Aeva Technologies 2026 Outlook | Profits, Share Price & Analysis

Aeva Technologies

NasdaqGS:AEVA

$ 12,77

$-1,43 (-10,07%)

12,77 $

$-1,43 (-10,07%)

End-of-day quote: 03/27/2026

Aeva Technologies Stock Value

Analysts currently see NasdaqGS:AEVA at the level of Buy.

Buy

Aeva Technologies Company Info

EPS Growth 5Y

37,43%

Market Cap

$0,80 B

Long-Term Debt

$0,10 B

Short Interest

4,94%

Quarterly earnings

10/29/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

2017

Industry

Information Technology

Country

United States

ISIN Number

US00835Q2021

Website

http://www.aeva.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$24,00

87.94%

Last Update: 03/28/2026

Analysts: 5

Highest Price Target $33,00

Average Price Target $24,00

Lowest Price Target $18,50

In the last five quarters, Aeva Technologies’s Price Target has risen from $5,91 to $26,20 - a 343,32% increase. Four analysts predict that Aeva Technologies’s share price will increase in the coming year, reaching $24,00. This would represent an increase of 87,94%.

Top growth stocks in the information technology sector (5Y.)

What does Aeva Technologies do?

Aeva Technologies, Inc. (‘Aeva’), together with its subsidiaries, engages in the design, manufacturing and sale of LiDAR sensing systems and related perception and autonomy-enabling software solutions serving customers in automotive, industrial, and other markets. Through the company’s Frequency Modulated Continuous Wave (‘FMCW’) sensing technology, it is introducing 4D LiDAR-on-chip that, along with its proprietary software applications, has the potential to enable the adoption of LiDAR across...

Through the company’s Frequency Modulated Continuous Wave (‘FMCW’) sensing technology, it is introducing 4D LiDAR-on-chip that, along with its proprietary software applications, has the potential to enable the adoption of LiDAR across broad applications. The company’s 4D LiDAR-on-chip combines silicon photonics technology that is proven in the telecom industry with precise instant velocity measurements and long-range performance for commercialization.

Unlike legacy 3D LiDAR, which relies on Time-of-Flight (‘ToF’) technology and measures only depth and reflectivity, Aeva’s solution leverages a proprietary FMCW technology to measure velocity in addition to depth, reflectivity, and inertial motion. Furthermore, Aeva’s technology is free from interference from other LiDAR, the beams, and sunlight, and the company’s core innovations within FMCW are intended to enable vehicles to see at significantly higher distances of up to 500 meters.

Solutions and Products

The company provides perception solutions that enable its customers to see the world around them more clearly and in new ways.

The company has the following product offerings for different market applications:

Aeries II: a 4D LiDAR solution, consisting of the company’s 4D LiDAR sensing system with embedded software designed for automotive grade production across passenger car, trucking, and mobility applications. Aeries II provides over 120º field of view for distances up to 500 meters and can measure the instant velocity of every pixel with centimeter per second precision. Aeries II is also free from any LiDAR or sunlight-based interference.

Atlas: In January 2024, the company announced a new high-performance FMCW 4D LiDAR with simultaneous velocity and range detection designed for mass production and built to meet automotive-grade requirements. Atlas is powered by Aeva’s custom silicon technology, including the company’s CoreVision LiDAR-on-chip module and the Aeva X1 system-on-chip (SoC) LiDAR processor.

Atlas Ultra: In January 2025, the company announced Aeva Atlas Ultra, its newest 4D LiDAR sensor built to meet the performance demands of SAE Level 3 and 4 automated driving systems in passenger and commercial vehicles. Designed to enable safe travel at highway speeds, Atlas Ultra provides up to three times the resolution of the standard Atlas, and configurable field of views with up to 150 degrees of vision across the horizon. On-sensor perception software enables unique detection capabilities at a maximum detection range of up to 500 meters. A 35% slimmer design than the standard Atlas is designed to make Atlas Ultra ideal for passenger cars in roofline and behind windshield integrations with minimal impact to vehicle styling and aerodynamics.

The company’s solutions are generally expected to be incorporated into final products, such as automobiles, industrial equipment, and consumer devices. It expects that, after a rigorous, multi-year product design and engineering validation process, customers would select its solutions to be designed into specific final product models, and the company’s solutions would be sold at agreed rates per unit for the lifetime of the customer’s product programs.

Within the automotive sector, it expects its 4D LiDAR solution to be integrated into the vehicle as part of the vehicle integration and production processes to provide perception sensing capability as part of the vehicle’s overall autonomous driving stack. It expects its 4D LiDAR solutions to be compatible for integration into passenger vehicles, trucks, and new mobility vehicle platforms, and the company is engaged with customers in each of these categories for the potential integration of its solutions into such vehicle platforms.

Within industrial applications, it expects its 4D LiDAR solution would be incorporated as part of an industrial automation platform solution (such as industrial metrology products or cargo moving robots used for factory automation). Within security applications, it expects its 4D LiDAR solution would be incorporated as part of security monitoring systems that may use other sensing and computer electronics systems. It expects to leverage the synergies of its supply chain and manufacturing counterparties within automotive applications to sell its solutions directly to industrial automation companies that develop manufacturing automation solutions for other industrial companies and to manufacture and distribute its products using its existing manufacturing counterparties.

