago

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Voices on X · last 7 days

No standout posts about $LNSR 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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