Core Insights - LightPath Technologies, Inc. has secured a $9.6 million purchase order for cooled infrared cameras from an existing defense customer, with deliveries expected throughout 2026 [1][3] - The production of these cameras will be split between the company's facilities in Florida and New Hampshire, highlighting its expanded domestic manufacturing capabilities [2][3] - The repeat order reflects the growing demand for advanced cooled infrared camera systems and validates the strategic value of the company's G5 acquisition [3][4] Company Overview - LightPath Technologies is a leading provider of next-generation optics and imaging systems for defense and commercial applications, with a vertically integrated approach and in-house engineering design support [5] - The company offers a range of custom solutions, including proprietary BlackDiamond™ chalcogenide-based glass materials and complete infrared optical systems [5] - LightPath's primary manufacturing footprint is located in Orlando, Florida, with additional facilities in Texas, New Hampshire, Latvia, and China [5] Market Position - G5's revenue is driven by established multi-year contracts and programs in shipboard long-range surveillance, border security, and counter-UAS systems, as well as recurring federal, naval, and law enforcement programs [4] - The company aims to expand relationships with defense customers seeking superior products with secure domestic supply chains [4]

Date: Wednesday, February 11, 2026 Time: 5:00 p.m. Eastern time U.S. Dial-in: 1-877-425-9470 International Dial-in: 1-201-389-0878 Conference ID: 13758590 Webcast: LPTH Q2 FY2026 Earnings Conference Call ORLANDO, Fla., Feb. 4, 2026 /PRNewswire/ -- LightPath Technologies, Inc. (NASDAQ: LPTH) ("LightPath," the "Company," or "we"), a leading provider of next-generation optics and imaging systems for both defense and commercial applications, today announced it will release financial results for the fiscal secon ...

Click here to view the report. Methodologies Disclosures NEW YORK--(BUSINESS WIRE)--KBRA assigns preliminary ratings to Lightpath Fiber, LLC (the Issuer), Series 2026-1 (Lightpath 2026-1, or the Series 2026-1 Notes), a communications infrastructure securitization (CIS) that is primarily collateralized by fiber network assets and related contracts. Lightpath 2026-1 represents the first securitization for Lightpath Fiber, LLC (the Issuer). The transaction structure is a master trust, and as such, the indentur ...

Core Viewpoint - The U.S. Department of War is set to eliminate reliance on optical systems from certain foreign nations by 2030, positioning LightPath Technologies as a preferred supplier for defense applications [1][2]. Group 1: Legislative Context - The Fiscal Year 2026 National Defense Authorization Act (NDAA) mandates the Department of Defense to develop a strategy to eliminate reliance on optical glass and systems from "covered nations" including China, Russia, Iran, North Korea, and Belarus by January 1, 2030 [2]. - The NDAA emphasizes the importance of supply chain transparency and material provenance for compliance in defense and aerospace programs [2]. Group 2: Company Capabilities - LightPath's optical assemblies, infrared cameras, and thermal imaging systems are already compliant with NDAA requirements, utilizing proprietary BlackDiamond infrared glass technology as a domestic alternative to foreign sources [3]. - The company is expanding its domestic glass manufacturing capabilities through the acquisition of Amorphous Materials, Inc. (AMI), enhancing production capacity and establishing a second NDAA-compliant manufacturing site [4]. Group 3: Strategic Positioning - LightPath's focus on supply chain security and domestic manufacturing aligns with the NDAA's requirements, allowing the company to serve as a risk reduction partner for defense programs [5]. - The company encourages early engagement with defense and aerospace programs to ensure compliance and accelerate deployment of proven solutions [7]. Group 4: Market Dynamics - The NDAA's 2030 deadline necessitates immediate action from defense acquisition managers to evaluate compliant materials and suppliers, avoiding redesigns and delays [6].

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential investment opportunities before the market opens [1] Group 1: Premarket Gainers - Smart Logistics Global Limited (SLGB) is up 198% at $3.67 [3] - Brand Engagement Network, Inc. (BNAI) is up 67% at $10.29 [3] - Boxlight Corporation (BOXL) is up 56% at $1.96 [3] - Moolec Science SA (MLEC) is up 51% at $6.64 [3] - Anteris Technologies Global Corp. (AVR) is up 15% at $6.63 [3] - Hycroft Mining Holding Corporation (HYMC) is up 10% at $47.20 [3] - Nathan's Famous, Inc. (NATH) is up 8% at $100.94 [3] - Progress Software Corporation (PRGS) is up 6% at $41.05 [3] - LightPath Technologies, Inc. (LPTH) is up 5% at $14.81 [3] - ZenaTech, Inc. (ZENA) is up 5% at $4.33 [3] Group 2: Premarket Losers - Top Wealth Group Holding Limited (TWG) is down 29% at $3.81 [4] - Solo Brands, Inc. (SBDS) is down 21% at $5.25 [4] - GlucoTrack, Inc. (GCTK) is down 19% at $3.07 [4] - Galaxy Payroll Group Limited (GLXG) is down 19% at $2.26 [4] - INVO Fertility, Inc. (IVF) is down 13% at $2.04 [4] - Black Titan Corporation (BTTC) is down 11% at $2.11 [4] - Envirotech Vehicles, Inc. (EVTV) is down 10% at $3.30 [4] - Erasca, Inc. (ERAS) is down 6% at $9.21 [4] - ENDRA Life Sciences Inc. (NDRA) is down 6% at $4.31 [4] - Bonk, Inc. (BNKK) is down 6% at $3.74 [4]

