SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

LPTH

状态日期:2026-05-27

高风险偏多
中极端偏高
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

总览股票跟踪推文AI关注我

看多

60D / 252D

信号分数

64

新增排序

24h 提及

0

短线新增

7日新闻

1

低

收入同比

17.3%

revenue growth margin lag

概览

核心结论

作者立场:看多;价格动量:看多。最新证据:Here's a bunch of random 30 US-available random stocks I like today and why: ... 19. $LPTH +20.23% ... Obviously short timeframe, but I expect many of these to keep going up more. 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

2026-01-14 18:45

来源

llm

更新时间

2026-04-24 11:38

作者立场:看多;价格动量:看多。最新证据:Here's a bunch of random 30 US-available random stocks I like today and why: ... 19. $LPTH +20.23% ... Obviously short timeframe, but I expect many of these to keep going up more.

当前观点证据

2026-04-24 11:38看多

Here's a bunch of random 30 US-available random stocks I like today and why: ... 19. $LPTH +20.23% ... Obviously short timeframe, but I expect many of these to keep going up more.

Serenity 变化

时间线

首次提出2026-01-14 18:45看多
原推

$LPTH is incredible, I don’t say this often. I would go super long on this.

  1. 2026-04-24 11:38看多观点延续

    Here's a bunch of random 30 US-available random stocks I like today and why: ... 19. $LPTH +20.23% ... Obviously short timeframe, but I expect many of these to keep going up more.

  2. 2026-04-09 18:27看多上下文更新

    Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi...

  3. 2026-03-26 14:56看多观点延续

    I still believe fundamentally companies like $AIRO, $LPTH and others are extremely solid long term.

  4. 2026-03-19 08:10中性价格更新

    Some of the misc picks like $INFQ, $VPG, $AVAV, $LPTH are not doing as well.

  5. 2026-03-14 13:10看多观点变化

    I’m actually bullish on war stocks again, drone companies, and $LPTH again due to recent conflicts.

新鲜度

新增信号

NEWSSEC
24h 07D 030D 0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 37MBeta 1.26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

37M

营收同比

17.3%

毛利率

27.2%

2022

营收 36MYoY -7.6%经营 -7.4%净利 -10.0%

2023

营收 33MYoY -7.4%经营 -10.8%净利 -12.3%

2024

营收 32MYoY -3.7%经营 -24.7%净利 -25.2%

2025

营收 37MYoY 17.3%经营 -31.8%净利 -40.0%

简读 + 重点消息

消息面

1 条 7日新闻,压力 低。

2026-05-22 11:01zacks.com
LPTH Surges 503% in the Past Year: Should You Stay Invested?
2026-05-12 08:05globenewswire.com
Lightpath Announces New Long-Haul Route, Connecting Columbus and Chicago with ~392-Mile Multi-Conduit System Fiber Infrastructure
2026-05-11 06:46seekingalpha.com
LightPath Technologies: Turning Germanium Supply Risk Into A Growth Catalyst

近期披露

披露信息

最新披露为 2026-05-07 的 10-Q;近 30 天共有 2 条披露。已观察表格:10-Q x3, 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。

2026-05-0710-Q
lpth20260331_10q.htm
2026-05-078-K
lpth20260219_8k.htm
2026-02-278-K
lpth20260227_8k.htm

近期推文

作者立场

立场

看多

价格动量

看多

2026-04-24 11:38看多

Here's a bunch of random 30 US-available random stocks I like today and why: ... 19. $LPTH +20.23% ... Obviously short timeframe, but I expect many of these to keep going up more.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.26

敏感度

高关注高 beta

情绪风险

极端

估值风险

偏高

背景

行业与主题

technology-hardware-equipment-parts

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defensesoftware-internet

-

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。
  • sentiment_validation: check whether good news still moves the stock
  • filing_review: read latest SEC filing before treating the state as stable

背景

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
股票池

LPTH

高风险偏多中极端偏高

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

64

新增信息排序

24h 提及

0

短线新增

7天提及

0

高

30天提及

0

长周期热度

7日新闻

1

低

30日披露

2

10-Q

收入同比

17.3%

revenue growth margin lag

Beta

1.26

高关注高 beta

llm · 2026-04-24 11:38

Serenity 时间线

首次提出2026-01-14 18:45看多
原推

$LPTH is incredible, I don’t say this often. I would go super long on this.

  1. 2026-04-24 11:38看多观点延续

    Here's a bunch of random 30 US-available random stocks I like today and why: ... 19. $LPTH +20.23% ... Obviously short timeframe, but I expect many of these to keep going up more.

