Aeva Technologies 향후 성장
Future 기준 점검 2/6
Aeva Technologies (는) 각각 연간 3.7% 및 57.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -432% 로 예상됩니다.
핵심 정보
3.7%
이익 성장률
9.46%
EPS 성장률
| Electronic 이익 성장 | 26.4% |
| 매출 성장률 | 57.1% |
| 향후 자기자본이익률 | -431.96% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 06 Aug 2026 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • 3h
Aeva Technologies: More Big Plans For The Future
Summary Aeva Technologies announced a potential deal with a major hyperscaler JDA and new optical connectivity product, but material revenues remain years away. AEVA's Q2 revenues were stagnant at $6.1 million, with no near-term sales ramp despite a robust pipeline. Large deals with Daimler Truck and a hyperscaler could drive significant revenue, but production ramps are not expected until 2027–2028. I remain Neutral on AEVA, favoring entry on pullbacks due to ongoing execution risk and potential liquidity concerns before revenue inflection. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 08
AEVA: Optical Connectivity Expansion And LiDAR Wins Will Define The Next Phase
Analysts have lifted their price target on Aeva Technologies to $26 from $24, citing the newly announced Optical Connectivity business as a key driver of their updated view. What’s in the News for Aeva Technologies Aeva Technologies reported Q2 2026 results that beat earnings expectations, with revenue 11% higher year over year and a loss that was narrower than expected.분석 기사 • Jun 19
Aeva Technologies (AEVA) Stock Looks Fully Valued After Bendix Truck Safety Deal
Aeva Technologies (AEVA) stock is in focus after the company agreed to supply its 4D LiDAR sensors and perception software to Bendix for future active safety and collision mitigation systems in Class 8 trucks. See our latest analysis for Aeva Technologies. The Bendix agreement and recent CityOS deployment in Fargo come as Aeva Technologies trades at US$24.39, with a 30-day share price return of 28.37% and a 90-day share price return of 72.86%. The 1-year total shareholder return declined...Seeking Alpha • Mar 24
Aeva Technologies: More Promises, Limited Results For Now
Summary Aeva Technologies, Inc. soared after quarterly results and a major contract win, despite minimal revenue guidance and limited details on the new top 10 OEM customer. The Lidar company plans to scale manufacturing to 100K sensor units by year-end, indicating significant growth potential in 2026. The CEO highlighted the massive opportunity across multiple vehicle models, potentially matching the $1 billion-plus Daimler Truck program. AEVA stock is relatively cheap with a market cap of only $250 million and individual contract deals at multiples of this valuation. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
Mobileye Abandons FMCW LiDAR, What It Means For Aeva
Summary Mobileye discontinues in-house FMCW LiDAR development, saving $55M annually, focusing on EyeQ6-based vision, imaging radar, and third-party ToF LiDAR for cost efficiency. Critics view the move as a setback for LiDAR, but Mobileye maintains its True Redundancy approach, integrating cameras, imaging radar, and third-party LiDAR. FMCW LiDAR's high costs and limited market adoption contrast with scalable, cost-effective ToF LiDAR, raising doubts about Aeva's market potential and financial sustainability. Aeva faces financial challenges, needing $240M to bridge the gap to profitability by 2028, with uncertainties in FMCW LiDAR's advantages over ToF technology. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
Aeva Technologies: Race Against Time
Summary Aeva Technologies announced Lidar deals but lacks financial results, causing concern about a weak balance sheet and potential shareholder dilution. The Lidar sector faces skepticism as companies announce deals with auto OEMs without ever generating significant revenues, while Elon Musk promotes a Lidar-free autonomous service. The stock has a limited market cap for the potential in Lidar, but the company has a lack of cash to avoid shareholder dilution. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Aeva's Daimler Deal Amidst Revenue Reductions And Financial Challenges
Summary Aeva announces a win with Torc and Daimler Truck to supply its 4D LiDAR technology for autonomous trucks. The market reaction, while positive to the win, will reflect the challenges faced by other companies in turning production wins into revenue. Aeva's valuation may become untenable as it may take many years to realize due to the slow adoption of Level 4 autonomous trucks and the company's revenue expectations for the next three years. Read the full article on Seeking AlphaSeeking Alpha • Jan 11
Aeva Technologies: On A Surprising Roll
Summary Aeva Technologies, Inc. announcing a big deal to integrate their Lidar sensors with Daimler Truck's autonomous trucks. The media has listed the deal at $1 billion, but the company is several years away from meaningful production ramps, and Aeva is still mostly a pre-revenue company. The stock has more upside after breaking back above $1, but Aeva Technologies, Inc. has had to raise additional capital to fund ongoing losses. Read the full article on Seeking Alpha분석 기사 • Dec 12
We Think Shareholders May Want To Consider A Review Of Aeva Technologies, Inc.'s (NYSE:AEVA) CEO Compensation Package
Key Insights Aeva Technologies will host its Annual General Meeting on 18th of December Salary of US$550.0k is part of...분석 기사 • Oct 11
Is Aeva Technologies (NYSE:AEVA) In A Good Position To Invest In Growth?
