MVIS
Microvision Inc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 1.48
Buy <=wait / entry
USD 1.18
Trim >=take some off
USD 2.25
Thesis breakA confirmed dilutive equity raise that materially impairs per-share value, a goi...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 21% | 100 / 100 | 21.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 31% | 10 / 100 | 3.1 |
| Weighted conviction | 54 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Long-term development agreement signed to advance lidar for autonomous hauling solutions
- Upcoming October 7 2026 video business update covering commercial progress revenue and opex expectations
- Insider buying by CEO Glen DeVos CFO Christine Chambers directors and executives via March 2026 subscription agreements