Aeva Technologies: NVIDIA Partnership for 4D LiDAR as a New Driver
Physical AI and the transition to series production orders offer opportunities!
Revenue is expected to increase significantly to over $231 million by 2028
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Aeva Technologies (AEVA) is positioning itself as a bullish player among LiDAR providers. Although the story is quite speculative with a P/S ratio of 48, events like CES 2026 and the transition to autonomous driving and the age of robotics are creating new relative strength. I appreciate that advanced 4D LiDAR sensors are delivered with FMCW technology, which enhances traditional ToF sensors with additional speed measurements for each pixel. Aeva is on track for autonomous trucks with Daimler Truck starting in 2027. In December, Aeva secured a series...
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