In this article, we will list the 5 Best Lidar Stocks to Buy According to Analysts. Please visit 8 Best Lidar Stocks to Buy According to Analysts if you would like to see the extended list and the methodology behind it.
5. Ouster Inc (NASDAQ:OUST)
Stock Upside Potential: 37.31%
Number of Hedge Fund Holders: 23
Ouster Inc (NASDAQ:OUST) is among the best lidar stocks to buy according to analysts. The stock has gained more than 50% in the past month and surged nearly 230% over the past 12 months.
On April 28, Oppenheimer named Ouster Inc (NASDAQ:OUST) among its top industrial AI stocks to watch. The firm’s list highlighted opportunities in sensor systems, intelligent transport, and battery technology. Ouster builds digital lidar sensors with broad industrial applications. According to Oppenheimer, the companies on its list stand to benefit from defense spending and manufacturing-driven growth.
Oppenheimer has an Overweight rating on Ouster with a price target of $39. It expects the company to deliver Q1 2026 revenue of $45.7 million, which falls within the company’s guidance of between $45 million and $48 million.
The firm noted Ouster’s deals for lidar deployment in major US cities to improve traffic management. Moreover, Oppenheimer expects the StereoLabs acquisition to become a major contributor to Ouster’s topline over time.
Ouster closed the acquisition of StereoLabs on February 4. It said that StereoLabs brought more than 10,000 customers alongside AI vision solutions and expanded software capabilities. Moreover, it noted that StereoLabs’ is a high-growth and positive-EBITDA business, saying the acquisition would bolster its path to profitability. Ouster sees an expanding addressable market for its lidar business.
Ouster Inc (NASDAQ:OUST), founded in 2015 and based in California, provides digital lidar sensors. The company develops high-resolution 3D lidar sensors used in areas such as vehicle autonomy, defense, mapping, security, and industrial applications.
4. Aeva Technologies Inc (NASDAQ:AEVA)
Stock Upside Potential: 58.73%
Number of Hedge Fund Holders: 25
Aeva Technologies Inc (NASDAQ:AEVA) is among the best lidar stocks to buy according to analysts. This lidar stock has gained more than 25% in the past month and 125% in the past 12 months.
On April 28, Oppenheimer highlighted several industrial AI stocks poised for growth, driven by rising defense spending and a push for domestic manufacturing, with opportunities spanning battery tech, sensor systems, and intelligent transportation. The firm gave Aeva Technologies an Outperform rating and a $33 price target, citing its FMCW lidar’s unique advantage of being undetectable to night vision, potentially replacing existing military sensors, along with the rollout of its CityOS platform in Atlanta as proof of commercial viability. Oppenheimer also sees AEVA’s fiscal 2026 revenue guidance of $30–36 million as achievable through sampling, engineering services, and early commercial deployments.
After a strong 2025, Aeva Technologies expects momentum to continue, forecasting 2026 revenue growth of 70%–100% to $30–36 million. The company more than doubled revenue to $18.1 million in 2025, driven by rising demand for its lidar technology, while narrowing its losses to an adjusted $1.75 per share from $2.17 in 2024. Aeva also ended the year with a solid cash position of $121.9 million plus $125 million in available facilities, and CEO Soroush Salehian highlighted a key supply deal with a major European automaker as a strong foundation for growth in 2026.
Aeva also has a contract to supply Forterra with a 4D lidar sensor for use in autonomous defense vehicles, the management said. Additionally, a top-five automaker in the passenger vehicle segment has tapped Aeva to join its development program.
Aeva Technologies Inc (NASDAQ:AEVA) makes lidar sensors used in a variety of applications, including autonomous vehicles and robots, manufacturing automation, and smart infrastructure. The company was founded in 2016, is based in California, and serves customers worldwide.
3. Mobileye Global Inc (NASDAQ:MBLY)
Stock Upside Potential: 64.34%
Number of Hedge Fund Holders: 41
Mobileye Global Inc (NASDAQ:MBLY) is among the best lidar stocks to buy according to analysts. The stock has gained more than 30% in the past month.
On April 23, Mobileye Global Inc (NASDAQ:MBLY) reported its Q1 2026 results. The report showed that revenue rose 27% YoY to $558 million. This growth was driven by strong demand for the company’s EyeQ solution.
However, Mobileye faced a non-cash goodwill impairment of $3.8 billion in the quarter. That led it to posting a GAAP net loss of a similar amount. On an adjusted basis, the company posted a net income of $96 million, working out to an adjusted EPS of $0.12.
Mobileye announced a $250 million share repurchase plan. The company closed Q1 with $1.21 billion in cash and cash equivalents.
