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LASRBullishStock Picksnews

Medium materiality6/10

nLight Drives NEAGX Upside as Defense Lasers Gain Traction

Jun 6, 2026, 5:01 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The article highlights LASR as a top holding and notes a substantial YTD rally; visibility from a respected fund can attract new buyers and trigger momentum, especially if Barr reiterates a long-run thesis and profitability inflection approaches.

AI summary

What happened, with direct paths to the underlying reporting

Needham Aggressive Growth Fund’s largest holding is nLight (LASR), reflecting a thesis on infrastructure behind AI and defense. Barr’s approach targets underfollowed, established businesses evolving into defense and AI applications, with LASR benefiting from drone-defense demand. LASR rose about 97% in 2026, posting $261M revenue and a $23M net loss last year; profitability could arrive as the defense cycle expands.

nLight (LASR) is NEAGX's largest holding; position built over years.
LASR focuses on high-powered lasers to shoot down drones.
Barr expects profitability soon; 2026 stock up 97%.
Fund targets infrastructure backbone: AI data centers, defense, skilled labor.
Barr's process: small initial stakes, long holding, fewer sells.

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