Kopin Enters FPV Drone Market with $3.2M Order
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 22 2026
0mins
Should l Buy KOPN?
Source: seekingalpha
- Market Entry: Kopin announced a $3.2 million initial order, marking its entry into the rapidly growing FPV drone market, with potential deliveries of up to 40,000 FPV goggles by 2028, indicating strong market potential.
- Technological Innovation: The newly launched Sentinel FPV technology enables dual situational awareness, allowing users to view both the drone feed and surroundings, enhancing the product's defense value and meeting increasing security demands.
- Production Expansion: The company is ramping up production and seeking additional partnerships, indicating a positive outlook for future growth that could further enhance its market share.
- Stock Price Reaction: Kopin's stock rose approximately 6.67% to $3.04 in premarket trading, reflecting the market's positive response to its new order and strategic direction.
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Analyst Views on KOPN
Wall Street analysts forecast KOPN stock price to fall
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 4.820
Low
3.00
Averages
4.44
High
6.00
Current: 4.820
Low
3.00
Averages
4.44
High
6.00
About KOPN
Kopin Corporation is a developer and provider of application-specific optical solutions consisting of high-resolution micro-displays and optics, subassemblies, and headsets. Its portfolio consists of four types of miniature active-matrix liquid crystal displays (AMLCDs), liquid crystal on silicon (LCOS) displays, organic light-emitting diode (OLED) displays, and emerging micro-light-emitting diode (MicroLED) displays, in addition to optics, electronics, and housing for subsystems, such as Application Specific Optical Solutions (ASOS). Its AMLCDs, branded as CyberDisplay products, utilize a proprietary process involving the transfer of integrated circuits from silicon wafers to glass. The Company’s products are used for defense applications (thermal weapon rifle sights, fixed and rotary wing pilot helmets, and training and simulation headsets); industrial and medical headsets, and three-dimensional (3D) optical inspection systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Kopin Secures $21.5 Million Defense Contract
- Significant Contract Value: Kopin has been awarded a $21.5 million follow-on production contract to manufacture a custom thermal-imaging eyepiece assembly for a major U.S. defense contractor, highlighting the company's strong demand and market position in the defense sector.
- Critical Technology Component: The eyepiece module is a vital part of a detachable, man-portable thermal weapon system, incorporating Kopin's U.S.-manufactured microdisplay, precision optics, drive electronics, and ruggedized field-ready enclosure, ensuring high performance and reliability of the product.
- Global Security Demand: Kopin stated that in the context of rapidly evolving global threats, this technology is essential for ensuring that warfighters maintain a decisive advantage and return home safely, reflecting the urgent need for high-tech products in the defense market.
- Future Growth Potential: Kopin also aims to achieve a revenue target of $52 million to $60 million by 2026, indicating the company's proactive positioning in defense market expansion and strategic partnerships, suggesting promising growth opportunities ahead.
See More
Kopin Secures $21.5 Million Defense Contract
- Significant Contract Value: Kopin Corporation has been awarded a $21.5 million follow-on production contract to manufacture a custom thermal-imaging eyepiece assembly for a major U.S. defense contractor, further expanding the company's backlog and demonstrating its strong competitiveness in the defense sector.
- Critical Component Role: The eyepiece module is a vital part of a detachable, man-portable thermal weapon system, incorporating Kopin's U.S.-manufactured microdisplay, precision optics, and rugged enclosure, ensuring U.S. warfighters can effectively detect and engage threats in the harshest environments.
- Strengthening Domestic Supply Chains: By manufacturing these thermal weapon sight modules domestically, Kopin not only bolsters the defense industrial base but also reduces foreign dependency, ensuring that critical components remain secure, reliable, and available when needed in combat.
- Supporting Defense Technology: With over 400,000 mission-critical solutions delivered, Kopin is committed to advancing U.S.-built vision system technologies that enhance situational awareness, ensuring that the men and women protecting the nation are equipped to prevail and return home safely.
See More
Kopin Corporation Announces Q1 2026 Earnings Release Date
- Earnings Release Schedule: Kopin Corporation plans to release its unaudited financial results for Q1 2026 before market open on May 12, 2026, demonstrating the company's commitment to transparency and investor communication.
- Investor Conference Call: Management will host a conference call at 8:30 AM Eastern Time on the same day to discuss the financial results and engage in Q&A, aiming to enhance interaction and trust with investors.
- Subsequent Filing: The company expects to file its Form 10-Q in the days following the earnings release, indicating its compliance and commitment to investor information disclosure.
- Replay Service Available: A telephonic replay of the conference call will be available until May 19, 2026, ensuring that investors who cannot participate live can access key information, further enhancing information accessibility.
