LNSR · LENSAR, Inc.
One customer — 14% of revenue (the three months ended March 31, 2026)
“For the three months ended March 31, 2026, one customer accounted for approximately 14% of our revenue.”
One customer — 12% of receivables (As of March 31, 2026)
“As of March 31, 2026, one customer accounted for approximately 12% of our accounts receivable, net.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $3.28M | Six Months Ended June 30 | — |
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| ALLY Robotic Cataract Laser Systems® ("ALLY System") Placements | 10 | Q2 2026 | — |
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| Procedure volume | 58,682 | Q2 2026 | — |
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| Recurring revenue % | 83% | Q2 2026 | — |
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| Total ALLY Installed Base | 215 | Q2 2026 | — |
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| Total Laser Installed Base | 445 | Q2 2026 | — |
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| ALLY Systems backlog | 11 | first quarter 2026 | — |
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| Recurring revenue % of total | 94% | first quarter 2026 | — |
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| ALLY installed base growth | 48% | Q4 2025 | — |
| Recurring revenue growth | 15% | Full Year 2025 | — |
| Total combined installed base growth | 13% | Q4 2025 | — |
| Total combined installed base of LENSAR Laser Systems and ALLY Systems | 435 | Q4 2025 | — |
| Worldwide procedure volume | 206,014 | Full Year 2025 | — |
| Worldwide procedure volume growth | 22% | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Medical Devices — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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LNSR
this stock
LENSAR, Inc.
|
$100.74M | -29.5% | +9.2% | — | 3.7% |
|
ABT
Abbott Laboratories
|
$194.07B | -11.2% | +5.7% | 31.2 | 1.3% |
|
SYK
Stryker Corp
|
$133.18B | -3.5% | +11.2% | 36.0 | 2.2% |
|
MDT
Medtronic plc
|
$116.83B | -5.0% | +8.4% | 24.5 | 1.4% |
|
BSX
Boston Scientific Corp
|
$75.11B | -45.6% | +12.5% | 21.0 | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LNSR | +35.8% | +41.4% | -29.9% | +63.7% | -29.5% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +35.4% | +36.9% | -43.6% | +59.8% | -43.3% |