Syntec Optics (OPTX) Surges 18.09% on $1.9M Satellite Order, Military AI Contract

The share price rose to its highest level so far this month, with an intraday gain of 18.09%.

Investor enthusiasm for Syntec Optics (OPTX) has surged following a $1.9 million order for Low Earth Orbit satellite optics and a major contract to supply ballistic optics for U.S. military AI-powered headsets. The latter, described by the CFO as a “significant opportunity,” positions the company as a key player in defense AR/VR systems, a sector projected to grow at 20.9% annually. The satellite order, part of a $2.6 million production run in 2025, highlights the firm’s shift toward mass production in high-margin space and biomedical optics.

Financial results for Q3 2025 showed $7 million in revenue, a 6% sequential increase, though a $1.4 million net loss persisted due to rising labor and overhead costs. Management attributes the decline to investments in operational scalability and compliance with banking covenants, which were recently resolved. Q4 guidance of $7.3–$8 million in revenue signals confidence in cost optimization and margin stabilization, despite near-term profitability challenges.

Strategic diversification into satellite and biomedical optics, alongside military contracts, underscores Syntec’s efforts to capitalize on long-term growth trends. The company’s focus on AI-driven imaging visors and LEO satellite components aligns with expanding demand for real-time battlefield intelligence and space infrastructure. With $600,000 in cash and a $700,000 credit facility, liquidity remains secure, supporting its pivot to high-growth markets. The stock’s 121.9% rise over six months reflects investor confidence in its ability to execute on these opportunities.