LPTH Lightpath Technologies Inc Loading... : Bullish and Bearish Analyst Opinions
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01:19
Sep 02
Sep 02
The author jokes about a "Sikand effect" causing ALM to rise and LPTH to fall.
The author jokes about a "Sikand effect" causing ALM to rise and LPTH to fall, but frames it as a coin flip, not a directional call.
LOW
17:34
Aug 29
Aug 29
Holds LPTH, wants more but no cash
Holds existing LPTH position and wants to add more; lacks cash and is unsure if it drops further.
MED
05:49
Aug 29
Aug 29
Averaging down on LPTH amid dip
Author is averaging down on LPTH after yesterday's purchase declined, expressing continued bullish conviction through additional buying despite short-term losses.
MED
16:22
Aug 28
Aug 28
LPTH selloff overdone; government funding catalysts remain
Buy LPTH after 20% selloff as NGSRI delay is overblown since that program is zero backlog, while CEO confirms federal capital discussions and LPTH supplies optics for 75%+ of US drones, supported by Pentagon supply chain funding push.
MED
15:48
Aug 28
Aug 28
Selling puts on LPTH as move overdone
Speaker believes the sharp move is overdone and is selling puts on LPTH, implying a neutral-to-slightly-bullish stance expecting the stock to stabilize or not fall further, with Anduril sourcing uncertainty noted.
MED
14:37
Aug 28
Aug 28
The author suggests institutional manipulation is shaking out retail holders of LPTH.
The author suggests institutional manipulation is shaking out retail holders of LPTH, but offers no personal position or forward call.
14:32
Aug 28
Aug 28
LPTH long-term hold on intact fundamentals
Hold LPTH long-term: regular fundamental review finds management and pipeline intact, and the stringer delay is disappointing but not thesis-changing.
MED
15:33
Aug 25
Aug 25
LPTH government funding signals noted, no commitment
Author relays CEO claim of upcoming government funding and corroborating signals from OptimusDelta; no personal directional commitment or position disclosed.
MED
19:39
Aug 24
Aug 24
Author lists defense drone supply-chain beneficiaries from a quoted Ukraine deployment story.
Author lists defense drone supply-chain beneficiaries from a quoted Ukraine deployment story, framing them as use-case read-throughs rather than personal positions.
LOW
19:35
Aug 24
Aug 24
The author lists drone and defense supply-chain beneficiaries from a quoted Ukraine.
The author lists drone and defense supply-chain beneficiaries from a quoted Ukraine field-testing story, framing them as use-case expansion rather than personal positions.
LOW
19:21
Aug 24
Aug 24
Buy drones on bipartisan funding supercycle.
Buy drone suppliers and builders on bipartisan funding, China export controls, and US supply-chain priorities; recent earnings beat with raised guidance supports a continuing supercycle.
MED
03:05
Aug 24
Aug 24
LPTH named with no direction
LPTH is named in reply to a request for a good trade; no direction, catalyst, or mechanism stated.
LOW
00:18
Aug 24
Aug 24
Bipartisan funding could ignite drone stocks
Buy these drone names because bipartisan U.S. drone-security legislation and likely Democratic control could accelerate Ukraine-related defense funding, leave UAS/C-UAS budgets uncontested, and rotate risk capital from data centers into defense.
MED
19:38
Aug 22
Aug 22
Hold resilient names through bond hikes
Long these equities as the author sees them as resilient through bond-yield hikes, weak markets, and midterm turbulence, while avoiding high-multiple, unproven, debt-heavy names.
MED
18:06
Aug 21
Aug 21
CEO discusses defense supercycle and supply constraints.
Shares insights from the LPTH CEO regarding the defense supercycle, component lock-in, and supply chain constraints, noting the CEO's bullish growth expectations without a personal directional view.
MED
16:34
Aug 21
Aug 21
Author makes an explicit forward call that LPTH has un-priced alpha from drone optics.
Author makes an explicit forward call that LPTH has un-priced alpha from drone optics and defense catalysts over the next two weeks, urging attention as a high-conviction bullish setup.
