Latest news with #AEVA
Yahoo
a day ago
- Automotive
- Yahoo
Can AEVA's 4D Push Outpace INVZ's Automotive LiDAR Wins?
Aeva Technologies AEVA and Innoviz Technologies INVZ are the two key players in the world of LiDAR. Think of LiDAR as the "eyes" for self-driving cars, smart cities and factory robots. Both companies are trying to grab a piece of a multi-billion-dollar market, using advanced sensor technology for both cars and other industries. As the self-driving sector heats up and investors look for real-world business success, comparing AEVA and INVZ helps us see where the stronger opportunities truly they are aiming for similar markets, their strategies are different. AEVA stands out with its special "4D LiDAR" technology, which can not only "see" objects but also instantly tell how fast they are moving. The company is quickly expanding into profitable areas like infrastructure and industrial on the other hand, focuses on solid, "automotive-grade" LiDAR and has strong relationships with big car manufacturers. It is also earning money from upfront engineering work while waiting for mass production to begin. Both stocks have seen big jumps over the past 12 months, but their financial health and stock prices tell different stories. It's a good time to compare them side-by-side to see which might be a better investment. The Case for AEVA Stock AEVA's strategy of looking beyond just self-driving cars is starting to pay off. The company has landed big projects, like equipping Tampa International Airport with its 4D LiDAR, making it one of the largest airport LiDAR projects in the U.S. Plus, partnerships with groups like Sandia National Laboratories for nuclear security show that AEVA's technology works well outside the crowded world of autonomous vehicles. These wins imply potential for steady income and less reliance on those long, drawn-out car industry contracts. This sets AEVA apart from Innoviz, which still relies heavily on the auto sector for its is also showing big ambition by planning to increase its manufacturing capacity to 200,000 LiDAR units per year by 2026. Their role as the exclusive 4D LiDAR supplier for Daimler Truck's Torc Robotics division gives them a strong foothold in self-driving trucks. However, unlike Innoviz, which already has a high-volume pipeline with Volkswagen and Mobileye, AEVA's major car-related income is still mostly in the future. It depends on whether it can successfully ramp up production over several years and deliver at a large biggest challenge for AEVA right now is its financial health. In other words, the market is betting on huge growth that hasn't happened yet. AEVA's revenues for the first three months of 2025 were $3.4 million, tiny compared to Innoviz's $17.4 million. Also, AEVA is burning through a lot of cash, over $30 million every quarter. While the company has backing from big investors and strategic funding, AEVA needs to turn its partnerships into steady income to justify its high stock price. The Case for INVZ Stock Innoviz's strong partnerships with major car companies like Volkswagen, Mobileye, and BMW are central to why investors might like this stock. For instance, Volkswagen's ID. Buzz robotaxi program will use nine InnovizTwo LiDARs per vehicle, with shipments starting in 2025. This shows real potential for high sales volume soon. These deep relationships with car manufacturers provide clear income certainty into 2026-2027 and put Innoviz ahead of AEVA when it comes to getting their automotive products to market. While AEVA's wins in trucking and infrastructure are promising, it doesn't have the same immediate, high-volume production also has a financial cushion from its $95 million backlog of upfront engineering work (called NRE). This provides a steady stream of income until mass production really gets going. In the first three months of 2025, Innoviz's revenues soared 2.5 times compared to last year, hitting $17.4 million. This was largely driven by profitable engineering services, which also pushed their gross profit margins to a healthy 40%. While AEVA is pursuing high-profile pilot projects, Innoviz is already making money from engineering work at a larger scale. Plus, Innoviz has cut its operating expenses by 34% compared to last year and burns less cash, strengthening its financial position compared to AEVA, even though both face the risk of issuing more AEVA, Innoviz is also expanding into non-automotive markets such as smart cities and safety systems, which broadens its potential customer base. However, INVZ's heavy reliance on engineering income raises questions about how sustainable that revenue is until actual product volumes from car programs truly pick up in 2026. Scaling up manufacturing with their partner Fabrinet and transitioning to full production carries risks. Still, compared to AEVA, Innoviz has a more established revenue base and tighter control over its spending, offering more predictable short-term results and less speculative upside. Price Performance Over the past year, Aeva Technologies' stock has skyrocketed more than 500%, showing a lot of excitement around its new deals and expansion into different markets. Innoviz