LASR

NLIGHT, INC.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001124796

$69.66 -0.76% $3.9B

Insider Selling Cluster (3 insiders)High Impact Filing (7/10)25 New Institutional Positions14 Institutional Exits

Vol

Market Cap$3.9B

Cap SizeMid Cap

Analyst ConsensusStrong Buy (87%)

Inst. Holders50 funds

Inst. Value$1.6B

Inst. Activity25 buys / 14 sells

Insider Activity0B / 30S

Insider Net $-$22.7M

Reddit Sentiment45° Neutral

SEC Reports7

Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001124796·Prev Close $70.19

Recent Activity

Jun 10, 2026 SEC

Three insiders at NLIGHT, including the CEO and CFO, sold a total of ~$415K in open-market sales over a 3-day window. Th

CLUSTER — Impact 3/10

Jun 5, 2026 SEC

CEO Scott Keeney and CFO Joseph Corso sold a combined $819K in open-market sales over a 6-day window. The CEO sale of $5

CLUSTER — Impact 3/10

Jun 5, 2026 Insider

HAINES GERALD M II was granted 2,429 shares

Director

Jun 5, 2026 Insider

Hartman Mark D was granted 2,429 shares

Director

Jun 5, 2026 Insider

Locke Gary was granted 2,429 shares

Director

May 22, 2026 SEC

Three insiders at NLIGHT, including the CEO and CFO, sold a total of $4.70M in open-market sales over a 7-day window. Th

CLUSTER — Impact 4/10

Inst.

DRIEHAUS CAPITAL MANAGEMENT LLC — DOUBLED

1,772,697 shares ($101.1M)

Inst.

FMR LLC — DOUBLED

1,101,786 shares ($62.8M)

Price Targets

$86.43 +24.1% upside Strong Buy

Current $69.66 Low $80.00 Median $84.00 High $100.00 7 analysts

$80.00 $100.00

Analyst Ratings

Strong Buy87% buy · 15 analysts

6Strong Buy

7Buy

2Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 21, 2026	Stifel	MAINTAIN	Buy → Buy
May 8, 2026	Needham	MAINTAIN	Buy → Buy
Apr 20, 2026	Stifel	REITERATE	Buy → Buy
Mar 27, 2026	William Blair	INITIATE	Outperform
Mar 4, 2026	Baird	INITIATE	Outperform

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.14 ▲ +95.4%	$0.12 — $0.17	135% YoY	9
Next Q	$0.09 ▲ +62.0%	$0.05 — $0.13	13% YoY	9
Current FY	$0.52 ▲ +64.5%	$0.41 — $0.61	119% YoY	9
Next FY	$0.68 ▲ +33.6%	$0.49 — $0.81	29% YoY	9

Latest Reports

NEUTRAL CLUSTER 3/10

Three insiders at NLIGHT, including the CEO and CFO, sold a total of ~$415K in open-market sales over a 3-day window. Th

Jun 10, 2026

NEUTRAL CLUSTER 3/10

CEO Scott Keeney and CFO Joseph Corso sold a combined $819K in open-market sales over a 6-day window. The CEO sale of $5

Jun 5, 2026

Top Institutional Holders

Fund	Value	Move
BlackRock, Inc.	$246.3M	—
VANGUARD PORTFOLIO MANAGEMENT LLC	$140.7M	—
VANGUARD CAPITAL MANAGEMENT LLC	$132.6M	—
DRIEHAUS CAPITAL MANAGEMENT LLC	$101.1M	DOUBLED
Invesco Ltd.	$68.6M	ADD

Recent Insider Trades

Date	Insider	Type	Value
Jun 5, 2026	HAINES GERALD	A	$0.00
Jun 5, 2026	Hartman Mark	A	$0.00
Jun 5, 2026	Locke Gary	A	$0.00
Jun 5, 2026	Gossman William	A	$0.00
Jun 5, 2026	MOORE GEOFFREY	A	$0.00

