LNSR
LENSAR, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Mar 31 LENSAR reported Q4 2025 revenue of $16.0M (-4% YoY) and a net loss o…
- R Mar 31 LENSAR reported mixed Q4 and full-year 2025 results: recurring reven…
- R Apr 15 LENSAR, Inc. announced that CFO Thomas R. Staab, II will resign effe…
- R May 8 LENSAR reported Q1 2026 revenue of $13.4M, down 5% YoY, and GAAP net…
- R Aug 13 LENSAR reported a strong Q2 2026 beat, with EPS of $0.10 (diluted) c…
- A Sep 28 LUCID CAPITAL MARKETS initiates
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsBEARISH
Q2 2026: 5 added (0 new), 12 trimmed or exited.
- AnalystsBULLISH
8 of 9 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate −$0.220 → −$0.140 over 90 days.
- Short sellersSTEADY
Short interest −4.7% to 322.4K shares. 6.6 days to cover, ≈2.6% of shares.
- TrendDOWNTREND
18% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | TRIM | $1.1M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | $865.7K |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $689.1K |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | $653.2K |
| STATE STREET CORP | TRIM | $462.4K |
| GOLDMAN SACHS GROUP INC | TRIM | $339.9K |
| Cresset Asset Management, LLC | ADD | $142.8K |
| NORTHERN TRUST CORP | TRIM | $125.7K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
9 analystsPrice is below the lowest target. Median implies +84%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 28, 2026 | LUCID CAPITAL MARKETS INITIATE | Buy |
| Aug 20, 2026 | BTIG MAINTAIN | Buy |
| Aug 13, 2026 | BTIG MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | O'Farrell Elizabeth G. Director | AWARD | 17,421 sh |
| Jun 3, 2026 | LINDSTROM RICHARD L MD Director | AWARD | 17,421 sh |
| Jun 3, 2026 | CURTIS NICHOLAS T Chief Executive Officer | AWARD | 130,662 sh |
| Jun 3, 2026 | Winer Gary M Director | AWARD | 17,421 sh |
| Jun 3, 2026 | WEISNER AIMEE S Director | AWARD | 17,421 sh |
| Jun 3, 2026 | Connaughton Alan B. Chief Operating Officer | AWARD | 34,843 sh |
| Jun 3, 2026 | Wong Kendra Principal Accounting Officer | AWARD | 13,066 sh |
| Jun 3, 2026 | LINK WILLIAM J PHD Director | AWARD | 17,421 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.14 | -$0.14–-$0.14 | — | $14.3M |
| Next Q | -$0.10 | -$0.10–-$0.10 | — | $17.1M |
| Current FY | -$0.05 | -$0.05–-$0.05 | — | $61.3M |
| Next FY | -$0.51 | -$0.51–-$0.51 | — | $72.8M |
Short side
FINRA· Sep 30, 2026SecBot reports
8 filings · 1 press release · 1 bullish · 4 bearish · 3 neutral- BEARISH INST-CLUSTERSep 22, 2026
A significant institutional cluster in LENSAR (LNSR) shows 12 sellers reducing positions by $4.7M…
The broad-based institutional exit, particularly from mega-passive funds, suggests a structural de-rating or loss of conviction in LENSAR's outlook. Monitor upcoming quarterly results for…
- BULLISH 8-KAug 13, 2026
LENSAR reported a strong Q2 2026 beat, with EPS of $0.10 (diluted) crushing the consensus estimate…
The strong beat and inflection to profitability, combined with a 30% YoY ALLY installed base growth and a 13-system backlog, suggest the post-merger disruption is behind LENSAR. Monitor the next…
- NEUTRAL DEFA14AJun 23, 2026
LENSAR, Inc. filed definitive additional proxy materials (DEFA14A) providing notice of its 2026…
Monitor for any dissident proxy filings or activist activity ahead of the August 4 meeting, given the recent CFO appointment and indications of a proxy contest. Stockholders should vote by August 3…
- NEUTRAL 144May 12, 2026
Director Thomas R. Staab II filed a Form 144 notice of intent to sell 850 shares of LENSAR common…
This is a de minimis proposed sale by a director with no executive role. No material signal for traders. Monitor for any subsequent Form 4 filings to confirm execution, but this filing alone does…
All LNSR filing & press-release reports (9)
- INST-CLUSTER reportSep 22, 2026
- 8-K reportAug 13, 2026
- DEFA14A reportJun 23, 2026
- 144 reportMay 12, 2026
- PRESS-RELEASE reportMay 8, 2026
- 8-K reportMar 31, 2026
- 8-K reportApr 15, 2026
- PRESS-RELEASE reportMar 31, 2026
- 8-K/A reportMar 13, 2026