LASR

During Q3 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -12.5% (net of fees) compared to the -10.4% return of the Russell 2500 Growth Index. The top contributors to the Portfolio's relative performance in the quarter were Twist Bioscience, Twilio, and Embraer. The most significant detractors from the Portfolio's relative performance in the quarter were nLight, Terawulf, and BWX Technologies.

The director disposed of 4,452 shares for a total transaction value of ~$171,179 on September 15, 2026. The traded shares were equal to 5% of the equity stake held before the filing, leaving the director with a 0.15% ownership interest.

The executive disposed of ~215,000 shares at a weighted-average execution price of $41.17 per share. The transaction size was equivalent to 10% of the equity held before the filing.

The transaction involved the disposal of ~363,500 shares with an estimated value of ~$16.5 million. The traded shares equaled 17% of the equity holdings held before the filing.

Today's action is a study in contrast for small and mid-cap photonics and AI hardware names.

nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.

nLIGHT's Q2 results highlight record defense revenues and rising laser demand, while China-linked supply delays cloud Q3 shipments.

CAMAS, Wash.--(BUSINESS WIRE)--nLIGHT, Inc. (Nasdaq: LASR), a leading provider of high-power lasers for mission critical directed energy, optical sensing, and advanced manufacturing applications, today announced management's participation in several upcoming investor events during the third quarter of 2026. 15th Annual Needham Virtual Industrial Tech, Robotics, & Power 1x1 Conference Tuesday August 18, 2026 2026 Jefferies Semiconductor, IT Hardware & Communications Technology Conference.

nLIGHT, Inc. (LASR) Q2 2026 Earnings Call Transcript

nLight NASDAQ: LASR reported record second-quarter revenue and product sales as demand increased across its defense, space and advanced-manufacturing markets, while management said supply-chain constraints involving materials sourced from China are expected to reduce third-quarter shipments.