nLIGHT IncLASR
Price$38.95Intrinsic value$18.9651% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
60.9%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
7analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY EPS (est.)
$0.50next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release5 Nov 2026
Monitoring Framework
Key Performance Indicators
Aerospace & Defense (A&D) Product Revenue Quarterly33.1MTarget: Continued sequential and year-over-year growth driven by directed energy and laser sensing programs
Total Revenue Quarterly80.2MTarget: $75.0 million to $81.0 million for Q2 2026
GAAP Gross Margin Quarterly3,310.0%Target: 29.0% to 33.0% overall gross margin for Q2 2026
Adjusted EBITDA Quarterly13.8MTarget: $8.0 million to $12.0 million for Q2 2026
Watch Items
  • U.S. Government Defense Spending and Contract AwardsTrigger: Delays or reductions in federal budget allocations for directed energy programsAction: Re-evaluate long-term growth projections and adjust operational capacity accordingly
  • Executive Compensation AlignmentTrigger: Advisory vote on executive compensation failed at the June 2026 annual meetingAction: Monitor Board engagement with major institutional shareholders to restructure pay practices
  • Manufacturing Expansion and Capital DeploymentTrigger: Inefficient deployment of equity offering proceeds or delays in scaling domestic productionAction: Review capital expenditure efficiency and capacity utilization metrics
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Research as of 20 Jun 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.