Innoviz Technologies Ltd (INVZ)

[WeTheMarket]

Turning point for Mobileye and Innoviz?
12:16 AM · Jan 17, 2026

https://t.co/abjZNGL2Us

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The potential for profit and growth lies in three specific areas where Innoviz’s newly announced InnovizThree intersects with Mobileye’s massive expansion.

Key excerpts:

Conclusion
In a "gold rush" for AI, the winners are often those providing the essential tools. Innoviz’s new technology solves a major "pain point" for Mobileye. Instead of Mobileye’s software having to manually align separate camera and LiDAR feeds (which is computationally expensive), InnovizThree delivers pre-aligned, factory-calibrated "colored 3D data." This allows Mobileye to run its AI on less power-hungry chips, making the entire system cheaper and more attractive to OEMs.
In my opinion, Innoviz is moving beyond being just a "part supplier" to being a system-fusion partner. By providing the "eyes" (Camera + LiDAR) in a single, calibrated package, they are making it nearly impossible for Mobileye to look elsewhere for its next-generation L4 and Robotics projects.

. . . The announcement of the InnovizThree combining LiDAR and camera is a major breakthrough for $INVZ because it introduces the first fully colored, long-range 3D LiDAR and camera sensor-fusion module. InnovizThree is designed for behind the windshield and roof mounting integrations making it ideal for AI-enhanced platforms such as humanoids, micro robotics and drones. With that, the Total Addressable Market is increasing significantly. With Omer Keilaf I spoke about the “Industry shakeup”, addressing the “LiDAR is Useless” argument and future strategy & growth for $INVZ. The really fantastic part: Omer has already hinted that they are 2-3 generations ahead of competition.
Omer Keilaf says: “The world is 3D. Movement in the real world is in 3D” and so should be the technology" and "we want to continue to innovate and be a major player in L3 and L4 autonomous driving. We hope to present InnovizThree to more possible customers to spread the awareness of this unique technology, which is 2-3 years ahead of competition. In my opinion, Innoviz is the only reliable player for L4 autonomous driving in the future."
With InnovizThree and InnovizSMART, the company reached a pivotal point in my view and with more innovations and customer contracts to come, I see $INVZ clearly ahead of competiton an being the winner in this industry.