MVIS

MVIS Earnings Preview

MicroVision, Inc. · Technology · $214M

14d until earnings

MVIS Earnings

Friday, May 08 2026
Revenue Estimate
$3M
Current Price
$0.68

Our Position

neutral

MicroVision grabs Luminar lidar assets for $33M in bankruptcy fire sale

MVIS is buying technology at distressed prices — a smart move for inventory and talent — but the lidar market remains in a waiting game. Luminar's bankruptcy is a cautionary tale: even a former Volvo sole supplier couldn't survive the gap between hype and mass production. MVIS now has more assets, but without near-term autonomous vehicle demand, the acquisition is a defensive play to build capability for a future that's still being delayed.

Watch: Monitor whether MVIS can actually integrate and sell Luminar's inventory or if it becomes stranded assets. Watch Hesai's execution on scaling to 4 million units in 2026 — if a Chinese competitor can build volume before U.S. autonomous adoption kicks in, MVIS may have overpaid for legacy lidar stock.

Data Signal Summary

0 bullish
2 bearish
Price downtrend Insider selling

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
-2.9%
Analyst Target (mean)
$2 $2–$2 +194%
Options P/C Ratio
0.75
Est. Dispersion
0% 1 analysts

Recent Activity

insider trades 47 transactions
Other · HRYNEWICH STEPHEN (Chief Financial Officer) ·4,800 shares
Other · DE VOS GLEN W (Chief Executive Officer) ·325,000 shares
Award · BIDDISCOMBE SIMON (Officer and Director) ·93,950 shares ·$50,000
Award · CARLILE ROBERT PAUL (Director) ·187,900 shares ·$100,000
Award · DE VOS GLEN W (Chief Executive Officer) ·187,900 shares ·$100,000
42 more
Award · PETERSON LAURA J. ·37,580 shr ·$20,000
Award · MARKHAM DREW G. ·9,395 shr ·$5,000
Award · HERBST JEFFREY A ·28,185 shr ·$15,000
Award · SMITH JADA ·28,185 shr ·$15,000
Award · HRYNEWICH STEPHEN ·9,395 shr ·$5,000
Other · BIDDISCOMBE SIMON ·22,007 shr
Other · CARLILE ROBERT PAUL ·22,007 shr
Other · PETERSON LAURA J. ·18,005 shr
Other · HERBST JEFFREY A ·22,007 shr
Other · SMITH JADA ·22,007 shr
Other · SCHABERT PETER ·22,007 shr
Other · VERMA ANUBHAV ·16,765 shr
Exercise · BIDDISCOMBE SIMON ·241,000 shr ·$308,480
Other · BIDDISCOMBE SIMON ·22,007 shr
Other · PETERSON LAURA J. ·18,006 shr
Other · SHARMA SUMIT ·746,250 shr
Other · BIDDISCOMBE SIMON ·20,112 shr
Other · CARLILE ROBERT PAUL ·20,112 shr
Other · SPITZER MARK BRADLEY ·20,112 shr
Other · HERBST JEFFREY A ·20,112 shr
Other · SMITH JADA ·20,112 shr
Other · SCHABERT PETER ·20,112 shr
Other · MARKHAM DREW G. ·259,568 shr
Other · VERMA ANUBHAV ·299,850 shr
Sell · SMITH JADA ·20,113 shr ·$32,384
Other · BIDDISCOMBE SIMON ·20,113 shr
Other · CARLILE ROBERT PAUL ·20,113 shr
Other · SPITZER MARK BRADLEY ·20,113 shr
Other · HERBST JEFFREY A ·20,113 shr
Other · SMITH JADA ·20,113 shr
Other · SCHABERT PETER ·20,113 shr
Other · VERMA ANUBHAV ·33,531 shr
Other · TURNER BRIAN V ·20,113 shr
Other · MARKHAM DREW G. ·20,000 shr
Other · MARKHAM DREW G. ·186,250 shr
Other · VERMA ANUBHAV ·200,000 shr
Other · TURNER BRIAN V ·11,439 shr
Other · BIDDISCOMBE SIMON ·11,439 shr
Other · CARLILE ROBERT PAUL ·11,439 shr
Other · SPITZER MARK BRADLEY ·11,439 shr
Other · CURRAN JUDITH MECHAM ·11,439 shr
Other · HERBST JEFFREY A ·11,439 shr