TickerTalks
Browse all tickers →
TickerTalks›$LVWR
LVLVWR

LiveWire Group, Inc.

$LVWR·$371M·Auto - Manufacturers·Consumer Cyclical
$1.81-12.1%YTD-54.0%1Y-51.7%
Mentions · last 7 days
2026-07-26: 37 posts2026-07-27: 334 posts2026-07-28: 219 posts2026-07-29: 74 posts2026-07-30: 79 posts2026-07-31: 9 posts2026-08-01: 12 posts764+4%
Price updated 3d ago·X counts updated 2d ago
LVLVWR
$LVWRLiveWire Group, Inc.
$1.81-12.14%764 posts+4%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LVWR, 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.

Broken storySelling offAI verdict · as of 2026-07-31

Falling on heavy selling — points lower unless it turns around.

Electric-motorcycle spinoff losing more than it earns, just got a NYSE delisting warning, and today closed down 20%.

LiveWire Group is the electric-motorcycle brand spun out of Harley-Davidson to chase the two-wheel EV transition. Three years in, the business has not found volume — and the tape and the exchange are both now saying so.

  • The unit economics are broken: Q1 revenue was $5.1M against operating losses roughly 3.5x that number, and gross margin is negative (-10%) meaning every bike sold destroys value before overhead — this is not a scale problem, it's a cost-structure problem that would need product redesign to fix.
  • NYSE served the company a formal share-price non-compliance notice (the sub-$1 warning that starts a six-month cure clock) — with the stock at $2.06 after a 20% single-session drop, a reverse-split defense is now the base case, and reverse splits without a business turn historically compound the damage rather than fix it.
  • X calls it out as a low-float squeeze play trading alongside DFNS, BIYA, and STAK — not as a business — with the 10.2M-share float and Q2 daily-turnover approaching 55% of float confirming this is a day-trader vehicle, not a real institutional holding.

The equity story stays broken until either the parent (Harley) announces a rescue transaction, or a strategic acquires the platform for the certifications and IP — otherwise the six-month NYSE clock plus the cash-burn rate implies dilution or delisting before the two-wheel EV cycle even matures. Trading the low-float chop is a separate activity from owning this.

Differs from X sentimentX sentiment is not evaluating the equity — it is celebrating LVWR as one of a rotating series of low-float momentum tickers alongside DFNS/BIYA/STAK. Fine as a day-trade tell, wrong as investment signal — the underlying business is a delisting-clock candidate that momentum won't fix.

What to watch: The NYSE cure-period expiry (six months from notice) and any 8-K disclosing a rescue transaction, strategic sale, or reverse split — those events resolve the equity one way or the other. Absent a rescue, further dilution is the base case.

On the calendar: 2026-10-22 — Q3 earnings

X sentiment

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

Bullish sentiment32 posts analyzed · as of 2026-08-01

LiveWire chatter is exclusively day-trader momentum promotion celebrating recent squeezes of 100%+ from the $1.50 area to the $3s and 540% intraday moves. Multiple 'watchlist' services claim wins on LVWR alongside DFNS and INLF. Key momentum levels flagged at $3.25 reaction and $3.57 breakout. Tone is uniformly bullish with typical scan-and-play framing rather than fundamentals.

Read the AI verdict + X sentiment for $LVWR

  • 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
Free, forever. No credit card.

What it does

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

Harley-Davidson-backed electric motorcycle maker selling zero-emission two-wheelers under the LiveWire brand across North America, Europe, and Asia Pacific.

Industry overviewAI analysisGenerated by AI from underlying data

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

Auto - Manufacturers · Consumer Cyclical

No material change from last week — ICE truck and SUV margins remain the profitability floor for legacy OEMs, funding EV transition losses that still drag Ford and Stellantis earnings.

What this means for $LVWR

Neutral — Harley-Davidson-backed electric motorcycle maker selling zero-emission two-wheelers under the LiveWire brand across North America, Europe, and Asia Pacific; limited read-through from auto - manufacturers macro dynamics to this specific revenue mix.

