Stifel sets USD 6.50 target for Kopin stock

Published on 10/05/2026 at 13:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached USD 12.73 million, up 51.00 percent year over year. Kopin stock costs EUR 4.40 on October 5, 2026 versus EUR 4.35.

KOPN, US5006001011, Illustration mit AI erstellt.

Kopin stock (ISIN US5006001011) was trading at EUR 4.40 at Lang & Schwarz on October 5, 2026 at 12:59 p.m. CEST, while Stifel reiterated a Buy rating and set a USD 6.50 price target on September 25, 2026, according to Investing.com. The combination of a recent analyst target and stronger quarterly revenue puts Kopin's defense-display expansion at the center of the stock story.

Stifel points to drone demand

Stifel's September 25, 2026 assessment linked its unchanged USD 6.50 target to higher revenue expectations from military drone programs. The firm cited pending orders for 60,000 drones following the Drone Dominance Gauntlet II and the penetration of Kopin's Sentinel First-Person Viewer across several participating programs, Investing.com reported.

The same report said Stifel updated its model after Kopin's second-quarter fiscal 2026 filing and introduced 2028 projections. That makes execution on production volumes more important than the headline target itself, because the cited opportunity depends on defense programs progressing from competition activity to deliveries.

Revenue growth supports the case

Kopin reported USD 12.73 million of revenue in the second quarter of fiscal 2026, up 51.00 percent from USD 8.45 million in the same quarter of the prior year, according to Investing.com. Net income reached USD 830,872 in that quarter, compared with a GAAP net loss of USD 5.17 million in the prior-year period.

The company's newsroom lists a USD 2.4 million order for OLED microdisplays for an international thermal weapon sight program dated September 8, 2026. The order adds a concrete program win to the drone-related demand case and shows that Kopin's opportunity set extends across multiple defense applications, according to Kopin.

Stock remains below its yearly high

On Nasdaq, KOPN was last at USD 4.91 on October 2, 2026 at 4:00 p.m. EDT. Its market capitalization was USD 909.8 million, and the 52-week range stood at USD 1.81 to USD 6.61 on that date, leaving execution against the cited defense programs as the central valuation test.

At Lang & Schwarz, Kopin was trading at EUR 4.40 on October 5, 2026 at 12:59 p.m. CEST, up plus 1.15 percent versus the prior close of EUR 4.35. Price source: Lang & Schwarz.