KOPN Intelligence Terminal
NASDAQ: KOPN
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Intelligence Terminal — Defense Optics & AI Infrastructure
Kopin Corporation
MicroLED Displays  ·  FPV Drone Optics  ·  Defense Sights  ·  AI Optical Interconnects  ·  Soldier AR
NASDAQ · KOPN
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52-Wk High
$4.63
52-Wk Low
$0.62
Market Cap
$788M
Analyst Target
$6.50
Avg Volume
4.1M
Analyst Rating
Strong Buy
⚠ Disclaimer   This content is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Kopin Corporation (KOPN) is a small-cap defense optics and microdisplay company with execution risk, customer concentration, and government procurement timing risks. Always do your own research before making investment decisions. Consult a licensed financial advisor before acting on any information presented here.
KOPN · Today
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🔮 Crystal Ball
AI Synthesized
Current Price (Delayed)
AI Synthesized 12-Month Price Outlook
Floor ~$2.50 Current — Target $5.00–$10.00
🎓 Experts · analysts + fundamentals
65%
4 Analysts: Strong Buy $6.50 Consensus Target $1B+ Pipeline Fabric.AI Equity Stake
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AI Synthesis · Not Financial Advice
KOPN is a defense-tech reacceleration story — a 40-year microdisplay specialist (Westborough, MA) that under CEO Michael Murray has refocused the platform around defense optics, FPV drones, and AI infrastructure. The April 2026 Fabric.AI collaboration ($15M development order, exclusive manufacturing rights, 19.9% equity stake) opens a MicroLED-based optical interconnect opportunity for AI data centers — a step beyond Kopin's traditional defense base. Concurrent wins: $3.2M Sentinel FPV contract (up to 40,000 goggles through 2028), $15.4M OSD/US Army microLED award, and partnerships with Theon International, Ondas, and Unusual Machines tied to the Pentagon's 1M-drone deployment plan. 4 covering analysts hold a Strong Buy / $6.50 average target (Craig-Hallum at $10, ~106% upside). Key risk: FY2025 revenue $39.3M (down from $50.3M), high P/S ~17, $399.5M accumulated deficit, and the company may need additional financing if profitability remains elusive.
Coverage4 Analysts
ConsensusStrong Buy
12M Target$6.50
Upside (vs. current)+73%
Key Catalyst Factors
Fabric.AI Collaboration — $15M initial development order for MicroLED-based Neural I/o optical interconnects. Exclusive manufacturing rights + 19.9% equity stake. Targets $400B AI data-center optical interconnect market replacing copper GPU-to-processor links.
FPV Drone Optical Modules — $3.2M initial Sentinel FPV contract; potential 40,000 goggles through 2028. Pentagon's 1M-drone deployment plan creates multi-year tactical FPV ramp via partnerships with Ondas, Unusual Machines, and Theon International.
$15.4M OSD/US Army MicroLED Award — Department of War IBAS funding for full-color MicroLED soldier AR displays. Solidifies KOPN's leadership in MicroLED tech with U.S.-based production capability for critical defense applications.
Strong Balance Sheet + $1B+ Pipeline — $61.6M cash (Dec 2025), low debt, current ratio 2.7. Recent $41M private placement from drone/night-vision strategic investors. Management guides $1B+ multi-year revenue pipeline across defense and medical.
Key Risk — FY2025 revenue $39.3M (down 22% from $50.3M FY2024); $399.5M accumulated deficit; P/S ~17 prices in significant future growth. Government procurement timing risk (Q4 missed on shutdown). May need additional financing if profitability remains elusive.
Total Addressable Market
$50B+ Defense Optics + AI Infra
AI Data-Center Optical Interconnects
$15B+ by 2030
Defense Microdisplays / HMD
$8B+ by 2030
FPV Drone Vision Systems
$5B+ tactical
Soldier AR / Wearable Tech
$12B+ by 2030
Medical 3D Surgical Headsets
$3B+ by 2030
Addressable global markets across KOPN's microdisplay verticals. TAM ≠ projected revenue. Source: Mordor Intelligence, Allied Market Research, BCC Research — compiled April 2026.
Macro Catalysts
AI Data-Center Buildout: $400B AI infrastructure CapEx by 2028; copper-to-optical transition critical for GPU clusters at scale
FPV Drone Warfare: Ukraine demonstrated tactical FPV at scale; Pentagon's 1M-drone deployment plan creates U.S. supply chain demand
U.S. Defense MicroLED Onshoring: DoD prioritizing domestic display manufacturing; KOPN among few U.S.-based MicroLED producers
Soldier-Centric Modernization: Helmet-mounted displays, thermal weapon sights, armored vehicle targeting all expanding programs of record
AR/VR Enterprise + Medical: Surgical headsets and field-service AR moving from R&D to production; KOPN's near-eye precision is a differentiator
Company Snapshot
Founded1984
HQWestborough, MA
CEOMichael Murray
CFOErich Manz
Shares Outstanding~181M
FY 2025 Revenue$39.3M
FY 2024 Revenue$50.3M
Cash (Dec 2025)$61.6M
Patents200+ filed/issued
StageReaccelerating / Defense Pivot
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