VUZI · NASDAQ · Consumer Electronics

Vuzix (VUZI)

Builds enterprise smart glasses, waveguides, and OEM display systems for AR deployments.

$3.08
vs last close+0.04 (+1.15%)
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Vuzix CorporationVUZI
Information Technology

Sells branded smart glasses, Mobilium warehouse workflow software, waveguides, and display-engine components through a single consolidated segment. Revenue comes from product sales and engineering services, while the strategy depends on moving OEM waveguide programs into commercial volume.

Designs and sells AI-enabled smart glasses, waveguides, and AR display technologies for enterprise, medical, defense and security, and selected consumer uses. Branded devices include LX1, M400, M4000, Blade 2, Shield, and Z100, while Moviynt's Mobilium software adds warehouse workflow deployments.

Engineering services cover ODM/OEM work, waveguide and display-engine component sales, and related product support. Operations are headquartered in West Henrietta, with product availability and R&D activity extending into Japan and California rather than a broad retail footprint.

Execution centers on optics know-how, hands-free enterprise workflows, and converting reference designs into OEM programs. The business depends on customer concentration in services and on turning waveguide partnerships into recurring product demand.

Company facts

CEOPaul J. Travers
ListedJan 28, 2015
ExchangeNASDAQ
HeadquartersWest Henrietta, NY
CountryUnited States
Employees88
CIK0001463972
ISINUS92921W3007

Market cap$252.8M
EPS (ttm)−$0.3852
P/E (ttm)−7.89
ROE-89.1%
P/B8.13
P/S42.78
Dividend yieldDiv yield
Beta3.23vs XLK 0.46

Price target$6.00+97.4%Average of 5 analysts
ConsensusBuy3 of 5 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Oct 1, 2025Craig-HallumTarget
Target: $3
Target: $6

Next report
Nov 12, 26
in 51 days
EPS estimate
−$0.08
Revenue estimate
$1.3M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$0.16−$0.11−$0.10−$0.09−$0.12−$0.09−$0.09Pending
Estimate−$0.12−$0.12−$0.12−$0.10−$0.09−$0.10−$0.11−$0.08
Surprise−33.3%+8.3%+16.7%+10.0%−33.3%+10.0%+18.2%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$1.3M$1.6M$1.3M$1.2M$2.2M$1.4M$1.1MPending
Estimate$1.5M$1.3M$2.2M$1.9M$1.9M$1.3M$1.5M$1.3M
Surprise−16.6%+18.3%−41.1%−39.4%+17.1%+3.3%−25.9%
Estimate−$0.08
ReportedDue Nov 12, 2026
Estimate$1.3M
ReportedDue Nov 12, 2026
View details

Debt to equity2.40%
Current ratio569.60%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.4M$1.3M$1.6M$1.3M$1.2M$2.2M$1.4M$1.1M
Net income−$9.2M−$13.7M−$8.6M−$7.7M−$7.4M−$8.6M−$7.1M−$7.6M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$9.3M−$13.8M−$8.8M−$7.9M−$7.5M−$8.3M−$7.2M−$7.8M
YoY growthLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowed

Balance sheet, Jun 30, 2026Cash & short-term investments $17.3M · Total debt $741.3K · Total assets $35.2M · Shareholders' equity $31.1M

Revenue
$1.1M
Operating income
−$7.8M
Net income
−$7.6M
View details

No dividends on record.

Institutions38.98%32.91M shares
137 holders · as of Jun 30, 2026
Insiders1.38%1.17M shares
6 holders · as of Jul 20, 2026
Strategic holders14.09%11.89M shares
1 holder · as of Feb 13, 2026
Other45.55%38.45M shares
remainder

84.41M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Quanta Computer Inc.1,2Strategic10 percent owner
14.09%11.89Mfiled Feb 13, 2026
State Street CorpInstitution
9.04%7.63Mas of Jun 30, 2026
ARK Investment Management LLCInstitution
8.70%7.35Mfiled Sep 10, 2021
Aigh Capital Management LLCInstitution
7.99%6.75Mas of Jun 30, 2026
BlackRock, Inc.Institution
5.68%4.79Mas of Jun 30, 2026
  1. Quanta Computer Inc.'s transaction reports restate only vehicles that traded; the 2026 ownership statement (11.89M) is used instead.
  2. Quanta Computer Inc. reports a block also reported by State Street Corp; it is counted once, under State Street Corp.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 26, 2026Paula Beck Whitten-Doolindirector−32,000$4.68
May 21, 2026Timothy Heydenreich Harneddirector−10,000$4.73
Mar 4, 2026Christopher Iain Parkinsonofficer: See remarks−11,663$2.69
Dec 22, 2025Christopher Iain Parkinsonofficer: See Remarks−9,457$2.92
Sep 19, 2025Quanta Computer Inc.10 percent owner+230,242$2.17
View details

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