Current stock research snapshot · 8/28/26 Fresh

LAZRLuminar Technologies, Inc.

POOL
Investment conviction○○○○○0 of 5 · current snapshot
Research target$54.85Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26
Market cap$3.50BSnapshot value · 8/28/26

What changed

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Target
$54.85

Last reviewed
Not reviewed 8/28/26

Coverage
Added to coverage

Luminar — automotive LiDAR thesis INVALIDATED: company liquidated, LiDAR assets sold to MVIS, equity cancelled. Do not research further.

DEAD TICKER: Chapter 11 plan of liquidation effective Apr 2026; Nasdaq Form 25 filed 2026-01-23; LiDAR business sold to MicroVision (Feb 2026) and LSI sold to Quantum Computing Inc. Equity cancelled with no value (8-K 2026-04-07). No live catalyst — keep POOL/parked.

needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement

needs primary source validation — no X/Reddit signal yet

Snapshot · 8/28/26

🟢 Lean-Bull · ins-$0.4M · short↓0.22

Snapshot · 8/28/26