Aeva Technologies, Inc.

NasdaqGS:AEVA 주식 리포트

시가총액: US$1.0b

Aeva Technologies 경영진

경영진 기준 점검 2/4

Aeva Technologies CEO는 Soroush Dardashti, Dec2016 에 임명되었습니다 의 임기는 9.42 년입니다. 총 연간 보상은 $8.79M, 6.8% 급여 및 93.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $41.52M 가치에 해당하는 회사 주식의 3.98% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 9.4 년과 3.5 년입니다.

핵심 정보

Soroush Dardashti

최고경영자

US$8.8m

총 보수

CEO 급여 비율6.83%
CEO 재임 기간9.4yrs
CEO 지분 보유율4.0%
경영진 평균 재임 기간9.4yrs
이사회 평균 재임 기간3.5yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Mar 23

Aeva Technologies: Why I Am Staying On The Sidelines Despite New Wins

Summary Aeva Technologies offers unique 4D FMCW LiDAR, securing major automotive and defense contracts, including Daimler Trucks and a top European OEM. Despite recent customer wins and guidance for FY2026 revenue to double, AEVA faces significant financial and execution risks, with high cash burn and no mass production track record. AEVA trades at a steep FY2026 P/S premium (25.8x) versus peers like Hesai and Innoviz, reflecting market optimism already priced into the stock. I recommend a HOLD, citing unresolved financial, execution, and competitive risks that outweigh near-term order enthusiasm at the current $848 million market cap. Read the full article on Seeking Alpha
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
분석 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 Alpha
Seeking 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 Alpha
분석 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...
분석 기사 • Dec 23

We Think Aeva Technologies (NYSE:AEVA) Needs To Drive Business Growth Carefully

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Dec 14

Aeva Technologies: Market Wants Proof, But Coming Orders Will Boost Stock

Summary Aeva Tech. trades below $2 because the company is still going through the contract process for new automotive Lidar deals. The market wants order book details provided by competitors while some industry players aren't willing to provide the competitive data anymore. The stock is cheap with the market cap matching the cash balance. A lot of the Lidar sensor companies are struggling due to a disconnect with the order books and investor sentiment. Aeva Technologies (AEVA) tops the list due to the company not providing an order book total while a lot of big automotive deals are lined up for announcement in the next few months. My investment thesis remains Bullish on the stock boosted by the large cash balance to provide a long investment timeline. Not Much To See Currently Aeva Tech. reported Q3'22 revenues of only $1.4 million, a dip from $3.5 million last Q3. The company missed analyst targets by $0.6 million and dipped sequentially from the $1.5 million in the prior quarter. Some of the other Lidar sensor companies have quarterly revenues topping $10 million, but the sector generally doesn't have a lot of volume production deals ongoing. The investment story still remains for robotic or industrial deals reaching production in 2023 to 2024 with automotive from 2024 to 2026. Either way, the investment story is about the order book and whether the market trusts the figures provided by industry players. The company shipped the new Aeries II Lidar sensor to over 25 customers in the quarter. The industry has faced supply constraints causing some revenue slippage, though those issues are just about resolved as the calendar flips to 2023. Aeva Tech. offers promising tech with a focus on 4D Lidar on-chip solutions with FMCW technology. As promising as the technology sounds, the company has limited announced orders compared to the leaders in the automotive sector. Innoviz Tech. (INVZ) has announced an order book through 2030 at $6.9 billion with plans of topping $9.0 billion soon. Sector leader Luminar Tech. (LAZR) has announced an order book covering the next 5 years with a year-end total of $3.4 billion. Along with Aeva, these Lidar companies heavily discuss new automotive deals to be announced in the next few months. According to the company on the Q3'22 earnings call, the order book should expand by early next year: As such, OEMs have been eager to evaluate Aeva's 4D LiDAR, and our advancement to more RFQs is a testament to the OEM recognition of Aeva's unique ability to offer high performance and a scalable solution designed for automotive reliability. We expect decisions for some of the programs to be made in the coming months. While we do not anticipate winning every opportunity, we believe we are well positioned to convert additional programs towards production. Aeva has progressed towards multiple RFQs in the automotive and industrial space along with a deal with PLUS and announced partnerships with Nikon and SICK Ag. The company has a lot of irons in the fire, but the lack of actual production deals with reported orders hurts the stock. Source: Aeva Tech. Q3'22 presentation Loaded With Cash To Invest The company has a cash balance of $351 million, generally matching the current market cap of the stock. Aeva doesn't face the same issues of competitors needing to raise cash or merge to save cash.
Seeking Alpha • Nov 08

