InsidersTradesSigma
Follow the Lightpath Technologies INC stock price and the full management transaction log of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the authority of SEC (Form 4). Operating in the Technology sector, Lightpath Technologies INC has logged 68 reports. Market capitalisation: €705.1m. The latest transaction was filed on 4 June 2026 (C). Among the most active insiders: Rubin Shmuel. The full history is openly available.
68
Insider Decl.
n/a
Thresholds
€72,045
24 ops.
Buy Volume
€49m
7 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Lightpath Technologies INC Strong Buy (bullish), based on 5 analysts. Average price target: US$15.78.
40Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 25,676 of 29,063 companies
23.7
score / 100
Value30
Quality18
FCF yld-1.4%
Earn yld-2.1%
EV/EBITDA·
ROE-29%
Gross mgn27%
Net mgn-40%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 4 June 2026
Declarations68 total
3,571,400 shares@ US$2.150.77% mcap12.9% of flowClass A Common StockSEC:0001437749-26-019612:0
3,571,400 shares@ US$14.005.03% mcap83.8% of flowClass A Common StockSEC:0001437749-26-019612:1
83,052 shares@ US$12.250.12% mcap50.0% of flowClass A Common StockSEC:0001437749-26-017176:0
180 shares@ US$9.6957.4% of flowClass A Common StockSEC:0001437749-26-010193:0
Canonical exit: 25 Jun 2026 (T+90)
54,557 shares@ US$12.061.1% of flowClass A Common StockSEC:0001437749-26-009957:0
104,454 shares@ US$12.012.1% of flowClass A Common StockSEC:0001437749-26-009061:0
740,000 shares@ US$2.152.0% of flowClass A Common StockSEC:0001437749-26-006959:0
300,092 shares@ US$12.184.7% of flowClass A Common StockSEC:0001437749-26-006123:0
1,260,000 shares@ US$2.153.5% of flowClass A Common StockSEC:0001437749-26-005420:0
29,011 sharesClass A Common StockSEC:0001437749-26-002995:0
12,103 sharesClass A Common StockSEC:0001437749-26-002990:0
3,499,289 shares@ US$2.5811.6% of flowClass A Common StockSEC:0001654954-26-000151:0
13,020 shares0Class A common stockSEC:0001654954-25-014216:0
6,968 sharesClass A common stockSEC:0001654954-25-013386:0
19,355 sharesClass A common stockSEC:0001654954-25-013395:0
19,355 sharesClass A common stockSEC:0001654954-25-013384:0
4,137 sharesClass A common stockSEC:0001654954-25-013383:0
9,529 sharesClass A common stockSEC:0001654954-25-013375:0
7,359 sharesClass A common stockSEC:0001654954-25-013218:0
16,951 sharesClass A common stockSEC:0001654954-25-013221:0
1,000 shares@ US$2.45229.5% of flowClass A common stockSEC:0001654954-25-001908:0
Canonical exit: 26 May 2025 (T+90)
1,000 shares@ US$2.51100.0% of flowClass A common stockSEC:0001654954-25-001788:0
Canonical exit: 21 May 2025 (T+90)
1,000 shares@ US$2.569.9% of flowClass A common stockSEC:0001654954-25-001786:0
Canonical exit: 20 May 2025 (T+90)
12,026 sharesClass A common stockSEC:0001654954-25-001092:0
43,796 sharesClass A common stockSEC:0001654954-25-001096:0
25 of 68 declarations
关于 Lightpath Technologies INC
LightPath Technologies Inc. 是一家总部位于美国的专注于光学技术的公司，在纳斯达克上市，股票代码为 LPTH。公司总部位于美国佛罗里达州奥兰多，自称是为国防和商业应用提供下一代光学和成像系统的供应商。随着时间的推移，LightPath 已从传统的零部件供应商发展成为一家以解决方案为导向的企业，提供更高价值的组件、相机、子系统和系统。最新的投资者材料显示，公司拥有约 350 名员工。（[lightpath.com](https://www.lightpath.com/news/)) 从行业角度来看，LightPath 专注于红外光学、热成像和光电系统的专业领域。其终端市场主要分为政府/国防和商业客户。在国防方面，公司强调了反无人机、边境保护、武器系统和 ISR（情报、监视和侦察）等应用场景。在商业方面，它提到了智慧城市基础设施、体育、无人机和其他成像驱动的应用。这种多元化的需求结构使 LightPath 能够接触到多个预算周期，尽管国防和公共安全似乎是目前最明确的增长驱动力。（[lightpath.com](https://www.lightpath.com/hubfs/LPTH%20Investor%20Presentation%20-%20December%202025.pdf?hsLang=en)) BlackDiamond™ 是 LightPath 的核心战略差异化因素，这是一种专有的玻璃解决方案。管理层将其描述为无需锗即可实现多光谱相机，并可能在尺寸、重量和成本方面带来潜在优势。在公司最近的宣传中，这项技术被定位为加强国内和盟友红外光学供应链，并支持从传统仅组件产品向集成系统更广泛过渡的方式。LightPath 还强调，其大部分制造业务现在位于美国和欧洲，这对于关注采购、弹性和安全性的国防客户而言至关重要。（[lightpath.com](https://www.lightpath.com/hubfs/LPTH%20Investor%20Presentation%20-%20December%202025.pdf?hsLang=en)) 近期发展具有实质性意义。2025 年，LightPath 宣布收购 G5 Infrared，扩大了其红外相机能力。公司还披露了几份重要的红外相机系统采购订单，其中包括与公共安全和全球技术客户相关的订单。与此同时，它于 2025 年 12 月宣布了一项承销公开发行，突显了增长和产品规模扩张可能伴随的资本需求。最新的文件和演示文稿显示，随着更多业务转向组件和系统级产品而非低价值组件，收入不断增长，积压订单增加，并且平均销售价格的组合发生变化。（[sec.gov](https://www.sec.gov/Archives/edgar/data/889971/000143774926003809/lpth20251231_10q.htm)) 对于投资者而言，LightPath Technologies 最好被视为一个专业的技术和工业光学平台，而非一家广泛的电子公司。其上涨空间与 BlackDiamond 商业化、国防需求以及高利润系统规模化相关；主要风险包括执行、融资稀释以及订单驱动型硬件市场固有的周期性。（[lightpath.com](https://www.lightpath.com/hubfs/LPTH%20Investor%20Presentation%20-%20May%202026.pdf?hsLang=en))
