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nLIGHT Laser Tech Soars on Military & Defense Boom
31 May
Summary
- Analyst raised nLIGHT's price target to $85 based on faith in HADES military lasers.
- nLIGHT's laser sensing business has potential for significant volume growth.
- Company reported Q1 FY2026 revenue of $80.2 million and adjusted EPS of $0.22.
nLIGHT, Inc. (NASDAQ:LASR), a key player in photonics and laser technology, is gaining analyst favor, with Stifel's Ruben Roy raising the price target to $85 on May 21. This increased confidence stems from nLIGHT's directed energy portfolio, particularly the recently launched HADES product line, which targets military applications.
The company's potential extends to its laser sensing business, where it could see substantial growth in component deployment across defense and industrial systems. Furthermore, nLIGHT is well-positioned for international sales expansion, benefiting from increased allied defense spending creating global opportunities beyond domestic contracts.
Financially, nLIGHT reported $80.2 million in Q1 FY2026 revenue and an adjusted EPS of $0.22, a significant improvement from a loss in Q1 FY2025. These results validate the strategic pivot towards directed energy solutions like the HADES line.
