Exhibit 99.1 nLIGHT, Inc. Announces Third Quarter 2025 Results Third consecutive quarter of record Aerospace & Defense revenue CAMAS, Wash., November 6, 2025 - nLIGHT, Inc. (Nasdaq: LASR), a leading provider of high-power lasers for mission critical directed energy, optical sensing, and advanced manufacturing applications, today reported financial results for the third quarter of 2025. "3Q 2025 represented another solid quarter of execution for nLIGHT with record revenue from our A&D markets driving our res ...

Core Insights - nLIGHT reported Q3 CY2025 results that exceeded Wall Street's revenue expectations, with sales increasing by 18.9% year-on-year to $66.74 million, surpassing analyst estimates of $63.33 million by 5.4% [1][7] - The company provided a strong revenue guidance for Q4 CY2025 at $75 million at the midpoint, which is 22.8% above analysts' expectations of $61.07 million [1][7] - nLIGHT's non-GAAP profit was $0.08 per share, significantly above the consensus estimate of $0.02, indicating strong operational performance [1][7] Company Overview - nLIGHT, founded by Scott Keeney, specializes in semiconductor and fiber lasers for industrial, aerospace & defense, and medical sectors [4] Revenue Growth - Over the last five years, nLIGHT's sales grew at a sluggish compounded annual growth rate of 2.6%, which is considered below industry standards [5] - The company's annualized revenue growth of 2.9% over the last two years aligns with its five-year trend, suggesting consistently weak demand [6] Financial Performance - Adjusted EBITDA for Q3 CY2025 was $7.11 million, significantly beating analyst estimates of $3.30 million, with a margin of 10.7% [7] - Operating margin improved to -10.9%, up from -21% in the same quarter last year, indicating operational improvements [7] - Free cash flow margin decreased to 3.7%, down from 29.6% in the same quarter last year [7] Segment Analysis - nLIGHT's revenue is primarily derived from two segments: Laser Products (71.3% of revenue) and Advanced Developments (28.7% of revenue) [8] - Laser Products revenue has averaged a decline of 4.1% year-on-year over the last two years, while Advanced Developments revenue has averaged a growth of 19.1% [8]

Core Insights - nLIGHT, Inc. reported strong financial results for Q3 2025, highlighting record revenue driven by A&D markets [1] Financial Performance - The company achieved record revenue in the third quarter, indicating robust execution and growth in its core markets [1] - Specific financial figures for revenue were not disclosed in the provided text, but the emphasis on record performance suggests significant year-over-year growth [1] Market Focus - nLIGHT specializes in high-power lasers for critical applications, including directed energy, optical sensing, and advanced manufacturing [1] - The A&D (Aerospace and Defense) markets are a key driver of the company's revenue growth, reflecting a strategic focus on these sectors [1]

Core Insights - Semiconductor companies are expected to report strong performance in Q3 2025, driven by solid demand and a 15.8% quarter-over-quarter increase in global semiconductor sales to $208.4 billion [1][10] Industry Performance - The semiconductor industry is benefiting from robust sales growth across various products, including microprocessors, memory chips, and advanced driver assistance systems [3] - Demand from hyperscalers, cloud service providers, and AI companies is driving the rise in microchip sales, with significant capital expenditure directed towards acquiring more powerful chips [4] - Inventory normalization among industrial and automotive customers, particularly in the Chinese electric vehicle market, is contributing to sales growth [5] Company-Specific Insights - nLight is expected to report revenues of $62.49 million, an 11.3% increase year-over-year, with strong performance in the Aerospace and Defense market [8][9] - Applied Optoelectronics anticipates revenues of $119.91 million, an 84.1% increase year-over-year, driven by demand in Datacenter and CATV businesses [12][13] - Diodes expects revenues of $392.5 million, a 12.1% increase year-over-year, supported by demand in AI-related applications and the China EV market [15][16][17] - Nova's revenues are projected to increase, benefiting from rising demand in logic and advanced packaging segments, with a bottom line estimate of $2.12 per share, a 21.8% year-over-year increase [18][19][20] - Synaptics anticipates revenues of $289.4 million, a 12.3% increase year-over-year, with strong momentum in its Core IoT business and new product launches [22][23][24]

Key Takeaways nLIGHT expects Q3 revenues of $62-$67 million, up from $56.1 million a year earlier.Earnings are projected at 2 cents per share, improving from a loss of 8 cents last year.Growth in aerospace and defense demand is likely to offset weakness in industrial markets.nLIGHT, Inc. (LASR) is scheduled to report third-quarter 2025 earnings after market close on Nov. 6.For the third quarter, LASR anticipates revenues between $62 million and $67 million. The Zacks Consensus Estimate for revenues is pinne ...

