Roth Capital is Bullish on nLIGHT, Inc. (LASR)

nLIGHT, Inc. (NASDAQ:LASR) is one of the 12 Best Photonics Stocks to Buy Now.

On April 24, Roth Capital lifted its price target for nLIGHT, Inc. (NASDAQ:LASR) to $81 from $74. It kept a Buy rating on the shares. Analyst Tom Hayes commented that the firm “accelerates its transition to a pure play directed energy laser provider” after exiting the welding and cutting markets. Hayes said that the first quarter will most likely be a low point. The company continues to deliver on the HELSI-2 project and begins implementing new programs.

On April 18, Stifel raised its target on nLIGHT, Inc. (NASDAQ:LASR) to $75 from $68. It maintained a Buy rating on the shares. The analyst informed investors that management “added credibility to our thesis” by portraying nLight as “a linchpin national security asset.”

Roth Capital is Bullish on nLIGHT, Inc. (LASR)

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nLIGHT, Inc. (NASDAQ:LASR) forecasts first-quarter 2026 revenue of $70 million to $76 million, consisting of approximately $54 million from Laser Products and $19 million from Advanced Development. The company forecasted a gross margin of 27% to 32% and Adjusted EBITDA of $5 million to $10 million, showing near-term execution expectations.

nLIGHT, Inc. (NASDAQ:LASR) provides semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through two segments: Laser Products and Advanced Development.

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