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nLIGHT, Inc. (LASR) Stock Analysis

Breakout setup

SellModerate Confidence

Technology · Semiconductors

Sell if holding. Engine safety override at $75.22: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality; Rich valuation.

nLIGHT designs, manufactures, and sells high-power semiconductor and fiber lasers for aerospace/defense directed energy, microfabrication, and industrial applications. It operates two segments: Laser Products (commercial sales) and Advanced Development (government-funded R&D),... Read more

$75.22+12.7% A.UpsideScore 5.1/10#30 of 45 Semiconductors
QualityF-score6 / 9FCF yield0.57%
Stop $70.32Target $85.21(resistance)A.R:R -0.1:1
Analyst target$85.00+13.0%7 analysts
$85.21our TP
$75.22price
$85.00mean
$100

Sell if holding. Engine safety override at $75.22: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality; Rich valuation. Chart setup: Golden cross, above all MAs, RSI 55, MACD bullish. Score 5.1/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 81d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — nLIGHT, Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: top ten customers (75.0%)
Concentration risk — Supplier: single- or limited-source suppliers
Target reached (-2.2% upside)

Key Metrics

P/E (TTM)
P/E (Fwd)111.9
Mkt Cap$4.3B
EV/EBITDA-3743.4
Profit Mgn-5.1%
ROE-4.6%
Rev Growth55.2%
Beta2.33
DividendNone
Rating analysts15

Quality Signals

Piotroski F6/9

Options Flow

P/C1.30bearish
IV122%elevated

Concentration Risks(10-K Item 1A)

  • HIGHCustomertop ten customers75%
    10-K Item 1: 'our top ten customers accounted for approximately 75%, 72% and 66% of our revenues in 2025, 2024 and 2023, respectively'
  • HIGHSuppliersingle- or limited-source suppliers
    10-K Item 1A: 'we purchase certain raw materials and components... from single- or limited-source suppliers for which alternative options are limited'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

3 floor-breakers·1 ceiling hit

Hyper-growth tech sacrificing current profitability for scale. Floor tripped because model treats negative margins uniformly; the growth dimension tells the other half of the story.static

Roe
0.0
Roa
0.0
Operating Margin
0.0
Net Margin
0.0
Gross Margin
2.3
Moat
4.2
Current Ratio
5.9
Piotroski F
6.7
No competitive moatQuality concerns

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ps
0.2
Forward Pe
1.0
Analyst Target
4.0
Peg Ratio
10.0
Forward P/E: 111.9xPEG: 0.34

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.2
Value Rank
3.7
Growth Rank
8.1
Industry growth leader
GatesA.R:R -0.1=NEGATIVEMomentum 5.6>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 81d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
55 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $63.43Resistance $86.95

Price Targets

$70
$85
A.Upside+13.3%
A.R:R-0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-2.2% upside)
! Quality below floor (2.4 < 4.0)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-06 (81d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is LASR stock a buy right now?

Sell if holding. Engine safety override at $75.22: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality; Rich valuation. Chart setup: Golden cross, above all MAs, RSI 55, MACD bullish. Prior stop was $70.32. Score 5.1/10, moderate confidence.

What is the LASR stock price target?

Take-profit target: $85.21 (+12.7% upside). Prior stop was $70.32. Stop-loss: $70.32.

What are the risks of investing in LASR?

Concentration risk — Customer: top ten customers (75.0%); Concentration risk — Supplier: single- or limited-source suppliers; Target reached (-2.2% upside).

Is LASR overvalued or undervalued?

nLIGHT, Inc. trades at a P/E of N/A (forward 111.9). TrendMatrix value score: 3.1/10. Verdict: Sell.

What do analysts say about LASR?

15 analysts cover LASR with a consensus score of 4.3/5. Average price target: $85.

What does nLIGHT, Inc. do?nLIGHT designs, manufactures, and sells high-power semiconductor and fiber lasers for aerospace/defense directed...

nLIGHT designs, manufactures, and sells high-power semiconductor and fiber lasers for aerospace/defense directed energy, microfabrication, and industrial applications. It operates two segments: Laser Products (commercial sales) and Advanced Development (government-funded R&D), with $161.6M backlog as of Dec 31, 2025.

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