Western LiDAR Quarterly Insights - Q1 2025 Summary
Source: SeekingAlpha
2025-05-19 02:26:38 ET
Summary
- Ouster stands out as the strongest LiDAR stock, with superior revenue, margins, cash position, and a bargain valuation at 4x revenue.
- Aeva, Luminar, and MicroVision remain strong sells, due to overvaluation, financial risk, and lack of meaningful revenue traction or differentiation.
- Innoviz's valuation is more reasonable, but the looming risk of a reverse split keeps me from upgrading it from sell to hold.
- I maintain a strong buy on Ouster at $21.44, expecting 8x 2025 revenue, while all other peers are rated sell due to structural weaknesses.
Announcements/Deals in Q1 2025
Aeva ( AEVA )
Aeva Selected by Sensys Gatso in Australia for Secondary Speed Verification Solution ...
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Western LiDAR Quarterly Insights - Q1 2025 Summary
Innoviz Technologies Ltd.
NASDAQ: INVZ
INVZ Trading
3.46% G/L:
$0.732 Last:
1,512,069 Volume:
$0.7255 Open:
INVZ Latest News
May 13, 2026 01:24:00 pm
Kela to Field Innoviz LiDAR Across Its Unified Situational Operations Platform
