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AEAEVA

Aeva Technologies, Inc.

$AEVA·$923M·Semiconductors·Technology
$10.57-3.9%YTD-18.2%1Y-42.7%
Price updated 6m ago·X counts updated 5d ago
AEAEVA
$AEVAAeva Technologies, Inc.
$10.57-3.87%257 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AEVA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

257X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AEVA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data20 posts analyzed · as of 2026-10-02

Sentiment is complicated by a scam — holders are shouting that a fake $AEVA token ran to a $7M MC ATH while the "real" Aeva (an asset-native RWA L1 on Robinhood Chain, @AevaChain) sits sub-$1M. Mainnet reportedly went live and bulls name-drop Jackson Palmer as a follower. The confusion itself is the headline: enthusiasm for the project is high, but the thread spends more time warning about contract addresses than modeling upside.

Read what X is saying about $AEVA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AEVA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellStalledAI verdict · as of 2026-10-03

The move has stalled — likely just drifts unless something new shows up.

An FMCW LiDAR chip bet with real revenue growth but still deeply pre-scale — and the X feed is a crypto scam about a fake token.

Aeva makes FMCW LiDAR — a different physics approach to automotive LiDAR than everyone else, promising long range and velocity data in a chip-scale package. It's still pre-commercial-scale and burning cash while the automotive LiDAR market tries to find its footing.

  • Revenue is small but growing: Q1 2026 at $6.3M was up 86% YoY, with 2027 consensus at $70M and 2028 at $209M — plausible if LG Innotek and ride-share partnerships convert, but a long way from profitability.
  • The P&L is deeply red: operating margins at -561% off a tiny top-line means every dollar of revenue costs $6 to make — R&D-stage, not scaled production.
  • The X chatter is a scam alert — a fake $AEVA crypto token on Robinhood Chain ran to $7M MC while "real" holders warn about contract addresses. None of that noise is this stock.

A named automotive OEM win at Nov 4 earnings re-rates the equity; another "ramping, soon" quarter and the stock drifts, with cash runway as the risk ceiling.

Differs from X sentimentThe X $AEVA feed is almost entirely about a fake crypto token scam and the "real" AevaChain project — not Aeva Technologies, the LiDAR chip stock. The crowd itself admits confusion is the dominant theme, so there's no usable signal for the equity.

What to watch: Nov 4 Q3 earnings — specifically any named OEM program advancing to series-production commitment, and quarterly cash runway. A clean OEM win re-rates; a missed revenue estimate below $7M or a cash-raise disclosure accelerates the drift.

On the calendar: 2026-11-04 — Q3 2026 earnings

sentiment mismatched asset

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Semiconductors sits in its cycle right now — and what that implies for $AEVA.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

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.; auto/industrial analog mix has limited direct AI capex exposure but benefits from overall fab utilization tightening.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%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
Q2 2026Aug 5, 2026$-0.41$-0.43+4.7%
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%
Next earningsWed, Nov 4·consensus EPS $-0.46

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$31.6M$31.2M – $32.1M-$1.56-$1.59 – -$1.533
FY27$70.4M$62.7M – $78.0M-$1.58-$1.77 – -$1.403
FY28$209.1M$205.5M – $212.7M-$1.02-$1.04 – -$0.993
FY29$522.6M$461.8M – $594.2M-$0.10-$0.12 – -$0.091
FY30$814.7M$719.9M – $926.4M$1.03$0.87 – $1.212

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.1.6×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.10%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.-33.7%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.-36.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.8% 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.β2.415-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.

Insider activity

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

Recent transactions

SellSep 2Saurabh SinhaCFO34.1K sh$506KSellAug 18Saurabh SinhaCFO70.0K sh$1.5MSellAug 12Katherine MotlaghDirector2.5K sh$64KSellAug 11Dardashti Soroush SalehianCEO30.5K sh$742KSellAug 10Dardashti Soroush SalehianCEO274.6K sh$6.6MSellAug 10Mina RezkCTO100.0K sh$2.4MSellJul 27Dardashti Soroush SalehianCEO10.3K sh$159KSellJul 27Mina RezkCTO10.3K sh$159KSellJul 27Saurabh SinhaCFO6.8K sh$105KSellJul 8Saurabh SinhaCFO20.6K sh$436K
1–10 of 19
+ 9 other (7 awards · 1 other · 1 gift) 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
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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

3New insider — initial holdingsSep 143
AI summary

Rupesh Maheshwari, Interim Chief Financial Officer of Aeva Technologies (AEVA), filed a Form 3 reporting initial beneficial ownership as of September 5, 2026. He directly holds 45,000 restricted stock units, each representing a contingent right to receive one share of common stock, vesting 25% on the one-year anniversary of December 16, 2025 and 12.5% every six months thereafter, subject to continuous service. No other securities are reported. This is a routine insider disclosure triggered by his officer appointment — standard administrative filing.

8-KOfficer or director changeAug 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

AEVA reported financial results for quarter. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from AEVA management.

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.

+ 7 other (2 10-Qs · 2 proxys · 1 8-K · 1 SD) in window

Recent news

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

Aeva Announces Date for Third Quarter 2026 Results and Conference Callbusinesswire.com·2d agoAeva Technologies, Inc. (NASDAQ:AEVA) Stock Rated “Hold” by Sell-Side Analystsdefenseworld.net·3d agoA Look at Aeva Technologies Inc (AEVA) After 10.6% Decline -- GF Value $16.53 vs Price $12.21gurufocus.com·4d agoHead to Head Contrast: Aeva Technologies (NASDAQ:AEVA) and Arlo Technologies (NYSE:ARLO)defenseworld.net·14d agoAeva Technologies (NASDAQ:AEVA) Shares Gap Up – What’s Next?defenseworld.net·15d ago

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Robotics & HumanoidsEVs & Autonomous Vehicles

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