See More
Fabric.AI Transitions to New Ticker and Focuses on AI Infrastructure
- Ticker Change: Fabric.AI officially begins trading under the new ticker symbol 'FABC' on Nasdaq as of April 29, 2026, marking a successful transformation from StableX Technologies and a strategic shift towards building foundational infrastructure for AI systems, which is expected to enhance market visibility and attract more investor interest.
- Strategic Partnership: The company has formed a strategic alliance with Kopin Corporation to develop MicroLED-based optical interconnects, aimed at dramatically increasing data transfer speeds and energy efficiency within AI data centers, representing a significant product initiative that opens up a market opportunity exceeding $100 billion, thereby positioning Fabric.AI as a leader in AI infrastructure.
- Focus on Technology Development: Fabric.AI is reallocating capital to accelerate the development of its core semiconductor technologies, particularly MicroLED optical interconnects and other critical system solutions, which are designed to address bottlenecks in AI data centers, thus enhancing overall operational efficiency and competitive positioning in the market.
- Market Positioning and Vision: CEO Josh Silverman emphasized that this change is not just a rebranding but a commitment to becoming a foundational layer in the AI economy, with Fabric.AI aiming to enable efficient scaling of AI systems, further solidifying its position in the rapidly evolving AI market.
See More
Kopin Secures $15M Order with Fabric.AI for Neural I/o™ Development
- Strategic Partnership: Kopin has secured a $15 million initial development order with Fabric.AI to jointly develop MicroLED-based optical interconnect technology, aimed at replacing traditional copper wiring, significantly reducing energy consumption and enhancing performance in data centers.
- Technological Innovation: The newly developed Neural I/o™ technology leverages Kopin's MicroLED and bi-directional NeuralDisplay™ architecture, enabling ultra-high-speed data transmission at significantly lower power consumption, which is expected to fundamentally reshape the AI hardware ecosystem.
- Market Potential: Kopin's deep expertise in MicroLED display technology positions it strategically in the rapidly growing AI infrastructure market, which is anticipated to provide substantial long-term growth opportunities for the company.
- Management Outlook: Kopin's CEO Michael Murray stated that this collaboration will overcome current interconnect bottlenecks and facilitate efficient GPU communication, aligning with the market's urgent demand for AI acceleration, indicating the company's future growth potential.
See More
Fabric.AI Launches New Semiconductor Technologies for AI Infrastructure
- Technological Innovation: Fabric.AI's Neural I/o™ chip, leveraging Kopin's programmable MicroLED technology, replaces traditional electrical interconnects to achieve ultra-high bandwidth and low-latency data transmission, significantly enhancing AI computing efficiency and positioning the company to lead in the $138 billion interconnect market.
- Strategic Collaboration: The partnership with Kopin Corporation will jointly develop next-generation optical communication systems, with Kopin acquiring a 19.9% stake in Fabric.AI, which not only accelerates technological innovation but also strengthens both companies' competitive edge in AI infrastructure.
- Financing Plan: Fabric.AI plans to raise $21.5 million through a private placement of 21,500 shares of its new Series K convertible preferred stock, with an initial conversion price of $2.51 per share, aimed at accelerating the development of core technologies and solidifying its position in AI infrastructure.
- Corporate Restructuring: Fabric.AI officially changes its name to Fabric.AI, Inc. and will change its stock symbol to FABC, reflecting the company's strategic shift from a digital asset strategy to a focus on AI infrastructure, aiming to capture significant growth opportunities in the AI market.
See More
Kopin Secures $21.5 Million Defense Contract
- Significant Contract Value: Kopin has been awarded a $21.5 million follow-on production contract to manufacture a custom thermal-imaging eyepiece assembly for a major U.S. defense contractor, highlighting the company's strong demand and market position in the defense sector.
- Critical Technology Component: The eyepiece module is a vital part of a detachable, man-portable thermal weapon system, incorporating Kopin's U.S.-manufactured microdisplay, precision optics, drive electronics, and ruggedized field-ready enclosure, ensuring high performance and reliability of the product.
- Global Security Demand: Kopin stated that in the context of rapidly evolving global threats, this technology is essential for ensuring that warfighters maintain a decisive advantage and return home safely, reflecting the urgent need for high-tech products in the defense market.
- Future Growth Potential: Kopin also aims to achieve a revenue target of $52 million to $60 million by 2026, indicating the company's proactive positioning in defense market expansion and strategic partnerships, suggesting promising growth opportunities ahead.
See More
Kopin Secures $21.5 Million Defense Contract
- Significant Contract Value: Kopin Corporation has been awarded a $21.5 million follow-on production contract to manufacture a custom thermal-imaging eyepiece assembly for a major U.S. defense contractor, further expanding the company's backlog and demonstrating its strong competitiveness in the defense sector.
- Critical Component Role: The eyepiece module is a vital part of a detachable, man-portable thermal weapon system, incorporating Kopin's U.S.-manufactured microdisplay, precision optics, and rugged enclosure, ensuring U.S. warfighters can effectively detect and engage threats in the harshest environments.