  2. 2026-04-09 18:27看多上下文更新

    Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi...

  3. 2026-03-26 14:56看多观点延续

    I still believe fundamentally companies like $AIRO, $LPTH and others are extremely solid long term.

  4. 2026-03-19 08:10中性价格更新

    Some of the misc picks like $INFQ, $VPG, $AVAV, $LPTH are not doing as well.

  5. 2026-03-14 13:10看多观点变化

    I’m actually bullish on war stocks again, drone companies, and $LPTH again due to recent conflicts.

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

37M

营收同比

17.3%

毛利率

27.2%

营收趋势

营收趋势线
44M22M0

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。
  • sentiment_validation: check whether good news still moves the stock
  • 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 LPTH, not only Hardware, Equipment & Parts

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
2021 营收: 38M2022 营收: 36M2023 营收: 33M2024 营收: 32M2025 营收: 37M2021 趋势线: 38M2022 趋势线: 36M2023 趋势线: 33M2024 趋势线: 32M2025 趋势线: 37M20212022202320242025

利润趋势

净利润毛利营业利润
17M-713K-19M2021 净利润: -3M2022 净利润: -4M2023 净利润: -4M2024 净利润: -8M2025 净利润: -15M2021 毛利: 13M2022 毛利: 12M2023 毛利: 11M2024 毛利: 9M2025 毛利: 10M2021 营业利润: -2M2022 营业利润: -3M2023 营业利润: -4M2024 营业利润: -8M2025 营业利润: -12M20212022202320242025

利润率趋势

毛利率营业利润率净利率
45.5%-2.5%-50.5%2021 毛利率: 35.0%2022 毛利率: 33.2%2023 毛利率: 33.6%2024 毛利率: 27.2%2025 毛利率: 27.2%2021 营业利润率: -4.8%2022 营业利润率: -7.4%2023 营业利润率: -10.8%2024 营业利润率: -24.7%2025 营业利润率: -31.8%2021 净利率: -8.3%2022 净利率: -10.0%2023 净利率: -12.3%2024 净利率: -25.2%2025 净利率: -40.0%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
202138M-35.0%-4.8%-8.3%
202236M-7.6%33.2%-7.4%-10.0%
202333M-7.4%33.6%-10.8%-12.3%
202432M-3.7%27.2%-24.7%-25.2%
202537M17.3%27.2%-31.8%-40.0%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 极端 · 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 11:01zacks.com
LPTH Surges 503% in the Past Year: Should You Stay Invested?
2026-05-12 08:05globenewswire.com
Lightpath Announces New Long-Haul Route, Connecting Columbus and Chicago with ~392-Mile Multi-Conduit System Fiber Infrastructure
2026-05-11 06:46seekingalpha.com
LightPath Technologies: Turning Germanium Supply Risk Into A Growth Catalyst
2026-05-08 16:12marketbeat.com
LightPath Technologies Q3 Earnings Call Highlights
2026-05-08 00:41seekingalpha.com
LightPath Technologies, Inc. (LPTH) Q3 2026 Earnings Call Transcript
2026-05-07 18:55zacks.com
LightPath Technologies, Inc. (LPTH) Reports Q3 Loss, Beats Revenue Estimates
2026-05-07 16:05prnewswire.com
LightPath Technologies Reports Fiscal 2026 Third Quarter Financial Results
2026-04-30 08:31prnewswire.com
LightPath Technologies to Host Third Quarter Fiscal 2026 Earnings Call on May 7 at 5:00 p.m. Eastern Time
2026-04-27 18:24gurufocus.com
LightPath Technologies Inc (LPTH) Shares Fall 13.1% -- What GF Score of 54 Tells Investors
2026-04-22 18:08gurufocus.com
LightPath Technologies Inc (LPTH) Shares Surge 3.2% -- What GF Score of 54 Tells Investors

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-07 的 10-Q;近 30 天共有 2 条披露。已观察表格:10-Q x3, 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

2026-05-0710-Q
lpth20260331_10q.htm
2026-05-078-K
lpth20260219_8k.htm
2026-02-278-K
lpth20260227_8k.htm
2026-02-1110-Q
lpth20251231_10q.htm
2026-02-118-K
lpth20260115_8k.htm
2026-01-238-K
lpth20260123_8k.htm
2025-12-188-K
lpth_8k.htm
2025-12-128-K
lpth_8k.htm
2025-11-1210-Q
lpth_10q.htm
2025-11-128-K
lpth_8k.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.26

状态

高关注高 beta

立场

看多

动量

看多

高风险偏多 · 偏高

板块定位

行业

technology-hardware-equipment-parts

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defensesoftware-internet