Added to YB: 2025-03-06
Pitch date: 2025-03-04
INVZ [bullish]
Innoviz Technologies Ltd.
+65.84%
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. manufactures and sells automotive grade LiDAR sensors and perception software to enable safe autonomous driving at a mass scale.
Market Cap
$254.4M
Pitch Price
$0.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.79
P/E
-3.55
EV/Sales
4.44
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)