Reddit Sentiment

45°▼

Neutral

Bearish Neutral Bullish

15 mentions 0 bullish 2 bearish

50 institutional holders with $1.6B total value (28,156,258 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 25 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BlackRock, Inc.	4,319,310	$246.3M	15.6%	—
2	VANGUARD PORTFOLIO MANAGEMENT LLC	2,467,570	$140.7M	8.9%	—
3	VANGUARD CAPITAL MANAGEMENT LLC	2,325,430	$132.6M	8.4%	—
4	DRIEHAUS CAPITAL MANAGEMENT LLC	1,772,697	$101.1M	6.4%	DOUBLED +142.0%
5	Invesco Ltd.	1,202,539	$68.6M	4.3%	ADD +32.3%
6	FMR LLC	1,101,786	$62.8M	4.0%	DOUBLED +834.0%
7	STATE STREET CORP	1,086,460	$61.9M	3.9%	—
8	Artisan Partners Limited Partnership	1,077,786	$61.5M	3.9%	NEW
9	Neuberger Berman Group LLC	950,750	$54.1M	3.4%	TRIM -36.0%
10	Hood River Capital Management LLC	922,979	$52.6M	3.3%	ADD +41.7%
11	ALLIANCEBERNSTEIN L.P.	1,106,148	$41.5M	2.6%	—
12	DIMENSIONAL FUND ADVISORS LP	720,589	$41.1M	2.6%	—
13	ROYCE & ASSOCIATES LP	654,519	$37.3M	2.4%	TRIM -29.2%
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	585,387	$33.4M	2.1%	TRIM -32.1%
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	564,109	$32.2M	2.0%	TRIM -26.8%
16	Nuveen, LLC	545,872	$31.1M	2.0%	DOUBLED +141.2%
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	523,100	$29.8M	1.9%	—
18	GOLDMAN SACHS GROUP INC	492,880	$28.1M	1.8%	—
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	457,065	$26.1M	1.6%	—
20	CITADEL ADVISORS LLC	398,331	$22.7M	1.4%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
DRIEHAUS CAPITAL MANAGEMENT LLC	DOUBLED	732,547	1,772,697	+142.0%	$101.1M	2026-Q1
FMR LLC	DOUBLED	117,970	1,101,786	+834.0%	$62.8M	2026-Q1
Neuberger Berman Group LLC	TRIM	1,486,380	950,750	-36.0%	$54.1M	2026-Q1
ROYCE & ASSOCIATES LP	TRIM	924,383	654,519	-29.2%	$37.3M	2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	TRIM	861,839	585,387	-32.1%	$33.4M	2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	TRIM	770,492	564,109	-26.8%	$32.2M	2026-Q1
Polar Capital Holdings Plc	NEW	—	319,923	—	$18.2M	2026-Q1
SEI INVESTMENTS CO	ADD	180,959	291,788	+61.2%	$16.6M	2026-Q1
FEDERATED HERMES, INC.	DOUBLED	112,306	245,001	+118.2%	$14.0M	2026-Q1
BANK OF AMERICA CORP /DE/	ADD	177,126	235,398	+32.9%	$13.4M	2026-Q1
AMERIPRISE FINANCIAL INC	NEW	—	204,089	—	$11.6M	2026-Q1
PICTON MAHONEY ASSET MANAGEMENT	DOUBLED	41,070	151,978	+270.0%	$8.7M	2026-Q1
Mariner, LLC	DOUBLED	15,544	140,032	+800.9%	$8.0M	2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH	DOUBLED	20,601	116,805	+467.0%	$6.7M	2026-Q1
Russell Investments Group, Ltd.	DOUBLED	50,493	117,201	+132.1%	$6.6M	2026-Q1
Point72 Asset Management, L.P.	DOUBLED	7,517	94,588	+1158.3%	$5.4M	2026-Q1
FRANKLIN RESOURCES INC	ADD	66,003	94,435	+43.1%	$5.4M	2026-Q1
POLEN CAPITAL MANAGEMENT LLC	ADD	61,624	89,791	+45.7%	$5.1M	2026-Q1
Trexquant Investment LP	ADD	60,498	86,833	+43.5%	$5.0M	2026-Q1
RENAISSANCE TECHNOLOGIES LLC	TRIM	107,500	65,700	-38.9%	$3.7M	2026-Q1
Marex Group plc	DOUBLED	11,245	37,720	+235.4%	$2.2M	2026-Q1
TUDOR INVESTMENT CORP ET AL	NEAR_EXIT	213,234	30,400	-85.7%	$1.7M	2026-Q1
PRUDENTIAL FINANCIAL INC	TRIM	41,825	26,420	-36.8%	$1.5M	2026-Q1
Cerity Partners LLC	ADD	14,542	23,088	+58.8%	$1.3M	2026-Q1
ENVESTNET ASSET MANAGEMENT INC	ADD	12,335	20,635	+67.3%	$1.2M	2026-Q1

