CLGN CollPlant Biotechnologies Ltd - Ordinary Shares New

AI is hitting a power and speed wall, and light is the way around it. A few small caps are quietly sitting right at that bottleneck. $CLGN: CollPlant closed the LightSolver acquisition in September and now owns the LPU, a laser-based photonic computing platform. A peer-reviewed study with Germany’s HLRS reported up to 80,000x acceleration on fundamental HPC workloads. Post reverse split, the market cap is tiny next to the story. The re-rating hasn’t happened yet. $LWLG : Electro-optic polymer modulators. If the tech reaches commercial adoption, it speeds up optical links while cutting power. Still pre-revenue, so this one is a patience play. $POET: Integrated optical engines aimed at AI networking. Demand for photonics is running well ahead of supply right now. Watch the cash runway and dilution closely.

The deep-tech ecosystem surrounding $CLGN's LightSolver acquisition is impressive. LightSolver's LPU technology has drawn direct strategic deals with aerospace titan $BA for physics simulations, CAE leader $ANSS for industrial modeling, and $TNFA for specialized laser computing applications. Connecting photonic computing to real-world industrial scale alongside broader HPC momentum in $NVDA gives $CLGN a distinct growth driver that the market is still catching up to.

Keeping a close eye on laser tech and photonic computing right now. Here are 4 interesting names on my radar: LightSolver ($CLGN) Pivoting hard into photonic computing and supercomputing markets via its LightSolver acquisition, betting big on laser processing units (LPUs) as the next-gen compute layer. $LASR Solid player in semiconductor and fiber lasers with strong exposure to industrial, microfabrication, and defense tech. $IPGP The classic high-power fiber laser bellwether tracking global manufacturing demand across automotive and tech. $COHR Massive optical materials and laser processing footprint feeding straight into advanced hardware infrastructure. ​What optics or photonic plays are you tracking?

watching these tickers running up over 15% today: $CLGN (+17.2%) – Big news catalyst driving volume today after LightSolver signed a paid collaboration agreement with the Israel Ministry of Defense (DDR&D) for its photonic computing platform. Clean breakout through resistance—watching to see if buyers hold this into the close. $TDOC (+28.0%) – Big gap up and squeeze on massive volume. Shorts getting caught here. $PRCH (+25.7%) – Aggressive buying early on. Clean breakout level holding up well so far. $GKOS (+30.1%) – Massive volume surge and step-up in buying today. Institutional money looks active on this one.

$CLGN appears ready to make a move. This company (LightSolver) is one move away from people realizing that this is a massive photonics opportunity hiding under a failed biotech ticker. Look hard at LightSolver and then look at the price/market cap. This is where opportunity calls.

$CLGN waiting for the stock to catch on fire, the dream and the reality are fantastic, it just a matter of time, you can get in now at a fraction of the real price

$CLGN pure market disconnect. still priced under $10M like an old biotech play when they literally own LightSolver. laser-based LPUs for supercomputing, backing from Boeing, research with HLRS showing crazy speedups... and screeners still tag it as healthcare. massive re-rate coming once the AI/HPC crowd catches on

Brought $CLGN to you on Oct 09, highlighting acquisition of Israeli deep-tech company LightSolver Ltd and announcement of a $3.7 M private placement (via filing of 13D/A form). Once again, you can get ahead of the game with one of our daily market research reports! 👔💼📉📈💎🙌.

$CLGN This acquisition seems like it’s the steal of the century and almost no one is picking up on this, I sure did. Anyone doing a little due diligence should realize this

$CLGN noted its filing of a US provisional patent for LightSolver's photonic computing platform.

$CLGN Q2 '26 Earnings Results & Recap CollPlant reported Q2 2026 revenue of $108M, gross loss of $456M, operating expenses of $2.2M, and GAAP net loss of $2.7M, or $1.89 basic loss per share.

$CLGN https://www.sec.gov/Archives/edgar/data/1631487/000121390026109552/ea0308202-6k_collplant.htm AI states: "One additional dilution detail deserves attention. Beyond the previously announced 989,301 shares or equivalents and approximately 1.484 million investor warrants, the filing discloses: - Up to 59,358 placement-agent warrants, exercisable at $4.675. - Additional placement-agent warrants potentially issuable upon future cash exercises of investor warrants. - Registration rights intended to facilitate resale of the financing securities. SEC Assessment: Positive for LightSolver's near-term funding, but accompanied by meaningful dilution and potential future selling pressure."

$CLGN shareholders deserve answers on executive compensation. Reported 2024 annual salary costs: — CEO Yehiel Tal: $540K — Deputy CEO/CFO Eran Rotem: $422K — VP Philippe Bensimon: $242K Total: $1.204M, before separately reported bonuses and option awards. 2025 revenue: $2.371M. First-half 2026 revenue: just $181K. AbbVie agreement: terminated. Workforce cuts: approximately 25% in November 2025, followed by another approximately 50% announced in April 2026. Yet I haven’t found a public commitment to executive salary cuts. These are historical compensation figures—not confirmed 2026 pay. But shareholders deserve to know: What are executives earning NOW, and how much have they cut their own compensation while cutting staff?