nLIGHT, Inc. (LASR)

nLIGHT's stock has increased by approximately 320.65% in the past six months, reaching new 52-week highs. In Q2 2025, nLIGHT reported better-than-expected results, with revenue up 22.2% year-over-year to $61.74 million and non-GAAP EPS turning positive at $0.06, driven by record revenue in the Aerospace & Defense segment. Following the strong Q2 results, nLIGHT provided Q3 2025 revenue guidance of $62 million to $67 million, exceeding analyst expectations. Several investment firms raised their price targets for nLIGHT and reiterated or upgraded their ratings to "Buy" or "Strong Buy". Despite the positive stock performance, there were instances of insider selling. nLIGHT's stock benefited from broader market optimism in October 2025.

nLIGHT's demand is heavily influenced by the strong growth in the aerospace and defense sector, offsetting weakness in its industrial and, at times, microfabrication markets. The Aerospace & Defense segment has shown significant and increasing demand. The industrial market has experienced continued weakness and declining demand. Demand in the microfabrication segment was soft in Q4 2022 but showed sequential improvement in Q2 2025. The adoption of nLIGHT's laser products for medical applications is gaining traction and is expected to be a more significant contributor to revenue.

nLIGHT, Inc. is a leading provider of high-power semiconductor and fiber lasers, designing, developing, manufacturing, and selling these products for various applications within the Technology sector and Semiconductors industry. The company's business is segmented into "Laser Products" and "Advanced Development". Major products include semiconductor lasers with various power levels, wavelengths, and output fiber sizes; programmable and serviceable fiber lasers used in industrial, aerospace, and defense applications, including the Corona™ fiber laser series; fiber amplifiers, beam combination, and control systems for high-energy laser (HEL) systems; laser sensing products like LiDAR for intelligence, surveillance, and reconnaissance; advanced technologies for aerospace and defense; and lasers for medical applications.

nLIGHT, Inc. has a global presence, selling its products through a direct sales force in the United States, China, South Korea, and European countries. It also utilizes independent sales representatives and distributors across Asia, Australia, Europe, the Middle East, and South America. The company is headquartered in Camas, Washington, U.S.

nLIGHT's brand reputation appears to be generally positive, influenced by its strong financial performance and strategic positioning. The company has a news sentiment score of 1.10, which is higher than the average for Computer and Technology companies. This positive sentiment is tied to its robust execution in the aerospace and defense segment, record revenue, and positive adjusted EPS. The company's focus on innovation, customer-centric solutions, and vertically integrated manufacturing also contributes to its standing in the photonics industry.

nLIGHT, Inc. has a mixed ownership structure comprising institutional investors, individual shareholders, and company insiders. Institutional investors and hedge funds own a significant portion of the company's stock. Individual investors hold a notable percentage of the company's shares. Company executives and board members own approximately 4.00% to 6.74% of the stock.