Group 1 - nLight (LASR) has seen a 50% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Photronics (PLAB) has experienced an 8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Weatherford International (WFRD) has seen a 6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - California Resources (CRC) has experienced a 5.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Dycom Industries (DY) has seen a 5.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Points - nLIGHT, Inc. will release its financial results for Q3 2025 on November 6, 2025, after market close [1] - A webcast to discuss the Q3 results is scheduled for November 6, 2025, at 2:00 p.m. Pacific Time [1]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1][2]. Company Overview: nLight (LASR) - nLight currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating a favorable outlook for the stock [3][4]. - The stock has shown significant price increases, with a 57.17% rise over the past quarter and a 176.9% increase over the last year, outperforming the S&P 500's gains of 8.84% and 18.79% respectively [7]. Price Performance - Over the past week, nLight shares increased by 5.9%, while the Zacks Electronics - Semiconductors industry rose by 5.05%. The monthly price change for nLight is 5.71%, compared to the industry's 14.07% [6]. - The average 20-day trading volume for nLight is 856,572 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - In the last two months, one earnings estimate for nLight has increased, raising the consensus estimate from $0.04 to $0.06 for the full year. For the next fiscal year, one estimate has also moved upwards with no downward revisions [10]. Conclusion - Given the positive momentum indicators and earnings outlook, nLight is positioned as a strong buy candidate for investors seeking short-term opportunities [12].

Core Thesis - nLIGHT, Inc. is positioned strongly in the defense technology market, with significant contract wins and operational execution driving growth [2][3][4] Financial Performance - The company reported record second-quarter revenues, with aerospace and defense sales reaching $40.7 million, accounting for 66% of total revenue, reflecting a 49% year-over-year increase and a 24% sequential increase [3] - Management raised revenue guidance to $66 million for the third quarter and increased 2026 estimates to $271.6 million, indicating robust defense demand and a strong backlog [3] Strategic Developments - nLIGHT secured an unexpected international contract linked to the UK's DragonFire laser program and is benefiting from the U.S. Golden Dome initiative, which may drive long-term growth from 2026 onward [4] - The company continues to enhance its operational capabilities, including advanced amplifier production and quality controls, which support scaling in both defense and industrial applications [4] Market Position - Analysts have responded positively to nLIGHT's performance, with one raising the price target by 22% to $33.50 and reiterating an Overweight rating, highlighting it as a strong opportunity in the sector [3] - The company is not among the top 30 most popular stocks among hedge funds, with 30 hedge fund portfolios holding LASR at the end of the second quarter, up from 17 in the previous quarter [6]

Core Viewpoint - nLIGHT, Inc. (NASDAQ:LASR) is highlighted as a promising investment opportunity among small publicly traded semiconductor companies, with an increased price target from Cantor Fitzgerald indicating positive sentiment towards the company's outlook [1][2]. Group 1: Price Target and Rating - Cantor Fitzgerald raised the price target for nLIGHT, Inc. from $27.50 to $33.50 while maintaining an Overweight rating, reflecting confidence in the company's performance [1][2]. - The positive outlook follows discussions with nLIGHT's CEO and Vice President of Corporate Development, suggesting a strong management perspective on future growth [1]. Group 2: Company Performance and Outlook - The research firm anticipates that nLIGHT has a sufficient backlog and pipeline to achieve the higher end of its third-quarter guidance, indicating robust operational capacity [2]. - Expectations for sequential growth in the fourth quarter further bolster the company's investment appeal [2]. - nLIGHT specializes in designing and manufacturing high-power semiconductor and fiber lasers for various applications, including directed energy and advanced manufacturing [2].