Scoreboard / LASR
nLIGHT LASR
Issue No. 03 pick · July 10, 2026 · Updated October 23, 2026
Setup Snapshot
The Setup in One Card
How LASR moved and the catalyst behind the move, from its Issue No. 03 write-up. It is not on the current Scoreboard, so it carries no Friday Five Score this week.
Issue No. 03
Original Pick
Sector Trend
Laggingdown 3.6 percent
Covered In
Issue No. 03 · July 10, 2026
Catalyst
Contract WinAwarded the Pentagon's Joint Laser Weapon System agreement: $44M initial, up to a $627M ceiling
Return measured from the Thursday, July 2 close to the Thursday, July 9 close, the week it appeared in Issue No. 03.
Why It Moved
The Story Behind the Move
Catalyst
Awarded the Pentagon's Joint Laser Weapon System agreement: $44M initial, up to a $627M ceiling
Why It Mattered
Cheap drones have made expensive interceptor missiles a losing trade, and lasers flip that cost equation. For a company around $4 billion in market value, the ceiling is meaningful multi year revenue visibility, and the award makes nLIGHT the named leader in directed energy.
Risk Note
A ceiling is not a backlog. Only $44 million is committed today, government programs can stretch or stall with budget fights, and the stock just jumped 18% in a week.
Reader Takeaway
A signed government agreement with a named leader is a real catalyst, but committed dollars and ceiling dollars are different things. Size for what is signed, not what is possible.
Continue the Research
Put LASR Back in Context
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