10 unique insiders with 42 transactions. Net insider value: -$22.7M ($0.00 bought, $22.7M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 5, 2026	HAINES GERALD M II	Director	AWARD	2,429	—	—
Jun 5, 2026	Hartman Mark D	Director	AWARD	2,429	—	—
Jun 5, 2026	Locke Gary	Director	AWARD	2,429	—	—
Jun 5, 2026	Gossman William	Director	AWARD	2,429	—	—
Jun 5, 2026	MOORE GEOFFREY	Director	AWARD	2,429	—	—
Jun 5, 2026	Nichols Camille	Director	AWARD	2,429	—	—
Jun 4, 2026	Keeney Scott H	President and CEO	SELL	890	$71.67	$63.8K
Jun 4, 2026	Corso Joseph John	Chief Financial Officer	SELL	3,817	$72.90	$278.3K
Jun 3, 2026	Keeney Scott H	President and CEO	SELL	8,901	$77.99	$694.2K
Jun 3, 2026	Nias James	Chief Accounting Officer	SELL	940	$77.99	$73.3K
Jun 3, 2026	Corso Joseph John	Chief Financial Officer	SELL	3,840	$77.99	$299.5K
May 29, 2026	Keeney Scott H	President and CEO	SELL	7,180	$72.37	$519.6K
May 29, 2026	Keeney Scott H	President and CEO	GIFT	3,973	—	—
May 28, 2026	Keeney Scott H	President and CEO	SELL	5,394	$77.44	$417.7K
May 21, 2026	Keeney Scott H	President and CEO	SELL	889	$71.47	$63.5K
May 20, 2026	Keeney Scott H	President and CEO	SELL	2,217	$68.81	$152.6K
May 20, 2026	Nias James	Chief Accounting Officer	SELL	415	$71.09	$29.5K
May 20, 2026	Corso Joseph John	Chief Financial Officer	SELL	1,903	$68.81	$130.9K
May 19, 2026	Keeney Scott H	President and CEO	SELL	46,735	$68.48	$3.2M
May 19, 2026	Nias James	Chief Accounting Officer	SELL	1,618	$68.48	$110.8K
May 19, 2026	Corso Joseph John	Chief Financial Officer	SELL	20,243	$68.48	$1.4M
May 18, 2026	Keeney Scott H	President and CEO	SELL	45,191	$70.82	$3.2M
May 18, 2026	Nias James	Chief Accounting Officer	SELL	1,565	$70.82	$110.8K
May 18, 2026	Corso Joseph John	Chief Financial Officer	SELL	19,575	$70.82	$1.4M
May 15, 2026	Keeney Scott H	President and CEO	SELL	42,584	$75.16	$3.2M
May 15, 2026	Nias James	Chief Accounting Officer	SELL	1,487	$75.16	$111.8K
May 15, 2026	Corso Joseph John	Chief Financial Officer	SELL	18,445	$75.16	$1.4M
May 5, 2026	Corso Joseph John	Chief Financial Officer	AWARD	100,000	—	—
May 5, 2026	Keeney Scott H	President and CEO	AWARD	300,000	—	—
May 5, 2026	Nias James	Chief Accounting Officer	AWARD	9,332	—	—
Apr 27, 2026	LINK RAYMOND A	Director	EXERCISE	500	$1.45	$725.00
Mar 13, 2026	LINK RAYMOND A	Director	SELL	6,644	$63.28	$420.4K
Mar 12, 2026	LINK RAYMOND A	Director	SELL	8,760	$64.42	$564.3K
Mar 12, 2026	Nias James	Chief Accounting Officer	SELL	1,808	$64.42	$116.5K
Mar 11, 2026	LINK RAYMOND A	Director	SELL	10,000	$62.79	$627.9K
Mar 9, 2026	Locke Gary	Director	EXERCISE	69,725	$1.45	$101.1K
Mar 9, 2026	Keeney Scott H	President and CEO	SELL	2,180	$57.48	$125.3K
Mar 6, 2026	Keeney Scott H	President and CEO	SELL	4,804	$58.58	$281.4K
Mar 6, 2026	Corso Joseph John	Chief Financial Officer	SELL	12,290	$60.39	$742.2K
Mar 5, 2026	Corso Joseph John	Chief Financial Officer	SELL	13,038	$61.96	$807.8K
Mar 5, 2026	Keeney Scott H	President and CEO	SELL	32,239	$61.96	$2.0M
Mar 5, 2026	Nias James	Chief Accounting Officer	SELL	3,249	$61.96	$201.3K

