Q4 EPS Forecast for LightPath Technologies Lifted by Analyst

LightPath Technologies, Inc. (NASDAQ:LPTH) – Stock analysts at HC Wainwright increased their Q4 2026 EPS estimates for LightPath Technologies in a research report issued on Wednesday, February 11th. HC Wainwright analyst S. Buck now anticipates that the technology company will post earnings of $0.00 per share for the quarter, up from their prior estimate of ($0.01). HC Wainwright currently has a “Buy” rating and a $15.00 price target on the stock. The consensus estimate for LightPath Technologies’ current full-year earnings is ($0.18) per share.

Several other research analysts have also recently issued reports on the company. Lake Street Capital increased their price objective on LightPath Technologies from $10.00 to $14.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. LADENBURG THALM/SH SH raised LightPath Technologies to a “strong-buy” rating in a report on Thursday, December 18th. Wall Street Zen lowered shares of LightPath Technologies from a “hold” rating to a “sell” rating in a research note on Saturday, January 31st. Weiss Ratings restated a “sell (d-)” rating on shares of LightPath Technologies in a report on Thursday, January 22nd. Finally, Canaccord Genuity Group started coverage on shares of LightPath Technologies in a research note on Thursday, January 29th. They set a “buy” rating and a $15.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $12.10.

LightPath Technologies Stock Performance

NASDAQ:LPTH opened at $12.48 on Friday. LightPath Technologies has a 12 month low of $1.61 and a 12 month high of $15.24. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.98 and a quick ratio of 1.26. The firm has a market capitalization of $568.21 million, a PE ratio of -24.00 and a beta of 0.97. The business’s fifty day moving average price is $10.55 and its 200 day moving average price is $7.85.

Insider Activity

In other news, Director Run Strategic Opportunit North sold 770,321 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $11.72, for a total transaction of $9,028,162.12. Following the transaction, the director directly owned 2,728,968 shares in the company, valued at approximately $31,983,504.96. This trade represents a 22.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 24.80% of the company’s stock.

Institutional Trading of LightPath Technologies

A number of large investors have recently bought and sold shares of LPTH. Calamos Advisors LLC acquired a new stake in LightPath Technologies during the 3rd quarter worth approximately $1,322,000. Thompson Davis & CO. Inc. acquired a new position in shares of LightPath Technologies in the second quarter valued at approximately $134,000. Marathon Capital Management purchased a new stake in shares of LightPath Technologies during the second quarter worth approximately $54,000. J.W. Cole Advisors Inc. acquired a new stake in shares of LightPath Technologies during the second quarter worth $79,000. Finally, HUB Investment Partners LLC grew its position in LightPath Technologies by 141.0% in the 3rd quarter. HUB Investment Partners LLC now owns 200,000 shares of the technology company’s stock valued at $1,586,000 after buying an additional 117,000 shares during the last quarter. Institutional investors and hedge funds own 56.29% of the company’s stock.

More LightPath Technologies News

Here are the key news stories impacting LightPath Technologies this week:

• Positive Sentiment: HC Wainwright raised its price target to $15 and reiterated a “Buy” rating, providing an analyst catalyst and upside for the stock. HC Wainwright Raises Price Target
• Positive Sentiment: Company highlighted record revenue and a roughly $100 million backlog and said it is targeting rapid scaling over the next three years — this growth outlook supports higher revenue expectations. LightPath Targets Rapid Scaling
• Positive Sentiment: Quarterly revenue of $16.35M topped analyst estimates (~$14.96M) and management emphasized a “record revenue surge” on the earnings call. Revenue strength is the primary near-term bullish driver. Q2 Earnings Highlights
• Neutral Sentiment: Earnings call and full transcripts are available for investors who want detail on guidance, backlog conversion timelines and capital plans. MSN Earnings Call Transcript
• Neutral Sentiment: Company press release with full Q2 financials and management commentary provides primary source detail for modeling revenue ramp and capex. PR Newswire Release
• Negative Sentiment: LightPath remains unprofitable on a GAAP basis and reported a quarterly loss; outlets show mixed EPS comparisons (some beat, some miss), and the company still has negative net margins and negative return on equity — financials that keep valuation risk and mean profitability must improve to justify higher multiples. Zacks: Reports Q2 Loss, Tops Revenue Estimates
• Negative Sentiment: Another report shows an EPS miss versus consensus and highlights continued negative margins and ROE, which could pressure sentiment if scaling and margin improvement timelines slip. MarketBeat: Earnings Details

LightPath Technologies Company Profile

LightPath Technologies, Inc designs, manufactures and distributes precision optical components and assemblies for a variety of commercial, industrial, defense and scientific applications. The company’s portfolio includes molded glass aspheric lenses, precision glass optics, infrared lenses and assemblies, diamond-turned optics and molded polymer optics. These components are engineered to support imaging, illumination, laser delivery, detection and sensing systems across visible, ultraviolet and infrared wavelengths.

Among its core offerings, LightPath develops infrared optical solutions using materials such as germanium, zinc selenide and chalcogenide glasses for thermal imaging, night-vision devices and spectroscopy.