In the volatile world of technology stocks, the goal is to stand alone as the market leader, or at the very least excel as a top competitor, with proven products capable of turning a profit while garnering significant market share. Anything less would be signing up to be an also-ran.
This article is disseminated in partnership with technology stocks Laser Photonics Corp. and Kraig Biocraft Laboratories Inc. It is intended to inform investors and should not be taken as a recommendation or financial advice.
Relatedly, the more investors expand their research beyond these two categories – the winners and the leaders, or companies progressing in this direction – the more likely they are to confuse a gamble with a green light and end up with tax-losses to harvest and salvage their pride.
This brings us to Laser Photonics and Kraig Biocraft Laboratories, a pair of small-cap technology stocks, whose underlying companies have delivered on the differentiation investors should demand before putting dry powder to work. Welcome to Stockhouse’s Weekly Market Movers.
Laser Photonics
Laser Photonics, market capitalization US$32.31 million, offers the most comprehensive laser equipment portfolio in the United States, serving several essential markets including government, defense, aerospace, energy, maritime, automotive and advanced manufacturing.
The company’s solutions span cleaning, surface preparation and precision material processing, granting it an estimated US$42.8 billion addressable market (see slide 7 of the September 2025 investor presentation), which it is actively growing into, supported by robust market validation with Fortune 1000 manufacturing companies across the globe. Notable clients include General Electric, Acuren, Coca-Cola, Sony and Honeywell.
Laser Photonics’ recent financials tell a story of growing conviction, with revenue rising from US$3.4 million in 2024 to an estimated US$7.5 million in 2025, accompanied by 150 per cent backlog growth to US$2.5 million thanks to its unmatched domestic technology portfolio. Quarterly highlights include:
- A 317-per-cent jump in revenue in Q2 2025 thanks to the institution US$2 million in cost reductions, as well as the acquisition of CMS, a custom-engineered laser marking solutions provider.
- A 28-per-cent increase in revenue in Q3 2025, reflecting rising demand across marine, aerospace, semiconductor and industrial automation, in addition to contributions from acquisition Beamer Laser Marking Systems and its more than US$3 million in historical annual revenue.
A recent consolidation of R&D, manufacturing and assembly under one facility in Lake Mary, Florida, positions the company to cut utility and maintenance costs by up to an additional US$1 million per year, following the integration of facilities in Michigan and Orlando, potentially improving gross profitability and operating leverage as the year get underway.
This newfound efficiency will only be compounded by US$4.1 million in recently eliminated convertible debt, allowing Laser Photonics to allocate more capital to growth initiatives than servicing debt.
For the moment, investors are heavily discounting the company considerable promise, with Laser Photonics stock (NASDAQ:LASE) giving back more than 50 per cent since listing in October 2022.
Wayne Tupuola, chief executive officer of Laser Photonics, spoke with Stockhouse’s Ricki Lee about the company’s encouraging 2025 financial results. Watch the interview here.
Kraig Biocraft Laboratories
Kraig Biocraft Laboratories, market cap US$137.57 million, embodies our technology leadership thesis as the world’s top developer of genetically engineered spider silk-based fiber, opening the company up to numerous multi-billion-dollar applications.
Spider silk, renowned for its extreme strength and flexibility, is both thinner and tougher than steel, making it a value-added material for the military and textile manufacturers. That said, despite these advantages, commercial production has remained elusive because of spiders’ cannibalistic tendencies, leading to prices as high as US$7 million per kilogram, based on quotes from Taiwanese provider Spider & Silk Supply.
This led the team at Kraig Biocraft to develop the first ever technology for commercial production, following the purchase of rights to utilize spider silk gene sequences from the University of Wyoming in 2006.
An initial product, Monster Silk, followed in 2010, becoming the world’s first economically viable recombinant spider silk for textile use. Incorporating native silkworm silk proteins, the company immediately put Monster Silk on a path to production to participate in the more than US$20 billion global silk market.
Kraig Biocraft’s innovation pipeline delivered Dragon Silk, a line of transgenic silkworms, in 2015, which has been shown to be stronger and more elastic than commercial-grade silkworm silk, as well as certain spider dragline silks.
The company can produce its variants for about US$300 per kilogram, with leadership expecting that number to decrease as operations achieve greater scale, granting it a monumental margin between the US$7 million natural silk price mentioned above.
In terms of a path to market, Kraig Biocraft has charted a diligent course, evolving from an initial contract with the US Army in 2016 to develop ballistic shoot packs to full-fledged commercial production in 2024 with its BAM-1 line, yielding material shown to be five times stronger than hot-rolled steel.
According to a February 2026 news release, operations are on track to reach max capacity of 10 metric tons of recombinant spider silk per month by May, representing a volume as of yet unseen anywhere on Earth.
The company’s unmatched technology, of readily apparent commercial interest, has gradually found favor with the investing public, with Kraig Biocraft stock (OTC:KBLB) appreciating by more than 500 per cent since 2016.
Kim Thompson, CEO of Kraig Biocraft Laboratories, joined Ricki Lee to discuss the company’s cover feature in the March 2026 edition of National Geographic. Watch the interview here.
Thanks for reading! I’ll see you next Monday for a new edition of Weekly Market Movers, where I delve into companies that sat down with Stockhouse for an interview over the past week. Here’s last week’s article, in case you missed it.
Join the discussion: Find out what investors are saying about these small-cap technology stocks on the Laser Photonics Corp. and Kraig Biocraft Laboratories Inc. Bullboards and make sure to explore the rest of Stockhouse’s stock forums and message boards.
Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein.
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