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AEAEVA

Aeva Technologies, Inc.

$AEVA·$1.4B·Auto - Parts·Consumer Cyclical
$16.71-0.4%YTD+24.3%1Y-45.5%
Mentions · last 7 days
2026-07-10: 34 posts2026-07-11: 28 posts2026-07-12: 25 posts2026-07-13: 32 posts2026-07-14: 24 posts2026-07-15: 23 posts2026-07-16: 18 posts186-9%
Price updated 4h ago·X counts updated 1d ago
AEAEVA
$AEVAAeva Technologies, Inc.
$16.71-0.39%186 posts-9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AEVA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

FMCW LiDAR play down 10% today with $1.4M+ of insider sales in one week.

Aeva Technologies is a US-listed 4D LiDAR-on-chip developer using frequency-modulated continuous-wave (FMCW) technology — differentiated from time-of-flight LiDAR competitors like Ouster and Luminar.

Where the setup nets out:

  • Revenue is inflecting off tiny bases: Q1 revenue up 86% YoY to $6M — real growth but small absolute.
  • Losses are severe: operating margin -561% (accounting artifact), FCFy -8% — cash burn is real.
  • The FY25 revenue of $18.1M doubled from prior year, and Q1 2026 record $6.3M is up 85% YoY.
  • Insider action is unusually large: directors Mina Rezk and Soroush Salehian Dardashti sold $1.37M each on July 10, plus officer sales — $3M+ total in one week.
  • Sylebra Capital 13D/A shows continued institutional stake as offset.
  • The $100M 424B5 offering (June 4) is real dilution overhang.
  • Position confirms the cooling: 33% of 52-week range, YTD +25%, t12m -30%.
  • Today's -10% is a specific mark-down.

The forward view: the July 30 Q2 print is the referee. A beat with continued 85%+ growth plus specific automotive-OEM design-win disclosure restarts the coil upward. What keeps it cooling: another quarter of $1M+ officer selling combined with continued burn. What breaks it lower: another equity raise, or a specific OEM-partnership loss.

Agrees with X sentimentThe bullish X read on doubled 2025 revenue and Hesai scrutiny benefit is directionally right on the operational story. Our take agrees but flags the $3M+ director-selling cluster as the specific counter-signal the crowd is ignoring.

What to watch: July 30 Q2 earnings and any auto-OEM design-win disclosure; another cluster of director sales after the print would confirm the cooling is signal.

On the calendar: 2026-07-30 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-17

Aeva is being described as a robotics-exposure dip-buy setup near a bullish wedge bottom around the $14 level (approximately a 55% drop from prior highs). Bulls include AEVA as a 10% weight in a hypothetical robotics ETF alongside CCXI (20%), OUST (20%), VPG (10%), AMBA (10%), and see potential for $40+ by end of year. One trader added a small position in the brokerage account while acknowledging 'not trying to be a hero, but curious to see if the 200-day EMA can hold.' The critical thread is loud: one poster explicitly calls AEVA a 'scam' echoing Luminar bankruptcy fears, and another notes the stock is still under 2025 highs. Sentiment lands cautiously bullish - bulls see a good risk/reward but acknowledge the trust deficit around the entire lidar complex.

Read the AI verdict + X sentiment for $AEVA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes FMCW LiDAR sensors for autonomous vehicles that natively measure velocity, reducing post-processing versus time-of-flight alternatives.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $AEVA.

Auto - Parts · Consumer Cyclical

No material change from last week — solid-state batteries (QS) and advanced LiDAR (AEVA) are the enabling technology layer for next-generation EVs, while MOD's thermal management serves both AI..

What this means for $AEVA

Partial — Makes FMCW LiDAR sensors for autonomous vehicles that natively measure velocity, reducing post-processing versus time-of-flight alternatives; the solid-state battery and advanced LiDAR enabling technology cycle creates tailwinds for one product line, not the full operation.

Industry benchmark

8-name peer basket
+14.8%YTD
+22.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-9.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-111%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-8.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
69.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
4.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-8.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$-0.41$-0.44+6.8%
Q4 2025Feb 26, 2026$-0.40$-0.44+9.1%
Q3 2025Nov 5, 2025$-0.46$-0.45-2.2%
Q2 2025Jul 31, 2025$-0.44$-0.440.0%
Next earningsWed, Aug 5·consensus EPS $-0.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.3M+85.9%31.0%-561%$-0.56$-28.1M
Q4 FY25$5.6M+108.5%23.5%-518%$-0.40$-23.7M
Q3 FY25$3.6M+59.1%12.0%-927%$1.99$-33.6M
Q2 FY25$5.5M+173.9%-49.4%-634%$-3.50$-31.2M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$32.0M$31.4M – $32.7M-$1.69-$1.75 – -$1.633
FY27$71.2M$63.6M – $78.8M-$1.53-$1.66 – -$1.393
FY28$189.3M$168.4M – $212.8M-$1.13-$1.16 – -$1.103
FY29$447.9M$398.5M – $503.4M-$0.01-$0.02 – -$0.012
FY30$655.7M$583.4M – $737.1M$0.93$0.79 – $1.071

