Innoviz Technologies (INVZ) is making progress with major LiDAR contracts and expanding into new markets, but the stock appears fairly valued. INVZ's strong sales growth, high-profile partnerships, and product innovation are offset by ongoing losses, cash burn, and the likelihood of further share dilution. The competitive LiDAR landscape, long sales cycles, and reliance on a few key customers add to the risks, making near-term profitability uncertain.
Innoviz Technologies Ltd. ( INVZ ) Q3 2025 Earnings Call November 12, 2025 9:00 AM EST Company Participants Ada Menaker - Vice President of Corporate Development & IR Omer Keilaf - Co-Founder, CEO & Director Eldar Cegla - Chief Financial Officer Conference Call Participants Mark Delaney - Goldman Sachs Group, Inc., Research Division Colin Rusch - Oppenheimer & Co. Inc., Research Division Itay Michaeli Itay Micheli Jash Patwa - JPMorgan Chase & Co, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to Innoviz's Third Quarter 2025 Earnings Call.
Innoviz Technologies Ltd. (INVZ) came out with a quarterly loss of $0.07 per share in line with the Zacks Consensus Estimate.
Innoviz is an undervalued LiDAR company lagging behind its peers in stock performance. Stock price correction could be driven by its Volkswagen partnership and expansion into industrial markets. The low market cap and huge addressable market create a favorable risk/reward profile.
Innoviz Technologies Ltd. (NASDAQ:INVZ ) Q2 2025 Earnings Conference Call August 13, 2025 9:00 AM ET Company Participants Ada Menaker - Corporate Participant Eldar Cegla - Chief Financial Officer Omer David Keilaf - Co-Founder, CEO & Director Conference Call Participants Casey Ryan - WestPark Capital, Inc., Research Division Colin William Rusch - Oppenheimer & Co. Inc., Research Division Kevin Garrigan - Rosenblatt Securities Inc., Research Division Mark Trevor Delaney - Goldman Sachs Group, Inc., Research Division Operator Ladies and gentlemen, thank you for standing by, and welcome to Innoviz's Second Quarter 2025 Earnings Call.
Innoviz Technologies Ltd. (INVZ) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.08.
Innoviz is undervalued relative to peers, with a deal flow and validated technology, justifying a buy rating. The recent equity sale, Innoviz's financial discipline, and customer-backed NREs provide stability and growth potential. Innoviz's partnerships with Mobileye, Volkswagen, and possibly other major OEMs highlight its industry relevance.
Innoviz Technologies Ltd. has secured a new Top 5 OEM development deal, reinforcing my ultra-bullish thesis despite major revenues being a year or two away. The Lidar sector is at an inflection point, with Innoviz positioned ahead of peers like Aeva Tech. in near-term revenue and customer pipeline. Despite a strong order book and reduced cash burn, Innoviz remains a high risk due to capital needs and sector uncertainties, including Tesla's approach.
Innoviz Technologies Ltd (NASDAQ:INVZ ) Q1 2025 Earnings Conference Call May 14, 2025 9:00 AM ET Company Participants Omer Keilaf - Chief Executive Officer Eldar Cegla - Chief Financial Officer Conference Call Participants Mark Delaney - Goldman Sachs Jash Patwa - J.P. Morgan Casey Ryan - WestPark Capital Kevin Garrigan - Rosenblatt Securities Operator Good morning.
Innoviz Technologies Ltd. (INVZ) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.08.
Innoviz Technologies Ltd (NASDAQ:INVZ ) Q4 2024 Earnings Conference Call February 26, 2025 9:00 AM ET Company Participants Omer Keilaf - Chief Executive Officer Eldar Cegla - Chief Financial Officer Conference Call Participants Mark Delaney - Goldman Sachs Jash Patwa - J.P. Morgan Casey Ryan - WestPark Capital Kevin Garrigan - Rosenblatt Securities Operator Good morning.
Innoviz Technologies Ltd. (INVZ) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.11.