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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

NASAs CLPS 2.0 lunar-services awards are the main focus, with traders celebrating Intuitive Machines selection as a vendor and speculating that the program could materially expand its backlog. The reaction is broadly bullish, though some note that multiple companies were selected and the size and revenue impact of LUNRs awards remain uncertain.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus Q3 results beat expectations and the company raised its full-year revenue outlook, prompting a bullish post-earnings reaction and increased interest in call options. Traders are debating whether the momentum can continue, while others point to the stocks volatility and questions about healthcare adoption and execution.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense and Space Technologies, and Starlab Space Stations. The Defense and Space Technologies segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager is drawing attention after reporting sharply higher quarterly revenue and bookings, raising its full-year outlook, and highlighting a major NASA award. Traders are reacting to the growth and backlog, while some remain cautious about profitability and the stocks history of fading positive news.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express beat earnings expectations and raised its full-year outlook, but shares sold off as investors focused on planned workforce cuts tied to an AI-focused restructuring and a slight revenue miss. Traders debate whether the reaction is an overreaction or reflects concerns about consumer spending and business momentum.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons strong third-quarter results, driven by growth in Dupixent and Eylea HD, sparked a sharp rally and fresh 52-week highs. Traders are broadly upbeat about the earnings beat, while some are weighing whether the run can continue or whether options activity signals hedging or profit-taking.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

Cathie Woods active portfolio rotations are fueling debate around ARKK: critics point to its long-term underperformance and volatile growth-stock exposure, while bulls see signs of a technical recovery and renewed momentum.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimunes FDA approval of TUDRIQEV has shifted attention to its U.S. launch and early physician uptake, amid a sharp rally and heavy call-option interest. Bulls point to launch momentum and a possible short squeeze, while skeptics question whether commercial demand can justify the valuation and ease cash-burn concerns.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios Q3 results beat expectations and full-year outlook rose, but a softer Q4 organic-growth forecast signaled a slowdown from the prior quarter and drove a sharp selloff. Traders are debating whether the drop is an overreaction with a potential bounce or a further repricing for slower growth, while some also question how much AI-driven communications traffic will translate into revenue.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshires Q3 results are drawing attention, with weaker operating performanceespecially insurance underwritingset against sharply increased share repurchases. Traders are split between viewing the buybacks and large cash reserves as a sign of confidence and worrying that insurance softness and limited investment opportunities could weigh on results.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

Traders are focused on Northlands upgrade of C3.ai, which cited its C3 Code platform for building agentic AI applications as a potential growth driver. Call-option activity and short-squeeze hopes are adding to the bullish chatter, while skeptics point to weak revenue trends and question whether the turnaround can deliver.

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LightPath Secures Massive Drone Optics Order — CEO Calls Deal A ‘Significant Milestone’ For Defense Business

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LightPath secured an order for more than 50,000 optical assemblies for drone camera systems from an unnamed customer.


LightPath Technologies Reports Q4 2026 Results: Full Earnings Call Transcript

On Thursday, LightPath Technologies (NASDAQ:LPTH) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below.
This transcript is brought to you by Benzinga APIs. Forread more...

LightPath Technologies, Inc. (LPTH) Reports Q4 Loss, Beats Revenue Estimates

LightPath Technologies (LPTH) delivered earnings and revenue surprises of 0.00% and +4.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

LightPath Technologies to Host Fourth Quarter Fiscal 2026 Earnings Call on September 10 at 5:00 p.m. Eastern Time

LightPath Technologies to Host Fourth Quarter Fiscal 2026 Earnings Call on September 10 at 5:00 p.m. Eastern Time LightPath Technologies to Host Fourth Quarter Fiscal 2026 Earnings Call on September 10 at 5:00 p.m. Eastern Time PR Newswire ORLANDO, Fla., Sept. 3, 2026 ORLANDO, Fla., Sept. 3, 2026...

