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MVMVIS

MicroVision, Inc.

$MVIS·$92M·Hardware, Equipment & Parts·Technology
$0.27+8.7%YTD-70.6%1Y-76.0%
Mentions · last 7 days
2026-07-26: 3 posts2026-07-27: 14 posts2026-07-28: 30 posts2026-07-29: 25 posts2026-07-30: 31 posts2026-07-31: 20 posts2026-08-01: 8 posts131+36%
Price updated 3d ago·X counts updated 1d ago
MVMVIS
$MVISMicroVision, Inc.
$0.27+8.75%131 posts+36%
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 $MVIS, 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 storyWinding up for a moveAI verdict · as of 2026-07-31

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

MicroVision at $0.24 announcing reverse split to keep Nasdaq listing — LiDAR pure-play with FCC China-tariff tailwind into Aug 6 print.

MicroVision is a small-cap LiDAR sensor company that has spent 2026 near-penny-stock territory as the automotive LiDAR thesis missed its promised timeline. The equity is priced for a real recovery reset — and just announced a reverse split to maintain Nasdaq listing.

  • The mechanics are catastrophic: latest quarterly revenue was only $935K (+59% YoY, but on a tiny base) with -214% gross margin and -2,523% operating margin — meaning the equity is trading at $0.24 for a specific reason. The reverse-split announcement is a listing-compliance move, not a business-improvement move, and reverse splits typically compound the damage rather than fix it.
  • The geopolitical tailwind is real: FCC proposed sales ban on foreign thermal, LiDAR, and docking drones — plus Moolenaar's CNBC commentary on 'dangers of Chinese LiDAR' — this creates a specific US-content preference that MicroVision is positioned to benefit from vs Chinese competitors like Hesai. But translating tailwind into revenue is the question.
  • The M&A angle is speculative but interesting: MicroVision's bid for Luminar is 'with a global automotive tech company who could further amplify benefits' per sentiment. Nissan's ground-truth perception uses MicroVision LiDAR + radar + camera fusion — that's a specific named OEM partnership, which is the exact validation the equity needs.

Aug 6 Q2 print is the direct catalyst — a specific commentary on Luminar acquisition status plus Nissan-related revenue disclosure restarts the equity. Absent named catalysts, another quarter of narrative-only commentary plus reverse-split-execution drops shares to the effective sub-$5 post-split equivalent floor. This is a highly-speculative recovery bet with real business-existence risk.

Agrees with X sentimentX captures the setup fairly — FCC LiDAR ban proposal, Moolenaar CNBC commentary, Luminar acquisition bid, Nissan sensor-fusion partnership. Fair take on the catalyst pipeline. What the crowd underweights is the reverse split announcement — that's a real listing-compliance concern that the LiDAR-tailwind narrative doesn't address.

What to watch: Aug 6 Q2 earnings — specific commentary on Luminar acquisition status plus Nissan-related revenue disclosure restarts the equity. Absent named catalysts, another narrative-only quarter plus reverse-split execution drops shares to the sub-$5 post-split equivalent floor.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

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

Bullish sentiment36 posts analyzed · as of 2026-08-01

MicroVision discussion is bullish and thematic, with holders leaning heavily on the sensor-fusion-versus-camera-only debate after Volvo dropped Luminar LiDAR and Musk's 'I tried to warn them' quote. Threads flag Q2 earnings Aug 6, US regulatory scrutiny of Chinese LiDAR, and long-dated AR/laser-beam-scanning optionality tied to a projected $5T humanoid-robot TAM by 2050.

Read the AI verdict + X sentiment for $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)
  • 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.

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 — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

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; limited read-through from hardware, equipment & parts macro dynamics to this specific revenue mix.