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-25.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 45.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 8Saurabh SinhaCFO20.6K sh$436KSellJul 8Dardashti Soroush SalehianCEO64.8K sh$1.4MSellJul 8Mina RezkCTO64.8K sh$1.4MSellJul 2Saurabh SinhaCFO11.2K sh$300KSellJun 22Zadesky Stephen PaulDirector3.0K sh$76KSellJun 16Dardashti Soroush SalehianCEO275.3K sh$6.8MSellJun 16Mina RezkCTO350.0K sh$8.6MSellMay 5Dardashti Soroush SalehianCEO41.1K sh$618KSellMay 5Mina RezkCTO27.4K sh$412KSellMay 5Saurabh SinhaCFO5.6K sh$85K
1–10 of 11
+ 11 other (7 awards · 3 gifts · 1 other) in window

See when $AEVA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJul 6SC 13D/A
AI summary

Sylebra Capital LLC (Delaware), Sylebra Capital Ltd (Hong Kong), Sylebra Capital Management Ltd (Cayman Islands), and principal Gibson Daniel Patrick (Antigua and Barbuda) filed Amendment No. 4 to their Schedule 13D for Aeva Technologies, Inc. (AEVA) as of June 30, 2026, reporting shared beneficial ownership of 19,392,411 shares representing 29.3% of outstanding common stock. All reporting persons share both voting and dispositive power with no sole holdings. No specific transaction triggering the amendment is identified in the excerpt. At 29.3%, Sylebra remains one of AEVA's dominant shareholders — this is a routine update to a large pre-existing position rather than a new acquisition or activist escalation.

8-KShareholder voteJun 258-K — Item 5.07: Shareholder vote
AI summary

Aeva Technologies held its 2026 Annual Meeting on June 18, 2026. Two Class II directors were elected: Hrach Simonian (26.08M for, 3.52M withheld) and Stephen Zadesky (27.21M for, 2.39M withheld), each to serve until the 2029 annual meeting. Deloitte & Touche LLP was ratified as independent auditor for fiscal 2026 with 43.60M votes in favor and only 63,879 against. Routine annual governance — no material business changes.

8-KMaterial agreementJun 48-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Aeva Technologies, Inc. (AEVA) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $94.4 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

424B5Prospectus supplement (offering)Jun 4424B5
AI summary

AEVA (AEVA) filed a 424B5 prospectus supplement for a securities offering. The offering involves securities valued at approximately $25. The 424B5 is filed under an effective shelf registration, enabling rapid capital markets execution. Proceeds are expected to be used for general corporate purposes including potential acquisitions, debt reduction, or operational funding.

424B5Prospectus supplement (offering)Jun 4424B5
AI summary

AEVA (AEVA) filed a 424B5 prospectus supplement for a securities offering. The offering involves securities valued at approximately $100,000,000. The 424B5 is filed under an effective shelf registration, enabling rapid capital markets execution. Proceeds are expected to be used for general corporate purposes including potential acquisitions, debt reduction, or operational funding.

S-3ASRAuto-shelf registrationJun 3S-3ASR
AI summary

AEVA (AEVA) filed an automatic shelf registration statement (S-3ASR) with the SEC. The registration establishes a shelf to offer common stock, preferred stock, debt securities from time to time. As an S-3ASR (automatic shelf), this registration is immediately effective upon filing — a privilege reserved for well-known seasoned issuers (WKSIs) with large public floats. The shelf registration does not commit the company to any specific offering but provides flexible capital markets access for future transactions.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change
AI summary

Aeva Technologies Compensation Committee approved maximum target cash bonuses for fiscal 2025 for CEO Soroush Salehian Dardashti and President/CTO Mina Rezk; specific amounts not disclosed in excerpt. Routine executive compensation disclosure.

SC 13D/AActivist amendmentMar 20SC 13D/A
AI summary

Mina Rezk filed an amended Schedule 13D on AEVA disclosing beneficial ownership (4,098,511.00 shares) as of 2026-03-20. The filer's stated intent is passive investment with no plan to influence control of the company.

+ 9 other (2 earnings 8-Ks · 2 proxys · 1 SD · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Aeva Announces Date for Second Quarter 2026 Results and Conference Callbusinesswire.com·3d agoIs Aeva Technologies a Stock to Sell After Its CFO Unloaded 11,000 Shares?fool.com·11d agoWhich Robotics Supply Chain Stock Has Dominated in 2026: Ouster, Aeva, or Vishay Precision Group?247wallst.com·15d agoOuster Surges 14%, Aeva Jumps 11% as Physical AI Lidar Demand Heats Up247wallst.com·18d ago3 Stocks That Could Benefit as the Robotaxi Race Heats Upmarketbeat.com·21d ago

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Robotics & HumanoidsEVs & Autonomous Vehicles

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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