May. 13 at 2:27 PM
$KOPN
KOPN – Christian Schwab raises his price target to
$10 from
$6 following solid Q1 results, but more importantly the strong growth opportunities emerging for the company. Defense order momentum is accelerating across thermal imaging, pilot HMDs, and FPV drone goggles, while the newly announced Fabric.AI partnership positions Kopin's proprietary MicroLED technology for chip-to-chip and board-to-board interconnects in AI data centers, a market estimated at
$69–90 billion by 2030. With all the growth opportunities across defense and AI infrastructure, Christian believes Kopin is at the beginning of a sustained multi-year growth ramp. The shares are Buy rated. Defense Momentum And AI Infrastructure Supporting Multi-Year Growth Story. Reiterating BUY Rating And Raising Price Target To
$10.
