LPTH
LIGHTPATH TECHNOLOGIES INC
$14.93
-15.27%
$937.4M
No data for this timeframe.
Vol
Market Cap$937.4M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders7 funds
Inst. Value$44.2M
Inst. Activity3 buys / 1 sells
Insider Activity1B / 12S
Insider Net $-$65.4M
Reddit Sentiment61° Warm
SEC Reports3
Recent Activity
Jun 3, 2026
SEC
LightPath Technologies is executing a concurrent primary and secondary public offering of 7,142,800 shares of Class A co
424B5 — Impact 6/10
Jun 3, 2026
SEC
LightPath Technologies announced a $100M registered direct offering of 7,142,800 shares of Class A common stock at $14.0
8-K — Impact 6/10
Jun 3, 2026
Insider
North Run Strategic Opportunities Fund I, LP sold 3,571,400 shares
Director @ $14.00 ($50.0M)
Jun 2, 2026
Insider
North Run Strategic Opportunities Fund I, LP sold 3,571,400 shares
Director @ $2.15 ($7.7M)
Jun 2, 2026
Insider
North Run Strategic Opportunities Fund I, LP sold 7,678.51 shares
Director @ $0.00 ($0.00)
Mar 30, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. The recent insider trading cluster includes a
CLUSTER — Impact 5/10
Inst.
MORGAN STANLEY — DOUBLED
798,112 shares ($8.6M)
Inst.
TWO SIGMA INVESTMENTS, LP — NEW
326,103 shares ($3.5M)
Price Targets
$15.98
+7.0% upside
Buy
Current $14.93
Low $15.00
Median $15.95
High $17.00
4 analysts
$15.00
$17.00
Analyst Ratings
3Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| Feb 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Jan 6, 2026 | Lake Street | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Next Q | $0.03 ▲ +200.0% | $0.03 — $0.03 | 208% YoY | 1 |
| Current FY | $-0.03 | $-0.03 — $-0.03 | 88% YoY | 1 |
| Next FY | $0.13 ▲ +44.4% | $0.13 — $0.13 | 533% YoY | 1 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $26.3M | — |
| MORGAN STANLEY | $8.6M | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $3.5M | NEW |
| BANK OF AMERICA CORP | $2.8M | DOUBLED |
| RENAISSANCE TECHNOLOGIES LLC | $2.7M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | North Run | SELL | $50.0M |
| Jun 2, 2026 | North Run | C | $7.7M |
| Jun 2, 2026 | North Run | C | $0.00 |
| May 18, 2026 | North Run | SELL | $681.1K |
| May 14, 2026 | North Run | SELL | $2.0M |
Reddit Sentiment
61°
Warm
Bearish
Neutral
Bullish
7 institutional holders with $44.2M total value (4,088,591 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,430,559 | $26.3M | 59.4% | — |
| 2 | MORGAN STANLEY | 798,112 | $8.6M | 19.5% | DOUBLED +109.7% |
| 3 | TWO SIGMA INVESTMENTS, LP | 326,103 | $3.5M | 8.0% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 254,812 | $2.8M | 6.2% | DOUBLED +806.5% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 254,449 | $2.7M | 6.2% | TRIM -57.9% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24,181 | $261.2K | 0.6% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 375 | $4.0K | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 380,637 | 798,112 | +109.7% | $8.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 326,103 | — | $3.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 28,110 | 254,812 | +806.5% | $2.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 604,547 | 254,449 | -57.9% | $2.7M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 53,154 | 380,637 | +616.1% | $3.0M | 2025-Q3 |
| UBS Group AG | DOUBLED | 2,843 | 45,132 | +1487.5% | $357.9K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 2,372 | 28,110 | +1085.1% | $222.9K | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 14,711 | 53,154 | +261.3% | $163.7K | 2025-Q2 |
| UBS Group AG | NEAR_EXIT | 13,221 | 2,843 | -78.5% | $8.8K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 302 | 2,372 | +685.4% | $7.3K | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 3,025 | 14,711 | +386.3% | $29.6K | 2025-Q1 |
| UBS Group AG | DOUBLED | 4,162 | 13,221 | +217.7% | $26.6K | 2025-Q1 |
| UBS Group AG | DOUBLED | 1,554 | 4,162 | +167.8% | $14.7K | 2024-Q4 |
| CITADEL ADVISORS LLC | EXIT | 21,603 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 24,173 | — | $33.1K | 2024-Q3 |
3 unique insiders with 13 transactions. Net insider value: -$65.4M ($1.7K bought, $65.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 3,571,400 | $14.00 | $50.0M |
