nLIGHT (LASR)

• Market cap: $1.48B
• 1 day: 3.7%
• 5 days: 3.81%
• 1 month: 13.56%
• 3 months: 57.05%
• 6 months: 223.15%
• Year to date: 185.87%
• 1 year: 178.11%
• 5 years: 33.86%
• 10 years: 10.32%
• Sector: Technology
• Industry: Semiconductors

About: nLight Inc is a United States-based company provider of power semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It designs, manufactures, and sells a range of power semiconductor lasers and fiber lasers that are typically integrated into laser systems. It operates in two segments: Laser Products, which includes semiconductor lasers, fiber lasers, and directed energy products; and Development segment includes revenue earned from research and development contracts. The majority of its revenue is generated from the Laser segment. The company's geographical segments include North America, Asia Pacific, and EMEA.

Employees: 800

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

154% more capital invested

Capital invested by funds: $328M [Q1] → $831M (+$503M) [Q2]

144% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $485K

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

15% more funds holding

Funds holding: 156 [Q1] → 179 (+23) [Q2]

0.61% less ownership

Funds ownership: 86.02% [Q1] → 85.42% (-0.61%) [Q2]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $24
• Avg. target: $27
• High target: $34

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

Cantor Fitzgerald Troy Jensen	$34	Overweight Maintained	15 Sep 2025
Raymond James Brian Gesuale	$28	Strong Buy Maintained	8 Aug 2025
Stifel Ruben Roy	$26	Buy Maintained	8 Aug 2025
Benchmark Mark Miller	$25	Speculative Buy Maintained	8 Aug 2025
Needham James Ricchiuti	$28	Buy Maintained	8 Aug 2025