Israel's Innoviz Q4 revenue jumps

Innoviz Technologies

25/02/2026 12:11

Overview

Israel LiDAR supplier's FY 2025 revenue more than doubled yr/yr

Company introduced InnovizThree for behind-the-windshield deployment

Outlook

Innoviz targets FY 2026 revenue of $67-$73 mln

Company expects LiDAR sales for non-automotive applications to reach 10% of revenue

Innoviz anticipates 2-3 new program wins in 2026

Result Drivers

AUTONOMOUS TRUCKS - Selected by Daimler Truck and Torc Robotics for series production of L4 autonomous trucks, boosting LiDAR shipments

NEW PRODUCT INTRODUCTION - Launched InnovizThree for behind-the-windshield deployment, enhancing sensor fusion and integration

NON-AUTOMOTIVE APPLICATIONS - InnovizSMART and InnovizSMARTer gaining traction in security and mobility sectors

Company press release: ID:nPn7Vc4kFa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$12.67 mln
$16 mln (2 Analysts)
Q4 EPS
Miss
-$0.10
-$0.08 (2 Analysts)
Q4 Net Income
Miss
-$21.26 mln
-$14 mln (1 Analyst)
Q4 Operating Income
Miss
-$20.93 mln
-$16.13 mln (2 Analysts)
Q4 Pretax Profit
Miss
-$21.20 mln
-$14 mln (1 Analyst)
Q4 Operating Expenses
$22.99 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for Innoviz Technologies Ltd is $2.65, about 190.1% above its February 24 closing price of $0.91

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)