LN
LNSR
LENSAR, Inc.
$5.93
+0.82%
$71.2M
No data for this timeframe.
Vol
Market Cap$71.2M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders6 funds
Inst. Value$7.0M
Inst. Activity4 buys / 0 sells
SEC Reports5
Press Releases1
Exchange Nasdaq·Sector Surgical & Medical Instruments & Apparatus·Inc. DE·CIK 0001320350·Prev Close $5.88
Recent Activity
May 12, 2026
SEC
Director Thomas R. Staab II filed a Form 144 notice of intent to sell 850 shares of LENSAR common stock, with an estimat
144 — Impact 2/10
May 8, 2026
SEC
LENSAR reported Q1 2026 revenue of $13.4M, down 5% YoY, and GAAP net income of $36.3M ($1.56 basic EPS) driven by $23.9M
PRESS-RELEASE — Impact 7/10
May 8, 2026
earnings
LENSAR® Reports First Quarter 2026 Results and Provides Business Update
<p align="center"><em>7 ALLY Robotic Cataract Laser Systems® (“ALLY System”) Placements in First Qua
May 6, 2026
Insider
Connaughton Alan B. sold 2,739 shares
Chief Operating Officer @ $5.39 ($14.7K)
May 6, 2026
Insider
CURTIS NICHOLAS T sold 0 shares
Chief Executive Officer @ $0.00 ($0.00)
May 6, 2026
Insider
STAAB THOMAS R II sold 1,350 shares
Chief Financial Officer @ $5.39 ($7.3K)
Apr 21, 2026
SEC
LENSAR reported Q4 2025 revenue of $16.0M (-4% YoY) and a net loss of $1.5M ($-0.12 EPS), missing consensus EPS by 124.5
8-K — Impact 8/10
Inst.
MORGAN STANLEY — ADD
30,922 shares ($359.6K)
Price Targets
$8.50
+43.4% upside
Strong Buy
Current $5.93
Low $7.00
Median $8.50
High $10.00
2 analysts
$7.00
$10.00
Analyst Ratings
3Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 18, 2026 | BTIG | UPGRADE | Neutral → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.27 | $-0.27 — $-0.27 | -179% YoY | 1 |
| Next Q | $-0.22 | $-0.22 — $-0.22 | -100% YoY | 1 |
| Current FY | $-0.08 ▲ +68.0% | $-0.08 — $-0.08 | 86% YoY | 1 |
| Next FY | $-0.71 | $-0.71 — $-0.71 | -788% YoY | 1 |
Latest Reports
NEUTRAL
144
2/10
Director Thomas R. Staab II filed a Form 144 notice of intent to sell 850 shares of LENSAR common stock, with an estimat
May 12, 2026
BEARISH
PRESS-RELEASE
7/10
LENSAR reported Q1 2026 revenue of $13.4M, down 5% YoY, and GAAP net income of $36.3M ($1.56 basic EPS) driven by $23.9M
May 8, 2026
MIXED
Press
6/10
LENSAR reported mixed Q4 and full-year 2025 results: recurring revenue grew 15% to $46.3M and ALLY system installations
Mar 31, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $6.0M | — |
| MORGAN STANLEY | $359.6K | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $331.1K | NEW |
| BANK OF AMERICA CORP | $132.7K | ADD |
| WELLS FARGO & COMPANY/MN | $124.8K | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 6, 2026 | Connaughton Alan | F | $14.7K |
| May 6, 2026 | CURTIS NICHOLAS | J | $0.00 |
| May 6, 2026 | STAAB THOMAS | F | $7.3K |
| May 6, 2026 | Wong Kendra | F | $4.7K |
| Mar 19, 2026 | STAAB THOMAS | M | $14.6K |
6 institutional holders with $7.0M total value (602,316 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 515,725 | $6.0M | 85.6% | — |
| 2 | MORGAN STANLEY | 30,922 | $359.6K | 5.1% | ADD +90.0% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28,466 | $331.1K | 4.7% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 11,410 | $132.7K | 1.9% | ADD +42.5% |
| 5 | WELLS FARGO & COMPANY/MN | 10,734 | $124.8K | 1.8% | ADD +69.4% |
| 6 | FMR LLC | 5,059 | $58.8K | 0.8% | DOUBLED +1801.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 16,277 | 30,922 | +90.0% | $359.6K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 8,009 | 11,410 | +42.5% | $132.7K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 6,336 | 10,734 | +69.4% | $124.8K | 2025-Q4 |
| FMR LLC | DOUBLED | 266 | 5,059 | +1801.9% | $58.8K | 2025-Q4 |
| UBS Group AG | TRIM | 14,729 | 7,589 | -48.5% | $93.7K | 2025-Q3 |
| FMR LLC | TRIM | 759 | 266 | -65.0% | $3.3K | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 28,466 | — | $374.9K | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 5,330 | 13,813 | +159.2% | $181.9K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 24,040 | 8,502 | -64.6% | $112.0K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 556 | 5,419 | +874.6% | $71.4K | 2025-Q2 |
