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MVMVIS

MicroVision, Inc.

Buzzing onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$MVIS·$38M·Hardware, Equipment & Parts·Technology
$1.63+6.5%YTD+95.9%1Y-90.5%
Price updated 14h ago·X counts updated 3d ago
MVMVIS
$MVISMicroVision, Inc.
$1.63+6.54%92 posts1.1×
AI analysisFundamentalsVoices on X
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On X

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.

92X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.1×
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 92% 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 2026-09-17

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

MicroVision lidar micro-cap ripping on Isuzu autonomous rollout — real customer plus semi-spinout story.

MicroVision is a specialty lidar-and-AR-display technology company — automotive-safety lidar, MEMS-based scanning, plus a new MicroVision Semiconductor business unit for AR silicon. Shares are up 96% YTD but down 90% year-on-year, priced at $1.63 on essentially micro-cap scale.

  • Revenue is real but small: Q1 revenue grew 59% YoY to $935k (Q4 was $223k and Q3 $241k) — a triple-digit-growth print but off a tiny base, and the last three quarterly EPS surprises have been catastrophic (-121%, -60%, -140%) reflecting the burn-vs-scale gap. This is a story stock.
  • The catalyst combo is real: MicroVision announced the launch of the MicroVision Semiconductor business unit plus a 2026-2031 AR technology roadmap and Lidar 2.0 timeline, and Isuzu's Level-4 autonomous truck/bus rollout in Japan and North America starting FY2027 leans on MVIS perception — a named commercial customer.

Nov 10 Q3 earnings and any additional automotive-lidar OEM win are the switches — a fresh named OEM plus continued Isuzu commercialization is what breaks the coil upward, while another sub-$1M revenue quarter with no fresh customer disclosure is what would seal the drift.

Agrees with X sentimentMatch the bullish X read — the Isuzu Level-4 autonomous truck/bus rollout is a real named commercial customer, and the MicroVision Semiconductor Inc business-unit launch plus the AR technology roadmap are legitimate strategic moves. The uniformly bullish tone is honest but should not obscure the sub-$1M quarterly revenue base.

What to watch: Nov 10 Q3 earnings for revenue growth, gross margin, and any additional named OEM customer. A named OEM plus Isuzu commercial ramp breaks the coil upward; another sub-$1M revenue quarter with no fresh customer confirms the drift.

On the calendar: 2026-11-10 — Q3 2026 earnings

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

AI data-center bandwidth demand is driving optical interconnect orders — Corning's $20B run-rate target, anchored by a new Verizon fiber deal, confirms infrastructure capex is pulling through to optical hardware. SOXX +107% T12M validates the cycle; Coherent's 10% post-earnings drop flags execution risk within the secular trend.

What this means for $MVIS

Neutral — MicroVision's automotive lidar development is orthogonal to the AI optical interconnect theme; near-term risks center on ADAS program delays and cash position, not this week's macro.

Top industry ETF

$SOXXiShares Semiconductor ETF
+62.7%YTD
+94.2%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.1.7×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.-8.8%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.+69.4%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 today15.2% 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.β1.175-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.

+ 34 other (18 exempts · 9 awards · 7 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 Showcases Expanding Perception Portfolio at IAA Transportation 2026accessnewswire.com·2d agoLiberty Gold Added to MVIS® Global Junior Gold Miners Indexglobenewswire.com·2d agoRio2 Announces Inclusion in MVIS Global Junior Gold Miners Indexnewsfilecorp.com·3d agoMicroVision's IRIS Lidar Enables APAC Pilot of Autonomous Mobility Serviceaccessnewswire.com·3d agoMicroVision to Preview Next-Generation Lidar-Based Perception Platform at IAA Transportation 2026accessnewswire.com·7d ago

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Voices on X · last 7 days

No standout posts about $MVIS on X in the 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.

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