7 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 5 neutral. Avg impact: 3.9/10.

NEUTRAL CLUSTER 3/10

Three insiders at NLIGHT, including the CEO and CFO, sold a total of ~$415K in open-market sales ove

Jun 10, 2026

NEUTRAL CLUSTER 3/10

CEO Scott Keeney and CFO Joseph Corso sold a combined $819K in open-market sales over a 6-day window

Jun 5, 2026

NEUTRAL CLUSTER 4/10

Three insiders at NLIGHT, including the CEO and CFO, sold a total of $4.70M in open-market sales ove

May 22, 2026

MIXED CLUSTER 5/10

CEO Scott Keeney sold $6.4M of LASR stock at ~$70-75 over two days immediately following a record Q1

May 20, 2026

NEUTRAL DEFA14A 2/10

NLIGHT, INC. filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting, deta

Apr 24, 2026

NEUTRAL CLUSTER 3/10

A cluster of insider transactions at nLIGHT, Inc. (LASR) over the past week includes open-market sal

Mar 14, 2026

BEARISH CLUSTER 7/10

Two top executives at nLIGHT, Inc. (LASR) — the CEO and CFO — sold shares in a coordinated cluster o

Mar 10, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (87% buy). Based on 15 analysts: 6 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$86.43 mean target +24.1% upside Strong Buy (1.33)

$80.00 Low $100.00 High

Metric	Value
Current Price	$69.66
Target Low	$80.00
Target Mean	$86.43
Target Median	$84.00
Target High	$100.00
# Analysts	7
Recommendation	Strong Buy (1.33)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.14	$0.12	$0.17	135.2%	+95.4%	9↑ 0↓	$0.1B	27.3%	9
Next Q 2026-09-30	$0.09	$0.05	$0.13	12.5%	+62.0%	7↑ 2↓	$0.1B	4.7%	9
Current FY 2026-12-31	$0.52	$0.41	$0.61	118.5%	+64.5%	8↑ 1↓	$0.3B	17.5%	9
Next FY 2027-12-31	$0.68	$0.49	$0.81	28.8%	+33.6%	8↑ 1↓	$0.3B	13.1%	9

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.141
7d ago	$0.141
30d ago	$0.072	+0.069
60d ago	$0.071	+0.070
90d ago	$0.072	+0.069

6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 21, 2026	Stifel	MAINTAIN	Buy	Buy
May 8, 2026	Needham	MAINTAIN	Buy	Buy
Apr 20, 2026	Stifel	REITERATE	Buy	Buy
Mar 27, 2026	William Blair	INITIATE	—	Outperform
Mar 4, 2026	Baird	INITIATE	—	Outperform
Feb 27, 2026	Cantor Fitzgerald	MAINTAIN	Overweight	Overweight
Feb 27, 2026	Needham	MAINTAIN	Buy	Buy
Feb 3, 2026	Roth Capital	MAINTAIN	Buy	Buy
Jan 14, 2026	Stifel	REITERATE	Buy	Buy
Jan 13, 2026	Needham	MAINTAIN	Buy	Buy
Dec 17, 2025	Roth Capital	INITIATE	—	Buy

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	6	7	2	87%
May 1, 2026	6	7	2	87%
Apr 1, 2026	6	7	2	87%
Mar 1, 2026	4	7	2	85%
Feb 1, 2026	4	8	2	86%
Jan 1, 2026	4	8	2	86%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