is up 138%, a smaller but still significant gain that's supported by actual revenue growth and success with car manufacturers. This difference suggests AEVA's rally is more driven by investor sentiment and hopes for the future, while Innoviz's stock performance aligns more closely with its current business results. Image Source: Zacks Investment Research Valuation Comparison Aeva Technologies' stock currently trades at a very high 45 times its expected future sales, making it look very expensive. Innoviz, in contrast, is valued at just over 3 times its expected future sales. This huge difference in valuation shows that the market is much more skeptical about AEVA's ability to quickly turn its partnerships into massive revenues compared to Innoviz's more modest and arguably more realistic expectations. Image Source: Zacks Investment Research Revenue Outlook As per the Zacks Consensus Estimate, AEVA's revenues for 2025 will be just over $17 million. While this shows projected 90% growth, it's starting from a very small base. Image Source: Zacks Investment Research Innoviz, on the other hand, is expected to bring in $60 million in revenues in 2025, which is more than triple Aeva Technologies' forecast. Innoviz is also projected to see stronger growth into 2026 as its car programs ramp up. Image Source: Zacks Investment Research Conclusion Both AEVA and Innoviz are chasing a massive opportunity in LiDAR technology. Aeva's expansion into infrastructure and its high-profile partnerships show exciting potential. However, its very high stock price and significant cash burn increase the risk if the company don't execute flawlessly. Innoviz, with its stronger ties to major car manufacturers, a more substantial current revenue base, and disciplined cost control, offers more grounded and predictable short-term these factors, Innoviz appears to be the better stock right now. Its combination of clear visibility into automotive sales, smart financial management, and a lower stock price makes it the more balanced choice in a sector that's still figuring out which companies will truly come out on top. INVZ currently carries a Zacks Rank #3 (Hold), while AEVA has a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Aeva Technologies, Inc. (AEVA) : Free Stock Analysis Report Innoviz Technologies Ltd. (INVZ) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
09-07-2025
- Automotive
- Yahoo
AEVA Stock Is Skyrocketing - Is the Hype Really Justified?
Aeva Technologies AEVA, a company that makes special sensors called LiDAR, has seen its stock price explode recently. In just a few months, it shot up around 1,200%! Rising from $2.50 in September to $30 today, it even hit a 52-week high of $38.80 at the end of June. This incredible rally added about $1.5 billion to the company's value. On the surface, this surge seems connected to AEVA's starting to sell its products more widely, including a $50 million investment from a strategic partner and more orders from industrial clients. But the big question is: does this huge stock jump truly reflect Aeva Technologies' actual performance and future potential?The reality is that the market for LiDAR technology is still new and developing. While AEVA has found a way to stand out with its unique FMCW-based sensors, it's still unclear if self-driving cars will widely adopt this technology, with some manufacturers reportedly developing their own LiDAR systems in-house. These are rumored to be very cost-effective. This trend of companies building their own tech means there's a smaller overall market for independent LiDAR suppliers like Aeva Technologies, which raises big questions about how much the company can truly grow in the is another key factor here. Rivals like Ouster OUST are bringing in significantly more money, yet their company valuations are often similar to, or even lower than, AEVA's. For example, in the first three months of 2025, Ouster reported $32.6 million in revenues. That's almost 10 times what Aeva Technologies made! Plus, Ouster managed a healthy 41% profit margin. Ouster's yearly revenues are expected to grow around 30% this year, and they are likely to start making a profit much sooner than AEVA. In this context, Aeva Technologies' $1.7 billion valuation, compared to Ouster's $1.2 billion, might seem questionable. It appears to be pricing in a future that hasn't quite arrived yet. For now, the stock's surge clearly shows investor excitement, but whether this is truly justified will depend on how well AEVA can execute its plans in the coming months and years. Let's look at a couple of stocks that are really catching our attention right now. First up is D-Wave Quantum QBTS. The company has quickly become one of the top names in quantum computing, with its stock jumping over 1,300% in the past year. D-Wave uses a special type of quantum tech called 'quantum annealing,' which is already being used to solve real-world problems in areas like shipping, factory planning, and artificial intelligence. Backing up this momentum, D-Wave's revenue grew more than 500% in the first quarter of 2025 compared to last year. We also have Dave Inc. DAVE, which is turning heads in