Craig-Hallum on Kopin Corp (KOPN): 'exceptionally positioned for a period of strong growth'

Craig-Hallum analyst Christian Schwab reiterated a Buy rating and $6.00 price target on Kopin Corp (NASDAQ: KOPN)

The analyst commented, "It was well telegraphed the U.S. government shutdown would delay procurement and contract timing in Q4 which we highlighted in a previous note. We believe 2026 will be an inflection year for Kopin as expanded customer reach, product portfolio and partnerships with Theon International, Unusual Machines and Ondas drive new revenue opportunities. Management gave revenue guidance for 2026 of $52-60 million, which it called “conservative” based on backlog exiting 2025 of $37 million and expectations of tens of millions in orders that it expects to announce shortly. In addition, the company hinted at new material revenue opportunity outside of defense that could also be announced shortly as well. With Street estimates now reset for 2026 and future orders forthcoming and positioned to benefit from increased defense spending not only in the U.S. but also in Europe as well, we believe Kopin is exceptionally positioned for a period of strong growth over a multi-year period. We are reiterating our Buy rating and $6 price target based on 6x P/S on the company’s multi-year (2029) $200+ annual revenue opportunity."

For an analyst ratings summary and ratings history on Kopin Corp click here. For more ratings news on Kopin Corp click here.

Shares of Kopin Corp closed at $1.82 yesterday.

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