Core Insights - LightPath Technologies, Inc. has acquired the assets of Amorphous Materials, Inc. for $7.0 million in cash, with potential additional consideration of up to $3 million based on technical milestones [1][6] Acquisition Summary and Strategic Rationale - AMI, founded in 1977, specializes in IR glass for optical materials used in night vision systems and has the capacity to produce up to 10,000 lbs. of glass annually [3] - The acquisition enhances LightPath's capabilities in large diameter optics, allowing production of BlackDiamond™ glass up to 17 inches in diameter, compared to the current 5 inches [4] - AMI's facility in Texas will serve as a redundant manufacturing site, ensuring compliance with NDAA regulations and supporting increased glass melting capabilities [4][8] Market Expansion Potential - The acquisition is expected to facilitate market expansion for AMI's advanced IR optical glass, leveraging LightPath's marketing and product offerings [5] - Combining LightPath's camera portfolio with AMI's large-diameter glass capabilities will create one of the largest IR materials and optics offerings in the industry [5] Financial Impact - The acquisition is projected to add approximately $3.0 million in annual revenue following the integration of AMI's operations [8] - A significant portion of AMI's revenue is derived from a tier-1 defense customer, ensuring long-term program continuity [8] Management Commentary - The acquisition is viewed as a strategic move to transition from a component provider to a vertically integrated provider of IR imaging subsystems and solutions [7][10] - Management emphasizes the importance of AMI's technology in enhancing production capabilities for high-value long-range imaging applications [9]

Company Overview - LightPath Technologies, Inc. (LPTH) shares increased by 13.5% to $13.23 in the last trading session, with a notable trading volume and a total gain of 59.1% over the past four weeks [1] - The company is transitioning to germanium-free infrared systems, utilizing proprietary BlackDiamond glass, and expanding its high-value systems and subsystems offerings [1] Financial Performance - LightPath Technologies is projected to report a quarterly loss of $0.04 per share, reflecting a year-over-year change of +42.9% [2] - Expected revenues for the upcoming quarter are $13.27 million, which is an increase of 78.6% compared to the same quarter last year [2] Earnings Estimates and Stock Performance - The consensus EPS estimate for LightPath Technologies has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [3] Industry Context - LightPath Technologies operates within the Zacks Electronics - Miscellaneous Components industry, where another company, TE Connectivity (TEL), has also maintained a Zacks Rank of 3 (Hold) [3][4] - TE Connectivity's consensus EPS estimate is $2.54, representing a year-over-year change of +30.3% [4]

Company Overview - LightPath Technologies, Inc. is a leading provider of next-generation optics and imaging systems for both defense and commercial applications [3] - The company operates as a vertically integrated solutions provider with in-house engineering design support, offering a range of custom solutions including proprietary BlackDiamond™ chalcogenide-based glass materials [3] - LightPath's primary manufacturing footprint is located in Orlando, Florida, with additional facilities in Texas, New Hampshire, Latvia, and China [3] Conference Participation - LightPath management will participate in the 28th Annual Needham Growth Conference, scheduled for January 15, 2026, in a virtual format [1][2] - The company aims to engage with the institutional investor community and discuss its technology portfolio, market opportunities, and strategic priorities following a successful recent financing [2] - Registration is mandatory for conference participation, and interested parties can contact MZ Group for scheduling meetings with management [2]

Group 1 - LightPath Technologies Inc. has been identified as a promising tech stock, with Lake Street raising its price target from $10 to $14 while maintaining a Buy rating [1] - The company reported a 79% year-over-year revenue increase in FQ1 2026, reaching $15.1 million, up from $8.4 million in the same period last year [2] - LightPath's backlog reached a record $90 million, with over two-thirds consisting of complex systems, indicating a successful transition to high-value infrared systems [2][3] Group 2 - The proprietary BlackDiamond/G5 glass, a germanium-free material, is key to LightPath's growth, addressing supply chain vulnerabilities as global restrictions on germanium increase [3] - New contracts have been secured, including an $18.2 million order for delivery in 2026 and a follow-on $22.1 million order for 2027, highlighting the company's expansion in the drone sector [3] - An $8 million investment from Ondas and Unusual Machines will help accelerate LightPath's presence in the drone and UAV infrared imaging market [3]

Group 1 - U.S. stocks experienced a decline, with the Nasdaq Composite dropping over 100 points on Monday [1] - DigitalBridge Group Inc announced its acquisition by SoftBank Group for an enterprise value of approximately $4.0 billion, resulting in a 9.9% increase in its shares to $15.30 [1] Group 2 - Eightco Holdings Inc shares surged 29.1% to $2.15 following the announcement of a share buyback program for up to $125 million [2] - Palisade Bio Inc saw an 18.6% increase to $2.55 after Piper Sandler initiated coverage with an Overweight rating and a price target of $25 [2] - Regencell Bioscience Holdings Ltd gained 16.3% to $24.60 [2] - Praxis Precision Medicines Inc surged 13% to $304.00 after receiving Breakthrough Therapy Designation from the FDA for ulixacaltamide [2] - Zura Bio Ltd increased by 13% to $5.26 [2] - Precigen Inc rose 8.6% to $4.52 [2] - Autolus Therapeutics PLC jumped 7.8% to $1.80, with Needham analyst raising the price target from $10 to $11 [2] - LightPath Technologies Inc gained 6.6% to $9.62 [2] - NGL Energy Partners LP surged 6.3% to $9.98 [2] - Six Flags Entertainment Corp increased by 5% to $15.64 [2]