NOT financial advice. This is my own research and I could be wrong. Do your own DD and trade the size that lets you sleep.
LASE got selected as a top submission in the Counter C5ISR-T category under the US Department of War's MEIA Vulcan Call for Solutions. The Laser Shield Anti-Drone system was recognized after a rigorous review by government engineering teams.
The company is now invited to an exclusive one-on-one technical exchange with MEIA engineers for deep validation and mission alignment.
Big news on June 11, 2026: Laser Photonics completed final assembly of the LSAD prototype and moved into demonstration with US and international defense stakeholders. This is a working system entering live validation, not a concept.
LSAD is designed to counter growing UAS threats in electronic warfare and protect critical infrastructure.
Multiple configurations are being assembled at Lake Mary, Florida:
- Pallet-mounted for fixed deployment
- Crawler-mounted for autonomous operations
- Manual roller with stabilizers
- Additional modular options
They are developing both TAA-compliant and non-TAA models, opening US, allied, and global markets.
CEO Wayne Tupuola said the completed prototype is a pivotal achievement and they are now demonstrating real-world performance to stakeholders actively seeking counter-drone solutions. Engagement after the Department of War selection and SOF Week confirms demand is immediate and global.
This is not the only revenue:
- $250K order from Johnson and Johnson for a custom laser drilling system, entry into precision medical device manufacturing via CMS Laser
- $13.2M follow-on Navy order for laser cleaning technology
- Previous orders from Pearl Harbor Naval Shipyard and Virginia Beach Navy commands for submarine maintenance and fleet corrosion control
The market is finally waking up to actual defense traction plus real revenue.
Bull case
- Defense selection with path to prototyping and follow-on work
- Technical exchange puts LASE in front of the right engineers
- LSAD addresses a critical counter-UAS gap
- TAA plus non-TAA options open global markets
- International interest growing after SOF Week
- $250K Johnson and Johnson proves medical traction
- $13.2M Navy order shows defense revenue is flowing
Bear case
- The $13.2M Navy order and $250K Johnson and Johnson order are real, but they are small relative to what a defense program would need to scale LSAD across the fleet or globally.
- Commercialization risk: moving from prototype to fielded system requires manufacturing scale, certification, and reliable supply chains. Any delays kill momentum.
- Global sales depend on TAA compliance and export rules. Non-TAA versions may face restrictions or slower adoption.
- Selection under MEIA Vulcan is not a contract award. It still needs follow-on prototyping, testing, and formal procurement to become revenue.
This is a real sleeper with defense traction and real revenue. Not a guarantee but the setup is there. I'm in it for the proper long game.