Aeva Technologies, Inc. (AEVA)

Over the past six months, Aeva Technologies' stock price has increased by approximately 275.62%. Aeva announced a collaboration with NVIDIA to integrate its 4D LiDAR technology into the NVIDIA DRIVE Hyperion autonomous vehicle reference platform. The company announced an exclusive Level 3 autonomy partnership, believed to be with Mercedes-Benz. The introduction of the Omni sensor for physical AI applications also positively impacted the stock. Aeva reported record second-quarter 2025 revenues of $5.5 million and third quarter revenue of $3.6 million. There has been insider selling, including the CEO, Soroush Salehian Dardashti, and the CTO, Mina Rezk.

Aeva Technologies' demand is primarily influenced by long-term contracts and product development cycles within the automotive and industrial sectors, rather than traditional calendar-based seasonality. Revenue growth is tied to major programs, such as the Daimler Truck program and contracts with top global passenger OEMs. Full-year 2025 sales are expected to be weighted towards the back end of the year, reflecting the ramp-up of product shipments and the progression of engineering and commercialization efforts.

Aeva Technologies designs and manufactures 4D LiDAR-on-chip solutions using Frequency Modulated Continuous Wave (FMCW) sensing technology. Their technology and software aim to enable LiDAR adoption across automated driving, consumer electronics, consumer health, industrial automation, and security. Key products include the Aeries I, Aeries II, Atlas, and Atlas Ultra 4D LiDAR sensors, designed for automotive-grade production, and Omni, a compact wide-view short-range 4D LiDAR sensor for physical AI applications.

Aeva Technologies operates globally in North America, EMEA, and Asia, with the majority of its revenue from North America. The company has expanded its global presence by establishing new teams in Germany, India, and Thailand, and maintains an office in China to support sales, technology development, and manufacturing in the European and Asia Pacific markets.

Aeva Technologies has cultivated a strong brand reputation through strategic partnerships and technological advancements. The company's 4D LiDAR technology has been selected for NVIDIA's DRIVE Hyperion autonomous vehicle platform. Aeva is also the exclusive long and ultra-long-range LiDAR supplier for Daimler Truck's autonomous truck production program. Other notable collaborations include partnerships with LG Innotek, Bendix for L2+ collision mitigation, Nikon for industrial metrology, and NASA enlisting Aeva's technology for moon mapping and navigation.

Aeva Technologies, Inc. has a substantial institutional ownership base, with 269 institutional owners holding a total of 44,272,389 shares as of January 2026. Major institutional shareholders include Sylebra Capital Llc, Canaan Partners XI LLC, BlackRock, Inc., Duquesne Family Office LLC, Millennium Management Llc, Vanguard Group Inc, Goldman Sachs Group Inc, Delta Global Management LP, Parkwood LLC and State Street Corp. Key individual insider owners include Christopher G. Eberle Jr., Soroush Salehian Dardashti (CEO), Mina Rezk (CTO), Hrach Simonian, and Peter Hebert.