What smart money is saying about nLIGHT Inc
1 fund in our archive has pitched nLIGHT Inc, most recently Artisan U.S. Small-Cap Growth Strategy in December 2025.
nLIGHT, Inc. designs, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications. It operates in two segments, Laser Products and Advanced Development. The company also provides fiber amplifiers, and beam combination and control systems for use in high-energy laser systems in directed energy applications. It sells its products through direct sales force in the United States, China, South Korea, and European countries, as well as through various independent sales representatives and distributors in Asia, Europe, and South America. The company was formerly known as nLight Photonics Corporation and changed its name to nLIGHT, Inc. in January 2016. nLIGHT, Inc. was incorporated in 2000 and is headquartered in Camas, Washington.
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Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in nLIGHT Inc, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- September 2026
“The most significant detractors from the Portfolio’s relative performance in the quarter were nLight, Terawulf, and BWX Technologies.”
nLIGHT Inc - September 2026
“nLIGHT is a US-based developer of high-power semiconductor and fiber lasers. Quarterly revenue exceeded expectations, but profits were only in line as supply chain issues limited the company’s ability to fulfill demand. Management expects these challenges to persist in the near term, and we reduced the position given uncertainty about when the issues would be resolved, particularly because defense customers are less able to accommodate changes to the bill of materials quickly.”
nLIGHT Inc
Fund coverage · 1 thesis
- Artisan U.S. Small-Cap Growth StrategyDecember 2025
nLIGHT Inc develops high-power lasers and is focused on defense applications, with a strong non-kinetic weapons franchise supporting profitable growth.
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