Top industry ETF

$SOXXiShares Semiconductor ETF
+50.7%YTD
+110.3%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
Q1 2026May 13, 2026$-0.08$-0.05-60.0%
Q4 2025Mar 4, 2026$-0.12$-0.05-140.0%
Q3 2025Nov 11, 2025$-0.05$-0.050.0%
Q2 2025Aug 7, 2025$-0.06$-0.07+7.7%
Next earningsThu, Aug 6·consensus EPS $-0.05

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$11.4M$11.4M – $11.4M-$0.20-$0.20 – -$0.201
FY27$22.0M$22.0M – $22.0M-$0.16-$0.16 – -$0.161
FY28$38.0M$37.5M – $38.5M-$0.13-$0.13 – -$0.131
FY29$45.0M$45.0M – $45.0M-$0.16-$0.16 – -$0.161
FY30$60.0M$60.0M – $60.0M-$0.15-$0.15 – -$0.151

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.3%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.-30.8%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.-62.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 326.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β1.235-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

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

+ 39 other (16 exempts · 15 awards · 8 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

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.

8-KShareholder voteJul 138-K — Item 5.07: Shareholder vote
AI summary

MicroVision Inc. (MVIS) filed an 8-K on July 13, 2026, disclosing results of its 2026 Annual Meeting held on February 23, 2026. Shareholders approved Proposal 3 authorizing a reverse stock split ratio of between 1-for-5 and 1-for-15, with authorized shares reduced to 150 million (For: approximately 153.5 million votes; Against: approximately 57.5 million votes). Director election and executive compensation advisory votes were also approved. The reverse split authorization provides MicroVision's board flexibility to address any listing compliance requirements.

8-KPress release / Reg FDJul 78-K — Item 7.01: Press release / Reg FD
AI summary

MicroVision CEO Sumit Sharma published an open investor letter and Q&A under Regulation FD, providing a strategic update on the company's lidar technology business. The letter addresses MicroVision's competitive positioning in the automotive and industrial lidar market, its ongoing commercialization efforts, and management's response to investor questions about the business outlook. Open investor letters are an unconventional but increasingly common form of corporate communication, typically used to address investor concerns or clarify the strategic narrative amid market skepticism.

8-KPress release / Reg FDJun 258-K — Item 7.01: Press release / Reg FD
AI summary

MicroVision published June 25 Business Update and Shareholder Q&A event slides on its IR website; the slides may be reused for 2026 investor presentations. Routine Reg FD investor day material disclosure.

424B5Prospectus supplement (offering)Jun 24424B5
AI summary

MicroVision updated its ATM prospectus for three agents (Deutsche Bank, Mizuho, Craig-Hallum) with approximately $42M remaining unsold under the Sales Agreement; the prior close was $0.36/share. Extremely low share price with large ATM capacity signals ongoing dilutive pressure.

8-KMaterial agreementJun 128-K — Item 1.01: Material agreement · Item 3.01: Listing / delisting notice · Item 7.01: Press release / Reg FD
AI summary

MicroVision and its ATM agents (Deutsche Bank, Mizuho, Craig-Hallum) entered Amendment No. 1 to the March 2024 Sales Agreement on June 12, 2026, updating the reference to a new S-3 filed simultaneously, with approximately $42M remaining unsold. Administrative ATM agreement amendment maintaining access to approximately $42M ATM capacity.

S-3Shelf registrationJun 12S-3
AI summary

MicroVision filed an S-3 shelf registration (Redmond, WA; General Counsel Drew Markham as agent; Ropes and Gray as counsel), serving as the new shelf referenced in the ATM Amendment. Routine shelf replacing the prior registration to enable ongoing ATM equity sales.

+ 29 other (5 8-Ks · 3 EFFECTs · 3 proxys · 3 earnings 8-Ks) in window

Recent news

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

MicroVision to Announce Second Quarter 2026 Results on August 6, 2026accessnewswire.com·6d agoMicroVision Announces Reverse Split of Common Stock to Support Continued Nasdaq Listing and Long-Term Growth Strategyaccessnewswire.com·12d agoMicroVision Pitches ‘Lidar 2.0' Strategy, Keeps 2026 Revenue Outlook Intactmarketbeat.com·19d agoMicroVision Appoints James Byun as Chief Commercial Officeraccessnewswire.com·19d agoMicroVision Launches MicroVision Semiconductor to Expand Advanced ASIC Development and Mixed-Signal Design Capabilitiesaccessnewswire.com·20d ago

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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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