LASR Earnings
Thursday, May 07 2026
EPS Estimate
$0.08
$0.06 – $0.10
Revenue Estimate
$72M
Current Price
$72.22
Our Position
bullishnLIGHT beats Q4 guidance, laser tech gains defense focus
structured data
est. revisions falling
(-85.1pp / 30d)
nLIGHT is now valued right at analyst consensus ($67.28 stock price vs. $66.75 target), leaving limited upside from current levels on technicals alone. But the real story is structural — directed-energy weapons are moving from speculative to operational demand drivers, and nLIGHT's position in Advanced Development suggests it's capturing real military procurement, not just headlines. If the company can sustain this segment momentum through full-year 2026, the architecture shifts from momentum play to legitimate defense contractor.
Watch: Watch for Q4 earnings details when the company files — specifically, order book growth and forward guidance for the Advanced Development segment. A raised 2026 outlook would confirm whether this is durable demand or a geopolitical pop that fades as Iran tensions cool.
Data Signal Summary
0 bullish
4 bearish
Estimates down -2%
Insider selling cluster
Put/call 1.5 (bearish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
-2.1% 6up/1dn
Analyst Target (mean)
$74 $62–$95 +3%
Options P/C Ratio
1.52
Est. Dispersion
47% 9 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, Two Sigma
Recent Activity
insider trades
100 transactions
Exercise
·
KEENEY SCOTT H (Chief Executive Officer)
·27,012 shares
·$20,259
Sell
·
NIAS JAMES (Officer)
·1,808 shares
·$116,471
Sell
·
KEENEY SCOTT H (Chief Executive Officer)
·19,096 shares
·$1,122,755
Exercise
·
LOCKE GARY F (Director)
·69,725 shares
·$101,101
Sell
·
KEENEY SCOTT H (Chief Executive Officer)
·55,895 shares
·$3,429,404
95 more
Sell
·
CORSO JOSEPH JOHN
·25,328 shr
·$1,550,028
Sell
·
NIAS JAMES
·3,249 shr
·$201,308
Sell
·
KEENEY SCOTT H
·31,748 shr
·$1,190,867
Exercise
·
KEENEY SCOTT H
·31,748 shr
·$36,510
Sell
·
KEENEY SCOTT H
·31,748 shr
·$1,190,733
Exercise
·
KEENEY SCOTT H
·31,748 shr
·$34,923
Award
·
HAINES GERALD M II
·3,150 shr
Award
·
NICHOLS CAMILLE
·1,172 shr
Award
·
MOORE GEOFFREY A
·1,094 shr
Award
·
CARANO BANDEL L
·847 shr
Award
·
LOCKE GARY F
·807 shr
Award
·
GOSSMAN WILLIAM E
·1,355 shr
Sell
·
CORSO JOSEPH JOHN
·66,075 shr
·$2,399,684
Sell
·
KEENEY SCOTT H
·24,996 shr
·$873,252
Sell
·
CORSO JOSEPH JOHN
·4,127 shr
·$139,410
Sell
·
NIAS JAMES
·556 shr
·$18,782
Other
·
KEENEY SCOTT H
·4,548 shr
Sell
·
NIAS JAMES
·1,200 shr
·$36,000
Sell
·
LINK RAYMOND A
·12,560 shr
·$443,745
Sell
·
KEENEY SCOTT H
·62,507 shr
·$1,936,784
Sell
·
KEENEY SCOTT H
·15,391 shr
·$443,876
Sell
·
CORSO JOSEPH JOHN
·7,700 shr
·$226,495
Sell
·
KEENEY SCOTT H
·9,604 shr
·$279,861
Sell
·
NIAS JAMES
·540 shr
·$15,736
Sell
·
KEENEY SCOTT H
·71,462 shr
·$2,086,690
Sell
·
KEENEY SCOTT H
·71,464 shr
·$2,054,417
Sell
·
CORSO JOSEPH JOHN
·38,284 shr