the digital banking world, with its stock soaring more than 650% over the past year. It's what's known as a 'neobank' — a bank that runs completely online, mainly through an app, with no physical branches. One of DAVE's standout features is 'ExtraCash,' which gives users small cash advances when needed. In early 2025, demand for ExtraCash jumped 46%, helping push up DAVE's average revenue per user by 29% compared to last year. Shares of Aeva Technologies have surged nearly 700% in the first half of 2025. Image Source: Zacks Investment Research From a valuation standpoint, AEVA trades at a forward price-to-sales ratio of 53, way above the industry. AEVA carries a Value Score of F. Image Source: Zacks Investment Research See how the Zacks Consensus Estimate for Aeva Technologies' earnings has been revised over the past 60 days. Image Source: Zacks Investment Research The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dave Inc. (DAVE) : Free Stock Analysis Report Ouster, Inc. (OUST) : Free Stock Analysis Report Aeva Technologies, Inc. (AEVA) : Free Stock Analysis Report D-Wave Quantum Inc. (QBTS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
06-07-2025
- Business
- Business Insider
Unprofitable Stocks Are Soaring in 2025 – Should You Join the Rally?
YOLO-trading is back, as 2025 has so far offered twists and turns that usually span an entire market cycle, all in just a few months. Since the market bottomed on April 8, stocks with no earnings have been leading the charge. Of the 14 Russell 3000 (IWV) companies that more than tripled in that window, 10 are unprofitable. On average, these 858 no-earnings names have gained 36%, outpacing profitable peers. Names like Avis Budget (CAR), Aeva Technologies (AEVA), and Carvana Co (CVNA) are catching fire, echoing the 2021 meme-stock playbook. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Market Flows Are Reshaping It's not just about speculative energy. At platforms like Interactive Brokers, high-volume trading names include Cyngn (CYN), a small-cap self-driving vehicle stock with under $5 million in revenue. Its shares are up nearly 230% since April 7, even though they are still down almost 90% year-to-date. Despite its impressive rise, no new analyst rating was issued. Moreover, its beta of 4.69 makes the stock highly speculative, even in a YOLO-trading environment. Some retail investors are rotating into these names out of FOMO, hoping for short-term upside. Others are seeing opportunity in the recovery of last year's biggest laggards. Either way, the sudden momentum in unprofitable stocks has reshaped market flows, taking attention away from traditional large caps like Apple (AAPL), Microsoft (MSFT), and Nvidia (NVDA). TipRanks data can help filter noise for retail investors. Among the rallying unprofitable names, few show improving analyst sentiment or Smart Scores above 7. However, CVNA has shifted from a 'Hold' to a 'Moderate Buy' in recent weeks, earning a Smart Score of 9. This makes it helpful to distinguish between momentum trades and recovery stories with long-term upside potential. Another beneficial stock is AEVA, which also scores a 9 Smart Score and a Strong Buy analyst consensus. However, it also carries a high risk due to negative margins and limited sales visibility. The Retail Investors' Rally Retail traders have been instrumental in fueling 2025's market rally, with a record $155 billion poured into U.S. stocks and ETFs this year, according to VandaTrack, surpassing even the 2021 meme-stock frenzy. Their unwavering commitment to dip-buying, even through volatility triggered by President Trump's tariff blitz, has delivered standout gains. A Bank of America model shows that simply buying the Nasdaq 100 after a down session would have returned 31% year-to-date, compared to 7.8% for a standard long position in the index. Analysts at BofA and Visdom Investment Group note that this 'buy-the-dip belief' has become deeply ingrained, with some metrics pointing to behavior even more aggressive than during the late-90s tech bubble. Still, professionals are more cautious, citing concerns over fiscal policy and volatility. As Rob Arnott of Research Affiliates puts it, 'Dip-buying works brilliantly until it doesn't.' Last Words of Advice TipRanks' Smart Portfolio Tracker also helps clarify whether these bets fit your strategy. For YOLO-style traders, timing is key. For long-term investors, examining future revenue projections and insider confidence can help assess whether a turnaround is underway or if it's merely hype. Meanwhile, those who prefer quality may want to wait out the froth. The S&P 500 (SPY) and Nasdaq recently hit new records, but large-cap investing volume has slowed as cash rotates to small and speculative names. For now, the market rewards those who take risks. That can work, until it doesn't. Whether chasing breakouts or riding momentum, aligning each trade with data-backed signals remains your best edge. Using TipRanks' comparison tool, we've assembled and compared the small and large-cap tickers appearing in the piece. This helps investors gain a proper perspective on each stock's performance and the industry as a whole.
