poLight ASA (“poLight” or “the Company”) is scheduled to publish its Q2-26 interim report on August 6, 2026, in a period of markedly increased investor attention toward both the Company and the broader consumer AR/MR segment. Since the Q1-26 report, the share has re-rated substantially, moving from around NOK 6 to a mid-July peak in the region of NOK 13.7 before easing back toward NOK 10.2. In Analyst Group's view, the move primarily reflects a company-specific qualification milestone alongside accelerating momentum across the consumer smart glasses market.

Going Forward

Analyst Group will primarily monitor the pace and composition of AR/MR order activity, the trajectory of the design-in case toward potential production, pipeline progression across design-wins and PoCs, updates on the TWedge® co-financing dialogues with OEMs and the operating cost base. With a cash position of NOK 261.7m as of the end of Q1-26, poLight retains meaningful financial flexibility to remain in execution mode through the ongoing qualification cycle. We make no changes to our assumptions ahead of the interim report, with successful conversion and continued progression of late-stage consumer programs remaining the principal long-term value driver.

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This is a press release from Analyst Group regarding the publication of a comment on poLight. Readers may assume that Analyst Group has received compensation for making the comment. The Company has not been given an opportunity to influence the parts where Analyst Group has had opinions about the Company, future valuation or anything else that could be considered a subjective assessment.