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股票池

LASR

状态日期：2026-05-27

高风险偏多
中高高
概览观点时间线信号证据AI行业

Serenity观点

看多

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

76

新增排序

24h 提及

0

短线新增

7日新闻

1

低

收入同比

31.6%

改善

概览

核心结论

作者立场：看多；价格动量：看多。最新证据：Baird: 'A One of One Company; Stay Long' ... I share the same sentiment. 暂无 AI 结论。

近 7 天有 1 条新闻、近 30 天 2 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看多

价格动量

看多

首次提出

2026-01-24 06:24

来源

llm

更新时间

2026-04-12 06:37

作者立场：看多；价格动量：看多。最新证据：Baird: 'A One of One Company; Stay Long' ... I share the same sentiment.

当前观点证据

2026-03-06 03:54看多

Baird: 'A One of One Company; Stay Long' ... I share the same sentiment.

Serenity 变化

时间线

首次提出2026-01-24 06:24看多
原推

$LASR (NLight) ... purest play ... BREAKING: US Department of War confirms the existence of directed energy weapons.

  1. 2026-05-26 01:49看多上下文更新

    I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star

  2. 2026-04-12 06:37看多上下文更新

    Serenity's Follower Picked Hyperbolic 10x ETF Performance. Week 1: +12.39% $AEHR: +56.72% ($45.08 -> $70.65) $AAOI: +39.63% ($108.86 -> $152.00) $SIVE: +35.35% (9.9 SEK -> 13.4 SEK) $ENAFF: +31.58% ($1.71 -> $2.25) $A...

  3. 2026-04-09 19:19看多上下文更新

    @real_jensen_lee I’m a fan of $LASR and energy directed weapons. Just wrote this list off the top of my head, so might miss one or two names

  4. 2026-04-08 11:16看多上下文更新

    Most recent 5 thesis posts I've shared: 1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck 2. $ARM ($152B)- AI CPU ramp 3. Win Semi ($5.7B) - Foundry for CW lasers and other supply chains from SpaceX to humanoi...

  5. 2026-04-03 11:21看多上下文更新

    Serenity's Followers Favorite Stock Parabolic Growth ETF: The most anticipated ETF of all time: $TRT - $5.88 $HGRAF - $4.49 $SIVE - 9.9 SEK $QURE - $17.21 $AEHR - $45.08 $ENVX - $5.07 $ASPI - $4.2 $EONR - $11.79 $LPK....

新鲜度

新增信号

NEWSSEC
24h 07D 130D 1新闻 1披露 2

复核时间：2026-05-27

证据

证据摘要

最新期 2025营收 261MBeta 2.33披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

261M

营收同比

31.6%

毛利率

29.8%

2022

营收 242MYoY -10.4%经营 -22.8%净利 -22.5%

2023

营收 210MYoY -13.3%经营 -22.3%净利 -19.9%

2024

营收 199MYoY -5.4%经营 -33.1%净利 -30.6%

2025

营收 261MYoY 31.6%经营 -10.2%净利 -9.0%

简读 + 重点消息

消息面

1 条 7日新闻，压力 低。

2026-05-22 10:50zacks.com
Here's Why nLight (LASR) is a Strong Momentum Stock
2026-05-15 11:53seekingalpha.com
nLight: Buy This Lesser Known Defense And Tech Leader
2026-05-13 09:00gurufocus.com
nLIGHT, Inc. Named 'Enterprise Tech Company of the Year' at 2026 Oregon Tech Awards

近期披露

披露信息

最新披露为 2026-05-08 的 10-Q；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

2026-05-0810-Q
lasr-20260331.htm
2026-05-078-K
lasr-20260507.htm
2026-02-2710-K
lasr-20251231.htm

近期推文

作者立场

立场

看多

价格动量

看多

2026-03-06 03:54看多

Baird: 'A One of One Company; Stay Long' ... I share the same sentiment.

24h / 7天 / 30天

情绪与市场

24h

0

7D

1

30D

1

Beta

2.33

敏感度

高 beta

情绪风险

高

估值风险

高

背景

行业与主题

technology-semiconductors

optical-photonics-cpoai-infrastructuresemiconductorscrypto-digital-assetsenergy-poweraerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: 未见本地新增一手公司事实。 24 小时、7 天和 30 天均无新增提及。
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • filing_review: read latest SEC filing before treating the state as stable

背景

行业背景

technology-semiconductors

提及 545新闻 131股票 81
股票池

LASR

高风险偏多中高高

状态日期：2026-05-27

复核时间：2026-05-27

作者立场

看多

llm

价格动量

看多

60D / 252D

信号分数

76

新增信息排序

24h 提及

0

短线新增

7天提及

1

高

30天提及

1

长周期热度

7日新闻

1

低

30日披露

2

10-Q

收入同比

31.6%

改善

Beta

2.33

高 beta

llm · 2026-04-12 06:37

Serenity 时间线

首次提出2026-01-24 06:24看多
原推

$LASR (NLight) ... purest play ... BREAKING: US Department of War confirms the existence of directed energy weapons.

  1. 2026-05-26 01:49看多上下文更新

    I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star

  2. 2026-04-12 06:37看多上下文更新

    Serenity's Follower Picked Hyperbolic 10x ETF Performance. Week 1: +12.39% $AEHR: +56.72% ($45.08 -> $70.65) $AAOI: +39.63% ($108.86 -> $152.00) $SIVE: +35.35% (9.9 SEK -> 13.4 SEK) $ENAFF: +31.58% ($1.71 -> $2.25) $A...

