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LPTH

LightPath Technologies Inc

BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 7.21 Technology - Hardware, Equipment & PartsIN BUY ZONE
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 7.21
Buy <=wait / entry
USD 9.17
Trim >=take some off
USD 13.50
Thesis breakLoss of a named defence programme (SPEIR, LM NGSRI, or ACS Bullfrog), a disclose...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • $18.2 million purchase order to supply advanced infrared camera systems
  • Department of War Prototype Agreement to advance germanium alternatives for infrared imaging
  • Order backlog $110.9 million, +197% YoY
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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