Aeva Technologies, Inc. (AEVA)

Aeva Technologies' stock experienced a 25.3% plunge in November 2025 after Q3 2025 financial results and a price target cut. In February 2026, revenue jumped 109% year-over-year in Q4 2025 and 99% for the full year 2025, securing a major production contract and selection by NVIDIA, contributing to a 155% surge over the past year. In March 2026, Aeva's CityOS platform was selected for expanded deployment, and Aeva's CTO reported a 6.5% ownership stake. In April 2026, Nikon began commercial deployment of its APDIS MV5X Laser Radar system, powered by Aeva's Eve high-precision sensor technology. On May 6, 2026, Aeva reported record first-quarter 2026 revenue of $6.3 million, a 90% year-over-year increase, and delivered production-intent Atlas sensors to Daimler Truck, causing an 8.33% stock rise. The stock has a high beta of 2.2, indicating considerable volatility.

Aeva Technologies is in the early stages of commercialization, and its revenue is currently tied to prototype sales and engineering services. Revenue can fluctuate from quarter to quarter based on shipment timing and development milestones. Expansion into diverse markets may help mitigate pronounced seasonality. The scaling of Eve precision sensors and the launch of the Omni platform are expected to increase industrial shipments, further diversifying revenue streams.

Aeva Technologies, Inc. specializes in advanced sensing hardware and perception software, known for its FMCW LiDAR technology. The company operates in the Technology sector, specifically in the Electronic Equipment and Instruments industry, and is also associated with the Automotive, LiDAR, Automation, Communications & Networking, and Software - Infrastructure industries. Aeva's core innovation is its 4D LiDAR-on-chip technology, which measures both 3D position and instant velocity. Aeva's product portfolio includes Atlas and Atlas Ultra, Omni, Eve 1, CityOS, Aeries I and Aeries II. These solutions cater to diverse market segments, including vehicular automation, industrial automation, metrology, robotics, smart infrastructure, defense, and consumer devices.

Aeva Technologies is headquartered in Mountain View, California, and has operations in Milpitas, California, and New York in the United States. Globally, the company has expanded its presence with teams and operations in China, Germany, India, and Thailand. Aeva serves customers across North America, Europe, Oceania, and Asia.

Aeva Technologies has maintained a positive brand reputation over the past year, driven by partnerships, product deployments, and technological advancements. This includes being selected as the exclusive Tier-1 LiDAR supplier for a top European passenger OEM, selection by a new top 5 passenger OEM, NVIDIA selecting Aeva 4D LiDAR as the reference sensor, successful on-road validation for Daimler Truck, securing a defense contract with Forterra, the commercial deployment of Nikon's APDIS MV5X Laser Radar system, the expanded deployment of Aeva's CityOS platform, and the introduction of Omni.

Aeva Technologies, Inc. has significant institutional ownership, with 62.92% of its stock owned by institutional investors including Sylebra Capital Llc, Canaan Partners XI LLC, BlackRock, Inc., and Vanguard Group Inc. Individual insider ownership accounts for 292.89% of the stock, with key individual owners including Christopher G. Eberle Jr., Soroush Salehian Dardashti, and Mina Rezk.