기업
LightPath Promotes Amorelli to VP Engineering, Imaging Systems영어 원문
Company announcement confirms executive promotion to lead imaging product development
첫날 +3.0% · 5일 후 -3.6%
기업
LightPath wins DoD germanium-replacement deal; investors weigh in영어 원문
Social media reiterates DoD funding for germanium alternative maturation; restates known facts
첫날 +7.7% · 5일 후 -0.5%
›전개 과정 2회
- 2026-09-17 Company announcement confirms CLEAR program funding for BlackDiamond glass ahead of 2027 germanium restrictions
- 2026-09-18 Social media reiterates DoD funding for germanium alternative maturation; restates known facts
이전 이벤트 11건›
기업호재
LPTH Divests China Assets, Pivots to Defense; Multiple X Users Flag영어 원문
Divesting China assets for compliance, pivoting to domestic defense; multiple X accounts flag bullish signals
첫날 +1.1% · 5일 후 +4.5%
실적호재
LPTH Reports Q4 FY26 Results with Revenue Nearly Doubling영어 원문
Revenue nearly doubled, gross margin expanded, adjusted EBITDA turned positive; Zacks consensus loss $0.02/sh
첫날 -4.5% · 5일 후 +4.4%
›전개 과정 3회
- 2026-09-10 No guidance provided; analysts behind all year; focus on whether beats continue
- 2026-09-11 Q4 revenue $21.2M beat, adj. EBITDA $2.1M, backlog $110.9M +197% YoY
- 2026-09-10 Revenue nearly doubled, gross margin expanded, adjusted EBITDA turned positive; Zacks consensus loss $0.02/sh
8-K 공시
8-K: 실적 공시
첫날 -5.0% · 5일 후 +7.6%
실적
실적 발표
첫날 -4.5% · 5일 후 +4.4%
규제악재
Army Delays NGSRI Demo, LPTH Near-Term Catalyst Fades영어 원문
Army plans Spring 2027 demo & seeks new sources; GTV testing incomplete, delaying LPTH catalyst
첫날 -10.4% · 5일 후 +6.9%
규제호재
Trump's 100% drone tariff; LPTH products in 7/10 US-made drones영어 원문
CEO says LPTH products in 7/10 US drones; tariff boosts domestic supply chain role
첫날 -2.4% · 5일 후 -10.6%
›전개 과정 2회
- 2026-08-15 Tariff targets large and thermal drones; LPTH as optics supplier may benefit
- 2026-08-15 CEO says LPTH products in 7/10 US drones; tariff boosts domestic supply chain role
애널리스트호재
Piper Sandler Initiates LPTH at Overweight, $15 PT영어 원문
Multiple firms flag LPTH same day; defense optics demand and M&A speculation underpin bullish view
첫날 +4.9% · 5일 후 -3.6%
기업호재
Chalcogenide glass supply tight, LPTH supported by defense optics demand영어 원문
Defense IR demand drives chalcogenide glass investment, LPTH as key supplier in focus
첫날 -3.8% · 5일 후 +17.7%
›전개 과정 3회
- 2026-08-09 Multiple sources highlight chalcogenide glass as critical for defense drone IR sensors, LPTH as non-foreign supplier
- 2026-08-09 nLight supply issues and Anduril ties underscore LPTH's key role as non-foreign optics supplier
- 2026-08-09 Defense IR demand drives chalcogenide glass investment, LPTH as key supplier in focus
8-K 공시
8-K: 중요 계약 체결, Reg FD 공시
첫날 +2.0% · 5일 후 -16.5%
기업
LightPath Signs Agreement to Divest China Ops for $4.5M영어 원문
Definitive agreement to sell China ops for $4.5M paid over five years, completing shift to Western-aligned manufacturing footprint.
첫날 +2.0% · 5일 후 -16.5%
기업호재
LightPath Receives $11M Follow-on Order for Infrared Cameras영어 원문
Following $11M order on Jul 15, total $24M in new C-UAS orders within 8 days, confirming sustained demand.
첫날 -0.9% · 5일 후 +6.2%
›전개 과정 2회
- 2026-07-15 Repeat order supports C-UAS, includes transition to BlackDiamond materials
- 2026-07-22 Following $11M order on Jul 15, total $24M in new C-UAS orders within 8 days, confirming sustained demand.
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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