Industry benchmark

14-name peer basket
-17.2%YTD
-16.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-3.8How 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
-67.5%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
-258%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
-18.7%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
10.1Same 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
-137%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
-10.0%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
2.6Total 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 2026Jul 23, 2026$-0.09——
Q1 2026May 5, 2026$-0.09——
Q4 2025Feb 10, 2026$-0.09——
Q3 2025Nov 4, 2025$-0.10——
Next earningsThu, Oct 22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.1M+86.5%-10.5%-345%$-0.09$-13.7M
Q4 FY25$11.4M+5.5%0.8%-156%$-0.09$-8.9M
Q3 FY25$5.7M+28.3%-50.9%-330%$-0.10$-14.0M
Q2 FY25$5.9M-8.9%9.3%-311%$-0.09$-16.3M

Forward consensus

1-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$181.0M$181.0M – $181.0M-$0.27-$0.27 – -$0.271

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.0.4×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.20%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.+49.2%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.-30.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 10.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today30.6% 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.β1.715-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

SellJul 29Karim DonnezCEO230.6K sh$537KSellJul 29Jeremiah NienhuisHead of Strat. & Product Ops.10.7K sh$25K
+ 23 other (14 inkinds · 9 awards) in window

See when $LVWR 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

8-KListing / delisting noticeJul 298-K — Item 3.01: Listing / delisting notice · Item 7.01: Press release / Reg FD
AI summary

LiveWire Group, Inc (LVWR) received a listing deficiency notice from NYSE (Item 3.01), filed 2026-07-29. Deficiency notices give companies typically 180 days to restore compliance. Investors should monitor the company's compliance plan and remediation timeline.

8-KMaterial agreementMay 228-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 5.07: Shareholder vote
AI summary

LiveWire Group completed the acquisition of substantially all assets of Dust Motorcycles, Inc. (design, development, manufacture, and distribution of electric motorcycles, dirt bikes, and related powertrain technology) on May 18, 2026. Consideration included $375,000 cash plus $500,000 in LiveWire shares plus additional equity consideration to selling holders. Strategic bolt-on acquisition expanding LiveWire's electric two-wheel portfolio.

8-KPress release / Reg FDMay 198-K — Item 7.01: Press release / Reg FD
AI summary

LiveWire Group issued a press release on May 19, 2026 regarding the Dust Motorcycles asset acquisition announced May 18, 2026; the full asset purchase agreement will be filed in a separate 8-K. Supplementary press release for the LiveWire/Dust Motorcycles acquisition.

3New insider — initial holdingsMay 183
AI summary

Dan Lehrbaum (3700 W Juneau Avenue, Milwaukee WI) filed a Form 3 initial beneficial ownership statement for LiveWire Group as of May 6, 2026. Administrative disclosure.

3New insider — initial holdingsMay 183
AI summary

Jeremiah Nienhuis (3700 W. Juneau Avenue, Milwaukee WI) filed a Form 3 initial beneficial ownership statement for LiveWire Group as of May 6, 2026. Administrative disclosure for a second LiveWire executive.

+ 8 other (3 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.

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yetbenzinga.com·2d agoLiveWire Group, Inc. Receives Notice of NYSE Trading Share Price Listing Rule Non-Compliancebusinesswire.com·5d agoLiveWire Group Target of Unusually Large Options Trading (NYSE:LVWR)defenseworld.net·8d agoLiveWire Group, Inc. Reports 2026 Second Quarter Financial Resultsbusinesswire.com·11d agoLiveWire Group, Inc. To Report Second Quarter 2026 Results on July 23, 2026businesswire.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

More in Auto - Manufacturers

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$TSLA$LCID$F$NIO$RIVN$GM$XPEV$STLA
Voices on X · top 15 · last 7 days

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.

PrivacyTermsSupport