| Jun 2, 2026 | North Run Strategic Opportunities Fund I, LP | Director | C | 3,571,400 | $2.15 | $7.7M |
| Jun 2, 2026 | North Run Strategic Opportunities Fund I, LP | Director | C | 7,678.51 | $0.00 | $0.00 |
| May 18, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 55,284 | $12.32 | $681.1K |
| May 14, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 165,000 | $12.16 | $2.0M |
| May 13, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 45,000 | $12.29 | $553.0K |
| May 12, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 83,052 | $12.25 | $1.0M |
| Mar 27, 2026 | Rubin Shmuel | President & CEO | BUY | 180 | $9.70 | $1.7K |
| Mar 25, 2026 | North Run Strategic Opportunities Fund I, LP | Director | C | 740,000 | $2.15 | $1.6M |
| Mar 25, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 302,352 | $12.31 | $3.7M |
| Mar 25, 2026 | North Run Strategic Opportunities Fund I, LP | Director | C | 1,591 | $0.00 | $0.00 |
| Mar 24, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 54,557 | $12.06 | $658.0K |
| Mar 18, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 16,000 | $12.00 | $192.0K |
| Mar 17, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 104,454 | $12.01 | $1.3M |
| Feb 25, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 300,092 | $12.18 | $3.7M |
| Feb 24, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 131,281 | $12.02 | $1.6M |
| Feb 23, 2026 | North Run Strategic Opportunities Fund I, LP | Director | SELL | 6,500 | $12.01 | $78.1K |
| Feb 20, 2026 | North Run Strategic Opportunities Fund I, LP | Director | C | 1,260,000 | $2.15 | $2.7M |
| Feb 20, 2026 | North Run Strategic Opportunities Fund I, LP | Director | C | 2,709 | $0.00 | $0.00 |
| Feb 2, 2026 | Miranda Albert | CFO | M | 12,103 | $0.00 | $0.00 |
| Feb 2, 2026 | Rubin Shmuel | President & CEO | M | 29,011 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 2 mixed, 0 neutral. Avg impact: 5.7/10.
BEARISH
424B5
6/10
LightPath Technologies is executing a concurrent primary and secondary public offering of 7,142,800
Jun 3, 2026
MIXED
8-K
6/10
LightPath Technologies announced a $100M registered direct offering of 7,142,800 shares of Class A c
Jun 3, 2026
MIXED
CLUSTER
5/10
Analysis based on filing metadata only — document content was unavailable. The recent insider tradin
Mar 30, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (90% buy). Based on 10 analysts: 3 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$15.98 mean target
+7.0% upside
Buy (3.00)
$15.00 Low
$17.00 High
| Metric | Value |
|---|---|
| Current Price | $14.93 |
| Target Low | $15.00 |
| Target Mean | $15.98 |
| Target Median | $15.95 |
| Target High | $17.00 |
| # Analysts | 4 |
| Recommendation | Buy (3.00) |
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 |
$0.00 | $0.00 | $0.00 | 100.0% | -100.0% | 0↑ 1↓ | $0.0B | 69.5% | 1 |
| Next Q 2026-09-30 |
$0.03 | $0.03 | $0.03 | 207.5% | +200.0% | 1↑ 0↓ | $0.0B | 51.2% | 1 |
| Current FY 2026-06-30 |
$-0.03 | $-0.03 | $-0.03 | 88.2% | +0.0% | 1↑ 0↓ | $0.1B | 91.5% | 1 |
| Next FY 2027-06-30 |
$0.13 | $0.13 | $0.13 | 533.3% | +44.4% | 1↑ 0↓ | $0.1B | 48.9% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.000 | |
| 7d ago | $0.000 | |
| 30d ago | $0.010 | -0.010 |
| 60d ago | $0.010 | -0.010 |
| 90d ago | $0.000 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | Lake Street | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| May 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Mar 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Feb 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jan 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
61°
Warm
Bearish
Neutral
Bullish
5 mentions
2 bullish
0 bearish
5 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 15, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
LightPath and the Germanium shortage LPTH
▲ 1
💬 0
⚡ 0.5
Laser Beams. In Space. - LightPath ($LPTH)
▲ 1
💬 0
⚡ 0.5
May 8, 2026
short_volume
Short Volume: LPTH — 56.0% short (1.4M / 2.4M)
Short: 1,370,371 | Exempt: 21,372 | TRF Vol: 2,446,801 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
LPTH Q3 2026 Earnings Scheduled — 2026-05-07