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    Innoviz Technologies (NasdaqCM:INVZ): Revisiting Valuation After New LiDAR and NVIDIA Edge AI Showcase Plans

    Simply Wall St·12/23/2025 09:32:10
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    Innoviz Technologies (NasdaqCM:INVZ) is back on investors radar after announcing it will showcase its latest LiDAR lineup, including InnovizThree and updated InnovizTwo and InnovizSMART platforms, at CES 2026 in Las Vegas.

    See our latest analysis for Innoviz Technologies.

    Even with the CES showcase and expanding LiDAR lineup, sentiment has been shaky, with a sharp 90 day share price return of around negative 45 percent and a five year total shareholder return loss above 90 percent. This suggests momentum is still under pressure.

    If Innoviz has you watching the broader autonomous tech space, this could be a good moment to explore other high growth tech and AI names using high growth tech and AI stocks.

    Yet with revenue still growing and analysts seeing upside to the current share price, the key question now is simple: Is Innoviz an overlooked LiDAR play trading below its potential, or is the market already discounting its future growth?

    Most Popular Narrative Narrative: 59.6% Undervalued

    With Innoviz closing at $1.07 against a narrative fair value of $2.65, the story leans heavily toward a potential mispricing in the stock.

    Expansion into nonautomotive markets, such as smart infrastructure, security, robotics, and traffic management, is driving incremental growth, with recently launched products like InnovizSMART already gaining early traction and commanding higher ASPs and margins, thereby improving long-term gross margins and revenue diversification.

    Read the complete narrative.

    Curious how rapid revenue expansion, rising margins, and a premium future earnings multiple all fit together into that fair value? The projections behind this narrative might surprise you.

    Result: Fair Value of $2.65 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, significant execution risks and potential delays in converting development contracts into full production could quickly challenge the upside baked into this optimistic narrative.

    Find out about the key risks to this Innoviz Technologies narrative.

    Another Angle on Valuation

    That narrative fair value of $2.65 paints Innoviz as a bargain, but its price to sales of 4.6 times tells a tougher story. The ratio is richer than the US Electronic industry at 2.6 times and twice its own fair ratio of 2.3 times. This points to real valuation risk if growth stumbles.

    See what the numbers say about this price — find out in our valuation breakdown.

    NasdaqCM:INVZ PS Ratio as at Dec 2025
    NasdaqCM:INVZ PS Ratio as at Dec 2025

    Build Your Own Innoviz Technologies Narrative

    If the conclusion here does not quite match your own view, you can dive into the numbers yourself and build a custom take in minutes: Do it your way.

    A great starting point for your Innoviz Technologies research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

    Ready for more stock opportunities?

    If you stop with Innoviz, you could miss stronger setups, so use the Simply Wall Street Screener now to uncover fresh, data backed investment ideas.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.