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MVMVIS

MicroVision, Inc.

$MVIS·$37M·Hardware, Equipment & Parts·Technology
$1.50+2.7%YTD+80.3%1Y-91.9%
Price updated 7h ago·X counts updated 3d ago
MVMVIS
$MVISMicroVision, Inc.
$1.50+2.74%99 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MVIS 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.

99X posts · last 7 days
Sep 13Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MVIS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 70% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-14

MicroVision announced the launch of its MicroVision Semiconductor, Inc. business unit and released a 2026-2031 AR technology roadmap plus Lidar 2.0 timeline. Isuzu's Level-4 autonomous truck/bus rollout in Japan/N America starting FY2027 leans on MVIS perception. Uniformly bullish tone.

Read what X is saying about $MVIS

  • 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 $MVIS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

MicroVision is a $37M micro-cap lidar play up 80% YTD on the Isuzu Level-4 autonomous ramp — pre-revenue optionality on a long shot.

MicroVision develops lidar sensors + MEMS laser beam-scanning technology for automotive, consumer, and industrial applications. The 2026 story is a tiny micro-cap riding specific partnership-related catalysts despite near-zero commercial revenue.

  • The P&L is immaterial: Q1 revenue of $935K grew 59% YoY off a tiny base, with -$0.08 EPS and -$15.5M quarterly FCF burn — consensus has FY26 revenue at just $9.9M growing to $21M FY27 and modest FY28, with EPS staying deeply negative throughout. The $37M market cap is pure terminal-value optionality.
  • The valuation is pure speculation: 92x TTM sales for a sub-$5M-revenue business with -51% operating margin — the entire thesis depends on Isuzu's Level-4 autonomous truck/bus rollout in Japan + North America starting FY2027 actually generating meaningful MVIS perception-sensor revenue. If that converts, the economics change dramatically; if it doesn't, dilution continues.
  • The MicroVision Semiconductor Inc. business-unit launch + 2026-2031 AR technology roadmap + Lidar 2.0 timeline provide specific product-roadmap milestones. New CFO Christine Chambers (filed Form 3 with zero holdings in August) brings fresh finance leadership. The chart signal (27% of 52-week range, 26% below 50-day MA) is a technical compression that often precedes either a specific catalyst move or further distribution.

For the coiling to resolve higher, Nov 10 Q3 earnings need (1) a specific signed Isuzu production-vehicle contract (not an MOU), (2) MicroVision Semiconductor revenue early contribution, (3) a defined cash runway through 2027. A signed Isuzu contract takes this to $3+; another dilution event + no customer catalyst sends this below $1. The Oct 7 Video Session + Business Update is a scheduled catalyst to watch.

Agrees with X sentimentAligned with the uniformly-bullish framing — the MicroVision Semiconductor launch + Isuzu Level-4 autonomous perception-sensor positioning + AR technology roadmap are substantive product/roadmap milestones. The Lidar 2.0 timeline is a specific product catalyst. The crowd correctly identifies the catalyst setup, though underweighting the dilution risk.

What to watch: Nov 10 Q3 earnings + Oct 7 CEO/CFO/CCO Video Session — specifically signed Isuzu production-vehicle contract (not an MOU), MicroVision Semiconductor revenue, cash runway through 2027. A signed Isuzu contract takes this to $3+; another dilution event or no customer catalyst sends below $1.

On the calendar: 2026-10-07 — CEO/CFO Business Update Video Session

isuzu partnershipdilution risk

Read the AI verdict on $MVIS

  • 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.

Develops MEMS laser-scanning lidar sensors for automotive ADAS and long-range autonomy, with secondary work on AR headset micro-displays.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $MVIS.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $MVIS

Neutral — Develops MEMS laser-scanning lidar sensors for automotive ADAS and long-range autonomy, with secondary work on AR headset micro-displays.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+109.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-1.4How 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
-82.6%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
-50.8%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
-42.4%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
92.1Same 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
-139%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
-13.4%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
1.4Total 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 6, 2026$-1.66$-0.75-121.3%
Q1 2026May 13, 2026$-1.20$-0.75-60.0%
Q4 2025Mar 4, 2026$-1.80$-0.75-140.0%
Q3 2025Nov 11, 2025$-0.75$-0.90+16.7%
Next earningsTue, Nov 10·consensus EPS $-0.75

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$935K+58.7%-214%-2523%$-0.08$-15.5M
Q4 FY25$223K-86.5%-7221%-12542%$-0.12$-15.6M
Q3 FY25$241K+26.8%-876%-5278%$-0.05$-16.6M
Q2 FY25$155K-91.8%-362%-9455%$-0.06$-12.9M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.9M$9.9M – $9.9M-$3.00-$3.00 – -$3.001
FY27$21.0M$21.0M – $21.0M-$2.40-$2.40 – -$2.401
FY28$30.0M$30.0M – $30.0M-$1.95-$1.95 – -$1.951
FY29$45.0M$45.0M – $45.0M-$2.40-$2.40 – -$2.401
FY30$60.0M$60.0M – $60.0M-$2.25-$2.25 – -$2.251

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.0.5×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.27%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.-26.4%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.+50.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 21.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% 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.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

No open-market buys or sells in the last 180 days.

