nLIGHT

LASR

Market cap $3.91B

On CNBC's “Mad Money Lightning Round,” Jim Cramer said nLIGHT, Inc. (NASDAQ:LASR) is a “speculative buy” here.

AI data center operators are staring down a bandwidth wall, and the fastest way over it runs through glass, not copper.

nLight (LASR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

The Pentagon tapped NLight and Lockheed for next-generation missile and drone defense.

CAMAS, Wash.--(BUSINESS WIRE)--nLIGHT, Inc. (NASDAQ: LASR), a leading provider of high-energy lasers for mission‑critical directed energy applications, today announced it has been selected for a Joint Laser Weapon System (JLWS) Other Transaction Authority (OTA) agreement supporting the U.S. Department of War's (DoW) next-generation cruise missile defense architecture. The initial award has a value of $44 million, with a total program ceiling of up to $627 million, inclusive of follow-on develop.

The Pentagon just earmarked over $74 billion for drone dominance and counter drone technologies in the FY2027 budget request, and that is only one slice of the AI arms race AMD and NVIDIA are fighting over.

The many space stocks that rocketed higher ahead of the SpaceX IPO earlier this month have since fallen back down to earth. On average, these stocks were up 99% year-to-date at the close on June 11th when SpaceX priced its shares at $135. Along with SpaceX still being up 14.5% from its IPO price, just one other stock out of 28 is up since the SPCX IPO.

CAMAS, Wash.--(BUSINESS WIRE)--nLIGHT, Inc. (Nasdaq: LASR), a leading provider of high-power lasers for mission-critical directed energy, optical sensing, and advanced manufacturing applications, today announced its participation in Eurosatory 2026, the premier international exhibition for land and air defense and security, taking place June 15 – 19 in Paris, France. At the event, nLIGHT will showcase its HADES™ 70 kW-class High-Energy Laser (HEL) weapon module, a scalable directed energy solut.

CEO Scott Keeney sold 24,990 shares in open-market trades over June 3 and June 4, 2026, for a total transaction value of ~$1.89 million using a weighted average price of around $75.81 per share. All shares sold were held directly by the insider, with no indirect or derivative security participation; indirect holdings remain via the Keeney Family Revocable Trust.

Lasers that can shoot down drones. Data center infrastructure powering artificial intelligence.