Aeva Technologies, Inc. (AEVA)

Aeva Technologies' stock has experienced significant movements in the past six months. The stock surged over 500% in the past year, and approximately 128% in the six months leading up to March 2025. Aeva entered into a $50 million strategic collaboration with a Fortune 500 technology firm. Q1 2025 saw record product revenue and the company's first positive gross margin, and Q2 2025 revenues reached a record $5.5 million. Key developments included partnerships with Mercedes-Benz, Bendix, and LG Innotek. Aeva also introduced the Eve 1V high-precision, non-contact motion sensor and the Atlas Orion 4D LiDAR. Several key executives sold shares in August and September 2025. Aeva Technologies was removed from the Russell 3000 Value Index in July 2025. Aeva and Daimler Truck North America expanded their agreement for the series production of Aeva's 4D LiDAR.

While specific quarterly or monthly seasonality for Aeva Technologies' products is not explicitly detailed, the demand for its LiDAR products is strongly influenced by broader market trends in the automotive and industrial automation sectors. The automotive LiDAR market is experiencing robust growth, driven by the increasing adoption of ADAS and autonomous driving technologies. The industrial automation sensor market is also anticipated to grow significantly. Aeva's strategy to diversify into industrial applications provides a potentially faster path to revenue and often higher margins and quicker sales cycles.

Aeva Technologies, Inc. designs, manufactures, and sells LiDAR sensing systems and related software solutions, operating in the Technology sector, specifically in the Communications & Networking industry, with a core focus on LiDAR sensing systems. Aeva's key innovation is its Frequency Modulated Continuous Wave (FMCW) 4D LiDAR-on-chip technology, which measures both distance and instant velocity. Major products include Aeries II, a 4D LiDAR solution for automotive applications; Atlas, an FMCW 4D LiDAR sensor for the automotive mass production market; Atlas Ultra, a newer automotive-focused 4D LiDAR sensor; and the EV1 Line, high-precision industrial automation sensors.

Aeva Technologies, Inc. has a global presence, operating in North America, EMEA, and Asia, with the majority of its revenue derived from North America. The company has strategic partnerships and deployments in various regions, including collaborations with Daimler Truck in the U.S. Its sensors are integrated into analytics platforms at major U.S. airports and Aeva is expanding its partnership with SICK AG for industrial automation and has a collaboration with Airbus UpNext for airport guidance and safety systems.

Aeva Technologies has garnered positive recognition for its innovative LiDAR technology and was named a Time magazine best invention of 2022 for its Aeries II 4D LiDAR sensor. Analyst sentiment has generally been positive, with a consensus rating of "Moderate Buy" from Wall Street analysts. The company's strategic partnerships with major automotive and industrial players further bolster its reputation and validate its technology.

Aeva Technologies, Inc. has a diverse ownership structure comprising institutional, insider, and retail investors. Approximately 11.78% of the company's stock is owned by institutional investors, 65.19% by insiders, and 23.03% by public companies and individual investors. Major Institutional Owners include Sylebra Capital LLC, Canaan Partners XI LLC, BlackRock, Inc., Vanguard Group Inc, Arrowstreet Capital, Limited Partnership, D. E. Shaw & Co., Inc., Parkwood LLC, State Street Corp, Geode Capital Management, Llc, IWM - iShares Russell 2000 ETF, LG Innotek Co., Ltd., Canaan Management, Inc., The Vanguard Group, Inc., and Adage Capital Management, L.P. Major Individual and Insider Owners include Christopher G. Eberle Jr., Sylebra Capital Ltd, Soroush Salehian Dardashti, Mina Rezk, Hrach Simonian, and Peter Hebert.