Aeva (AEVA)
Builds FMCW 4D lidar sensors and perception software for vehicles, factories, and infrastructure.
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Builds FMCW 4D lidar sensors, silicon-photonics modules, custom processing chips, and perception software for automated driving, factory automation, smart infrastructure, robotics, and consumer-device applications. Revenue is early-stage, mostly North America-focused, and reported as one operating segment across product sales and development services.
Builds FMCW 4D lidar-on-chip hardware and perception software for automated driving, factory automation, smart infrastructure, robotics, and consumer-device applications. Current product families include Atlas and Atlas Ultra for automotive programs, Omni for short-range sensing, Eve 1 for in-line factory automation, and Atlas Orion with CityOS for transportation infrastructure.
Operates as one reporting segment from a Mountain View engineering base, with revenue mostly tied to North America and a mix of product sales and development services. The platform combines silicon photonics, custom digital processing ASICs, and software that measures velocity along with depth, reflectivity, and inertial motion.
Execution depends on long customer qualification cycles, production awards converting into shipped programs, founder-led technical direction, and a small group of major customers. Public-market history traces to the SPAC combination that put the current AEVA security into trading in 2021.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 23, 2026 | Goldman Sachs | Initiate | Rating: —Target: — | Target: $20 |
| Aug 7, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $5.22 | Target: $27 |
| Aug 6, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: — | Target: $26 |
| Aug 6, 2026 | Oppenheimer | Reiterate | Rating: —Target: $9 | Target: $42 |
| Nov 6, 2025 | Roth Capital | Target | Target: $30 | Target: $20 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $177.9M · Total debt $102.4M · Total assets $227.8M · Shareholders' equity $27.5M
- Revenue
- $6.1M
- Operating income
- −$30.6M
- Net income
- −$79.6M
No dividends on record.
| Institutions | ≈ 72.48% | 45.69M shares | |
|---|---|---|---|
| 214 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 10.08% | 6.35M shares | |
| 7 holders · as of Sep 14, 2026 | |||
| Strategic holders | 5.57% | 3.51M shares | |
| 1 holder · as of Aug 22, 2025 | |||
| Other | ≈ 11.87% | 7.49M shares | |
| remainder | |||
63.04M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Sylebra Capital LLCInstitution | 25.74% | 16.23M | as of Jun 30, 2026 |
Mina Rezk1,2Insiderdirector, officer: Chief Technology Officer | 5.88% | 4.10M | filed Aug 12, 2026 |
Canaan Partners Xi LLCInstitution | 5.71% | 3.60M | as of Jun 30, 2026 |
LG Innotek Co., Ltd.Strategic | 5.57% | 3.51M | filed Aug 22, 2025 |
BlackRock, Inc.Institution | 3.80% | 2.39M | as of Jun 30, 2026 |
- Mina Rezk's transaction reports restate only vehicles that traded; the 2026 ownership statement (4.10M) less the 392.5K net shares sold since is used instead.
- Mina Rezk reports a block also reported by Vanguard Capital Management LLC; it is counted once, under Vanguard Capital Management LLC.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 2, 2026 | Saurabh Sinha | officer: Chief Financial Officer | −34,146 | $14.83 |
| Aug 18, 2026 | Saurabh Sinha | officer: Chief Financial Officer | −70,000 | $21.21 |
| Aug 12, 2026 | Katherine Motlagh | director | −2,500 | $25.50 |
| Aug 11, 2026 | Soroush Salehian Dardashti | director, officer: Chief Executive Officer | −30,514 | $24.32 |
| Aug 10, 2026 | Soroush Salehian Dardashti | director, officer: Chief Executive Officer | −274,585 | $24.03 |
- Ouster
Broad lidar overlap in automotive, industrial, robotics, and ITS
- Hesai (ADR)
High-volume ADAS and robotics lidar scale from China
- Innoviz Technologies
Automotive-grade lidar and software for L3/L4 programs
- MicroVision
Expanded lidar portfolio spanning automotive, industrial, and defense
- AEye
Software-defined long-range lidar for ADAS, ITS, and defense
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aeva | $14.83 | −2.92% | $1.03B | — | — | 47.8 | +11.3% |
| Ouster | $39.31 | +3.12% | $2.75B | — | — | 13.4 | +55.9% |
| Hesai (ADR) | $17.13 | −1.38% | $2.52B | 36.0 | 29.3 | 5.1 | +28.5% |
| Innoviz Technologies | $0.3460 | +3.59% | $96.2M | — | — | 1.8 | +85.1% |
| MicroVision | $1.69 | +0.90% | $39.0M | — | — | 13.6 | +850.3% |
| AEye | $1.20 | +0.84% | $55.1M | — | — | 122.5 | +818.2% |
| Median | 36.0 | 29.3 | 13.4 | +85.1% |