Innoviz stock: Innoviz targets 20 percent defense revenue for Innoviz Technologies stock

Published on 10/22/2026 at 04:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Defense could reach 50 percent of revenue by 2029 at Innoviz. Results for Innoviz Technologies stock are scheduled for November 11, 2026.

Defense mix and reporting date

Innoviz outlined a defense strategy with a 20 percent revenue target on October 15, 2026.
Second-quarter revenue reached USD 18.08 million for the period ended June 30, 2026.
Innoviz is scheduled to report third-quarter results on November 11, 2026.

INVZ, IL0011745804, Illustration mit AI erstellt.

Innoviz Technologies (ISIN IL0011745804) expects security and defense products to account for at least 20 percent of revenue next year and 50 percent by 2029 to 2030, according to Investing.com on October 15, 2026. The plan gives Innoviz stock a measurable test as the LiDAR company expands beyond automotive programs.

Defense changes the revenue mix

Management described security and defense as a faster-cycle business with higher selling prices and stronger gross margins than automotive applications. The company said the same production line can serve both markets, limiting the need for additional development and capital spending.

The ThinkEquity presentation identified counter-drone systems and perimeter security as the first defense applications. Innoviz also put the aggregate security and defense opportunity at USD 7 billion to USD 8 billion by 2030, while automotive programs continue to provide volume.

What does 20 percent mean?

The target would make defense a material part of Innoviz's revenue mix within the next year. The company said automotive development cycles can take three to four years from development to production, while defense projects may move from pilot to deployment in less than one year.

Three dated company steps

On August 5, 2026, Innoviz reported second-quarter revenue of USD 18.08 million and adjusted earnings per share of minus USD 0.08, according to MarketBeat. On September 17, 2026, the Israel Defense Forces research and development directorate recognized Innoviz LiDAR capabilities as suitable for defense applications, as listed by Innoviz Technologies. On October 15, 2026, the company presented its 20 percent and 50 percent defense revenue targets at the ThinkEquity Conference.

Next date for investors

MarketBeat lists November 11, 2026, as the expected date for Innoviz's third-quarter results, with the conference call scheduled before the market opens. The same listing gives a consensus revenue estimate of USD 19.00 million and a consensus loss of USD 0.07 per share.

Stock context and next results

Innoviz is an Israeli developer of automotive-grade LiDAR sensors and perception software for vehicles, security, drones, robotics and mapping. Its primary listing is Nasdaq under ticker INVZ, according to StockAnalysis. The November report will show whether the defense strategy is beginning to complement the company's USD 18.08 million second-quarter revenue base.