LASR

In the past six months, nLIGHT's stock has been impacted by several events: Q2 2026 earnings, which saw better-than-expected revenue and EPS but a 15.1% stock drop due to a cautious Q3 outlook and a $17 million supply chain disruption; a significant stock surge following news of involvement in a potential $627 million Joint Laser Weapon System contract with Lockheed Martin; negative sentiment from heavy insider selling, including the CEO; positive impacts from analyst upgrades and increased price targets; influence from broader semiconductor sector trends, AI infrastructure spending concerns, rising Treasury yields, and fluctuating oil prices; a public stock offering that raised $191.3 million; repayment of $20.0 million in debt during Q2 2026; and an 11.1% stock plunge after announcing a total exit from the industrial cutting and welding markets, expected to create a $25-30 million revenue headwind in 2026.