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Published

09 Aug 25

Updated

08 Sep 26

Views

83

Not Invested

Evolv Technologies HoldingsEVLV

Fair Value

US$8

Share price08 Sep

US$4.9538.1% undervalued intrinsic discount

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1Y-43.49%

7D-1.00%

AI Security Screening Will Face Overwhelming Regulatory And Pricing Headwinds

AN

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

09 Aug 25

Updated

08 Sep 26

Views

83

Not Invested

Fair ValueUS$8

Share priceUS$4.95

38.1% undervalued intrinsic discount

Shared on 08 Sep 26

Fair value Decreased 20%

EVLV: 2026 Manufacturing Ramp And New Contracts Will Drive Upside

Evolv lands fresh multi-year deals in sports and higher education, while rolling out upgraded screening hardware and its newer bag-checking product in major venues. A new federal safety designation and a higher revenue outlook point to momentum that could support growth even as expectations get reset.

1 viewusers have viewed this narrative update

Shared on 02 Jun 26

Fair value Increased 5.26%

EVLV: 2026 Contract Manufacturing Ramp Will Drive Long Term Upside

Evolv’s latest quarter looks steadier than the market reaction suggests, and analysts are increasingly focused on whether a manufacturing ramp can unlock better growth and profits over the next couple of years. The bigger question is whether the company can hit these goals without more headline-driven turbulence or delays in customer rollouts.

4 viewsusers have viewed this narrative update

Shared on 03 Apr 26

EVLV: Expanding Stadium And Hospital Contracts Will Drive Long Term Upside

Analysts have modestly adjusted their price target on Evolv Technologies Holdings, keeping fair value at $9.50 while fine tuning assumptions around the discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company’s risk profile and long term earnings potential. What's in the News Evolv renewed and expanded its subscription agreement with the Houston Astros, upgrading the venue wide deployment at 41,000 seat Daikin Park to Express Gen2 hardware and adding eXpedite bag screening for staff, which brings Evolv’s professional baseball customer count to twelve.

4 viewsusers have viewed this narrative update

Shared on 20 Feb 26

EVLV: Venue Partnerships Will Set Up A Breakout Year In 2026

Analysts have adjusted their price targets for Evolv Technologies Holdings slightly, reflecting updated assumptions around discount rates, revenue growth of about 17.85%, profit margins near 8.19%, and a future P/E of roughly 139.15x. These inputs support a refined view of fair value that remains around $9.50 per share.

4 viewsusers have viewed this narrative update

Shared on 22 Jan 26

EVLV: ARR Momentum Will Set Up A Breakout Year In 2026

Narrative Update on Evolv Technologies Holdings Analysts have raised their price target on Evolv Technologies Holdings to $10 from $9, citing a recent quarterly performance described as a strong beat and noting expectations that by 2026 annual recurring revenue growth could exceed reported revenue growth. Analyst Commentary The latest price target change to US$10 highlights that some on the Street see upside potential, but even supportive research comes with clear caveats around how the story could play out over the next few years.

5 viewsusers have viewed this narrative update

Shared on 14 Dec 25

Fair value Increased 73%

EVLV: ARR Momentum Will Drive A Breakout Year In 2026

Analysts lifted their price target on Evolv Technologies Holdings by $1 to $10, citing a substantial Q3 beat and expectations that accelerating ARR growth will position 2026 as a breakout year. Analyst Commentary While the latest price target increase to $10 reflects optimism around Evolv Technologies Holdings' Q3 performance and medium term growth prospects, not all market observers are uniformly bullish.

6 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$8

vs US$4.9538.1% undervalued intrinsic discount

21%

Revenue growth

6.7%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Evolv Technologies Holdings

Fair value estimate changes
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Company analysis

Excellent balance sheet and slightly overvalued.

Market capUS$896.6m

PB7.5x

Estimated Growth17.4%

Dividend YieldN/A

CEO & management

John Kedzierski

CEO

2.2yrs

CEO Tenure

Develops, manufactures, markets, and sells security screening products and specific services in the United States and internationally.

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Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.

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