45°

Neutral

Bearish Neutral Bullish

15 mentions 0 bullish 2 bearish 12 time periods

Reddit Sentiment History

Date	Mentions	Sentiment	Bearish	Threads
Jun 6, 2026	2	42° Neutral	1	2
Jun 6, 2026	2	42° Neutral	1	2
Jun 4, 2026	1	44° Neutral	0	1
Jun 4, 2026	1	44° Neutral	0	1
May 28, 2026	2	50° Neutral	0	2
May 27, 2026	1	50° Neutral	0	1
May 12, 2026	1	56° Neutral	0	1
May 12, 2026	1	56° Neutral	0	1
Apr 16, 2026	1	50° Neutral	0	1
Apr 16, 2026	1	50° Neutral	0	1
Mar 30, 2026	1	56° Neutral	0	1
Mar 30, 2026	1	56° Neutral	0	1

Recent Reddit Threads

r/stocks Bearish 6d 13h ago

LASE contract from USA department of war 119 mill mc 37.6%SI (car lfvn grpn ) vs $ONDS 5.3b $KTOS 11b $UMAC 1.3b $AVAV 9.3b $LASR 3.7b

▲ 1 💬 1 ⚡ 0.5

r/pennystocks Neutral 6d 13h ago

LASE got a contract from USA department of war only 119 million mc 37.63% SI (squeeze it like car lfvn grpn ) vs $ONDS 5.3 billion market cap $KTOS 11 billion market cap $UMAC 1.3 billion mc $AVAV 9.3 billion mc $LASR 3.7 billion mc

▲ 1 💬 0 ⚡ 0.5

r/investing Neutral 8d 15h ago

Anti drone tech? Looking at AVAV, LASR, ASX: DRO

▲ 1 💬 1 ⚡ 0.5

r/pennystocks Bearish 16d 10h ago

blue lasers!

▲ 1 💬 1 ⚡ 0.5

r/pennystocks Neutral 16d 11h ago

BURU Looks like the exact same laser defense pivot that sent LASR from $15 to $81

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Neutral 16d 11h ago

Look at what $LASR did last year. This is the exact same laser defense pivot but at 20 cents.

▲ 1 💬 1 ⚡ 0.5

r/stocks Neutral 1mo ago

Want some photonics names to look at or buy? Here you go!

▲ 1 💬 0 ⚡ 0.5

r/stocks Neutral 1mo ago

$LASR This laser company is transitioning into the defense industry through its directed-energy weapons

▲ 1 💬 0 ⚡ 0.5

r/investing Neutral 2mo ago

Market Close Report - Monday, March 30, 2026

▲ 1 💬 0 ⚡ 0.5

May 13, 2026

short_interest

FTD: LASR — 20,509 shares ($1.7M) failed to deliver

Settlement: 20260513, Price: $83.81, FTD Value: $1,718,859.29, NLIGHT, INC. COMMON STOCK

May 7, 2026

earnings_calendar

LASR Q1 2026 Earnings Scheduled — 2026-05-07

Apr 14, 2026

short_interest

FTD: LASR — 31,914 shares ($2.2M) failed to deliver

Settlement: 20260414, Price: $69.86, FTD Value: $2,229,512.04, NLIGHT, INC. COMMON STOCK

Apr 13, 2026

short_volume

Short Volume: LASR — 56.6% short (0.5M / 0.9M)

Short: 504,216 | Exempt: 1,035 | TRF Vol: 890,324 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)

Mar 23, 2026

short_interest

FTD: LASR — 78,736 shares ($5.2M) failed to deliver

Settlement: 20260323, Price: $65.76, FTD Value: $5,177,679.36, NLIGHT, INC. COMMON STOCK

Feb 26, 2026

earnings_calendar

LASR Q4 2025 Earnings After Market Close — 2026-02-26

Feb 6, 2026

short_interest

FTD: LASR — 368,725 shares ($17.0M) failed to deliver

Settlement: 20260206, Price: $46.09, FTD Value: $16,994,535.25, NLIGHT, INC. COMMON STOCK

Feb 5, 2026

short_interest

FTD: LASR — 312,380 shares ($13.7M) failed to deliver

Settlement: 20260205, Price: $43.86, FTD Value: $13,700,986.8, NLIGHT, INC. COMMON STOCK