- Strengthening Domestic Supply Chains: By manufacturing these thermal weapon sight modules domestically, Kopin not only bolsters the defense industrial base but also reduces foreign dependency, ensuring that critical components remain secure, reliable, and available when needed in combat.
- Supporting Defense Technology: With over 400,000 mission-critical solutions delivered, Kopin is committed to advancing U.S.-built vision system technologies that enhance situational awareness, ensuring that the men and women protecting the nation are equipped to prevail and return home safely.
See More
Kopin Corporation Announces Q1 2026 Earnings Release Date
- Earnings Release Schedule: Kopin Corporation plans to release its unaudited financial results for Q1 2026 before market open on May 12, 2026, demonstrating the company's commitment to transparency and investor communication.
- Investor Conference Call: Management will host a conference call at 8:30 AM Eastern Time on the same day to discuss the financial results and engage in Q&A, aiming to enhance interaction and trust with investors.
- Subsequent Filing: The company expects to file its Form 10-Q in the days following the earnings release, indicating its compliance and commitment to investor information disclosure.
- Replay Service Available: A telephonic replay of the conference call will be available until May 19, 2026, ensuring that investors who cannot participate live can access key information, further enhancing information accessibility.
See More
Fabric.AI Transitions to New Ticker and Focuses on AI Infrastructure
- Ticker Change: Fabric.AI officially begins trading under the new ticker symbol 'FABC' on Nasdaq as of April 29, 2026, marking a successful transformation from StableX Technologies and a strategic shift towards building foundational infrastructure for AI systems, which is expected to enhance market visibility and attract more investor interest.
- Strategic Partnership: The company has formed a strategic alliance with Kopin Corporation to develop MicroLED-based optical interconnects, aimed at dramatically increasing data transfer speeds and energy efficiency within AI data centers, representing a significant product initiative that opens up a market opportunity exceeding $100 billion, thereby positioning Fabric.AI as a leader in AI infrastructure.
- Focus on Technology Development: Fabric.AI is reallocating capital to accelerate the development of its core semiconductor technologies, particularly MicroLED optical interconnects and other critical system solutions, which are designed to address bottlenecks in AI data centers, thus enhancing overall operational efficiency and competitive positioning in the market.
- Market Positioning and Vision: CEO Josh Silverman emphasized that this change is not just a rebranding but a commitment to becoming a foundational layer in the AI economy, with Fabric.AI aiming to enable efficient scaling of AI systems, further solidifying its position in the rapidly evolving AI market.
See More
Kopin Secures $15M Order with Fabric.AI for Neural I/o™ Development
- Strategic Partnership: Kopin has secured a $15 million initial development order with Fabric.AI to jointly develop MicroLED-based optical interconnect technology, aimed at replacing traditional copper wiring, significantly reducing energy consumption and enhancing performance in data centers.
- Technological Innovation: The newly developed Neural I/o™ technology leverages Kopin's MicroLED and bi-directional NeuralDisplay™ architecture, enabling ultra-high-speed data transmission at significantly lower power consumption, which is expected to fundamentally reshape the AI hardware ecosystem.
- Market Potential: Kopin's deep expertise in MicroLED display technology positions it strategically in the rapidly growing AI infrastructure market, which is anticipated to provide substantial long-term growth opportunities for the company.
- Management Outlook: Kopin's CEO Michael Murray stated that this collaboration will overcome current interconnect bottlenecks and facilitate efficient GPU communication, aligning with the market's urgent demand for AI acceleration, indicating the company's future growth potential.
See More
Fabric.AI Launches New Semiconductor Technologies for AI Infrastructure
- Technological Innovation: Fabric.AI's Neural I/o™ chip, leveraging Kopin's programmable MicroLED technology, replaces traditional electrical interconnects to achieve ultra-high bandwidth and low-latency data transmission, significantly enhancing AI computing efficiency and positioning the company to lead in the $138 billion interconnect market.
- Strategic Collaboration: The partnership with Kopin Corporation will jointly develop next-generation optical communication systems, with Kopin acquiring a 19.9% stake in Fabric.AI, which not only accelerates technological innovation but also strengthens both companies' competitive edge in AI infrastructure.
- Financing Plan: Fabric.AI plans to raise $21.5 million through a private placement of 21,500 shares of its new Series K convertible preferred stock, with an initial conversion price of $2.51 per share, aimed at accelerating the development of core technologies and solidifying its position in AI infrastructure.
- Corporate Restructuring: Fabric.AI officially changes its name to Fabric.AI, Inc. and will change its stock symbol to FABC, reflecting the company's strategic shift from a digital asset strategy to a focus on AI infrastructure, aiming to capture significant growth opportunities in the AI market.
See More
