Aeva Technologies, Inc. AEVA, a leading developer of sensing solutions across automated driving, manufacturing automation, smart infrastructure, robotics, and consumer devices, announced a major strategic partnership with NVIDIA NVDA at CES 2026 in Las Vegas.
With this important collaboration, AEVA will provide its Frequency Modulated Continuous Wave (FMCW) 4D LiDAR technology to the NVIDIA DRIVE Hyperion autonomous vehicle reference platform.
NVIDIA DRIVE Hyperion is an open and flexible modular AV development platform designed to help leading global OEMs and mobility providers. It aims to bring advanced levels of automation to the market safely and scale it to meet consumers demands.
The automation system, combined with a state-of-the-art sensor suite, includes one LiDAR, multiple radars, cameras, ultrasonics and external microphones. These sensors, together with the NVIDIA Drive AGX Thor and the NVIDIA DriveOS operating system, will support Level 3 and Level 4 automated driving features.
The collaboration marks a significant milestone for AEVA, as it expands its role as a key LiDAR sensor supplier to global passenger and commercial vehicle OEMs that are using NVIDIA’s autonomous vehicle framework.
Aeva 4D LiDAR sensors uniquely detect velocity and position at the same time, enabling automated devices such as vehicles and robots to become more intelligent, safer and take important decisions easily. They also enhance Hyperion’s perception stack by adding 3D sensing along with a unique per-point instant velocity measurement.
The detection accuracy also enables more stable tracking and delivers robust long-range performance in both day and night conditions. Built on a silicon-photonics LiDAR-on-Chip architecture, Aeva’s sensors are designed for automotive-grade reliability, high-volume manufacturability, and seamless integration with advanced perception software.
Aeva and NVIDIA will work together to integrate Aeva’s technology platform into Hyperion, supporting production vehicle programs targeted in 2028.
Aeva will continue to work on its mission to provide a safer automated driving environment and, along with NVIDIA, aims to deliver a smoother experience to consumers.
Aeva Technologies, Inc. Price, Consensus and EPS Surprise
Aeva Technologies, Inc. price-consensus-eps-surprise-chart | Aeva Technologies, Inc. Quote
Zacks Rank & Key Picks
AEVA currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the auto space are PHINIA Inc. PHIN, Atmus Filtration Technologies Inc. ATMU and Adient ADNT. At present, PHIN sports a Zacks Rank #1 (Strong Buy), while ATMU and ADNT carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for PHIN’s 2025 sales and earnings indicates year-over-year growth of 1.1% and 33.4%, respectively. EPS estimates for 2025 and 2026 have improved 47 cents and 14 cents, respectively, in the past 30 days.
The Zacks Consensus Estimate for ATMU’s 2025 sales and earnings indicates year-over-year growth of 4.3% and 5.6%, respectively. EPS estimates for 2025 and 2026 have improved 7 cents and 12 cents, respectively, in the past 60 days.
The Zacks Consensus Estimate for ADNT’s fiscal 2026 and 2027 EPS has improved 2 cents and 12 cents, respectively, in the past 60 days.
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