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LAZRQ Stock Analysis 2026 - Luminar Technologies, Inc./DE AI Rating

LAZRQ OTC Motor Vehicle Parts & Accessories CIK: 0001758057
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 LAZRQ Key Takeaways

Revenue: $66.0M
Net Margin: -554.9%
Free Cash Flow: $-198.5M
Current Ratio: 0.42x
Debt/Equity: N/A
EPS: $-6.33
AI Rating: STRONG SELL with 95% confidence

Is LAZRQ a Good Investment? Thesis Analysis

Claude

Luminar exhibits critical financial distress with negative stockholders' equity of -$477M, catastrophic operating margins of -449.6%, and severe cash burn of -$198.5M annually against only $20.3M in cash reserves. The combination of declining revenue (-12.4% YoY), operational losses, and a current ratio of 0.42x creates imminent solvency risk.

Why Buy LAZRQ? Key Strengths

Claude
  • + Net income losses moderated 3.1% YoY suggesting operational improvements
  • + EPS improved 27.2% YoY indicating some unit economics optimization
  • + No material long-term debt reported, reducing leverage obligations

LAZRQ Investment Risks to Consider

Claude
  • ! Negative stockholders' equity of -$477M indicates liabilities exceed assets by $477M - technical insolvency
  • ! Current ratio of 0.42x and quick ratio of 0.37x indicate inability to meet short-term obligations
  • ! Monthly cash burn of ~$16.5M against $20.3M cash reserve equals critical 1-2 month runway
  • ! Revenue declining 12.4% YoY while losing $5.55 per dollar of revenue - unsustainable unit economics
  • ! Gross margin of -118.5% indicates fundamental product cost structure exceeds revenue base

Key Metrics to Watch

Claude
  • * Monthly cash burn rate and updated cash runway estimate
  • * Quarterly revenue trend and gross margin path to profitability
  • * Capital raise announcements or debt restructuring activities
  • * Gross profit per unit trending toward positive contribution margin

LAZRQ Financial Metrics

Revenue
$66.0M
Net Income
$-366.3M
EPS (Diluted)
$-6.33
Free Cash Flow
$-198.5M
Total Assets
$131.3M
Cash Position
$20.3M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

LAZRQ Profitability Ratios

Gross Margin -118.5%
Operating Margin -449.6%
Net Margin -554.9%
ROE N/A
ROA -278.9%
FCF Margin -300.7%

LAZRQ vs Default Sector

How Luminar Technologies, Inc./DE compares to Default sector averages

Net Margin
LAZRQ -554.9%
vs
Sector Avg 12.0%
LAZRQ Sector
ROE
LAZRQ 0.0%
vs
Sector Avg 15.0%
LAZRQ Sector
Current Ratio
LAZRQ 0.4x
vs
Sector Avg 1.8x
LAZRQ Sector
Debt/Equity
LAZRQ 0.0x
vs
Sector Avg 0.7x
LAZRQ Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is LAZRQ Overvalued or Undervalued?

Based on fundamental analysis, Luminar Technologies, Inc./DE has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
-554.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

LAZRQ Balance Sheet & Liquidity

Current Ratio
0.42x
Quick Ratio
0.37x
Debt/Equity
N/A
Debt/Assets
463.2%
Interest Coverage
-107.65x
Long-term Debt
$0.0

LAZRQ 5-Year Financial Trend & Growth Analysis

LAZRQ 5-year financial data: Year 2021: Revenue $31.9M, Net Income -$94.7M, EPS $-0.84. Year 2022: Revenue $40.7M, Net Income -$362.3M, EPS $-2.54. Year 2023: Revenue $69.8M, Net Income -$238.0M, EPS $-0.69. Year 2024: Revenue $75.4M, Net Income -$445.9M, EPS $-18.79. Year 2025: Revenue $75.4M, Net Income -$571.3M, EPS $-22.02.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Luminar Technologies, Inc./DE's revenue has grown significantly by 136% over the 5-year period, indicating strong business expansion. The most recent EPS of $-22.02 indicates the company is currently unprofitable.

LAZRQ Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-300.7%
Free cash flow / Revenue

LAZRQ Quarterly Performance

Quarterly financial performance data for Luminar Technologies, Inc./DE including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $15.5M $27.4M $-1.29
Q2 2025 $15.6M -$22.9M $-0.62
Q1 2025 $18.9M -$80.7M $-1.92
Q3 2024 $15.5M $27.4M $-0.24
Q2 2024 $16.2M -$130.6M $-0.29
Q1 2024 $14.5M -$125.7M $-0.30
Q3 2023 $12.8M -$117.6M $-0.33
Q2 2023 $9.9M -$95.2M $-0.27

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

LAZRQ Capital Allocation

Operating Cash Flow
-$196.5M
Cash generated from operations
Stock Buybacks
$231.6M
Shares repurchased (TTM)
Capital Expenditures
$2.0M
Investment in assets
Dividends
None
No dividend program

LAZRQ SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Luminar Technologies, Inc./DE (CIK: 0001758057)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 8-K ef20069881_8k.htm View →
Mar 27, 2026 10-K ef20067963-10k.htm View →
Mar 13, 2026 4 xslF345X05/form4.xml View →
Feb 25, 2026 8-K ef20066413_8k.htm View →
Feb 4, 2026 8-K ef20064774_8k.htm View →

Frequently Asked Questions about LAZRQ

What is the AI rating for LAZRQ?

Luminar Technologies, Inc./DE (LAZRQ) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are LAZRQ's key strengths?

Claude: Net income losses moderated 3.1% YoY suggesting operational improvements. EPS improved 27.2% YoY indicating some unit economics optimization.

What are the risks of investing in LAZRQ?

Claude: Negative stockholders' equity of -$477M indicates liabilities exceed assets by $477M - technical insolvency. Current ratio of 0.42x and quick ratio of 0.37x indicate inability to meet short-term obligations.

What is LAZRQ's revenue and growth?

Luminar Technologies, Inc./DE reported revenue of $66.0M.

Does LAZRQ pay dividends?

Luminar Technologies, Inc./DE does not currently pay dividends.

Where can I find LAZRQ SEC filings?

Official SEC filings for Luminar Technologies, Inc./DE (CIK: 0001758057) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is LAZRQ's EPS?

Luminar Technologies, Inc./DE has a diluted EPS of $-6.33.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is LAZRQ a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Luminar Technologies, Inc./DE has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is LAZRQ stock overvalued or undervalued?

Valuation metrics for LAZRQ: ROE of N/A (sector avg: 15%), net margin of -554.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy LAZRQ stock in 2026?

Our dual AI analysis gives Luminar Technologies, Inc./DE a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is LAZRQ's free cash flow?

Luminar Technologies, Inc./DE's operating cash flow is $-196.5M, with capital expenditures of $2.0M. FCF margin is -300.7%.

How does LAZRQ compare to other Default stocks?

Vs Default sector averages: Net margin -554.9% (avg: 12%), ROE N/A (avg: 15%), current ratio 0.42 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2025-12-31 | Powered by Claude AI