LIGHTPATH TECHNOLOGIES INC
No SEC Form 4 filings for $LPTH in the last 30 days.
See all $LPTH insider activity →LightPath (LPTH) reported Q4 2026 revenue of $21.2M, a company record, with adjusted EBITDA of $2.1M. Backlog rose 197% to $110.9M. Gross margin was 39.4%, driven by product mix and operational improvements. The company expects continued growth and secured $24M in recent orders. LightPath also divested its China operations for $4.5M, strategically exiting China to pursue defense and public safety contracts.
LIGHTPATH TECHNOLOGIES INC (LPTH) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 LightPath Technologies Reports Fiscal 2026 Fourth Quarter and Full Year Financial Results Robust Demand for Germanium-Free Optics Drives Meaningful Backlog Growth with Defense and Public Safety Customers ORLANDO, FL – September 10, 2026 – LightPath Technologies , Inc
Several major companies, including Oracle, Adobe, and Copart, are set to report earnings on Thursday. Estimates for Oracle include EPS of $1.73 and revenue of $19.13B. Other companies reporting include Macy's, Restoration Hardware, and more, covering sectors like software, retail, and automotive services.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning LPTH (LIGHTPATH TECHNOLOGIES INC). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent LPTH coverage spans earnings, financial news and technology.
Strong quarterly results and backlog expansion suggest near‑term upside potential.
Strong top‑line growth, improved margins and a sizable cash balance suggest upside potential, while the sizable backlog and on‑shoring strategy may support price appreciation.
Earnings report may cause short-term price volatility.
Analyst initiation may boost LPTH share price as investors seek exposure to germanium‑free optics.
This is a new disclosed ownership position by a major asset manager, which can affect perceived control dynamics and potential future activism or liquidity expectations.
AlphAI scores every news story that mentions LPTH with an AI model for sentiment and relevance, and aggregates insider trades from LIGHTPATH TECHNOLOGIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
LightPath (LPTH) reported Q4 2026 revenue of $21.2M, a company record, with adjusted EBITDA of $2.1M. Backlog rose 197% to $110.9M. Gross margin was 39.4%, driven by product mix and operational improvements. The company expects continued growth and secured $24M in recent orders. LightPath also divested its China operations for $4.5M, strategically exiting China to pursue defense and public safety contracts.
2 min readLIGHTPATH TECHNOLOGIES INC (LPTH) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 LightPath Technologies Reports Fiscal 2026 Fourth Quarter and Full Year Financial Results Robust Demand for Germanium-Free Optics Drives Meaningful Backlog Growth with Defense and Public Safety Customers ORLANDO, FL – September 10, 2026 – LightPath Technologies , Inc
2 min readSeveral major companies, including Oracle, Adobe, and Copart, are set to report earnings on Thursday. Estimates for Oracle include EPS of $1.73 and revenue of $19.13B. Other companies reporting include Macy's, Restoration Hardware, and more, covering sectors like software, retail, and automotive services.
2 min readNikkei Asia reports China is restricting germanium and quartz exports to Taiwan, causing supply-chain bottlenecks in aerospace, semiconductor, and optical industries. Taiwanese manufacturers face prolonged lead times and missed delivery schedules. Piper Sandler initiated coverage of LightPath Technologies (LPH) with an 'Overweight' rating and $15 price target, citing its BlackDiamond glass as a germanium alternative.
2 min readBlackRock, Inc. filed a Schedule 13G disclosing beneficial ownership of 4,294,997 shares of LightPath Technologies Inc Class A stock, or 6.5% of the outstanding class. The filing shows sole voting power over 4,236,307 shares and sole dispositive power over 4,294,997 shares, with no shared voting or dispositive power.
2 min readLightPath Technologies (NASDAQ: LPTH) said it signed a definitive deal to sell its wholly owned China subsidiary, LPOIZ, including its manufacturing facility and operations in China, to an entity owned by incumbent management. The price is $4.5 million paid in installments over five years. LightPath expects the deal to close soon, with China revenue of about $4.5 million annually (preliminary) deconsolidated.
3 min readLIGHTPATH TECHNOLOGIES INC (LPTH) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 ex_991572.htm EXHIBIT 10.1 EQUITY TRANSFER AGREEMENT ex_991572.htm EXHIBIT 10.1 EQUITY TRANSFER AGREEMENT in respect of LIGHTPATH (ZHENJIANG) OPTICAL INSTRUMENTATION CO., LTD. Dated July 23, 2026 CONTENTS 1. DEFINITIONS AND INTERPRETATION 1 2. EQUITY TRANSFER 4 3. CONSI
4 min readLightPath Technologies (NASDAQ:LPTH) rose about 22.7% to $12.71, according to Benzinga Pro. The article cites an $11 million follow-on order for infrared cameras for counter-drone use and notes a shift from Germanium-based components to LightPath’s BlackDiamond material. It also says LightPath was added to the Russell 2000 and 3000 indexes.
4 min readLightPath Technologies (NASDAQ:LPTH) shares rose about 9% after the company said it received an $11 million follow-on order for infrared camera systems for counter-UAS applications, according to the company. The program includes a transition from Germanium optics to LightPath’s BlackDiamond optical materials. The contract is subject to standard purchasing terms and existing agreements.
3 min readLightPath Technologies (NASDAQ:LPTH) shares rose 10.6% to about $17.28 on Thursday after closing at $15.62. The stock traded as high as $17.42 on lighter-than-average volume. Analysts cited include Canaccord ($16.50), HC Wainwright ($15.00) and others; consensus target is $14.13. In its May 7 earnings, LPTH reported EPS -$0.02 and revenue $19.15M.
5 min read
