Nlight Inc - Expansion Supports Usa Department Of War Projects

What Happened?

A number of stocks fell in the afternoon session after the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy some relief as President Donald Trump reduced tensions with European allies by backing off his threat of imposing new tariffs. 

Threats of tariffs initially created uncertainty for businesses, as they can lead to higher costs for multinational corporations and disrupt global supply chains. By withdrawing the threat, the administration removed a significant headwind for the market, prompting a relief rally. This development was a key factor in helping major indexes recover from earlier losses, even as some analysts noted that underlying geopolitical risks and market volatility remain concerns for investors.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Electronic Components company nLIGHT fell 8.5%. Is now the time to buy nLIGHT? Access our full analysis report here, it’s free.
• HVAC and Water Systems company CSW (NASDAQ:CSW) fell 4.8%. Is now the time to buy CSW? Access our full analysis report here, it’s free.
• Waste Management company Quest Resource fell 6.7%. Is now the time to buy Quest Resource? Access our full analysis report here, it’s free.
• Electrical Systems company Kimball Electronics fell 4.5%. Is now the time to buy Kimball Electronics? Access our full analysis report here, it’s free.
• Electronic Components company Vicor fell 7.8%. Is now the time to buy Vicor? Access our full analysis report here, it’s free.

Zooming In On nLIGHT (LASR)

nLIGHT’s shares are extremely volatile and have had 43 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 1 day ago when the stock gained 5% on the news that the US president announced a framework for a future deal with Greenland. 

Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.

nLIGHT is up 14.8% since the beginning of the year, and at $44.05 per share, it is trading close to its 52-week high of $48 from January 2026. Investors who bought $1,000 worth of nLIGHT’s shares 5 years ago would now be looking at an investment worth $1,247.

What Happened?

A number of stocks jumped in the afternoon session after the US president announced a framework for a future deal with Greenland. 

Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Aerospace company Redwire jumped 17.6%. Is now the time to buy Redwire? Access our full analysis report here, it’s free.
• Electronic Components company nLIGHT jumped 5%. Is now the time to buy nLIGHT? Access our full analysis report here, it’s free.
• Custom Parts Manufacturing company 3D Systems jumped 9%. Is now the time to buy 3D Systems? Access our full analysis report here, it’s free.
• Renewable Energy company Blink Charging jumped 7.9%. Is now the time to buy Blink Charging? Access our full analysis report here, it’s free.
• Construction and Maintenance Services company Great Lakes Dredge & Dock jumped 8%. Is now the time to buy Great Lakes Dredge & Dock? Access our full analysis report here, it’s free.

Zooming In On Redwire (RDW)

Redwire’s shares are extremely volatile and have had 102 moves greater than 5% over the last year. But moves this big are rare even for Redwire and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 17 days ago when the stock gained 10.5% on the news that the company continued to see positive momentum from recent strategic contract wins and its expansion into the European space market. 

The positive sentiment was fueled by news that Redwire had secured a significant contract to provide docking systems for the Nyx spacecraft. The company also announced strategic contracts that expanded its footprint in Europe, boosting investor interest. This series of positive developments contributed to the stock's recent strong performance, which saw its price climb from $7.15 to $8.67 between late December and early January. These wins followed another notable contract from the previous year to provide advanced roll-out solar arrays for Axiom Station's first commercial space module.

Redwire is up 32.8% since the beginning of the year, but at $12.00 per share, it is still trading 53.3% below its 52-week high of $25.66 from February 2025. Investors who bought $1,000 worth of Redwire’s shares 5 years ago would now be looking at an investment worth $1,134.