Roth Capital Highlights nLIGHT's (LASR) Strategic Advantage in Directed Energy Lasers, Fast-Tracking of Laser-Based Weaponry

nLIGHT Inc. (NASDAQ:LASR) is one of the hot tech stocks to invest in. On December 17, Roth Capital initiated coverage of nLight with a Buy rating and $44 price target. The firm highlighted nLIGHT’s strategic advantage as a specialized provider of directed energy lasers. Roth MKM anticipates that a convergence of market forces will fast-track the adoption of laser-based weaponry over the next ten years. By supplying both laser and sensing tech to major defense contractors, nLIGHT is positioned to lead the current wave of military investment and innovation.

For its Q3 2025 earnings, nLIGHT Inc. (NASDAQ:LASR) reported that its total revenue climbed to $67 million, which was a 19% increase compared to the $56.1 million reported in the same quarter last year. This growth was anchored by the A&D segment, which reached a record $45.6 million, rising 50% and representing 68% of the company’s total revenue. Specifically, defense product sales skyrocketed by 71%, driven by the ramp-up of directed energy and laser sensing programs.

For Q4, nLIGHT projected revenue between $72 and $78 million. Management expects the A&D segment to maintain its momentum, forecasting full-year growth for the division to exceed 40%. Furthermore, despite the major “Healthy 2” contract ending in 2026, executives believe that new directed energy and laser sensing projects will offset that revenue loss.

nLIGHT Inc. (NASDAQ:LASR) designs, develops, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications.

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Disclosure: None. This article is originally published at Insider Monkey.