Space Stocks Back Down To Earth

The many space stocks that rocketed higher ahead of the SpaceX IPO earlier this month have since fallen back down to earth. On average, these stocks were up 99% year-to-date at the close on June 11th when SpaceX priced its shares at $135. Along with SpaceX still being up 14.5% from its IPO price, just one other stock out of 28 is up since the SPCX IPO.

Seeking Alpha • Jun 23, 2026

LightPath Taking Off

LightPath (LPTH) is transforming into a vertically integrated, NDAA-compliant supplier of proprietary BlackDiamond infrared optics, uniquely positioned for US defense demand. LPTH's BlackDiamond glass is the sole domestic alternative to germanium, benefiting from federal mandates to eliminate foreign-sourced optics by 2030 and a surging defense TAM. Recent acquisitions and capacity expansions enable LPTH to address larger, higher-value assemblies for satellites, drones, and border security, driving margin expansion and backlog growth.

Seeking Alpha • Jun 12, 2026

Lightpath Deepens Long-Standing Partnership with Netcracker for Modernized OSS and Enhanced Professional Services

WALTHAM, Mass.--(BUSINESS WIRE)--U.S. fiber connectivity provider Lightpath expands its partnership with Netcracker for next-generation OSS to support its growing AI-grade network.

Business Wire • Jun 9, 2026

LightPath Technologies Announces $100 Million Registered Direct Primary and Secondary Offering of Class A Common Stock

ORLANDO, Fla., June 2, 2026 /PRNewswire/ -- LightPath Technologies, Inc. (NASDAQ: LPTH) ("LightPath," the "Company," "we," or "our"), a leading provider of next-generation optics and imaging systems for both defense and commercial applications, today announced that the Company and North Run Strategic Opportunities Fund I, LP (the "Selling Stockholder") have entered into a securities purchase agreement with certain institutional investors for the purchase and sale of 7,142,800 shares of the Company's Class A common stock, of which 3,571,400 shares of Class A common stock are being sold by the Company (the "Primary Offering") and 3,571,400 shares of Class A common stock are being sold by the Selling Stockholder (the "Secondary Offering" and, together with the Primary Offering, the "Offering"), each at an offering price of $14.00 per share, resulting in gross proceeds to the Company of $50 million.

PRNewsWire • Jun 2, 2026

LPTH Surges 503% in the Past Year: Should You Stay Invested?

LightPath is up 503% in a year as defense programs, BlackDiamond glass and the G5 Infrared deal lift backlog and revenue momentum.

Zacks Investment Research • May 22, 2026

Lightpath Announces New Long-Haul Route, Connecting Columbus and Chicago with ~392-Mile Multi-Conduit System Fiber Infrastructure

NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- Lightpath today announced it has secured an anchor award to construct new long-haul fiber infrastructure spanning approximately 392 route miles between Columbus, Ohio and Chicago, Illinois, leveraging eight LightCube Data Centers. The award allows Lightpath to deliver 327 miles of new, 100% underground, multi-conduit fiber network across three states and establishes Lightpath's first organically built long-haul route.

GlobeNewsWire • May 12, 2026

LightPath Technologies: Turning Germanium Supply Risk Into A Growth Catalyst

LightPath Technologies has transformed into a vertically integrated infrared optics and imaging systems provider, evidenced by a record $110M backlog and robust Q3 results. Q3 revenue surged 109% YoY to $19.1M, gross margin expanded 700 bps to 36%, and adjusted EBITDA turned positive for the third consecutive quarter. The Amorphous Materials acquisition doubles glass capacity and positions LPTH to capitalize on US defense supply chain mandates, especially as BlackDiamond replaces China-sourced germanium.

Seeking Alpha • May 11, 2026

LightPath Technologies Q3 Earnings Call Highlights

LightPath Technologies NASDAQ: LPTH reported fiscal third-quarter 2026 results on May 7, highlighting what management described as continued momentum in revenue growth, backlog expansion, and improving profitability as the company executes a multi-year shift from components to vertically integrated infrared optics and imaging systems. Get LightPath Technologies alerts:Sign UpManagement points to record revenue and growing backlog President and CEO Sam Rubin said the quarter continued the company's trend of “strong top-line growth,” a continued build in backlog with a “strong book-to-bill ratio,” and improvements in EBITDA and overall financial performance.

MarketBeat • May 8, 2026

LightPath Technologies, Inc. (LPTH) Q3 2026 Earnings Call Transcript

LightPath Technologies, Inc. (LPTH) Q3 2026 Earnings Call Transcript

Seeking Alpha • May 8, 2026

LightPath Technologies Reports Fiscal 2026 Third Quarter Financial Results

ORLANDO, Fla., May 7, 2026 /PRNewswire/ -- LightPath Technologies, Inc. (NASDAQ: LPTH) ("LightPath," the "Company," "we," or "our"), a leading provider of next-generation optics and imaging systems for both defense and commercial applications, today announced financial results for its fiscal third quarter ended March 31, 2026.

PRNewsWire • May 7, 2026