Microvision Charts a New Course with Aggressive Industrial Push

Microvision US5949603048

Shares of Microvision exhibited significant early trading activity today, driven by a comprehensive strategic pivot unveiled by the company's new leadership at CES 2026 in Las Vegas. Under CEO Glen DeVos, the firm is now squarely targeting industrial and defense applications, with plans to disrupt the autonomous sensor market through aggressive pricing.

The market's initial response to this strategic shift has been positive. Microvision's equity closed yesterday's session with a gain of 5.41 percent at $0.94. Trading volume exceeded the 20-day average by approximately 400,000 shares, a signal often interpreted as rising institutional interest. From a technical perspective, the stock broke through a key resistance level at $0.92 and is now approaching the psychologically significant $1.00 threshold.

This renewed focus on solid-state technology provides a clearer commercial pathway following a challenging period in 2025 for the sector, which was marked by delays in major automotive industry orders. Microvision is consequently shifting attention toward markets with shorter sales cycles, including warehouse perimeter security and autonomous logistics solutions.

A Disruptive Pricing Strategy for Automation

The centerpiece of the CES presentation was a dedicated LiDAR kit designed for industrial automation. The company aims to supplant established electromechanical systems in forklifts and trucks with this new offering. Priced between $4,000 and $6,000, the integrated solution—comprising four solid-state sensors and perception software—represents a stark departure from current market rates. Existing sensor suites for autonomous forklifts typically cost around $20,000.

CEO DeVos also laid out a long-term technology roadmap. By 2029, Microvision is targeting LiDAR unit costs of $200 for short-range and $300 for long-range applications in the automotive market. This ambition hinges on a "tri-lidar architecture" that eliminates the need for expensive, mechanical roof-mounted modules.

Upcoming Catalysts and Production Timeline

The company has outlined concrete next steps. Series production for the next generation of MOVIA S sensors is scheduled to commence in the fourth quarter of 2026. A key date for shareholders will be the release of the full-year 2025 financial results, expected in February. These figures will provide the first insight into the revenue contribution from the newly announced industrial contracts. The market is now watching for further potential partnership announcements that may emerge from the CES event.