Catalyst window: May 2026 → 2H 2027
Base: $1.95 / 45.35M shares / $88M cap. Each catalyst sized in $/share if it lands.
May '26
Q3 '26
Q4 '26
1H '27
2H '27
Q1 '26 earnings (May 13)
+$0.30 to +$0.80
Pipeline + $30M OEM update
SynTech defense ramp
+$0.40 to +$1.20
Order conversions, more RFQs
$30M OEM revenue start
+$1.50 to +$3.00
Late-2026 first deployment
NVIDIA design win
+$1.00 to +$2.50
DRIVE AGX Thor OEM tie-up
Auto OEM nomination
+$2.00 to +$4.50
Behind-windshield ADAS program
2H '26 financial inflection
+$0.80 to +$2.00
Revenue scaling, Craig-Hallum thesis
APAC / Korea LOI close
+$0.30 to +$0.90
ITS rollout signed
M&A / strategic premium
+$2.00 to +$5.00
Sub-cash valuation invites bid
Peer multiple re-rating
+$3.00 to +$8.00
If P/S closes gap to AEVA
Sum of bear-case adds: ≈ +$11 / share. Sum of bull-case adds: ≈ +$28 / share.
Probability-weighted blended target: $4 – $7 over 12–18 months.
Base: $1.95 / 45.35M shares / $88M cap. Each catalyst sized in $/share if it lands.
May '26
Q3 '26
Q4 '26
1H '27
2H '27
Q1 '26 earnings (May 13)
+$0.30 to +$0.80
Pipeline + $30M OEM update
SynTech defense ramp
+$0.40 to +$1.20
Order conversions, more RFQs
$30M OEM revenue start
+$1.50 to +$3.00
Late-2026 first deployment
NVIDIA design win
+$1.00 to +$2.50
DRIVE AGX Thor OEM tie-up
Auto OEM nomination
+$2.00 to +$4.50
Behind-windshield ADAS program
2H '26 financial inflection
+$0.80 to +$2.00
Revenue scaling, Craig-Hallum thesis
APAC / Korea LOI close
+$0.30 to +$0.90
ITS rollout signed
M&A / strategic premium
+$2.00 to +$5.00
Sub-cash valuation invites bid
Peer multiple re-rating
+$3.00 to +$8.00
If P/S closes gap to AEVA
Sum of bear-case adds: ≈ +$11 / share. Sum of bull-case adds: ≈ +$28 / share.
Probability-weighted blended target: $4 – $7 over 12–18 months.
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.