nLIGHT, Inc. (NASDAQ: LASR) will release its financial results for the second quarter of 2026 after the financial markets close on Thursday, August 6, 2026. The announcement will provide insights into the company's performance in the high-power lasers sector for mission critical directed energy, optical sensing, and advanced manufacturing applications.

A webcast to discuss the second quarter results is scheduled for Thursday, August 6, 2026, at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). The audio webcast will be accessible on the investor relations section of the company's website at http://investors.nlight.net . A replay of the webcast will be available shortly after the call concludes.

Participants can also join the webcast directly at https://events.q4inc.com/attendee/189677464 . nLIGHT, headquartered in Camas, Washington, employs more than 800 people with operations in the United States, Europe, and Asia. The company focuses on vertically integrated solutions from chip to system-level performance.

Key Event Details

For further information, stakeholders may contact John Marchetti, VP Corporate Development and Investor Relations at nLIGHT, Inc., via email at john.marchetti@nlight.net or by phone at (360) 566-4460.

nLIGHT Inc (NASDAQ: LASR) secured a Joint Laser Weapon System (JLWS) Other Transaction Authority (OTA) agreement with an initial award of $44 million and a total program ceiling of up to $627 million. This contract supports the U.S. Department of War’s next-generation cruise missile defense architecture, covering follow-on development, integration, and potential production options. Following the announcement, analysts at Needham and Craig-Hallum raised their price targets to $90.00 and $100.00, respectively, citing the deal's potential to drive growth through 2028. Jim Cramer recently endorsed the stock as a “speculative buy” on CNBC’s Mad Money Lightning Round. nLIGHT shares were recently down 4.5% at $68.79, though they remain 37.1% above the 200-day SMA.

The JLWS program is led by the Office of the Under Secretary of War for Research and Engineering (OUSW(R&E)) SCADE CTA. It aims to deploy containerized high-energy laser weapons to counter unmanned aircraft system (UAS) swarms and advanced cruise missile threats. Initial prototypes will be rated at approximately 150 kW, with subsequent iterations scaling to 300–500 kW. Needham analyst James Ricchiuti expects part of the initial $44 million award to be recognized in the second half of 2026, with additional awards for higher-powered systems anticipated in 2027.

Financial Outlook and Analyst Estimates

Ricchiuti maintained second quarter estimates of $78 million in revenue, within the company’s guidance of $75 million–$81 million, and adjusted EBITDA of $11.7 million. For 2026, forecasts remain at $303.7 million in revenue and $43.9 million in adjusted EBITDA. The 2027 estimates stand at $336.5 million in revenue and $49.8 million in adjusted EBITDA, with potential upside from further JLWS contract awards. The next major catalyst is the earnings report estimated for August 6, 2026.

Technical Levels and Stock Performance

The stock's longer-term trend remains bullish, trading 6% above its 100-day SMA ($67.27). However, a bearish crossover exists with the 20-day SMA ($65.91) sitting below the 50-day SMA ($70.35). The Relative Strength Index (RSI) is at 54.73, indicating a neutral phase. Key resistance is identified at $72.50, while support sits at $66.00.

Program Overview and Technology

Under the agreement, nLIGHT will design, integrate, and deliver multiple high-energy laser weapon systems using its proprietary coherent beam combination and atmospheric correction technology. This builds on previous deliveries of a 300 kW laser through the High Energy Laser Scaling Initiative (HELSI) program and a 50 kW laser through the Directed Energy Maneuver-Short Range Air Defense (DE M-SHORAD) program. The OTA structure allows for rapid prototyping and accelerated transition to production.

nLIGHT operates through Laser Products and Advanced Development segments, with North America as its primary geographic market. The company’s HADES™ family of systems is designed for scalable deployment across counter-UAS, counter-RAM, and missile defense missions.