LightPath Technologies to Host Virtual Investor Day Presentation on Wednesday, February 25, 2026

Rhea-AI Summary

LightPath Technologies (NASDAQ: LPTH) will host a virtual Investor Day presentation on Wednesday, February 25, 2026 at 12:30 p.m. ET. Management will review operational and financial progress, order momentum, backlog execution, and strategic priorities, followed by a Q&A. A webcast and one-year playback will be available via the provided link.

News Market Reaction – LPTH

+21.00%

60 alerts

+21.00% Session close to close

+16.2% Peak in 4 hr 54 min

$794.06M Market Cap

0.9x Rel. Volume

In the Feb 19 session, LPTH gained 21.00%, reflecting a significant positive market reaction. Argus tracked a peak move of +16.2% during that session. Our momentum scanner triggered 60 alerts that day, indicating high trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +21.0% in the session following this news. A strong positive reaction aligns with L...

Analysis

The stock surged +21.0% in the session following this news. A strong positive reaction aligns with LightPath’s broader communication strategy, where management has highlighted growth in infrared systems, acquisitions, and a sizable backlog. An investor day featuring strategic updates and backlog execution details could have reinforced that narrative. However, the presence of a $200,000,000 shelf registration and recent equity raises means investors would still have needed to weigh potential future capital issuance alongside operational momentum.

Key Figures

Investor day date: February 25, 2026 Investor day time: 12:30 p.m. Eastern Webcast replay end: February 25, 2027

3 metrics

Investor day date February 25, 2026 Scheduled virtual investor day presentation

Investor day time 12:30 p.m. Eastern Start time of virtual investor day presentation

Webcast replay end February 25, 2027 Webcast playback availability through this date

Historical Context

5 past events · Latest: Feb 11 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Feb 11	Q2 2026 earnings	Positive	-6.7%	Reported doubled revenue and higher backlog but larger loss from earnout charge.
Feb 09	Defense order win	Positive	+7.3%	Announced $9.6M cooled infrared camera order from existing defense customer.
Feb 04	Earnings call notice	Neutral	-13.7%	Scheduled Q2 earnings release and investor call with webcast and replay details.
Jan 28	NDAA readiness update	Positive	+0.3%	Emphasized NDAA-compliant infrared products and expanded domestic glass capacity.
Jan 20	AMI acquisition	Positive	+11.4%	Closed AMI asset acquisition for cash plus milestones, adding glass tech and revenue.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent fundamentally positive updates have sometimes met with negative price reactions, especially around earnings.

Recent Company History

Over the last month, LightPath reported strong growth, with fiscal Q2 2026 revenue of $16.4M and a $97.8M backlog, but also a wider net loss of $9.4M tied to a $7.6M earnout adjustment. The company announced a $9.6M defense camera order and closed the AMI acquisition for up to $10.0M, expanding chalcogenide glass capabilities. Prior news highlighted NDAA readiness and manufacturing expansion. Today’s investor day announcement fits an ongoing pattern of active strategic communication and growth positioning.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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ORLANDO, Fla., Feb. 18, 2026 /PRNewswire/ -- LightPath Technologies, Inc. (NASDAQ: LPTH) ("LightPath," the "Company," or "we"), a leading provider of next-generation optics and imaging systems for both defense and commercial applications, today announced that management will host a virtual investor day presentation at 12:30 p.m. Eastern time on Wednesday, February 25, 2026.

LightPath Technologies' executive management team will provide a corporate update, review recent operational and financial progress, discuss order momentum and backlog execution, and outline the Company's strategic priorities. The presentation will conclude with a question-and-answer session for in-person participants. The full presentation will be available via the webcast link provided below.

Virtual Investor Day Presentation

Date:	Wednesday, February 25, 2026
Time:	12:30 p.m. Eastern time
Webcast Link:	https://viavid.webcasts.com/starthere.jsp?ei=1748274&tp_key=53799a82bb

A webcast playback of the call will be available through February 25, 2027. To view, please use the webcast link above.

