Q2 25' Lidar Landscape report - Innoviz Technologies Ltd.
4 months ago
The Reservist
"INVZ (quick overview): Strong Q4 - rev growth from NREs/test shipments, NRE guidance +$10M (future cash), ATM $75M strengthens balance sheet. Best positioned in auto lidar: Mobileye L4 integration, final stage L4 trucking deal, only L3 program w/ 2026/27 SoP, likely GM deal. Cash runway to 2027 w/ burn down to ~$60M/yr."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Q2 25' Lidar Landscape report - Innoviz Technologies Ltd.
Source:
The Reservist
Published:
August 22, 2025
Idea Type:
Stock Idea