nLIGHT is trading 4.02% down at $50.91 as investors reassess its third-quarter outlook following China-linked supply-chain disruptions.
- Management said delayed optical-component shipments would weigh on current-quarter revenue; analysts reported $17 million of product revenue was delayed.
- The company beat second-quarter earnings and revenue estimates, but shares declined despite a broader semiconductor rally, suggesting company-specific execution concerns remain dominant.