Washington
Ended · Holland Q3 2026Lobbying Q3 None no reports
YoY n/a vs Q3 2025
Members 0 all time
Buys / sells 0 / 0 0 trades
LPTH
LIGHTPATH TECHNOLOGIES INC$7.43 +0.14 (+1.92%)
Oct 26 4:00 PM ET · prev $7.29
Market cap
$491.7M
Small cap
Consensus
Buy
91% Buy or better · 11 analysts
Median target
🔒 Subscribers only
Next earnings
Nov 5
in 9 days · EPS est. −$0.02
1 year
−12.0%
from $8.44 · Oct 27
30 days
−24.4%
from $9.83
52-week range
$6.18–18.15
−59% from high · low Nov 20
Avg volume 20D
2.88M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$72.9M
1 buyer · 1 seller · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
Filing reports
6
analyzed by SecBot
SecBot read BEARISH 1 report · 90 days
Balance 1 bearish · 0 bullish oldest → newest, height = score
Avg score ·Next Earnings date, Nov 5, 2026
Strongest🔒 Fresh report (last 24h), subscribers only
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- S Feb 20 to Feb 25 4 days of insider sells: $12.8M by 1 insider, avg $12.36
- S Mar 17 to Mar 25 4 days of insider sells: $5.8M by 1 insider, avg $12.21
- B Mar 27 1 insider buy $1.7K at $9.70
- S May 12 to May 18 4 days of insider sells: $4.3M by 1 insider, avg $12.22
- S Jun 3 1 insider sell $50.0M at $14.00
- R Jun 3 LightPath Technologies is executing a concurrent primary and seconda…
- R Jul 24 LightPath Technologies received SEC effectiveness on July 23, 2026 f…
- A Aug 12 Piper Sandler initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $1.7K at an average $9.70. 1 insider sold $72.9M. Price is 23% below their cost.
- InstitutionsBULLISH
Q2 2026: 28 added (0 new), 8 trimmed or exited.
- AnalystsBULLISH
10 of 11 rate it Buy or better.
- TrendDOWNTREND
27% below its 50-day average.
Who's buying
13F· Q2 20260
new positions
0
exits
| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | DOUBLED | $73.1M |
| Hood River Capital Management LLC | ADD | $58.2M |
| Tidal Investments LLC | DOUBLED | $31.9M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | $23.7M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | $19.6M |
| GOLDMAN SACHS GROUP INC | TRIM | $17.7M |
| CITADEL ADVISORS LLC | ADD | $17.3M |
| STATE STREET CORP | DOUBLED | $17.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
11 analysts 91% rate it Buy or better
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Piper Sandler MAINTAIN | Overweight |
| Sep 1, 2026 | Canaccord Genuity MAINTAIN | Buy |
| Aug 12, 2026 | Piper Sandler INITIATE | Overweight |
| Jul 27, 2026 | Canaccord Genuity MAINTAIN | Buy |
| May 11, 2026 | Canaccord Genuity MAINTAIN | Buy |
Insider ledger
Form 4$1.7K
bought · 1 insider
$72.9M
sold · 1 insider
−23.4%
vs their $9.70 cost
| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 18, 2026 | Rubin Shmuel President & CEO | AWARD | 39,381 sh |
| Aug 18, 2026 | Miranda Albert CFO | AWARD | 17,091 sh |
| Jun 3, 2026 | North Run Strategic Opportunities Fund I, LP Director | SELL | $50.0M |
| Jun 2, 2026 | North Run Strategic Opportunities Fund I, LP Director | CONVERT | $7.7M |
| Jun 2, 2026 | North Run Strategic Opportunities Fund I, LP Director | CONVERT | 7,678.51 sh |
| May 18, 2026 | North Run Strategic Opportunities Fund I, LP Director | SELL | $681.1K |
| May 14, 2026 | North Run Strategic Opportunities Fund I, LP Director | SELL | $2.0M |
| May 13, 2026 | North Run Strategic Opportunities Fund I, LP Director | SELL | $553.0K |
Earnings setup
EstimatesNov 5
reports in 9 days
−$0.02
EPS estimate, this quarter
0↑ 1↓
revisions, 30 days
Current-quarter EPS estimate
$0.00090d
$0.00060d
−$0.00530d
−$0.0057d
−$0.020Now
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.02 | -$0.02–-$0.02 | -300.0% | $21.9M |
| Next Q | -$0.02 | -$0.02–-$0.02 | -500.0% | $25.2M |
| Current FY | -$0.05 | -$0.05–-$0.05 | -350.0% | $107.2M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 26, 2026 SEC
🔒 Fresh report (last 24h), subscribers only
Sep 10, 2026 Earnings calendar
LPTH Q4 2026 Earnings Scheduled — 2026-09-10
Aug 18, 2026 Insider
Rubin Shmuel was granted 39,381 shares
President & CEO
Aug 18, 2026 Insider
Jul 24, 2026 SEC Miranda Albert was granted 17,091 shares
CFO
LightPath Technologies received SEC effectiveness on July 23, 2026 for a batch of 22 shelf registration statements…
EFFECT — Impact 6/10
LightPath Technologies signed a definitive agreement to sell its wholly-owned China subsidiary (LightPath Zhenjiang)…
8-K — Impact 5/10
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
4,469,744 shares ($73.1M)
Jun 30, 2026 Inst.
Hood River Capital Management — ADD
3,562,140 shares ($58.2M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent
SecBot reports
6 filings · 1 bullish · 3 bearish · 2 mixed- BEARISH DEF 14AOct 26, 2026
LightPath Technologies filed its definitive proxy statement for the 2027 Annual Meeting, seeking election of two Class III directors (Kim Crider and CEO Shmuel Rubin), an advisory say-on-pay vote, and ratification of BDO as auditor. Activist investor North Run (8.2% voting power) has director…
🔒 Fresh report (last 24h), subscribers only
- BEARISH EFFECTJul 24, 2026
LightPath Technologies received SEC effectiveness on July 23, 2026 for a batch of 22 shelf…
The simultaneous effectiveness of 22 shelf registrations is highly unusual and suggests LightPath is preparing for a significant capital raise. Traders should watch for a prospectus supplement or…
- BULLISH 8-KJul 23, 2026
LightPath Technologies signed a definitive agreement to sell its wholly-owned China subsidiary…
Monitor closing conditions and any subsequent revenue guidance adjustments. The divestiture removes a geopolitical overhang and strengthens LightPath's defense-sector credibility, which could…
- BEARISH 424B5Jun 3, 2026
LightPath Technologies is executing a concurrent primary and secondary public offering of…
The large discounted secondary sale by a board-affiliated holder (North Run, dropping from 14.7% to 9.6%) signals potential further overhang. Watch for additional secondary filings from the…
All LPTH filing & press-release reports (6)
- DEF 14A reportOct 26, 2026
- EFFECT reportJul 24, 2026
- 8-K reportJul 23, 2026
- 424B5 reportJun 3, 2026
- 8-K reportJun 3, 2026
- CLUSTER reportMar 25, 2026