Aeva
Builds FMCW 4D lidar sensors and perception software for vehicles, factories, and infrastructure.
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Profile
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
Key statistics
Year to date +22.7% · Average volume (30d) 1.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 23, 2026 | Goldman Sachs | Initiate | Neutral | $20 | |
| Aug 7, 2026 | Morgan Stanley | Reiterate | Equal Weight | $5.22 | $27 |
| Aug 6, 2026 | Canaccord Genuity | Reiterate | Buy | $26 | |
| Aug 6, 2026 | Oppenheimer | Reiterate | Outperform | $9 | $42 |
| Nov 6, 2025 | Roth Capital | Target | $30 | $20 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | −$0.43 | −$0.41 | +4.7% | $6.2M | $6.1M | −0.4% | +28.81% |
| May 6, 2026Q1 FY26 | −$0.44 | −$0.41 | +6.8% | $5.0M | $6.3M | +26.0% | −17.56% |
| Feb 26, 2026Q4 FY25 | −$0.44 | −$0.40 | +9.1% | $4.3M | $5.6M | +30.0% | −2.79% |
| Nov 5, 2025Q3 FY25 | −$0.45 | −$0.46 | −2.2% | $3.6M | $3.6M | −0.5% | −6.10% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.4M | $5.5M | $3.6M | $5.6M | $6.3M | $6.1M | |
| Gross profit | $310.0K | −$2.7M | $430.0K | $1.3M | $1.9M | $2.2M | |
| Operating income | −$30.4M | −$34.9M | −$33.2M | −$29.1M | −$35.1M | −$30.6M | |
| Net income | −$34.9M | −$192.7M | $107.5M | −$25.3M | −$35.0M | −$79.6M | |
| Diluted EPS | −$0.64 | −$3.50 | $1.99 | −$0.40 | −$0.56 | −$1.23 | |
| Gross margin | 9.2% | -49.4% | 12.0% | 23.5% | 31.0% | 35.7% | |
| Operating margin | -903.1% | -633.7% | -926.5% | -517.6% | -561.1% | -498.9% |
Fiscal years (4-quarter sums)FY21 $9.3M · FY22 $4.2M · FY23 $4.3M · FY24 $9.1M · FY25 $18.1M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $177.9M · Total debt $102.4M · Total assets $227.8M · Shareholders' equity $27.5M
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 67.54M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Sylebra Capital LLC | 19.39M | 29.30% | 13D | Jul 6, 2026 |
| Hrach Simonian · director | 3.71M | 5.50% | Form 4 | Jun 23, 2026 |
| Canaan Partners Xi LLC | 3.60M | 5.33% | 13F | Jul 20, 2026 |
| Canaan XI L.P. | 3.60M | 6.50% | 13D | Jul 14, 2025 |
| LG Innotek Co., Ltd. | 3.51M | 5.86% | 13G | Aug 22, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| 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 |
| Aug 10, 2026 | Mina Rezk | director, officer: Chief Technology Officer | −100,000 | $24.01 |
Peers
- 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
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aeva | $15.69 | +0.32% | $1.06B | — | — | 48.9 | +11.3% |
| Ouster | $34.72 | +0.33% | $2.50B | — | — | 12.2 | +55.9% |
| Hesai (ADR) | $17.50 | +0.43% | $2.53B | 36.2 | 29.7 | 4.2 | +28.6% |
| Innoviz Technologies | $0.3540 | +1.14% | $100.8M | — | — | 1.9 | +85.1% |
| MicroVision | $1.85 | +0.54% | $43.0M | — | — | 15.0 | +850.3% |
| AEye | $1.17 | +1.30% | $53.3M | — | — | 118.4 | +818.2% |
| Median | 36.2 | 29.7 | 12.2 | +85.1% |