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AEAEVA

Aeva Technologies, Inc.

$AEVA·$1.8B·Semiconductors·Technology
$15.66+0.2%YTD+52.0%1Y+13.7%
Mentions · last 7 days
2026-08-22: 3 posts2026-08-23: 1 posts57+2%
Price updated 8h ago·X counts updated 8d ago
AEAEVA
$AEVAAeva Technologies, Inc.
$15.66+0.19%57 posts+2%
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 2026-08-30

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

Aeva +52% YTD but Fugazi short report hit — SIVE CEO's LiDAR-customer hint is the H2 ramp catalyst, $11M insider selling loud.

Aeva Technologies is a $1.8B FMCW LiDAR pure-play. +52% YTD on hyperscaler-JDA optical-connectivity thesis, hit hard by the Fugazi Research short report.

How it reads:

  • Growth is off a small base: Q1 revenue +85.9% YoY to $6M, Q4 was +173.9% — the pace is exceptional but the absolute revenue is tiny.
  • Margins reflect early-commercial: -6.3% operating margin (TTM), -561% Q1 op margin — the model prices FY27/H1 2027 ramp, not P&L today.
  • Valuation is optionality-priced: 69x sales, 66x EV/EBITDA (near-negative), -$1.11 ROIC — priced entirely on the hyperscaler thesis materializing.
  • Position is weakening: 30th percentile 52w, 22.8% below 50-day, 7.9% below 200-day on 81% baseline volume — the Fugazi report and Aug 18 AI sell-off compressed the tape.
  • The specific bullish tell: SIVE's CEO hinted on the Q2 call that the LiDAR customer (widely believed AEVA) is expanding into other segments — validation for the optical-connectivity JDA with a hyperscaler.
  • Insider signal is loud: $11.29M S-Sale (Dardashti $7.3M coordinated across two lots, Rezk $2.4M, Sinha $1.5M) — the CEO plus CFO selling during momentum is worth flagging alongside Fugazi's short thesis.

The Nov 4 print is the test — a specific H2/H1 2027 ramp disclosure plus reiterated JDA-customer milestones extends the momentum; another sub-$10M revenue quarter plus continued Dardashti distribution triggers a drop to $10 support.

Agrees with X sentimentAgree — the bullish anchors (SIVE CEO's LiDAR-customer hint expanding into other segments as JDA validation, H2 2026/H1 2027 ramp not yet reflected, thesis-focused technical bulls) map to real signals; the honest add is $11.3M of coordinated insider selling (CEO $7.3M in one week) is the counterweight the bullish sample skips — that plus Fugazi's short report is a real risk stack.

What to watch: Nov 4 earnings — a specific H2/H1 2027 ramp disclosure plus reiterated JDA-customer milestones extends the momentum; another sub-$10M revenue quarter plus continued Dardashti distribution triggers a drop to $10 support.

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

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-08-31

Sentiment leans bullish and speculative, but on a very specific angle. Most of the chatter isn't primary Aeva analysis — it's Sivers bulls arguing the Q2 call effectively confirmed AEVA as their expanding optics customer, extending beyond LiDAR into AI-datacenter connectivity. Standalone AEVA posts flag the Bendix Class 8 truck deal, the NVDA partnership and a doubling revenue guide. One technical post is bearish short-term, calling for a fresh low.

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 Semiconductors sits in its cycle right now — and what that implies for $AEVA.

Semiconductors · Technology

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $AEVA

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Aeva Technologies, Inc.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.3%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$32.0M$31.4M – $32.7M-$1.69-$1.74 – -$1.633
FY27$71.2M$63.6M – $78.8M-$1.54-$1.66 – -$1.423
FY28$189.3M$168.4M – $212.8M-$1.14-$1.16 – -$1.113
FY29$447.9M$398.5M – $503.4M-$0.01-$0.02 – -$0.012
FY30$655.7M$583.4M – $737.1M$0.94$0.80 – $1.091

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.0.9×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.30%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.-22.0%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.-7.8%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 today3.4% 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.β2.465-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

SellAug 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$436KSellJul 8Mina RezkCTO64.8K sh$1.4M
1–10 of 18
+ 10 other (7 awards · 2 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
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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

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.

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.

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

Recent news

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

Ouster Vs. Aeva: Which is the Better Physical AI Lidar Bet Now?zacks.com·6d agoAeva Technologies Stock Drops Following Fugazi Short Reportbenzinga.com·11d agoWatching Aeva Technologies; Fugazi Research Issues Report On Co Titled, “AEVA: Ridiculous Valuation for a Bleeding Startup Masquerading as AI”benzinga.com·11d agoRobotics Stocks Punished Tuesday in AI Sell-Off: Ouster Down 10%, Aeva Technologies Down 12%, Symbotic Down 4%247wallst.com·13d agoAeva Technologies: More Big Plans For The Futureseekingalpha.com·22d ago

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