LightPath Technologies Inc. (LPTH) Stock Rises on Q2 2026 Earnings

LightPath Technologies Inc. (LPTH) reported results for Q2 2026. The quarter showed strong top-line growth versus last year and a cash-rich balance sheet.

Revenue: $16.4 million (up 120.23% year‑over‑year), beating the estimate of $15.3 million.

Gross profit: $6.0 million (up 211.8% year‑over‑year).

Cost of sales: $10.3 million (up 88.05% year‑over‑year).

Operating profit: -$8.6 million (improved 246.07% year‑over‑year).

Net income attributable to common shareholders: -$9.4 million (improved 260.08% year‑over‑year).

Diluted earnings per share came in at -0.20, compared with an estimate of -0.0388, representing a year‑over‑year improvement of 185.71% in EPS metrics.

Cash from operating activities: $2.8 million (change shown versus prior year: -482.93%).

Purchases of property, plant and equipment: -$0.9 million (up 979.16% year‑over‑year).

Cash and cash equivalents: $73.6 million (up 2,198.37% year‑over‑year).

Total liabilities: $36.4 million (up 90.28% year‑over‑year).

Shares moved following the release, changing by 3.31% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

LightPath Technologies Inc. Insider Trading Activity

LightPath Technologies Inc. insiders have traded $LPTH stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $LPTH stock by insiders over the last 6 months:

RUN STRATEGIC OPPORTUNITIES FUND I, LP NORTH sold 770,321 shares for an estimated $9,028,162

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

LightPath Technologies Inc. Hedge Fund Activity

We have seen 64 institutional investors add shares of LightPath Technologies Inc. stock to their portfolio, and 24 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PORTOLAN CAPITAL MANAGEMENT, LLC added 1,631,622 shares (+inf%) to their portfolio in Q3 2025, for an estimated $12,938,762
TUDOR INVESTMENT CORP ET AL added 1,064,940 shares (+inf%) to their portfolio in Q3 2025, for an estimated $8,444,974
ARCHON CAPITAL MANAGEMENT LLC removed 958,194 shares (-80.9%) from their portfolio in Q3 2025, for an estimated $7,598,478
AMH EQUITY LTD removed 779,293 shares (-37.5%) from their portfolio in Q3 2025, for an estimated $6,179,793
MYDA ADVISORS LLC added 551,250 shares (+inf%) to their portfolio in Q3 2025, for an estimated $4,371,412
VANGUARD GROUP INC added 462,993 shares (+23.5%) to their portfolio in Q4 2025, for an estimated $5,000,324
RUSSELL INVESTMENTS GROUP, LTD. added 462,623 shares (+inf%) to their portfolio in Q3 2025, for an estimated $3,668,600

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

LightPath Technologies Inc. Analyst Ratings

Wall Street analysts have issued reports on $LPTH in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Lake Street issued a "Buy" rating on 01/06/2026
HC Wainwright & Co. issued a "Buy" rating on 11/12/2025
Ladenburg Thalmann issued a "Buy" rating on 11/12/2025

To track analyst ratings and price targets for LightPath Technologies Inc., check out Quiver Quantitative's $LPTH forecast page.

LightPath Technologies Inc. Price Targets

Multiple analysts have issued price targets for $LPTH recently. We have seen 3 analysts offer price targets for $LPTH in the last 6 months, with a median target of $11.0.

Here are some recent targets:

Jaeson Schmidt from Lake Street set a target price of $14.0 on 01/06/2026
Glenn Mattson from Ladenburg Thalmann set a target price of $11.0 on 11/12/2025
Scott Buck from HC Wainwright & Co. set a target price of $10.0 on 11/12/2025