Yahoo
12-06-2025
- Automotive
- Yahoo
AEVA at 52-Week High - But Is the Premium Valuation Justified?
Aeva Technologies AEVA has been one of the year's most electrifying performers. The stock has skyrocketed more than 680% over the past 12 months and just touched a fresh 52-week high of $23.95. Driven by growing excitement around its proprietary FMCW (Frequency Modulated Continuous Wave) LiDAR platform, strategic partnerships and new industrial wins, AEVA is starting to look like a next-generation tech story worth watching. However, there's a caveat — its valuation is climbing steeply, now trading at levels that appear to outpace its current financial fundamentals. Image Source: Zacks Investment Research Despite beating recent earnings estimates and booking meaningful industrial orders, Aeva Technologies' story is far from simple. While its FMCW LiDAR platform continues to attract attention and contract wins, near-term revenues remain modest, and cash burn is high. In a competitive space shared by names like Ouster OUST and Luminar Technologies LAZR, AEVA must deliver on execution while navigating extended automotive timelines and capital requirements. Let's take a closer look. AEVA's recent $50 million collaboration with a Fortune 500 tech firm could be a game-changer. It includes $32.5 million in equity funding and $17.5 million in product development and manufacturing scale-up. The partner will also serve as AEVA's Tier 2 manufacturer for a global top-10 passenger OEM program. This move boosts AEVA's commercial credibility and aligns operations with its automotive production approach sets AEVA apart from peers like Luminar Technologies, which continues to rely more heavily on in-house manufacturing for its Halo platform, and Ouster, which has emphasized industrial AI and traffic systems but has yet to lock in a high-volume auto production deal. AEVA's outsourced manufacturing model could offer speed and cost advantages, especially as it ramps to 100,000 units per year by the end of 2025. Aeva Technologies is doing what many LiDAR players have struggled with — generating near-term revenues outside the automotive space. Its Eve 1 sensor, now booked for over 1,000 units in 2025, has secured key customers like SICK AG and LMI Technologies. This pushes AEVA into the $4 billion precision industrial sensor market, helping diversify its income base ahead of major automotive contracts that won't go live until at least Luminar Technologies and Ouster are also expanding into industrial verticals, AEVA's sensor offers sub-micron accuracy, compact form factors, and real-time velocity data, giving it a performance and price edge in factory automation and metrology applications. In this sense, AEVA is building a bridge to future automotive scale by monetizing its technology today. AEVA's most exciting wins, its Daimler Truck deal and a contract with a top-10 global passenger OEM, have multi-billion-dollar potential. The company is already shipping development units and meeting integration milestones. If successful, these deals could make AEVA the standard LiDAR supplier on multiple vehicle models by 2027, potentially generating hundreds of millions in annual here's the challenge – these deals won't bring in big money right away. AEVA still has much to do, including product development, working closely with customers, and managing its finances, all while generating only limited revenues in the near term. There's no way around it — Aeva Technologies looks expensive on paper. The company trades at more than 40X forward sales, even though it posted just $3.4 million in Q1 2025 revenues and is likely to generate full-year revenues of just over $17 million. For comparison, Ouster and Luminar Technologies reported quarterly revenues of $33 million and $19 million, respectively, and trade at far lower price-to-sales multiples. Image Source: Zacks Investment Research Image Source: Zacks Investment Research AEVA's Zacks Consensus Estimate for 2025 implies a 90% revenue increase, and EPS growth of 21% is expected. Still, until its auto wins go into production, valuation remains built on forward-looking confidence. If