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Added to YB: 2026-05-18

Pitch date: 2026-05-14

INVZ [neutral]

Innoviz Technologies Ltd.

-3.51%

current return

Author Info

The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.

Company Info

Innoviz Technologies Ltd. manufactures and sells automotive grade LiDAR sensors and perception software to enable safe autonomous driving at a mass scale.

Market Cap

$196.6M

Pitch Price

$0.73

Price Target

N/A

Dividend

N/A

EV/EBITDA

-2.78

P/E

-2.70

EV/Sales

2.90

Sector

Electronic Equipment, Instruments and Components

Category

turnaround

Show full summary:
Innoviz: to 2026 and beyond!

INVZ (update): Ended 2025 w/ $72M cash, ~$50M burn; diluted 25% but cut opex 50% to $48M. 2026 guide: $67-73M rev ($50M NRE, $10M product, $7M non-auto AI). VW NRE expanded to $111M, targeting +$20-30M new contracts. Product ramp: 500 MOIA ID.Buzz for Uber/Lyft by late '26, ~2K in '27; limited Audi L3. 2027 est $55-100M rev ($17.5-33M product, $40M NRE). Risks: L3 delays, dilution, working capital needs.

Read full article (10 min)