20:53
Aug 20
Aug 20
Buy LPTH on misunderstood US supply-chain resilience
Buy LPTH: the author is still accumulating on a contrarian basis, arguing the market misreads the LPTH trade—tied in the quoted context to US capacity/supply-chain resilience—just as it missed the AI/biotech rerating.
MED
20:15
Aug 20
Aug 20
The tweet reports a government initiative to onshore drone supply chains.
The tweet reports a government initiative to onshore drone supply chains, listing beneficiary tickers as factual context rather than expressing a personal position or trade call.
LOW
14:46
Aug 20
Aug 20
Photonics plays for scaling AI clusters
Author's plays for photonics and optical interconnects as copper reaches limitations in scaling massive AI clusters.
MED
14:34
Aug 20
Aug 20
Author explicitly states they took big positions in IOVA, BB, and LPTH instead of crypto.
Author explicitly states they took big positions in IOVA, BB, and LPTH instead of crypto, expressing satisfaction with equities over missed crypto gains.
18:17
Aug 17
Aug 17
Author admits lacking a strong handle on LPTH to rebut counterpoints.
Author admits lacking a strong handle on LPTH to rebut counterpoints, deferring to Coffee's sentiment analysis without taking a directional stance.
LOW
14:09
Aug 17
Aug 17
Author replies that UMAC is no longer cheap near their FY27 target and would add under $25.
Author replies that UMAC is no longer cheap near their FY27 target and would add under $25, but expresses no current position or forward call.
01:48
Aug 17
Aug 17
Long ONDS and LPTH after drone pullback.
Maintain long ONDS and LPTH: the drone-stock pullback was an obvious entry and the author holds current long exposure in both names.
MED
22:45
Aug 15
Aug 15
LPTH named as liked watchlist candidate
Author names LPTH as a liked watchlist candidate in response to a direct question about names to add or start positions in; no position confirmed, no specific catalyst given.
MED
11:27
Aug 15
Aug 15
The author compiles a thread of user-recommended non-AI tickers as a research watchlist.
The author compiles a thread of user-recommended non-AI tickers as a research watchlist, explicitly noting he cannot guarantee they are all non-AI, so these are indexed as watch rather than trade ideas.
LOW
22:06
Aug 14
Aug 14
Drone tariff target lifts LPTH attention
Explains LPTH's gap-up by linking new drone tariffs that target thermal imaging to CEO's claim that LPTH optics are in most US-made drones. No personal directional call stated.
LOW
16:42
Aug 14
Aug 14
Tariffs on foreign drones boost domestic names
Buy domestic drone and drone-component names as direct beneficiaries of Trump's new tariffs on foreign-made drones; policy shift creates a structural cost advantage for U.S.-based manufacturers and suppliers, with the sector already showing momentum on the catalyst.
MED
15:41
Aug 14
Aug 14
Notes recent strong price performance.
Author highlights recent strong price performance across multiple names, no current directional view stated.
LOW
15:40
Aug 14
Aug 14
The author expresses a preference for KTOS and LPTH as top picks in reply to a bullish parent.
The author expresses a preference for KTOS and LPTH as top picks in reply to a bullish parent, but the language is hedged with "i think i like" rather than a clear position or forward call.
LOW
15:29
Aug 14
Aug 14
LPTH benefits from drone tariff defense self-reliance push
Buy LightPath Technologies as Trump drone/component tariffs accelerate U.S. defense self-reliance; LPTH's Ge-free BlackDiamond IR optics, NDAA 2030 compliance deadline, and active Lockheed Martin missile program position it as a domestic beneficiary analogous to AAOI's vertical-integration re-rating.
MED
About LPTH Analyst Coverage
Buzzberg tracks LPTH (Lightpath Technologies Inc) across 19 sources. 82 bullish vs 0 bearish calls from 21 analysts. Sentiment: predominantly bullish (56%). 146 total trade ideas tracked. Past 7 days: 4 bullish, 3 watch. Latest voices: michaelsikand, photoncap, grumpierbtday.