Company coverage
Research snapshot 2026-08-31
Research activity
KOPN 55 trade records · 28 option records · 2025-09-24 → 2026-08-19Moat
Moderate80+ patents in microdisplays and optical design for defense, AR/VR, and thermal imaging. NeuralDisplay integrates AI-driven eye tracking directly into microdisplays — a differentiated innovation. $15.4M defense contract demonstrates customer stickin…
Physical assets
ModeratePrimary manufacturing facility in Westborough, Massachusetts undergoing aggressive automation for 24/7 production. Defense contracts require domestic production capability. Productive and valuable but not unique — competitors can build similar facil…
Software / hardware
Software25%
Hardware75%
Growth. NeuralDisplay AI-driven microdisplay technology captures defense HMD upgrade cycles while Westborough automated manufacturing secures long-cycle allied military contracts. Primary assets. 80+ patents (NeuralDisplay microdisplay tech), Westbo…
- manual · sw-hw
Growth. NeuralDisplay AI-driven microdisplay technology captures defense HMD upgrade cycles while Westborough automated manufacturing secures long-cycle allied military contracts. Primary assets. 80+ patents (NeuralDisplay microd…
- manual · physical-assets
Primary manufacturing facility in Westborough, Massachusetts undergoing aggressive automation for 24/7 production. Defense contracts require domestic production capability. Productive and valuable but not unique — competitors can…
- manual · moat
80+ patents in microdisplays and optical design for defense, AR/VR, and thermal imaging. NeuralDisplay integrates AI-driven eye tracking directly into microdisplays — a differentiated innovation. $15.4M defense contract demonstra…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-08-19 | BUY | CALL option | +17% |
| 2026-08-13 | BUY | Equity | +14% |
| 2026-07-23 | BUY | Equity | +4% |
| 2026-07-10 | BUY | CALL option | +21% |
| 2026-07-09 | BUY | Equity | +10% |
| 2026-07-08 | BUY | Equity | +46% |
| 2026-07-06 | BUY | Equity | +24% |
| 2026-07-06 | BUY | CALL option | +15% |
| 2026-07-02 | BUY | CALL option | +27% |
| 2026-05-29 | BUY | Equity | +13% |
| 2026-05-29 | BUY | CALL option | +100% |
| 2026-05-29 | BUY | Equity | +4% |
| 2026-05-28 | BUY | CALL option | +56% |
| 2026-05-28 | BUY | CALL option | +56% |
| 2026-05-28 | BUY | CALL option | +56% |
| 2026-05-27 | BUY | CALL option | +54% |
| 2026-05-27 | BUY | Equity | +3% |
| 2026-05-27 | BUY | Equity | +65% |
| 2026-05-18 | BUY | Equity | +17% |
| 2026-05-18 | BUY | Equity | +11% |
| 2026-05-18 | BUY | CALL option | +20% |
| 2026-05-15 | BUY | CALL option | +23% |
| 2026-05-15 | BUY | Equity | +6% |
| 2026-05-14 | BUY | Equity | +7% |
Notes
Full portfolio moat / asset analysis
80+ patents in microdisplays and optical design for defense, AR/VR, and thermal imaging. NeuralDisplay integrates AI-driven eye tracking directly into microdisplays — a differentiated innovation. $15.4M defense contract demonstrates customer stickiness in a regulated, long-cycle market. However, faces pressure from larger competitors (Sony, BOE) and special…
Full portfolio moat / asset analysis
Primary manufacturing facility in Westborough, Massachusetts undergoing aggressive automation for 24/7 production. Defense contracts require domestic production capability. Productive and valuable but not unique — competitors can build similar facilities.
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