Ukraine's Drone Warfare Devouring 4% Of Global Germanium Demand As China Chokes Supplies

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LightPath Technologies Receives $13 Million in Follow-On Optical Assembly Orders from Leading C-UAS & Defense Systems Supplier

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LightPath Technologies Receives $11 Million Follow-on Order for Infrared Cameras from Leading Global Technology Customer

LightPath Technologies Receives $11 Million Follow-on Order for Infrared Cameras from Leading Global Technology Customer LightPath Technologies Receives $11 Million Follow-on Order for Infrared Cameras from Leading Global Technology Customer PR Newswire ORLANDO, Fla., July 15, 2026 Repeat order...

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LightPath Technologies

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>CEO Sam Rubin said the drone market represents a meaningful long-term growth opportunity for LightPath.</li><li>LightPath’s assemblies and modules business accounted for 44% of the total sales in fiscal 2026.</li><li>The company recently received a follow-on order worth $6.3 million for optical assemblies used in counter-drone systems.</li></ul>LightPath Technologies (LPTH) was in the spotlight on Tuesday after the company secured an order for more than 50,000 optical assemblies for drone camera systems from a key defense customer.The company did not disclose the customer’s identity or the contract value. <a class="mention" data-mention="$LPTH" data-symbol-id="LPTH" href="https://stocktwits.com/symbol/LPTH" target="_blank">LPTH shares</a> were up more than 8% at the time of writing, their biggest single-day gain since early September.<h2 class="st-heading-2">LightPath Sees Drone Business As A Long-Term Growth Opportunity</h2>LightPath has been racking up several large orders for its optical and infrared imaging products. Earlier this month, the company received a follow-on order worth $6.3 million for optical assemblies used in counter-drone systems.That followed $13 million in orders from the same customer in July, bringing total orders from that customer to more than $19 million.The latest deal comes amid a significant push by the U.S. Department of War (DOW) to deploy more than 200,000 low-cost drones through its $1.1 billion Drone Dominance Program.CEO Sam Rubin called the order a “significant milestone” for its drone business, adding that the company has been expanding manufacturing capacity and automation to meet rising demand.“We view this order as a significant milestone for our drone business, and we believe the drone market represents a meaningful long-term growth opportunity for LightPath,” Rubin said.<h2 class="st-heading-2">Optical Assemblies Business Drives Revenue Growth</h2>LightPath’s assemblies and modules business has become a major growth driver, benefiting from rising demand for complete imaging systems. The segment generated $31.9 million in revenue in fiscal 2026, accounting for 44% of the total sales. It had accounted for 23% of total sales a year earlier. The company’s full-year revenue surged 97%.LightPath also ended fiscal 2026 with a record order backlog of $110.9 million, up 197% from a year earlier. About $85.6 million of the backlog is scheduled for delivery within the next 12 months.<h2 class="st-heading-2">Retail’s Take On LPTH</h2>Retail sentiment for LPTH on Stocktwits turned ‘bullish’ from ‘neutral’ over the past 24 hours amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/LPTH_9fdfb01e67.png" alt="LPTH.png">LPTH shares have been under selling pressure so far in 2026, declining more than 31%.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/artiva-scraps-development-of-lead-drug-candidate-after-patient-deaths/cZUe90FRBCW">&nbsp;Artiva Scraps Development Of Lead Drug Candidate After Patient Deaths — ARTV Stock Heads For Worst Session In Over 18 Months</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the LightPath Technologies (Light Path) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

LightPath secured an order for more than 50,000 optical assemblies for drone camera systems from an unnamed customer.

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Current Price	$7.06
Prev Close	$6.15
Open	$6.59
Dividend Yield	0.00%
50-Day Moving Average	$9.11
Beta	1.75
Avg. Volume	2.96M
PE Ratio	-17.61

52-Week High	$18.94
52-Week Low	$5.83
Market Capitalization	$494.83M
EPS (Annual)	-$0.3849
Price to Book	3.30
Revenue Per Employee	$168,757.88

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