Lightwave Logic, Inc. Provides Update on Commercial Pipeline and Announces Timing of Fourth Quarter and Full Year 2025 Earnings Call
Rhea-AI Summary
Lightwave Logic (NASDAQ:LWLG) said a Fortune Global 500 company advanced to Stage 3 (prototype-to-product) of its Design Win Cycle, the fourth customer to reach that stage. The customer progressed after a technical evaluation of the Perkinamine electro-optic polymer platform.
Key 2026 milestones include fabrication, processing and testing of silicon photonics PICs integrated with EO polymers targeting 200Gb/s and 400Gb/s solutions for hyperscale data centers and AI factory environments. The company will release Q4 and full-year 2025 results before the U.S. open and host an earnings call on March 5, 2026 at 8:30 a.m. ET via webcast; a replay will be posted online.
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Market Reaction – LWLG
Following this news, LWLG has gained 15.86%, reflecting a significant positive market reaction. Our momentum scanner has triggered 22 alerts so far, indicating elevated trading interest and price volatility. The stock is currently trading at $4.09. This price movement has added approximately $81M to the company's valuation.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.
Key Figures
Market Reality Check
Peers on Argus
LWLG is up 2.02% while key specialty chemicals peers like OEC (-6.88%), KOP (-3.6%), HDSN/MATV/KRO (each about -2.31%) are down, indicating a stock-specific reaction rather than sector strength.
Previous Earnings Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 13 | Q3 2024 update | Positive | -20.0% | Q3 2024 update on polymer modulators, awards and cash runway. |
| Aug 12 | Q2 2024 update | Positive | -9.0% | Q2 2024 corporate update on Perkinamine®, collaborations and cash position. |
| May 13 | Q1 2024 update | Positive | +4.1% | Q1 2024 update highlighting polymer performance, patents and conferences. |
| Mar 01 | FY 2023 update | Neutral | -2.9% | Fourth quarter and fiscal 2023 corporate update details were limited in summary. |
Earnings and corporate updates have often been followed by negative moves, with an average move around -6.94%, showing a tendency for investors to fade these updates.
Recent earnings-tagged updates have focused on electro-optic polymer progress, modulators up to 400 Gbps, and maintaining a cash runway into 2026. Q2 and Q3 2024 updates highlighted technology milestones and partnerships but saw share price declines, while Q1 2024 drew a modest gain. The prior FY 2023 update had only a small negative reaction. Against this backdrop, today’s announcement adds another commercialization milestone and schedules the next full-year 2025 earnings call.
Historical Comparison
Past earnings-style updates for LWLG averaged a -6.94% move, often skewing negative even when highlighting technical or cash achievements. This call-timing and pipeline update fits that established earnings-update pattern.
Earnings-tagged updates from Q1–Q3 2024 through FY 2023 show steady emphasis on electro-optic polymer performance, partnerships, awards, and cash runway, now extended by a 2025-focused commercialization and design-win narrative.
Market Pulse Summary
The stock is surging +15.9% following this news. A strong positive reaction aligns with the company adding a fourth Stage 3 customer and targeting 200–400 Gb/s solutions for hyperscale and AI data centers. Historically, earnings-style updates saw an average move of -6.94%, so sustained gains could depend on converting these design-win stages into revenue while balancing prior dilution and execution risk.
Key Terms
electro-optic polymers medical
silicon photonics technical
hyperscale data centers technical
AI-generated analysis. Not financial advice.
Lightwave Logic Announces a New Fortune Global 500 Company in Stage 3 (Prototype to Final Product) of Design Win Cycle
Fourth Quarter and Full Year 2025 Earnings Call to be Hosted at 8:30am ET on March 5, 2026
ENGLEWOOD, COLORADO / ACCESS Newswire / February 24, 2026 / Lightwave Logic, Inc. (NASDAQ:LWLG) (the "Company"), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, today announced that a Fortune Global 500 Company has progressed to Stage 3 of the Company's previously outlined Design Win Cycle. The progression of this customer marks the fourth company now in Stage 3 of the Design Win Cycle.
Following a technical evaluation of Lightwave Logic's Perkinamine® platform, the prospective customer has progressed to a formal prototype-to-product development stage aimed at augmenting its internal silicon photonics platform. Key 2026 milestones include the fabrication, processing and testing of silicon photonics PICs integrated with electro-optic polymers, with the objective of delivering a 200Gb/s and 400Gb/s capable solution targeted for deployment in hyperscale data centers or AI factory environments.
Fourth Quarter and Full Year 2025 Earnings Call Details:
The Company also announced it will release its fourth quarter and full year 2025 financial results before the U.S. market opens on Thursday, March 5, 2026. A conference call to discuss its results will take place the same morning at 8:30 a.m. Eastern Time, which will be webcast live via the 'Investors' section of the Company's website at www.lightwavelogic.com. The call will include a question-and-answer session, and investors are invited to email questions in advance to LWLG@alpha-ir.com.
Interested parties may access the webcast within the 'Events & Presentations' section of the website or register at the following link (registration link).
A webcast replay will be made available on the Company's website shortly after the conclusion of the call.
About Lightwave Logic, Inc.
Lightwave Logic, Inc. (NASDAQ:LWLG) is a technology platform company pioneering the development of proprietary electro-optic polymers that enable ultra-high-speed data transmission with low power consumption and compact form factors. These materials power next-generation photonic devices for telecommunications, data centers, and emerging AI infrastructure. Visit www.lightwavelogic.com for more information.
Safe Harbor Statement
This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding polymer performance, manufacturing readiness, and potential real-world applications. Words such as "may," "will," "should," "anticipates," "believes," and similar expressions identify such statements. Actual results may differ materially due to risks including technical and manufacturing challenges, reliance on third-party foundries, delays in qualification, funding constraints, market competition, regulatory changes, and other risks described in Lightwave Logic's filings with the SEC, including the "Risk Factors" section of its most recent Form 10-K and Form 10-Q.
Contacts:
Ryan Coleman or Nick Teves
Alpha IR Group for Lightwave Logic
lwlg@alpha-ir.com
312-445-2870
SOURCE: Lightwave Logic
View the original press release on ACCESS Newswire
FAQ
What did Lightwave Logic (LWLG) announce about a Fortune Global 500 customer on February 24, 2026?
What are Lightwave Logic's key 2026 milestones for the Perkinamine platform (LWLG)?
When will Lightwave Logic (LWLG) release Q4 and full year 2025 results and hold the earnings call?
How can investors access the Lightwave Logic (LWLG) March 5, 2026 earnings webcast and submit questions?
What performance targets is Lightwave Logic (LWLG) aiming for with its integrated PIC solutions?
