Lightpath Technologies INC

Market Movers (8-K)

NASDAQ
LightPath Technologies has signed a definitive agreement to sell its wholly owned subsidiary in China for $4.5 million, completing its transition to a Western-aligned manufacturing footprint.
NASDAQ
LightPath Technologies announced a $50 million registered direct offering, selling 3,571,400 shares of Class A common stock to bolster working capital and strategic initiatives.
Capital raise
NASDAQ
LightPath Technologies, Inc. announced it held an Investor Day on February 25, 2026, furnishing the presentation as an exhibit to its Form 8-K.
NASDAQ
LightPath Technologies announced a 120% revenue increase to a record $16.4 million for its fiscal Q2 2026, driven by strong orders and strategic acquisitions.
Capital raise
Worse than expected
NASDAQ
LightPath Technologies has acquired Amorphous Materials, Inc. for $7.0 million in cash and up to $3 million in equity, significantly expanding its infrared imaging capabilities and large diameter glass melting technology.
Capital raise
Better than expected
NASDAQ
LightPath Technologies' annual meeting saw stockholders re-elect directors, approve executive compensation, expand the stock incentive plan, and ratify BDO USA, P.C. as auditor.

Quarterly Earnings (10-Q)

NASDAQ
LightPath Technologies announced a significant revenue increase and strategic acquisitions, despite a higher net loss driven by acquisition-related liabilities.
Capital raise
Worse than expected
NASDAQ
LightPath Technologies reported a significant 79% revenue increase to $15.1 million in Q1 fiscal 2026, primarily driven by recent acquisitions, despite an expanded net loss.
Delay expected
Worse than expected
Capital raise
NASDAQ
LightPath Technologies' Q3 2025 revenue increased by 19% year-over-year, driven by acquisitions and a strategic focus on higher-margin products.
Worse than expected
Capital raise
NASDAQ
LightPath Technologies reports a slight revenue increase for Q2 2025, driven by visible components and engineering services, while announcing a strategic acquisition of G5 Infrared and related financing.
Capital raise
Worse than expected
NASDAQ
LightPath Technologies saw a modest revenue increase of 4% in the first quarter of fiscal year 2025, but experienced a widening net loss compared to the same period last year.
Worse than expected
Capital raise
NASDAQ
LightPath Technologies experienced a slight revenue increase but a significant decrease in gross margin in the third quarter of fiscal year 2024, amid strategic shifts and market challenges.
Worse than expected
Capital raise

Annual Reports (10-K)

NASDAQ
LightPath Technologies reports 17% revenue growth in fiscal year 2025, driven by strategic acquisitions and a shift towards higher-margin infrared imaging systems, despite continued net losses.
Delay expected
Capital raise
Worse than expected
NASDAQ
LightPath Technologies' annual 10-K filing details a strategic shift from component manufacturing to engineered solutions, alongside financial results for fiscal year 2024.
Capital raise
Worse than expected

Insider Trading (Form 4)

NASDAQ
North Run Strategic Opportunities Fund I, LP converted Series G Preferred Stock into common shares and subsequently sold 3.57 million shares of LightPath Technologies.
Capital raise
NASDAQ
North Run Strategic Opportunities Fund I, LP, a significant holder and director of Lightpath Technologies, has reported the sale of 55,284 shares of Class A Common Stock.
NASDAQ
North Run Strategic Opportunities Fund I, LP reported the sale of 293,052 shares of LightPath Technologies, Inc. (LPTH) over three days in May 2026.
NASDAQ
LightPath Technologies CEO Shmuel Rubin purchased 180 shares at $9.695, increasing his direct holdings to 260,844.
NASDAQ
North Run Strategic Opportunities Fund I, LP, a 10% owner and director, reported significant sales of Class A Common Stock following a conversion of preferred shares.
Worse than expected
NASDAQ
North Run Strategic Opportunities Fund I, LP, a 10% owner and director of LightPath Technologies Inc., converted preferred stock and subsequently sold a significant number of common shares.
Worse than expected

Proxy Statements (Def-14A)

NASDAQ
LightPath Technologies, Inc. announces its Annual Meeting of Stockholders to vote on director elections, executive compensation, and an increase in its stock incentive plan, alongside reporting continued net losses.
Capital raise
Worse than expected
NASDAQ
LightPath Technologies is holding a special meeting to seek stockholder approval for issuing shares related to the G5 Infrared acquisition, an amendment to the 2018 Stock and Incentive Compensation Plan, and the adoption of the 2025 Employee Stock Purchase Plan.
Capital raise
NASDAQ
LightPath Technologies has withdrawn a proposal to ratify its auditor after the firm merged with another entity, necessitating a search for a new auditor.
NASDAQ
LightPath Technologies will hold its annual meeting of stockholders virtually on November 20, 2024, to vote on director elections, executive compensation, and the ratification of its accounting firm.

Schedule 13D - Activist Investments

NASDAQ
North Run Strategic Opportunities Fund reports a 9.6% stake in LightPath Technologies following a secondary offering.
Capital raise
NASDAQ
North Run Strategic Opportunities Fund I, LP has disclosed a reduction in its beneficial ownership of LightPath Technologies, Inc. common stock through a series of open market sales.
NASDAQ
North Run Strategic Opportunities Fund I, LP has significantly reduced its beneficial ownership in LightPath Technologies Inc. through a series of open market sales.
Worse than expected
NASDAQ
North Run Strategic Opportunities Fund I, LP updated its beneficial ownership in LightPath Technologies Inc. to 17.7% after recent share conversions and sales.
Capital raise
NASDAQ
North Run Strategic Opportunities Fund I, LP and its affiliates increased their beneficial ownership in LightPath Technologies Inc. to 18.9% following warrant exercises and the removal of ownership limitations.
NASDAQ
LightPath Technologies Inc. has secured a significant $24.5 million investment from North Run entities through a private placement and promissory note, concurrently acquiring G5 Infrared, LLC to expand its strategic capabilities.
Capital raise

Schedule 13G - Passive Investments

NASDAQ
Vanguard Capital Management has reported a 4.66% ownership stake in LightPath Technologies Inc. as of June 30, 2026.
NASDAQ
Vanguard Capital Management has reported beneficial ownership of 5.06% of LightPath Technologies Inc.'s common stock as of March 31, 2026.
NASDAQ
AIGH Capital Management LLC and Orin Hirschman report beneficial ownership of 4.8% of Lightpath Technologies Inc. common stock, indicating a reduction below the 5% threshold.
Worse than expected
NASDAQ
Marathon Micro Fund, LP has filed an Amendment No. 2 to its Schedule 13G, disclosing a 4.9% beneficial ownership stake in LightPath Technologies Inc.
NASDAQ
Adam M Hutt and affiliated entities report a 4.8% passive ownership stake in LightPath Technologies Inc. common stock.
NASDAQ
Leviticus Partners LP and AMH Equity LLC, managed by Adam M Hutt, have jointly disclosed a 6.0% beneficial ownership stake in LightPath Technologies Inc. common stock.