Embark Technology, Inc.

NasdaqGM:EMBK 주식 리포트

시가총액: US$70.2m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Embark Technology 경영진

경영진 기준 점검 2/4

Embark Technology CEO는 Alex Rodrigues, Jan2016 에 임명되었습니다 의 임기는 7.58 년입니다. 총 연간 보상은 $350.00K, 100% 급여 및 0% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $7.20M 가치에 해당하는 회사 주식의 10.26% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.6 년과 1.9 년입니다.

핵심 정보

Alex Rodrigues

최고경영자

US$350.0k

총 보수

CEO 급여 비율100.00%
CEO 재임 기간7.6yrs
CEO 지분 보유율10.3%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간1.9yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Sep 12

Embark Trucks appoints new board chair

Autonomous technology developer for the trucking industry, Embark Trucks (NASDAQ:EMBK), appointed Penny Herscher independent board chair and chair of the compensation committee. Herscher has more than 15 years of experience as a CEO in Silicon Valley. Shares were trading +0.29% pre-market. Source: Press Release
Seeking Alpha • Aug 11

Embark Technology GAAP EPS of -$0.03 beats by $0.10

Embark Technology press release (NASDAQ:EMBK): Q2 GAAP EPS of -$0.03 beats by $0.10. Revising full year free cash flow guidance to $100 to $115 million versus prior guidance of $125 to $140 million. Focused hiring allows to revised stock-based compensation expense guidance for the full year to $60 to $65 million from $70 to $75 million. Shares +1.6%.
Seeking Alpha • Jul 11

Embark Tech Faces Uncertainties In Push For Autonomous Truck Operations

Embark Technologies went public in a SPAC merger in November 2021 which valued the deal at $5 billion. The company is developing autonomous truck technologies for use in the U.S. EMBK faces regulatory, technological and economic risks as it seeks to further develop its advanced system. I'm on Hold for EMBK for the near term. A Quick Take On Embark Technology Embark Technology, Inc. (EMBK) reported its Q1 2022 financial results in May, continuing the firm’s pre-revenue status while increasing its operating losses significantly. The company is developing what it calls a "full stack" autonomous truck driving system in the United States. I see significant uncertainties, including regulatory, technological and economic, so I’m on Hold for Embark for the near term. Embark Overview San Francisco-based Embark was founded in 2016 to create autonomous truck driving software and monitoring capabilities for use in the United States. The firm is headed by co-founder and CEO Alex Rodrigues, who was previously co-founder at Varden Labs and a software engineer at Khan Academy and Nuance Communications. The company’s primary offerings include: Embark Driver - driving software Universal Interface - OEM integration Guardian - Dispatch and monitoring system The firm does not yet have paying customers as its system is still in testing and has not been approved for fully commercial operation in California or other U.S. states in which it seeks to operate. In November 2021, Embark merged with SPAC Northern Genesis Acquisition II in a deal valued at around $5 billion at the time. Currently, Embark’s market capitalization is around $246 million. Embark’s Market & Competition According to a 2020 market research report by Fortune Business Insights, the global market for autonomous trucks and related technologies was $1.1 billion in 2019 and is forecast to reach $2.0 billion by 2027. This represents a forecast CAGR of 12.6% from 2020 to 2027. The main drivers for this expected growth are quick progress on sensor technologies and related software processing capabilities as well as improved wireless networks enabling greater truck sector autonomy. Also, below is a chart showing the historical and projected growth trajectory for autonomous trucking in the U.S.: N. America Autonomous Truck Market (Fortune Business Insights) Major competitive or other industry participants include: Google UPS TuSimple Continental AB Volvo Daimler Caterpillar NVIDIA Aptiv Tesla Others Embark’s Recent Financial Performance & Metrics The company has yet to report revenues. Operating losses by quarter have worsened sharply in recent quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have remained negative: 5 Quarter Earnings Per Share (Seeking Alpha) In the past 7 months or so, EMBK’s stock price has fallen 95 percent vs. the U.S. S&P 500 Index’s drop of around 12 percent, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Below is a table of relevant capitalization and valuation figures for the company: Measure Amount Enterprise Value $8,240,000 Market Capitalization $245,920,000 Enterprise Value / Sales [FWD] 30.91 Price / Sales [FWD] 922.17 Earnings Per Share (Fully Diluted) -$1.10 (Source - Seeking Alpha) Commentary On Embark In its last conference call (Source - Seeking Alpha), covering Q1 2022’s results, management highlighted the receipt of its first trucks from Knight-Swift for its Truck Transfer Program, where "carriers own, operate, and maintain an Embark-equipped autonomous truck." The firm recently started 24-hour daily testing of its technologies on the I-10 interstate freeway in Texas which will enable it to double the testing capacity as well as include the night time driving environment in its testing functions. CEO Rodrigues also reiterated the recent inclusion of US Xpress in its partner development program and plans including preparing US Xpress terminals ‘to receive and launch Embark-equipped autonomous trucks.’ Notably, the firm is making progress toward its 2022 goals for launching the backbone of its system across the Sunbelt states. However, in California, the company, along with numerous other industry participants, has signed a letter to the governor urging the state to lift its ban on autonomous semi trailer trucks on public roads.
Seeking Alpha • Jan 04