Mobileye builds lidar-based systems that power autonomous driving. The company initially developed its lidar internally. However, it later figured out that sourcing lidar from third-party suppliers worked better for its business strategy.
For the full-year 2026, the company projects revenue in the range of $1.94 billion to $2 billion. It anticipates adjusted operating income in the band of $185 million to $235 million. Notably, Mobileye lifted the mid-point of its 2026 revenue guidance by 2%. This came after the company announced securing design wins with Mahindra for its SuperVision and Surround ADAS products.
Mobileye Global Inc (NASDAQ:MBLY), headquartered in Israel but domiciled in the US, provides autonomous driving technologies. These include self-driving and advanced driver-assistance systems. Its systems incorporate lidar sensors.
2. Indie Semiconductor Inc (NASDAQ:INDI)
Stock Upside Potential: 70.12%
Number of Hedge Fund Holders: 20
Indie Semiconductor Inc (NASDAQ:INDI) is among the best lidar stocks to buy according to analysts. This lidar semiconductor stock is up around 30% in the past month and has soared more than 95% over the past 12 months.
Indie Semiconductor Inc (NASDAQ:INDI) is scheduled to report its Q1 2026 results on May 7. Internal projections call for revenue between $52 million and $58 million, with a midpoint of $55 million.
For this Q1, Indie anticipates a 20% sequential revenue growth in its core business. That puts the revenue figure in the main business at $34 million at the midpoint. On the other hand, the company anticipates a revenue decline in its Wuxi indie Micro subsidiary to $21 million in Q1.
For context, Indie announced on October 28, 2025, that it was selling its stake in Wuxi Indie Micro. Based in China, Wuxi Indie Micro is a leading provider of mixed-signal chips to the automotive industry.
Indie has an equity stake of around 34.4% in Wuxi Indie Micro. It wants to sell that entire stake for around $135 million in cash. A company named United Faith Auto-Engineering agreed to purchase Indie’s stake in Wuxi Indie Micro. The transaction is expected to close in late 2026, subject to regulatory approvals.
While Indie has decided to sell its stake in Wuxi Indie Micro, the company is not exiting the Chinese market. Mark Tyndall, Indie’s executive vice president of corporate development, said their China operation is supported by a strong and well-established sales channel.
Meanwhile, Indie continues to expand its product portfolio. On March 23, the company announced the launch of its first ultraviolet laser diode for quantum computing systems. With this laser device, Indie targets the market of quantum computers based on cold-atom. These systems require multiple lasers to support functions like cooling, trapping, and entanglement.
Indie Semiconductor Inc (NASDAQ:INDI) provides specialized automotive chips and software to a global customer base. It also develops lidar solutions with broad applications. Indie’s technology powers autonomous vehicles, advanced driver assistance systems, connected cars, and more.
1. Aeye Inc (NASDAQ:LIDR)
Stock Upside Potential: 116.05%
Number of Hedge Fund Holders: 3
Aeye Inc (NASDAQ:LIDR) is among the best lidar stocks to buy according to analysts. The lidar stock has risen more than 20% in the past month and surged more than 180% over the past 12 months.
On April 23, Aeye Inc (NASDAQ:LIDR) announced the hiring of Paul Berton as its vice president of operations and quality. Paul Berton previously worked for electric vehicle maker Lucid Motors, iPhone maker Apple, and chip giant Intel. At Lucid Motors, Berton led engineering and manufacturing in an engine computer unit.
At Aeye, Berton will be responsible for scaling of global manufacturing, strengthening of the supply chain, and bolstering quality systems. Aeye said in a statement that Berton brings extensive experience in scaling complex programs and working with global contract manufacturers. Aeye offered Berton some 125,000 restricted stock units as an inducement to accept the job.
Notably, this hire comes as Aeye seeks to expand its lidar technology to multiple markets. On January 14, Aeye announced that it was partnering with Vueron to enhance its lidar’s perception capabilities. Aeye explained that this arrangement involved combining its Apollo lidar technology with Vueron’s real-time 3D perception software.
With this collaboration, Aeye expects an expanded market opportunity for its lidar solutions. The company cited applications in areas like autonomous driving, intelligent transportation systems, rail safety, and perimeter security.
Aeye Inc (NASDAQ:LIDR) provides software-defined lidar solutions used in autonomous driving, smart infrastructure, security, and logistics applications. Its lidar sensing platform enables long-range and real-time detection of objects up to 1.5 kilometers. Based in California, Aeye was founded by aerospace veterans in 2013.
While we acknowledge the potential of LIDR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LIDR and that has 100x upside potential, check out our report about the cheapest AI stock.
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