Luminar Technologies Q2 2025 Earnings Preview: Revenue Up 5.0% Y/Y, EPS Down 555.6% Y/Y

Luminar Technologies is set to announce Q2 2025 earnings on August 12th. The consensus EPS estimate is -$1.18, a 555.6% YoY decrease, and the revenue estimate is $17.27M, a 5.0% YoY increase. Over the last 2 years, LAZR has experienced significant changes in its financial performance.

Luminar Technologies (LAZR) is scheduled to release its second-quarter 2025 earnings on August 12th, after the market closes. The consensus earnings per share (EPS) estimate is -$1.18, marking a substantial year-over-year (YoY) decline of 555.6%. Revenue is expected to be $17.27 million, representing a 5% YoY increase. These figures reflect the company's ongoing financial challenges and restructuring efforts.

Wall Street analysts forecast an average target price of $4.33 for Luminar Technologies, suggesting a potential 61.09% upside from the current trading price of $2.69. The high estimate is $6.00, while the low estimate is $2.00. Market consensus from four brokerage firms positions Luminar Technologies at an average brokerage recommendation of 3.3, indicating a "Hold" status [1].

GuruFocus estimates a GF Value of $60.35 for Luminar Technologies in one year, suggesting a remarkable upside of 2143.49% from the current price of $2.69. The GF Value represents GuruFocus' estimate of the fair trading value for the stock, calculated using historical trade multiples, past business growth, and future business performance estimates [1].

The company has been consolidating its product portfolio around a unified Halo platform, standardizing core LiDAR technology to streamline development and reduce costs across OEM partnerships. Restructuring actions have delivered $115M in annualized non-GAAP OpEx savings and $100M in stock-based compensation reductions, extending Luminar's financial runway and supporting ongoing cost discipline [2].

Luminar Technologies' founder and CEO Austin Russell resigned following a Board inquiry, with Paul Ritchie named as the new CEO effective May 21, 2025. The company is expected to report Q1 revenue of $18.9M with a non-GAAP gross loss of $6.4M, driven by unfavorable unit economics in series production sensor sales and $1M in tariff charges. Fiscal 2025 guidance was reiterated with expected 10%-20% full-year revenue growth, a tightened year-end OpEx outlook to the low $30M range, and a non-GAAP gross loss forecast of $5M–$10M quarterly [2].

Investors will be closely watching Luminar Technologies' earnings announcement to assess the company's progress in addressing its financial challenges and the impact of the leadership transition on its future prospects.

References:
[1] https://www.gurufocus.com/news/3054198/luminar-technologies-lazr-anticipates-q2-earnings-announcement
[2] https://www.marketbeat.com/earnings/reports/2025-5-14-luminar-technologies-inc-stock/