Embark: Autonomous Trucking On The Horizon

Embark Technology offers an attractive way to play self-driving trucks after the stock falls below $9 following the de-SPAC transaction. The company only raised approximately half of the intended cash from the SPAC transaction due to nearly 30 million shares redeemed. The stock is cheap with a $4 billion market cap and the promise of AV trucking, but Embark likely needs to raise more cash in the near term.

CEO 보수 분석

Alex Rodrigues의 보수는 Embark Technology의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2023n/an/a

-US$148m

Dec 31 2022US$350kUS$350k

-US$103m

Sep 30 2022n/an/a

-US$145m

Jun 30 2022n/an/a

-US$128m

Mar 31 2022n/an/a

-US$134m

Dec 31 2021US$57mUS$180k

-US$124m

Sep 30 2021n/an/a

-US$54m

Jun 30 2021n/an/a

-US$41m

Mar 31 2021n/an/a

-US$25m

Dec 31 2020US$161kUS$161k

-US$22m

보상 대 시장: Alex의 총 보수(USD350.00K)는 US 시장에서 비슷한 규모 기업의 평균(USD641.77K)보다 낮습니다.

보상과 수익: Alex의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Alex Rodrigues (27 yo)

7.6yrs
재임 기간
US$350,000
보수

Mr. Alex Rodrigues co-founded Embark Technology, Inc. and has served as Chief Executive Officer since its founding in 2016. Mr. Rodrigues is also a Director at Embark Technology, Inc. He has an extensive b...

리더십 팀

이름직위재임 기간보수지분
Alex Rodrigues
CEO, Founder & Director7.6yrsUS$350.00k10.26%
$ 7.2m
Brandon Moak
CTO, Founder & Director7.6yrsUS$30.99m7.6%
$ 5.3m
Morgan Dioli
Interim CFOless than a year데이터 없음데이터 없음
Mike Schmidt
Chief Operations & Fleet Officerless than a year데이터 없음데이터 없음
Simina Simion
Chief People Officerless than a year데이터 없음데이터 없음
Sam Abidi
Chief Commercial Officerno data데이터 없음데이터 없음
0.6yrs
평균 재임 기간
27yo
평균 나이

경험이 풍부한 관리: EMBK의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.6 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
Alex Rodrigues
CEO, Founder & Directorno dataUS$350.00k10.26%
$ 7.2m
Brandon Moak
CTO, Founder & Directorno dataUS$30.99m7.6%
$ 5.3m
Elaine Chao
Independent Director2.2yrsUS$273.38k0.030%
$ 21.3k
Richard Freeland
Member of Advisory Board1.9yrs데이터 없음데이터 없음
Penelope Herscher
Independent Chairless than a yearUS$187.74k0.018%
$ 12.5k
Ian Robertson
Independent Director1.8yrsUS$242.58k0.022%
$ 15.7k
David Jackson
Member of Advisory Board1.9yrs데이터 없음데이터 없음
Jonathan DeGaynor
Member of Advisory Board1.9yrs데이터 없음데이터 없음
Michele Meyer
Member of Advisory Board1.9yrs데이터 없음데이터 없음
Terry Kline
Member of Advisory Board1.9yrs데이터 없음데이터 없음
Patricia Chiodo
Independent Director1.8yrsUS$277.50k0.043%
$ 30.3k
Michael Pigors
Member of Advisory Board1.9yrs데이터 없음데이터 없음
1.9yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: EMBK의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 1.9 년) — 신규 이사회일 가능성이 있습니다.

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2023/08/03 10:35
종가2023/08/01 00:00
수익2023/03/31
연간 수익2022/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Embark Technology, Inc.는 5명의 분석가가 다루고 있습니다. 이 중 명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Benjamin KalloBaird
George GianarikasBaird
David VernonBernstein