nLIGHT (LASR) Is Down 18.7% After Exiting Industrial Cutting And Welding Has The Bull Case Changed?

Simply Wall St.04-02

In late March 2026, nLIGHT reported record quarterly revenue with very large year-over-year growth, driven mainly by its Development and Aerospace & Defense segments, and guided to US$70.0 million–US$...

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Soon after, the company’s choice to leave industrial cutting and welding, combined with broader semiconductor weakness and profit-taking after the earnings rally, raised fresh questions about how resilient its growth mix will be. We’ll now examine how nLIGHT’s exit from industrial cutting and welding reshapes its investment narrative and future growth balance. Rare earth metals are the new gold rush. Find out which 27 stocks are leading the charge.AdvertisementnLIGHT Investment Narrative RecapTo own nLIGHT today, you have to believe its pivot toward aerospace and defense, backed by record Q4 2025 revenue and improving margins, can outweigh volatility from exiting lower margin industrial cutting and welding. The recent selloff tied to semiconductor weakness and profit taking mainly affects near term sentiment rather than the core defense thesis, while the key short term catalyst remains execution on directed energy programs and the biggest risk is heightened dependence on U.S. defense budgets and program timing. The most relevant recent announcement is nLIGHT’s Q4 2025 report, where revenue rose to US$81.19 million with strong year over year growth in Development and Aerospace & Defense, and management guided Q1 2026 revenue to US$70.0 million to US$76.0 million with gross margins of 27% to 32%. Against concerns about exiting industrial cutting and welding, these numbers highlight how central defense and development contracts are to both near term results and the company’s evolving growth mix. Yet beneath the strong defense story, there is a concentration risk in a handful of large U.S. programs that investors should be aware of... Read the full narrative on nLIGHT (it's free!)nLIGHT's narrative projects $310.5 million revenue and $28.1 million earnings by 2028. This requires 12.7% yearly revenue growth and a $75.1 million earnings increase from -$47.0 million today.Uncover how nLIGHT's forecasts yield a $66.75 fair value, a 14% upside to its current price.Exploring Other PerspectivesLASR 1-Year Stock Price Chart Some of the lowest ranked analysts were already cautious, assuming revenue of about US$352.4 million and earnings of US$28.9 million by 2029, so when you weigh their more pessimistic view against the new volatility and the risk that commercial demand could still decline in 2026, it is worth remembering that reasonable people can see this story very differently and that both bullish and bearish cases may shift after the latest news.Explore 6 other fair value estimates on nLIGHT - why the stock might be worth as much as 59% more than the current price!The Verdict Is YoursDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your nLIGHT research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free nLIGHT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate nLIGHT's overall financial health at a glance.Looking For Alternative Opportunities?Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.Find 63 companies with promising cash flow potential yet trading below their fair value.This technology could replace computers: discover 25 stocks that are working to make quantum computing a reality.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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