LightPath Technologies to Participate in the 28th Annual Needham Growth Conference on January 15, 2026

Rhea-AI Summary

LightPath Technologies (NASDAQ: LPTH) announced management will participate in the 28th Annual Needham Growth Conference with virtual one-on-one meetings on January 15, 2026. Management said the sessions will cover the company’s technology portfolio, market opportunities across defense and commercial optics, and recent financing that strengthens the balance sheet. Registration is required and meetings are by appointment through MZ Group at LPTH@mzgroup.us.

News Market Reaction

-2.84%

1 alert

-2.84% News Effect

+6.4% Peak Tracked

-$18M Valuation Impact

$621M Market Cap

0.8x Rel. Volume

On the day this news was published, LPTH declined 2.84%, reflecting a moderate negative market reaction. Argus tracked a peak move of +6.4% during that session. This price movement removed approximately $18M from the company's valuation, bringing the market cap to $621M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Conference name: 28th Annual Needham Growth Conference Conference date: January 15, 2026 Announcement date: January 12, 2026 +1 more

4 metrics

Conference name 28th Annual Needham Growth Conference Investor conference participation

Conference date January 15, 2026 Needham Growth Conference (virtual)

Announcement date January 12, 2026 Press release date for conference participation

Meeting format 1x1 meetings only Conference participation structure (virtual)

Market Reality Check

Price: $13.17 Vol: Volume 1,994,970 is sligh...

normal vol

$13.17 Last Close

Volume Volume 1,994,970 is slightly below the 20-day average of 2,215,054 (relative volume 0.9) ahead of the conference update. normal

Technical Shares at $12.34 are trading above the 200-day MA of $5.19 and sit 3.22% below the 52-week high of $12.75.

Peers on Argus

LPTH was down 2.3% while peers showed mixed moves: MEI -1.69%, KULR -3.19%, but ...

LPTH was down 2.3% while peers showed mixed moves: MEI -1.69%, KULR -3.19%, but RELL +2.52% and MPTI +1.35%. With no peers in the momentum scanner, the setup looks company-specific rather than a broad sector rotation.

Historical Context

5 past events · Latest: Dec 12 (Negative)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 12	Equity offering priced	Negative	-11.2%	Underwritten common stock offering at <b>$7.75</b> for about <b>$60M</b> gross.
Dec 11	Offering proposed	Negative	+3.4%	Announcement of proposed underwritten common stock offering under S-3 shelf.
Nov 11	Earnings release	Positive	+3.3%	Fiscal Q1 2026 results with <b>$15.1M</b> revenue and strong backlog growth.
Nov 10	Leadership change	Positive	+0.9%	Appointment of VP Manufacturing to support scaling and backlog conversion.
Nov 04	Earnings call notice	Neutral	-7.7%	Notice of upcoming Q1 2026 results release and investor conference call.

Pattern Detected

Recent offerings drew volatile reactions, while operational and earnings updates tended to align positively with share moves.

Recent Company History

Over the past few months, LightPath combined balance-sheet actions with operational progress. A public offering priced at $7.75 for about $60M on Dec 12, 2025 followed a proposed offering the prior day, showing active capital raising under its shelf. Earlier, fiscal Q1 2026 results on Nov 11, 2025 highlighted revenue of $15.1M and a record $90M+ backlog, alongside new IR camera orders. Management hires in November underscored efforts to convert backlog, providing context for today’s conference-focused outreach.

Regulatory & Risk Context

Active S-3 Shelf · $200,000,000

Shelf Active

Active S-3 Shelf Registration 2025-11-21

$200,000,000 registered capacity

An effective Form S-3 shelf filed on Nov 21, 2025 allows LightPath to offer up to $200,000,000 in Class A common stock, warrants, and/or units over time, with proceeds earmarked for general corporate purposes including working capital, investments, debt reduction, and acquisitions.

Market Pulse Summary

This announcement centers on LightPath’s participation in the 28th Annual Needham Growth Conference ...

Analysis

This announcement centers on LightPath’s participation in the 28th Annual Needham Growth Conference on January 15, 2026, focused on virtual 1x1 investor meetings. It follows a recent equity financing and a Form S-3 shelf allowing up to $200,000,000 in securities, which management says has strengthened the balance sheet. Against earlier disclosures of strong revenue growth and a large backlog, investors may watch how management frames capital deployment, defense and commercial optics opportunities, and balance-sheet usage in these investor discussions.

AI-generated analysis. Not financial advice.

ORLANDO, Fla., Jan. 12, 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 participate in the 28th Annual Needham Growth Conference, taking place virtually on January 15, 2026.

LightPath management is scheduled to host one-on-one meetings at the 28th Annual Needham Growth Conference, as follows.

28th Annual Needham Growth Conference
Date: Thursday, January 15, 2026
Location: Virtual
Format: 1x1 Meetings Only (Virtual)

Sam Rubin commented: "LightPath is pleased to participate in the Needham Growth Conference, engaging with the institutional investor community as we enter the new year. Following the successful completion of our recent financing, we are well positioned to advance our strategic priorities in the new year across our defense and commercial optics platforms. We look forward to discussing our technology portfolio, market opportunities, and how our strengthened balance sheet supports long-term growth and shareholder value creation."

Registration is mandatory for conference participation. For more information or to schedule a meeting with management, please contact MZ Group at LPTH@mzgroup.us.

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 ability of the Company to obtain needed raw materials and components from its suppliers; actions governments, businesses, and individuals take in response to the pandemic, including restrictions on onsite commercial interactions; 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; 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; 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.

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SOURCE LightPath Technologies

FAQ

When will LightPath (LPTH) participate in the Needham Growth Conference?

LightPath management will participate virtually on January 15, 2026 in one-on-one meetings.

How can investors schedule a meeting with LightPath (LPTH) at the January 15, 2026 conference?

Meetings require registration and can be scheduled by contacting MZ Group at LPTH@mzgroup.us.

What topics will LightPath (LPTH) address at the 28th Annual Needham Growth Conference?

Management plans to discuss the company’s technology portfolio, defense and commercial market opportunities, and balance sheet strength after recent financing.

Is the Needham Growth Conference appearance by LightPath (LPTH) open to the public or virtual only?

The participation is virtual and limited to one-on-one meetings by appointment; registration is mandatory.

Who should I contact for more information about LightPath (LPTH) participation at Needham on January 15, 2026?

Contact MZ Group at LPTH@mzgroup.us for information or to request a meeting.