Sam Rubin, President and CEO of LightPath Technologies, stated: "We look forward to hosting our upcoming Investor Day, where our leadership team will provide an update on LightPath's strategic priorities and the progress we are making as we scale the business. We plan to discuss our growing order backlog, the execution of our vertical integration strategy, and how recent investments are positioning the Company to drive sustainable growth across defense, public safety, and commercial markets. We value the opportunity to engage with current and prospective investors and to share how we are building a more resilient, vertically integrated optics platform focused on creating sustainable shareholder value over the long-term."

About LightPath Technologies

LightPath Technologies, Inc. (NASDAQ: LPTH) is a leading provider of next-generation optics and imaging systems for both defense and commercial applications. As a vertically integrated solutions provider with in-house engineering design support, LightPath's family of custom solutions range from proprietary BlackDiamond™ chalcogenide-based glass materials – sold under exclusive license from the U.S. Naval Research Laboratory – to complete infrared optical systems and thermal imaging assemblies. The Company's primary manufacturing footprint is located in Orlando, Florida with additional facilities in Texas, New Hampshire, Latvia and China. To learn more, please visit www.lightpath.com.

Forward-Looking Statements

This press release includes statements that constitute forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "forecast," "guidance," "plan," "estimate," "will," "would," "project," "maintain," "intend," "expect," "anticipate," "prospect," "strategy," "future," "likely," "may," "should," "believe," "continue," "opportunity," "potential," and other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements are based on information available at the time the statements are made and/or management's good faith belief as of that time with respect to future events and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed in or suggested by the forward-looking statements. Factors that could cause or contribute to such differences include, but are not limited to, the impact of varying demand for the Company products; the U.S. governments initiatives to move away from using optical systems from certain foreign nations; the inability of the Company to sustain profitable sales growth, convert inventory to cash, or reduce its costs to maintain competitive prices for its products; circumstances or developments that may make the Company unable to implement or realize the anticipated benefits, or that may increase the costs, of its current and planned business initiatives; the Company's reliance on a few key customers; the ability of the Company to obtain needed raw materials and components from its suppliers; the impact that international tariffs may have on our business and results of operations; the impact of political and other risks as a result of our sales to internal customers and/or our sourcing of materials from international suppliers; general economic uncertainty in key global markets and a worsening of global economic conditions or low levels of economic growth; geopolitical tensions, the Russian-Ukraine conflict, and the Hamas-Israel war; the effects of steps that the Company could take to reduce operating costs; and those factors detailed by LightPath Technologies, Inc. in its public filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K and Quarterly Reports on 10-Q. Should one or more of these risks, uncertainties, or facts materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by the forward-looking statements contained herein. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. Forward-looking statements should not be read as a guarantee of future performance or results and will not necessarily be accurate indications of the times at, or by, which such performance or results will be achieved. Except as required under the federal securities laws and the rules and regulations of the Securities and Exchange Commission, we do not have any intention or obligation to update publicly any forward-looking statements, whether as a result of new information, future events, or otherwise.

View original content to download multimedia:https://www.prnewswire.com/news-releases/lightpath-technologies-to-host-virtual-investor-day-presentation-on-wednesday-february-25-2026-302691773.html

SOURCE LightPath Technologies

FAQ

When is LightPath Technologies (LPTH) hosting its virtual Investor Day in 2026?

The Investor Day is scheduled for Wednesday, February 25, 2026 at 12:30 p.m. ET. According to the company, the event will be a virtual presentation with a webcast link and a one-year playback window through February 25, 2027.

How can investors watch the LightPath (LPTH) Investor Day webcast on February 25, 2026?

Investors can watch via the provided webcast link at the scheduled time. According to the company, the presentation will stream at 12:30 p.m. ET and a playback will remain available through February 25, 2027.

What topics will LightPath Technologies (LPTH) cover during the February 25, 2026 Investor Day?

LightPath will review operational and financial progress, discuss order momentum, backlog, and strategic priorities. According to the company, management will also outline vertical integration efforts and recent investments to support growth across key markets.

Will LightPath (LPTH) include a question-and-answer session during the February 25, 2026 event?

Yes, the presentation will conclude with a question-and-answer session for in-person participants. According to the company, the executive team will engage with current and prospective investors following the prepared corporate update.

How long will the LightPath (LPTH) Investor Day webcast playback remain available?

A webcast playback will be available through February 25, 2027. According to the company, viewers can access the archived webcast via the same webcast link provided for the live presentation.