+ 32 other (17 exempts · 9 awards · 6 inkinds) in window

See when $MVIS 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 43
AI summary

Christine Chambers, newly appointed Chief Financial Officer of MicroVision, Inc. (MVIS), filed an initial beneficial ownership statement as of August 27, 2026, disclosing no current ownership of any MicroVision securities in either direct shares or derivative instruments. This is a routine Form 3 for a newly reportable officer with no equity stake at the time of appointment.

8-KMaterial agreementAug 178-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

MicroVision (MVIS) filed an 8-K under Items 1.01, 8.01, and 9.01, disclosing an underwriting or purchase agreement related to its concurrent public offering and other material events effective August 14, 2026. This filing is the 8-K counterpart to MicroVision's 424B5 prospectus supplement for its ~$17M combined equity and warrant offering. No specific additional details were available in the excerpt.

424B5Prospectus supplement (offering)Aug 17424B5
AI summary

MicroVision (MVIS) filed a 424B5 prospectus supplement for a public offering of 6,800,000 shares of common stock plus 6,800,000 accompanying common warrants at a combined price of $2.50 per share-and-warrant unit, raising approximately $17 million in gross proceeds. The warrants are exercisable at $2.50 per share and expire five years from issuance. The filing was dated August 17, 2026. MicroVision is a Redmond, WA-based developer of lidar sensor technology for automotive ADAS applications.

3New insider — initial holdingsAug 143
AI summary

Jeemyung Byun, newly appointed Chief Commercial Officer of MicroVision, Inc., filed an initial Form 3 on August 14, 2026 (event date August 7, 2026). The filing discloses no beneficially owned securities — no common stock, options, or other derivatives are listed. Routine officer onboarding Section 16(a) disclosure with no market impact.

424B5Prospectus supplement (offering)Aug 14424B5
AI summary

MicroVision, Inc. filed a preliminary prospectus supplement via WestPark Capital for an underwritten offering of common stock, pre-funded warrants, and accompanying common warrants (five-year term), with specific share counts and pricing left blank pending final terms. The combined offering price per share and per pre-funded warrant will be fixed at pricing; pre-funded warrants exercise at $0.001. The structure accommodates investors near beneficial-ownership caps (4.99%/9.99%). Dilutive equity raise in progress for a cash-consuming lidar/sensing company; final terms will determine actual dilution.

8-KOfficer or director changeAug 108-K — Item 5.02: Officer or director change
AI summary

MicroVision (MVIS) disclosed that its Board appointed Christine Chambers as Chief Financial Officer and principal financial and accounting officer, effective August 7, 2026. No details on her background, prior roles, or compensation arrangements were included in the 8-K body. A separate exhibit likely contains the employment agreement or offer letter.

8-KCharter amendmentJul 228-K — Item 3.03 · Item 5.03: Charter amendment
AI summary

MVIS filed an 8-K covering Item(s) 3.03, 5.03, 9.01. Item 3.03. Material Modification to Rights of Security Holders. On July 10, 2026 at the Company’s annual meeting of shareholders (the “Annual Meeting”), the shareholders of MicroVision, Inc. (the “Company”) approved an amendment (the “Certificate of Amendment”) to the Company’s Amended and Restated Certificate of Incorporation (the “Certificate of Incorporation”) to (i) effect a reverse stock split (the “Reverse Stock Split”) of the Company’s common stock, par value $.001 per share (“Common Stoc. This filing likely covers corporate governance or structural changes; investors should review the attached exhibits for complete terms.

S-3Shelf registrationJul 13S-3
AI summary

MicroVision Inc. (MVIS) filed an S-3 shelf registration statement on July 13, 2026, which has not yet been declared effective by the SEC. The filing establishes a shelf for future securities offerings but does not disclose specific offering amounts, types, or pricing. Registration effectiveness will occur following SEC review. This is a preliminary shelf filing that provides MicroVision with future capital markets flexibility.

+ 33 other (6 8-Ks · 3 earnings 8-Ks · 3 EFFECTs · 3 proxys) in window

Recent news

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

MicroVision CEO, CFO, and CCO to Host Video Session & Business Update on October 7, 2026accessnewswire.com·14h agoMicroVision Introduces Advanced Photonics Technology for Next-Generation AI Data Center Scale-Up Architectureaccessnewswire.com·9d agoMicroVision IRIS Long-Range Lidar Selected for Advanced Autonomous Ground Vehicle Defense Applicationsaccessnewswire.com·14d agoMicroVision Showcases Expanding Perception Portfolio at IAA Transportation 2026accessnewswire.com·16d agoLiberty Gold Added to MVIS® Global Junior Gold Miners Indexglobenewswire.com·16d ago

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