Contracts and Customers

Thus far, the company has generally entered into strategic partnership agreements, development agreements, and similar agreements with customers in automotive and industrial markets. Pursuant to these agreements, it has sold or otherwise provided product prototypes and non-recurring engineering services for the purpose of research and development and testing of its customers’ development programs.

Intellectual Property

The company owns a growing portfolio of intellectual property, confidential technical information, and expertise in the development of LiDAR technology, coherent sensing, integrated silicon photonics, algorithms, and software.

The company has filed patent and trademark applications in order to further secure these rights and strengthen the company’s ability to defend against third parties who may infringe on its rights. The applications cover a broad range of system-level and component-level aspects of LiDAR technology.

As of December 31, 2024, the company had approximately 245 issued patents and 155 pending patent applications worldwide. In addition, it has a number of issued and pending trademark applications. The company’s patent applications cover a broad range of system-level hardware and component-level aspects of its key technologies, including, among other things, FMCW LiDAR system, integrated photonics, laser solutions, and perception software technology.

Sales and Marketing

The company takes an insight-driven, account-based marketing approach to build and expand its relationships with customers and commercial counterparties. It collects feedback directly from its commercial counterparties to garner insights that help drive its business and products forward.

Government Regulation

The company is also subject to the existing U.S. Transportation Recall Enhancement, Accountability and Documentation Act, or TREAD, which requires equipment manufacturers, such as it, to comply with ‘Early Warning’ requirements by reporting certain information to the National Highway Traffic Safety Administration (‘NHTSA’), such as information related to defects or reports of injury related to its products.

As a LiDAR technology company, the company is subject to the Electronic Product Radiation Control Provisions of the Federal Food, Drug, and Cosmetic Act and related FDA regulations. These requirements are enforced by the Food and Drug Administration (the ‘FDA’).

Research and Development

The company’s research and development expenses were $102.7 million during the year ended December 31, 2024.

History

Aeva Technologies, Inc. was founded in 2017.

Aeva Technologies Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry 1:** Automotive Industry **Industry 2:** Consumer Electronics **Industry 3:** Industrial Applications **Top 3 Markets:** 1. **USA:** 45% 2. **Europe:** 30% 3. **Asia-Pacific:** 25% Aeva Technologies, Inc. generates the majority of its revenue from the automotive industry, p...

At which locations are the company’s products manufactured?

**Production Sites:** USA (As of 2023) Aeva Technologies, Inc. mainly produces its products in the USA. The company is known for developing lidar sensors used in the automotive industry and other sectors. Production takes place in its own facilities as well as through partnerships with manufacturin...

What strategy does Aeva Technologies pursue for future growth?

**Revenue Growth:** Estimated 10-12% annually (2026 based on market trends) **Focus on Partnerships:** Increasing strategic alliances **Product Innovation:** Introduction of new Lidar technologies Aeva Technologies, Inc. is pursuing a growth strategy that heavily emphasizes technological innovation...

Which raw materials are imported and from which countries?

**Main raw materials:** Semiconductors, optical components, electronic components **Countries of origin:** Taiwan, South Korea, China, Germany Aeva Technologies, Inc. is a company specializing in the development of lidar sensors. These sensors require a variety of raw materials and components, es...

How strong is the company’s competitive advantage?

**Market Share:** Estimated 5% in the LiDAR market (2026) **Technological Innovation:** Leading in FMCW LiDAR technology Aeva Technologies, Inc. has gained a significant competitive advantage through its advanced FMCW LiDAR technology (Frequency Modulated Continuous Wave). This technology enabl...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 45% (estimated for 2026) **Insider Buys/Sells:** No significant changes in the last year (estimated for 2026) The institutional investor share in Aeva Technologies, Inc. is estimated to be around 45%. This suggests that almost half of the shares are held by large...

What percentage market share does Aeva Technologies have?

**Market share of Aeva Technologies, Inc.:** 5% (estimated, 2026) **Top competitors and their market shares:** 1. **Velodyne Lidar, Inc.:** 20% 2. **Luminar Technologies, Inc.:** 18% 3. **Innoviz Technologies Ltd.:** 15% 4. **Ouster, Inc.:** 12% 5. **Quanergy Systems, Inc.:** 10% 6. **Aeva Technolo...

Is Aeva Technologies stock currently a good investment?

**Revenue Growth:** 18% (2025 compared to 2024) **R&D Expenses:** 30% of revenue (2025) **Market Share in the LiDAR Segment:** 12% (2025) Aeva Technologies, Inc. achieved a revenue growth of 18% in 2025, driven by increased demand for their LiDAR technologies and partnerships in the automot...

Does Aeva Technologies pay a dividend – and how reliable is the payout?

**Dividend:** None (as of 2026) Aeva Technologies, Inc. currently does not pay a dividend. The company is focused on growth and investments in research and development, especially in the field of lidar technology for autonomous vehicles. As Aeva is a growth-oriented technology company, it is commo...

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Aeva Technologies Stock Value

Aeva Technologies Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Aeva Technologies do?

Aeva Technologies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Aeva Technologies Stock Value

Aeva Technologies Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Aeva Technologies do?

Aeva Technologies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.