nLIGHT is trading 4.8% down at $53.48 as China-linked optics delays reduce Q3 revenue and profitability expectations.

  • Investors continued reassessing the August 6 earnings outlook after second-quarter revenue and adjusted earnings exceeded estimates.
  • Management said the delays would defer approximately $17 million of expected third-quarter product revenue.
  • The decline follows nLIGHT’s 25.56% selloff on August 7; broader markets are only modestly mixed, leaving the earnings-related supply disruption as the clearest catalyst.