·$1,083,240
Sell
·
KEENEY SCOTT H
·54,000 shr
·$1,446,372
Sell
·
CORSO JOSEPH JOHN
·25,520 shr
·$683,465
Sell
·
NIAS JAMES
·1,720 shr
·$46,185
Sell
·
KEENEY SCOTT H
·36,408 shr
·$964,208
Sell
·
CORSO JOSEPH JOHN
·14,440 shr
·$381,940
Sell
·
NIAS JAMES
·1,118 shr
·$29,610
Sell
·
NIAS JAMES
·1,113 shr
·$29,750
Award
·
KEENEY SCOTT H
·1,200,000 shr
Award
·
CORSO JOSEPH JOHN
·100,000 shr
Award
·
NIAS JAMES
·30,000 shr
Award
·
KEENEY SCOTT H
·233,334 shr
Award
·
CORSO JOSEPH JOHN
·85,000 shr
Award
·
NIAS JAMES
·8,000 shr
Sell
·
KEENEY SCOTT H
·33,682 shr
·$657,809
Sell
·
KEENEY SCOTT H
·6,316 shr
·$120,825
Sell
·
KEENEY SCOTT H
·35,002 shr
·$670,648
Sell
·
CORSO JOSEPH JOHN
·10,062 shr
·$177,292
Award
·
HARTMAN MARK D
·6,593 shr
Award
·
NICHOLS CAMILLE
·4,634 shr
Award
·
LINK RAYMOND A
·4,634 shr
Award
·
CARLISLE DOUGLAS C
·4,634 shr
Award
·
MOORE GEOFFREY A
·4,634 shr
Award
·
CARANO BANDEL L
·4,634 shr
Award
·
LOCKE GARY F
·4,634 shr
Award
·
GOSSMAN WILLIAM E
·4,634 shr
Sell
·
KEENEY SCOTT H
·40,680 shr
·$653,728
Award
·
NIAS JAMES
·15,000 shr
Sell
·
KEENEY SCOTT H
·75,000 shr
·$1,149,750
Award
·
KEENEY SCOTT H
·150,000 shr
Award
·
CORSO JOSEPH JOHN
·50,000 shr
Sell
·
NIAS JAMES
·1,173 shr
·$15,249
Buy
·
NIAS JAMES
·1,173 shr
·$14,979
Sell
·
KEENEY SCOTT H
·53,511 shr
·$437,185
Sell
·
CORSO JOSEPH JOHN
·6,682 shr
·$57,309
Exercise
·
LINK RAYMOND A
·5,500 shr
·$7,975
Exercise
·
GOSSMAN WILLIAM E
·47,313 shr
·$35,485
Award
·
NICHOLS CAMILLE
·4,326 shr
Award
·
CARLISLE DOUGLAS C
·3,173 shr
Award
·
MOORE GEOFFREY A
·4,182 shr
Award
·
CARANO BANDEL L
·2,980 shr
Award
·
LOCKE GARY F
·2,980 shr
Award
·
GOSSMAN WILLIAM E
·4,903 shr
Sell
·
KEENEY SCOTT H
·27,013 shr
·$268,899
Exercise
·
KEENEY SCOTT H
·27,013 shr
·$20,260
Sell
·
KEENEY SCOTT H
·27,012 shr
·$299,021
Sell
·
LINK RAYMOND A
·25,404 shr
·$1,612,652
Sell
·
CORSO JOSEPH JOHN
·6,522 shr
·$70,898
Sell
·
NIAS JAMES
·1,506 shr
·$16,566
Sell
·
KEENEY SCOTT H
·30,000 shr
·$314,550
Exercise
·
KEENEY SCOTT H
·30,000 shr
·$22,500
Sell
·
KEENEY SCOTT H
·30,000 shr
·$393,900
Sell
·
KEENEY SCOTT H
·30,000 shr
·$334,200
Sell
·
KEENEY SCOTT H
·30,000 shr
·$333,900
Sell
·
KEENEY SCOTT H
·30,000 shr
·$320,100
Sell
·
CORSO JOSEPH JOHN
·19,376 shr
·$217,187
Award
·
LINK RAYMOND A
·6,644 shr
·$79,994
Award
·
CARLISLE DOUGLAS C
·6,644 shr
·$79,994
Award
·
MOORE GEOFFREY A
·6,644 shr
·$79,994
Award
·
CARANO BANDEL L
·6,644 shr
·$79,994
Award
·
LOCKE GARY F
·6,644 shr
·$79,994
Award
·
GOSSMAN WILLIAM E
·6,644 shr
·$79,994
Sell
·
CORSO JOSEPH JOHN
·10,013 shr
·$124,057
Award
·
NICHOLS CAMILLE
·25,000 shr
Sell
·
MOORE GEOFFREY A
·38,796 shr
·$509,795
Exercise
·
MOORE GEOFFREY A
·77,590 shr
·$70,442
Award
·
KEENEY SCOTT H
·1,120 shr
·$14,862
Award
·
CORSO JOSEPH JOHN
·1,120 shr
·$14,862
Award
·
NIAS JAMES
·1,120 shr
·$14,862
analyst ratings
1 rating
Stifel
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