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Syntec Optics Holdings Inc.(OPTX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OPTX
10/02/2026: OPTX (1-star) is currently NOT-A-BUY. Pass it for now.
Syntec Optics Holdings Inc. is a precision optics manufacturer providing custom-engineered components for defense, medical, and aerospace markets. The company is known for its specialized domestic manufacturing capabilities, which serve as a competitive advantage in securing high-barrier-to-entry contracts. Its primary growth story centers on increasing demand for advanced sensor systems and the strategic reshoring of defense supply chains. Key risks include significant capital intensity, customer concentration, and intense competition from larger, global peers. This stock may suit investors seeking long-term exposure to specialized manufacturing and defense growth, though it is not a suitable fit for those prioritizing dividends or low-volatility, income-generating assets.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers exposure to the specialized optics sector but requires consistent execution to prove scalable growth. |
| Momentum investor | Weak fit | Momentum fit is currently limited pending a clear and sustained breakout in trading volume and price performance. |
| Value investor | Mixed fit | Valuation is sensitive to the company's ability to maintain high margins in a capital-intensive manufacturing environment. |
| Dividend investor | Weak fit | The company does not pay a dividend and is currently focused on growth and operational scaling. |
| Low-risk investor | Weak fit | Small-cap, specialized manufacturing stocks typically carry higher volatility and execution risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock's lower float and small-cap status can lead to significant price swings. |
| Valuation risk | Medium / high | Performance-based valuation requires hitting specific milestones that may be subject to delays. |
| Competition risk (Defense/Optical) | High | Larger, well-capitalized firms can leverage scale to out-compete on cost or comprehensive system integration. |
| Business quality | Medium | The business relies on specialized technical expertise which creates a moat but requires constant R&D investment. |
| Dividend income | Low / none | Investors should not expect income from this equity in the near term. |
| Execution risk | High | Success depends on the reliable, high-yield manufacturing of precision components to meet demanding technical specifications. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit 44.73% | Avg. Invested days 21 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 326.67M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 327.2K shares | Beta -0.76 | 52 Weeks Range 1.18 - 14.92 | Updated Date 10/02/2026 |
52 Weeks Range 1.18 - 14.92 | Updated Date 10/02/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.07 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Defense & Aerospace | Precision optical assemblies for military platforms. | Revenue is tied to government and prime contractor demand for high-end military imaging and guidance optics. |
| Medical & Commercial | Custom lenses for medical imaging and diagnostic devices. | This segment provides more recurring commercial exposure, though it remains highly technical and specialized. |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 295.61M | Price to Sales(TTM) 11.17 |
Enterprise Value 295.61M | Price to Sales(TTM) 11.17 | ||
Enterprise Value to Revenue 10.11 | Enterprise Value to EBITDA 285.86 | Shares Outstanding 40.28M | Shares Floating 10.27M |
Shares Outstanding 40.28M | Shares Floating 10.27M | ||
Percent Insiders 74.52 | Percent Institutions 12.13 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Syntec Optics Holdings Inc.
Exchange NASDAQ | Headquarters Rochester, NY, United States | ||
IPO Launch date 2023-11-08 | Chairman & CEO Mr. Al Kapoor | ||
Sector Technology | Industry Electronic Components | Full time employees 164 | Website https://www.syntecoptics.com |
Full time employees 164 | Website https://www.syntecoptics.com | ||
Syntec Optics Holdings, Inc. manufactures and supplies optics and photonics components, sub-systems, and optical systems for defense, medical, industrial, and consumer end-markets in the United States and Europe. It offers polymer-based optics; and optical assemblies, electro-optics assemblies, molded polymer and glass optic components, opto-mechanical components, nano machining, and thin films coating. The company also provides optics assembly, electro-optics assembly, design, and coating services. In addition, it is involved in the production and assembly of molded plastic optics parts including polymer and glass parts, opto-mechanicals, thin film coating, diamond turned optics, and optical systems including electro-optics assembly; and custom tooling, as well as provides engineering services. The company's products have applications in biometric, imaging, illumination, scanning, projection, blood analysis, point of care diagnosis, and fingerprint identification. Syntec Optics Holdings, Inc. was founded in 1981 and is based in Rochester, New York.
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