Feb. 12 at 9:55 PM
$LPTH Today marked only the 3rd 7M+ share day in at least the last 20+ yrs of LPTH trading history. Both today (post-ER) & Jan 15, 2026 represented massive institutional capital changing hands, vs Jul 5, 2023, when a similar share count traded sub-
$2 for only
$13M in value.
A close >
$12.75 on vol targets
$13.40; a sustained move >
$13.40 opens the door to new highs >
$15.24. Near-term, options OI at
$12.50 is heavy on both puts & calls, creating max-pain. Absent news, it would not surprise me to see attempts to gravitate toward
$12.50, similar to last month.
Revenue is accelerating, backlog & visibility improving & per CEO Sam Rubin, LPTH is no longer in transition — now in a growth phase.
The Amorphous Materials acquisition enables large-diameter optics (10–17″), materially expanding LPTH’s ability to win satellite & space programs, reinforcing expanding opportunities.
Rubin sounds extremely optimistic, a re-rate higher would not surprise me. Watch for
$UMAC &
$ONDS to start catching bids.