NLIGHT, INC.: insider trades · United States · SEC (Form 4)

About NLIGHT, INC.

nLIGHT, Inc. is a U.S.-based company listed on the Nasdaq under the ticker LASR, operating on the United States market. The company is headquartered in Camas, Washington, and employs approximately 800 people with operations across the United States, Europe, and Asia. Founded in 2000, nLIGHT built its franchise around a highly vertically integrated model spanning laser chip development through finished subsystems and system-level solutions. That structure gives the company more control over performance, cost, intellectual property, and time-to-market, which is especially important in technically demanding end markets. nLIGHT began as a specialist in high-power semiconductor and fiber lasers for industrial and microfabrication uses, but its business mix has increasingly shifted toward Aerospace & Defense. Today, the company positions itself as a leading provider of high-power lasers for mission-critical directed energy, optical sensing, and advanced manufacturing applications. This pivot has materially strengthened its strategic relevance, because defense customers value U.S.-based manufacturing, supply-chain security, engineering depth, and the ability to scale from components to integrated weapon subsystems. From a product standpoint, nLIGHT designs, manufactures, and sells high-power semiconductor lasers, fiber lasers, and beam-combined high-energy laser solutions. Its main end markets are Industrial, Microfabrication, and Aerospace & Defense. In industrial uses, its laser technologies support cutting, welding, and other precision manufacturing processes. In defense, the company is increasingly associated with directed energy systems, laser sensing, counter-UAS solutions, and high-energy effectors that can be integrated across land, sea, air, and space platforms. The company’s competitive position is anchored in technical differentiation rather than scale alone. Its vertically integrated manufacturing base and proprietary beam-combining capabilities are important assets, particularly as the directed-energy market evolves from prototype work toward operational deployment. nLIGHT’s ability to expand manufacturing capacity and localize more of its industrial footprint also matters, as defense procurement increasingly favors resilience, trusted supply chains, and regional support structures. Recent developments have reinforced the investment case. In 2025, nLIGHT reported record annual results, with strong revenue growth and meaningful improvement in gross margin and adjusted EBITDA. In 2026, the company announced expanded manufacturing capacity in Longmont, Colorado, and an expansion of its Torino, Italy operations to support European and allied directed-energy programs. Most recently, nLIGHT launched its HADES family of directed-energy products in May 2026, signaling continued commercialization momentum in its defense portfolio. For investors, nLIGHT combines cyclical exposure to industrial laser demand with a longer-duration growth opportunity tied to defense modernization and next-generation energy weapons.