We can readily understand why investors are attracted to unprofitable companies. For example, although...Seeking Alpha • Sep 07
Aeva Technologies: Strong Potential But Rich Valuation
Summary Aeva Technologies is expected to start generating significant revenues in 2024, but its current valuation is high at nearly 10x price-to-sales ratio. AEVA specializes in 4D LiDAR-on-chips technology, catering to industries such as automotive, industrial automation, and security. The company is working on increasing production and expanding into new markets, but it faces risks such as the need for additional capital and competition. Read the full article on Seeking AlphaSeeking Alpha • Jun 05
Aeva Technologies: Market Needs More
Summary Aeva Technologies, Inc. still offers a lot of potential upside due to the market opportunity for Lidar sensors and the promise of a large Top-10 OEM deal. The company hasn't provided any material details on future order sizes and manufacturing capacity, leaving investors mostly in the dark. Aeva Technologies stock is cheap compared to the massive opportunity ahead, but the cash balance could quickly disappear, potentially requiring shareholder dilution capping upside. Read the full article on Seeking Alpha분석 기사 • Apr 20
Will Aeva Technologies (NYSE:AEVA) Spend Its Cash Wisely?
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 233 | -111 | -73 | -68 | 4 |
| 12/31/2027 | 74 | -149 | -109 | -104 | 4 |
| 12/31/2026 | 32 | -173 | -116 | -112 | 4 |
| 6/30/2026 | 22 | -32 | -117 | -111 | N/A |
| 3/31/2026 | 21 | -146 | -117 | -110 | N/A |
| 12/31/2025 | 18 | -145 | -120 | -115 | N/A |
| 9/30/2025 | 15 | -156 | -119 | -114 | N/A |
| 6/30/2025 | 14 | -301 | -112 | -107 | N/A |
| 3/31/2025 | 10 | -152 | -111 | -107 | N/A |
| 12/31/2024 | 9 | -152 | -112 | -107 | N/A |
| 9/30/2024 | 8 | -161 | -119 | -113 | N/A |
| 6/30/2024 | 7 | -157 | -122 | -116 | N/A |
| 3/31/2024 | 5 | -149 | -120 | -114 | N/A |
| 12/31/2023 | 4 | -149 | -125 | -119 | N/A |
| 9/30/2023 | 3 | -147 | -123 | -118 | N/A |
| 6/30/2023 | 3 | -150 | -121 | -115 | N/A |
| 3/31/2023 | 4 | -149 | -127 | -119 | N/A |
| 12/31/2022 | 4 | -147 | -117 | -110 | N/A |
| 9/30/2022 | 7 | -136 | -120 | -108 | N/A |
| 6/30/2022 | 9 | -126 | -117 | -106 | N/A |
| 3/31/2022 | 10 | -116 | -103 | -94 | N/A |
| 12/31/2021 | 9 | -102 | -90 | -82 | N/A |
| 9/30/2021 | 7 | -79 | -66 | -64 | N/A |
| 6/30/2021 | 6 | -57 | -47 | -45 | N/A |
| 3/31/2021 | 5 | -38 | -32 | -30 | N/A |
| 12/31/2020 | 5 | -26 | -22 | -21 | N/A |
| 9/30/2020 | 5 | -22 | -20 | -19 | N/A |
| 12/31/2019 | 1 | -20 | N/A | -16 | N/A |
| 12/31/2018 | 0 | -11 | N/A | -11 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: AEVA 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: AEVA 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: AEVA 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: AEVA 의 수익(연간 57.1%)이 US 시장(연간 12.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: AEVA 의 수익(연간 57.1%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: AEVA는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 22:42 |
| 종가 | 2026/08/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Aeva Technologies, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tristan Gerra | Baird |
| George Gianarikas | Canaccord Genuity |
| Richard Shannon | Craig-Hallum Capital Group LLC |