Aeva Non-GAAP EPS of -$0.14 beats by $0.02, revenue of $1.37M misses by $0.56M

Aeva Technologies press release (NYSE:AEVA): Q3 Non-GAAP EPS of -$0.14 beats by $0.02. Revenue of $1.37M (-60.6% Y/Y) misses by $0.56M. Cash, cash equivalents and marketable securities of $350.8M as of Sept. 30, 2022
Seeking Alpha • Oct 02

Aeva Technologies: A Potential Under The Radar Gainer

Summary Aeva Technologies has been beaten down along with the rest of the LIDAR sector and offers significant upside for investors with high propensity for risk. Aeva has a number of solid partners and a good amount of cash on hand that could very well carry them through to profitability. The stock, along with Ouster, is one of our favorite small-cap picks to go against the tides of current market trends.

CEO 보수 분석

Soroush Dardashti의 보수는 Aeva Technologies의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$146m

Dec 31 2025US$9mUS$601k

-US$145m

Sep 30 2025n/an/a

-US$156m

Jun 30 2025n/an/a

-US$301m

Mar 31 2025n/an/a

-US$152m

Dec 31 2024US$2mUS$601k

-US$152m

Sep 30 2024n/an/a

-US$161m

Jun 30 2024n/an/a

-US$157m

Mar 31 2024n/an/a

-US$149m

Dec 31 2023US$8mUS$572k

-US$149m

Sep 30 2023n/an/a

-US$147m

Jun 30 2023n/an/a

-US$150m

Mar 31 2023n/an/a

-US$149m

Dec 31 2022US$1mUS$550k

-US$147m

Sep 30 2022n/an/a

-US$136m

Jun 30 2022n/an/a

-US$126m

Mar 31 2022n/an/a

-US$116m

Dec 31 2021US$2mUS$450k

-US$102m

Sep 30 2021n/an/a

-US$79m

Jun 30 2021n/an/a

-US$57m

Mar 31 2021n/an/a

-US$38m

Dec 31 2020US$3mUS$320k

-US$26m

보상 대 시장: Soroush의 총 보수(USD8.79M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.70M)보다 높습니다.

보상과 수익: Soroush의 보상은 회사가 적자임에도 증가했습니다.

CEO

Soroush Dardashti (35 yo)

9.4yrs
재임 기간
US$8,792,350
보수

Mr. Soroush Salehian Dardashti serves as Co-Founder, Chief Executive Officer and Director at Aeva Technologies, Inc. since December 2016 and served as its President. Mr. Dardashti serves as Director at Int...

리더십 팀

이름직위재임 기간보수지분
Mina Rezk
Co-Founder9.4yrsUS$8.90m4.25%
$ 44.3m
Soroush Dardashti
Co-Founder9.4yrsUS$8.79m3.98%
$ 41.5m
Saurabh Sinha
Chief Financial Officer5.7yrsUS$2.66m0.95%
$ 9.9m
Andrew Fung
Senior Director of Investor Relations & Corporate Developmentno data데이터 없음데이터 없음
9.4yrs
평균 재임 기간
39yo
평균 나이

경험이 풍부한 관리: AEVA의 경영진은 노련하고 경험이 풍부합니다(평균 재임 9.4 년).

이사회 구성원

이름직위재임 기간보수지분
Mina Rezk
Co-Founder9.4yrsUS$8.90m4.25%
$ 44.3m
Soroush Dardashti
Co-Founder9.4yrsUS$8.79m3.98%
$ 41.5m
Hrach Simonian
Independent Director8.5yrsUS$230.00k0.076%
$ 789.3k
Daniel Gibson
Independent Director1yrUS$187.50k데이터 없음
Stefan Sommer
Independent Director2.5yrsUS$210.00k데이터 없음
Stephen Zadesky
Director3.5yrsUS$204.17k0.041%
$ 432.0k
Katherine Motlagh
Independent Director1.2yrsUS$199.17k데이터 없음
3.5yrs
평균 재임 기간
47.5yo
평균 나이

경험이 풍부한 이사회: AEVA의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.5 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 17:49
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

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.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Aeva Technologies, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tristan GerraBaird
George GianarikasCanaccord Genuity
Richard ShannonCraig-Hallum Capital Group LLC