execution slows or industrial revenues don't ramp as projected, AEVA could face a correction, especially in a market that's becoming less tolerant of high-growth, cash-burning stories. Aeva Technologies ended Q1 with $81 million in cash and an undrawn $125 million equity facility. That gives it some breathing room, but the company is still spending a significant amount each quarter. If the current stock momentum holds, AEVA could raise more funds at favorable terms. However, if market conditions worsen, it might face pressure to raise money at lower prices, potentially reducing the value of existing shares and tightening its financial position. AEVA's 680% run over the past year is as impressive as it is polarizing. The company has clearly moved past being just another LiDAR hopeful, thanks to its Tier 1 partnerships, industrial revenue growth and validated tech. But premium valuation demands perfection in execution and flawless delivery of long-term holding a Zacks Rank #3 (Hold), AEVA sits at a crossroads. It's a company with a bold vision and real traction, but the market may need more concrete results before justifying further upside. Investors bullish on next-gen perception platforms may want to keep AEVA on their watchlist, but jumping in today means accepting elevated risk along with the potential reward. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Luminar Technologies, Inc. (LAZR) : Free Stock Analysis Report Ouster, Inc. (OUST) : Free Stock Analysis Report Aeva Technologies, Inc. (AEVA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
10-06-2025
- Automotive
- Yahoo
Here's Why Aeva Technologies' $50M Deal Really Matters
Last month, LiDAR sensor maker Aeva Technologies AEVA inked a $50-million strategic collaboration with a Fortune 500 technology firm. Not just a typical venture investment, the deal includes $32.5 million in equity and $17.5 million earmarked for joint product development and manufacturing ramp-up. But more importantly, the partner will serve as AEVA's Tier 2 manufacturer for a major passenger OEM program, signaling operational alignment, not just financial collaboration could dramatically reshape Aeva Technologies' execution capabilities. With plans to scale production to 100,000 units annually by late 2025, AEVA gains manufacturing muscle while keeping overhead in check. It also helps streamline supply chains at a critical moment in the company's growth core technology — FMCW LiDAR that measures distance and speed at the same time — now has strong backing from a major player. In a capital-intensive industry, this combination of funding support and manufacturing alignment gives AEVA room to scale with less operational strain, allowing the company to expand more efficiently and stay focused on execution. Luminar Technologies LAZR made headlines with its next-gen Halo platform and secured $200 million in new funding, but it continues to shoulder much of the manufacturing burden internally. Without a dedicated Tier-2 partner like Aeva has secured, Luminar may face longer timelines and higher production costs. Ouster OUST, on the other hand, ended Q1 with $171 million in cash and no debt, giving it financial headroom. However, Ouster has not disclosed any large-scale external manufacturing alliances either. Compared to Luminar and Ouster, Aeva Technologies' strategy blends funding and production scale more tightly, giving it a potential edge in speed and efficiency. Shares of Aeva Technologies have surged around 360% year to date. Image Source: Zacks Investment Research From a valuation standpoint, AEVA trades at a forward price-to-sales ratio of over 40, way above the sector. AEVA carries a Value Score of F. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Aeva Technologies' 2025 revenues implies a 90% jump year over year. Image Source: Zacks Investment Research The stock currently carries a Zacks Rank #3 (Hold).You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Luminar Technologies, Inc. (LAZR) : Free Stock Analysis Report Ouster, Inc. (OUST) : Free Stock Analysis Report Aeva Technologies, Inc. (AEVA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
