Lightwave Logic shares surged 9.56% after securing multi-year supply agreement with major semiconductor manufacturer

Lightwave Logic shares surged 9.56% in pre-market trading on January 9, 2026, signaling a notable early session rally. The sharp pre-market ascent suggests renewed investor confidence following recent strategic developments.

Recent disclosures indicate the firm secured a multi-year supply agreement with a major semiconductor manufacturer, expanding its photonics-based chip production capacity. This partnership aligns with growing demand for high-speed data processing solutions in AI infrastructure, positioning the company to capitalize on the next-generation computing wave.

Analysts highlight the stock's momentum as a response to the company's Q4 2025 earnings update, which revealed a 40% year-over-year increase in order backlog. With key clients in cloud computing and autonomous systems sectors reporting elevated procurement needs, the firm's near-term revenue visibility has improved significantly.

Technical indicators show the stock has broken through key resistance levels, with options activity showing increased call buying across multiple strike prices. However, market participants remain cautious about broader sector volatility, as regulatory scrutiny over advanced semiconductor technologies continues to evolve globally.