Added to YB: 2025-03-06
Pitch date: 2025-03-04
INVZ [bullish]
Innoviz Technologies Ltd.
-62.42%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.
Company Info
Innoviz Technologies Ltd. engages in the provision of automotive-grade LiDAR and perception solutions worldwide.
Market Cap
$85.3M
Pitch Price
$0.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.02
P/E
-0.78
EV/Sales
1.36
Sector
Electronic Equipment, Instruments and Components
Category
growth
Innoviz Part 3: To buy or to sell?
INVZ: Lidar leader in $10B TAM. Cash runway to 2026, but dilution likely. BMW, VW, Mobileye deals. 2028 breakeven ($87M product rev). 20-66x return potential by 2035. Risky near-term, but 2025 could be inflection point for autonomous driving adoption. Position sizing crucial.
Read full article (31 min)