Why Innoviz Technologies (INVZ) Is Up 35.6% After New Edge-Compressed LiDAR Integration Milestone

• In early January 2026, Innoviz Technologies announced that its InnovizSMARTer LiDAR was integrated with NVIDIA’s Jetson Orin Nano and that its InnovizThree line now includes a compact sensor-fusion module combining fully colored long-range LiDAR and an RGB camera, both aimed at simplifying deployments across smart infrastructure and mobility applications.
• By compressing high-volume LiDAR data at the edge and factory-aligning camera and LiDAR in a single module, Innoviz is targeting lower integration complexity and faster rollouts for customers in smart cities, robotics, and automotive programs.
• We’ll now examine how this push toward integrated, edge-compressed LiDAR solutions could influence Innoviz’s existing investment narrative around growth and risk.

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Innoviz Technologies Investment Narrative Recap

To own Innoviz, you need to believe LiDAR can win meaningful share in automotive and smart infrastructure, and that Innoviz can turn its technology into recurring, higher margin product revenue rather than lumpy NRE. The new integrated, edge-compressed InnovizSMARTer and InnovizThree modules may support that shift by broadening non-automotive use cases, but they do not remove the near term execution risk around converting development programs into firm series production and managing cash burn.

Among recent developments, the January 2026 launch of the fully colored long range InnovizThree module with integrated RGB camera looks most relevant, since it directly tackles OEM integration complexity and time to production. By combining factory aligned camera and LiDAR in a single unit and simplifying wiring and interfaces, this product sits squarely at the heart of the key catalyst investors are watching: whether Innoviz can scale from bespoke engineering work to higher volume, multi market deployments that support more predictable revenues.

However, against these product advances, investors should still pay close attention to the risk that Innoviz relies heavily on external capital and equity issuance to support ongoing losses and...

Read the full narrative on Innoviz Technologies (it's free!)

Innoviz Technologies' narrative projects $445.7 million revenue and $40.3 million earnings by 2028. This requires 127.8% yearly revenue growth and a $114.9 million earnings increase from $-74.6 million today.

Uncover how Innoviz Technologies' forecasts yield a $2.65 fair value, a 125% upside to its current price.

Exploring Other Perspectives

Eight Simply Wall St Community fair value estimates for Innoviz span US$1.21 to US$4.00, underscoring how far apart individual views can be. When you set that against the company’s dependence on converting NRE based development work into firm, scaled production programs, it becomes clear why you may want to compare several different forecasts before forming a view on Innoviz’s potential.

Explore 8 other fair value estimates on Innoviz Technologies - why the stock might be worth over 3x more than the current price!

Build Your Own Innoviz Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Innoviz Technologies research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Innoviz Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Innoviz Technologies' overall financial health at a glance.

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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.

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