  3. 2026-04-09 19:19看多上下文更新

    @real_jensen_lee I’m a fan of $LASR and energy directed weapons. Just wrote this list off the top of my head, so might miss one or two names

  4. 2026-04-08 11:16看多上下文更新

    Most recent 5 thesis posts I've shared: 1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck 2. $ARM ($152B)- AI CPU ramp 3. Win Semi ($5.7B) - Foundry for CW lasers and other supply chains from SpaceX to humanoi...

  5. 2026-04-03 11:21看多上下文更新

    Serenity's Followers Favorite Stock Parabolic Growth ETF: The most anticipated ETF of all time: $TRT - $5.88 $HGRAF - $4.49 $SIVE - 9.9 SEK $QURE - $17.21 $AEHR - $45.08 $ENVX - $5.07 $ASPI - $4.2 $EONR - $11.79 $LPK....

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

261M

营收同比

31.6%

毛利率

29.8%

营收趋势

营收趋势线
308M154M0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: 未见本地新增一手公司事实。 24 小时、7 天和 30 天均无新增提及。
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • filing_review: read latest SEC filing before treating the state as stable
  • attention_validation: check whether recent attention is supported by fundamentals
  • industry_specificity: confirm whether news is specific to LASR, not only Semiconductors

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-semiconductors

提及 545新闻 131股票 81
2021 营收: 270M2022 营收: 242M2023 营收: 210M2024 营收: 199M2025 营收: 261M2021 趋势线: 270M2022 趋势线: 242M2023 趋势线: 210M2024 趋势线: 199M2025 趋势线: 261M20212022202320242025

利润趋势

净利润毛利营业利润
98M6M-86M2021 净利润: -30M2022 净利润: -55M2023 净利润: -42M2024 净利润: -61M2025 净利润: -23M2021 毛利: 77M2022 毛利: 51M2023 毛利: 46M2024 毛利: 33M2025 毛利: 78M2021 营业利润: -30M2022 营业利润: -55M2023 营业利润: -47M2024 营业利润: -66M2025 营业利润: -27M20212022202320242025

利润率趋势

毛利率营业利润率净利率
38.6%-1.6%-41.9%2021 毛利率: 28.6%2022 毛利率: 21.0%2023 毛利率: 22.0%2024 毛利率: 16.6%2025 毛利率: 29.8%2021 营业利润率: -11.2%2022 营业利润率: -22.8%2023 营业利润率: -22.3%2024 营业利润率: -33.1%2025 营业利润率: -10.2%2021 净利率: -11.0%2022 净利率: -22.5%2023 净利率: -19.9%2024 净利率: -30.6%2025 净利率: -9.0%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021270M-28.6%-11.2%-11.0%
2022242M-10.4%21.0%-22.8%-22.5%
2023210M-13.3%22.0%-22.3%-19.9%
2024199M-5.4%16.6%-33.1%-30.6%
2025261M31.6%29.8%-10.2%-9.0%

24h / 7天 / 30天

情绪面

24h

0

7D

1

30D

1

风险: 高 · 高

简读 + 重点消息

消息面

消息简读

1 条 7日新闻，压力 低。

重点消息

2026-05-22 10:50zacks.com
Here's Why nLight (LASR) is a Strong Momentum Stock
2026-05-15 11:53seekingalpha.com
nLight: Buy This Lesser Known Defense And Tech Leader
2026-05-13 09:00gurufocus.com
nLIGHT, Inc. Named 'Enterprise Tech Company of the Year' at 2026 Oregon Tech Awards
2026-05-13 08:05businesswire.com
nLIGHT, Inc. Named ‘Enterprise Tech Company of the Year' at 2026 Oregon Tech Awards
2026-05-11 14:10marketbeat.com
Before the Moon Base Gets Built, These 4 Companies Win
2026-05-11 08:10zacks.com
Bull Of The Day: nLight (LASR)
2026-05-11 08:05businesswire.com
nLIGHT, Inc. Announces Participation in Upcoming Investor Events
2026-05-09 11:11seekingalpha.com
nLIGHT, Inc. (LASR) Q1 2026 Earnings Call Transcript
2026-05-08 16:13marketbeat.com
nLight Q1 Earnings Call Highlights
2026-05-08 13:21zacks.com
nLight Shares Rise 15% on Q1 Earnings Beat, Revenues Up Y/Y

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-08 的 10-Q；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

近期披露

2026-05-0810-Q
lasr-20260331.htm
2026-05-078-K
lasr-20260507.htm
2026-02-2710-K
lasr-20251231.htm
2026-02-268-K
lasr-20260226.htm
2026-02-048-K
lasr-20260203.htm
2026-01-138-K
lasr-20260113.htm
2026-01-068-K
lasr-20260105.htm
2025-11-0710-Q
lasr-20250930.htm
2025-11-068-K
lasr-20251106.htm
2025-08-158-K
lasr-20250813.htm

beta / 动量 / 主题

大盘敏感度

Beta

2.33

状态

高 beta

立场

看多

动量

看多

高风险偏多 · 高

板块定位

行业

technology-semiconductors

optical-photonics-cpoai-infrastructuresemiconductorscrypto-digital-assetsenergy-poweraerospace-defense