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Luminar Technologies, Inc./DE (LAZRQ) Stock Fundamental Analysis & AI Rating 2026

LAZRQ OTC Motor Vehicle Parts & Accessories CIK: 0001758057
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
Combined AI Rating
STRONG SELL
92% Confidence
STRONG AGREEMENT
STRONG SELL
95% Conf
STRONG SELL
90% Conf

📊 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
Luminar Technologies, Inc./DE (LAZRQ) receives a STRONG SELL rating with 92% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $66.0M, net profit margin of -554.9%, Luminar Technologies, Inc./DE demonstrates mixed fundamentals in the Automotive sector. Below is our complete LAZRQ stock analysis for 2026.

Is Luminar Technologies, Inc./DE (LAZRQ) a Good Investment?

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.

ChatGPT

Fundamentals are severely impaired: revenue is contracting, gross margin is deeply negative, and losses are large relative to the asset base. Liquidity is weak with negative equity, limited cash, and sub-1 current/quick ratios, creating elevated solvency risk without substantial financing or restructuring. Until unit economics turn positive and cash burn declines materially, the downside fundamental risk remains high.

Why Buy Luminar Technologies, Inc./DE Stock? 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
ChatGPT
  • + Capex-light model provides some spending flexibility
  • + Slight YoY improvement in net loss and EPS
  • + No reported long-term debt on balance sheet

LAZRQ Stock Risks: Luminar Technologies, Inc./DE Investment Risks

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
ChatGPT
  • ! Going-concern risk from negative equity and poor liquidity
  • ! Sustained heavy cash burn and deeply negative margins
  • ! Execution risk amid declining revenue and unprofitable unit economics

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
ChatGPT
  • * Gross margin
  • * Operating cash flow burn rate

Luminar Technologies, Inc./DE (LAZRQ) Financial Metrics & Key Ratios

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 Profit Margin, ROE & Profitability Analysis

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

LAZRQ vs Automotive Sector: How Luminar Technologies, Inc./DE Compares

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

Net Margin
LAZRQ -554.9%
vs
Sector Avg 6.0%
LAZRQ Sector
ROE
LAZRQ 0.0%
vs
Sector Avg 12.0%
LAZRQ Sector
Current Ratio
LAZRQ 0.4x
vs
Sector Avg 1.2x
LAZRQ Sector
Debt/Equity
LAZRQ 0.0x
vs
Sector Avg 1.0x
LAZRQ Sector

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

Is Luminar Technologies, Inc./DE Stock Overvalued? LAZRQ Valuation Analysis 2026

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

Return on Equity
N/A
Sector avg: 12%
Net Profit Margin
-554.9%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 1x

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.

Luminar Technologies, Inc./DE Balance Sheet: LAZRQ Debt, Cash & 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 Revenue & Earnings Growth: 5-Year Financial Trend

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 Revenue Growth, EPS Growth & YoY Performance

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 Earnings & 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.

Luminar Technologies, Inc./DE Dividends, Buybacks & 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 Filings: Latest 10-K & 10-Q 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 a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 92% combined 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. ChatGPT: Capex-light model provides some spending flexibility. Slight YoY improvement in net loss and EPS.

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. ChatGPT: Going-concern risk from negative equity and poor liquidity. Sustained heavy cash burn and deeply negative margins.

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 92% 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: 12%), net margin of -554.9% (sector avg: 6%). 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 Automotive stocks?

Vs Automotive sector averages: Net margin -554.9% (avg: 6%), ROE N/A (avg: 12%), current ratio 0.42 (avg: 1.2).

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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