| FMR LLC | DOUBLED | 51 | 759 | +1388.2% | $10.0K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 313,645 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 39,300 | 49,628 | +26.3% | $700.7K | 2025-Q1 |
| UBS Group AG | DOUBLED | 541 | 12,536 | +2217.2% | $177.0K | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 1,220 | 5,330 | +336.9% | $75.3K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 189 | 556 | +194.2% | $7.9K | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 11,846 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 18,667 | 39,300 | +110.5% | $351.3K | 2024-Q4 |
| MORGAN STANLEY | ADD | 820 | 1,220 | +48.8% | $10.9K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 11,846 | — | $54.3K | 2024-Q3 |
4 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 6, 2026 | Connaughton Alan B. | Chief Operating Officer | F | 2,739 | $5.39 | $14.7K |
| May 6, 2026 | CURTIS NICHOLAS T | Chief Executive Officer | J | 0 | $0.00 | $0.00 |
| May 6, 2026 | STAAB THOMAS R II | Chief Financial Officer | F | 1,350 | $5.39 | $7.3K |
| May 6, 2026 | Wong Kendra | Principal Accounting Officer | F | 864 | $5.39 | $4.7K |
| Mar 19, 2026 | STAAB THOMAS R II | Chief Financial Officer | M | 5,500 | $2.65 | $14.6K |
| Mar 19, 2026 | STAAB THOMAS R II | Chief Financial Officer | M | 5,500 | $0.00 | $0.00 |
| Feb 18, 2026 | STAAB THOMAS R II | Chief Financial Officer | F | 1,076 | $11.32 | $12.2K |
| Feb 18, 2026 | Connaughton Alan B. | Chief Operating Officer | F | 2,392 | $11.32 | $27.1K |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 0 mixed, 2 neutral. Avg impact: 5.4/10.
NEUTRAL
144
2/10
Director Thomas R. Staab II filed a Form 144 notice of intent to sell 850 shares of LENSAR common st
May 12, 2026
BEARISH
PRESS-RELEASE
7/10
LENSAR reported Q1 2026 revenue of $13.4M, down 5% YoY, and GAAP net income of $36.3M ($1.56 basic E
May 8, 2026
BEARISH
8-K
8/10
LENSAR reported Q4 2025 revenue of $16.0M (-4% YoY) and a net loss of $1.5M ($-0.12 EPS), missing co
Apr 21, 2026
BEARISH
8-K
6/10
LENSAR, Inc. announced that CFO Thomas R. Staab, II will resign effective May 8, 2026, to pursue oth
Apr 15, 2026
NEUTRAL
8-K/A
4/10
Analysis based on filing metadata only — document content was unavailable. The filing is an 8-K/A fo
Mar 13, 2026
Current analyst consensus: Strong Buy (88% buy). Based on 8 analysts: 3 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$8.50 mean target
+43.4% upside
Strong Buy (1.00)
$7.00 Low
$10.00 High
| Metric | Value |
|---|---|
| Current Price | $5.93 |
| Target Low | $7.00 |
| Target Mean | $8.50 |
| Target Median | $8.50 |
| Target High | $10.00 |
| # Analysts | 2 |
| Recommendation | Strong Buy (1.00) |
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 |
$-0.27 | $-0.27 | $-0.27 | -178.9% | — | — | $0.0B | 5.1% | 1 |
| Next Q 2026-09-30 |
$-0.22 | $-0.22 | $-0.22 | -100.4% | — | — | $0.0B | 4.4% | 1 |
| Current FY 2026-12-31 |
$-0.08 | $-0.08 | $-0.08 | 85.9% | +68.0% | 1↑ 0↓ | $0.1B | 3.8% | 1 |
| Next FY 2027-12-31 |
$-0.71 | $-0.71 | $-0.71 | -787.5% | — | — | $0.1B | 21.0% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.270 | |
| 7d ago | $0.000 | -0.270 |
| 30d ago | $0.000 | -0.270 |
| 60d ago | $0.000 | -0.270 |
| 90d ago | $0.000 | -0.270 |
1 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 18, 2026 | BTIG | UPGRADE | Neutral | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Jan 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 8, 2026
earnings
LENSAR® Reports First Quarter 2026 Results and Provides Business Update
<p align="center"><em>7 ALLY Robotic Cataract Laser Systems® (“ALLY System”) Placements in First Quarter 2026; Backlog of 11 ALLY Systems as of March
May 8, 2026
earnings_calendar
LNSR Q1 2026 Earnings Scheduled — 2026-05-08
May 7, 2026
earnings_calendar
LNSR Q1 2026 Earnings Scheduled — 2026-05-07
Mar 31, 2026
earnings
LENSAR® Reports Fourth Quarter and Full Year 2025 Results and Provides Business Update
<p align="center"><em>15 ALLY Robotic Cataract Laser Systems® (“ALLY Systems”) placed in 4Q 2025; Backlog of 13 ALLY Systems pending installation as o
Mar 31, 2026
earnings_calendar
LNSR Q4 2025 Earnings Before Market Open — 2026-03-31
Mar 10, 2026
earnings_calendar
LNSR Q4 2025 Earnings Before Market Open — 2026-03-10