Innoviz Technologies: Opportunity In The Valuation Shuffle

Robert Dydo
1.77K Followers

Summary

  • 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.
  • The LiDAR sector's revival, Innoviz's fundamentals, and OEM validation make it a compelling opportunity for investors who believe in LiDAR's automotive future.
Automotive technology concept. ITS (Intelligent Transport Systems). ADAS (Advanced Driver Assistance System). ACC (Adaptive Cruise Control).

metamorworks

Background

Aeva (AEVA) has rocketed to an incredibly high valuation. I wrote about it in my coverage of Ouster (OUST) and Aeva. While I consider Ouster a safer bet than both, Innoviz (NASDAQ:INVZ) presents

This article was written by

1.77K Followers
In the past, I evaluated solar manufacturers and renewable yieldcos based on their operational, financial, and growth factors. Currently, I am interested in lidar companies' technology, adoption, and revenue growth..

Analyst’s Disclosure:I/we have a beneficial long position in the shares of OUST either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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