MicroVision Tech Partners with Nvidia to Accelerate Autonomous Driving Adoption

MicroVision MVIS stock declined after announcing its MOVIA lidar system is now supported on NVIDIA Corp NVDA DRIVE AGX platform, aiming to accelerate its adoption in the autonomous driving market. The integration allows for faster deployment of lidar solutions in ADAS and full autonomy platforms. MicroVision generates revenue from developing and licensing its laser beam scanning technology for automotive and industrial applications, and also earns income from selling AR and consumer lidar modules.

MicroVision Inc. (MVIS), a lidar and perception technology company, announced on Monday that its MOVIA sensor suite is now compatible with the Nvidia DRIVE AGX platform. Despite the positive news, the stock experienced a significant decline of over 3% on Monday afternoon, according to Stocktwits data [1]. This news comes as the company aims to accelerate the adoption of its lidar solutions in the autonomous driving market.

The integration allows for faster deployment of lidar solutions in advanced driver-assistance systems (ADAS) and full autonomy platforms. Glen DeVos, Chief Technology Officer at MicroVision, noted that the compatibility enables OEMs in the automotive sector to utilize pre-processed point cloud data directly from MicroVision's lidar hardware, minimizing integration friction and enhancing safety-critical functions [2].

The company's MOVIA L sensor is specifically designed for commercial trucking, while the MOVIA S sensor is expected to deliver high performance at a competitive price for high-volume automotive applications. MicroVision aims to simplify sensor integration in vehicles by linking its technology with Nvidia's AI platform, helping automakers improve perception systems more efficiently [2].

The news was met with high retail sentiment, with the stock's sentiment meter at 'extremely bullish' (76/100) and message volume levels at 'high' (70/100) on Monday afternoon. However, the stock has declined by over 4% in 2025 and gained more than 18% in the past 12 months [1].

Wall Street analysts forecast an average target price of $2.25 for Microvision Inc. (MVIS), with an upside of 73.08% from the current price of $1.30. The average brokerage recommendation is currently "Outperform" [2]. GuruFocus estimates the GF Value for Microvision Inc. (MVIS) in one year to be $5.27, suggesting an upside of 305.38% from the current price of $1.30 [2].

MicroVision generates revenue from developing and licensing its laser beam scanning technology for automotive and industrial applications, and also earns income from selling AR and consumer lidar modules. The company's technology portfolio includes MEMS-based long-range lidar and flash-based short-range lidar systems integrated with onboard perception software [3].

The integration with the NVIDIA DRIVE AGX platform could unlock new growth opportunities for MicroVision across both existing and emerging automotive programs. The company is committed to ensuring that its technology serves as a crucial key to unlocking important safety features for automotive OEMs [3].

References:
[1] https://stocktwits.com/news-articles/markets/equity/microvision-stock-slides-despite-positive-news-on-movia-sensor-suite/choeu5ER5xJ
[2] https://www.gurufocus.com/news/3009093/microvision-mvis-integrates-movia-lidar-with-nvidia-drive-agx-platform
[3] https://ir.microvision.com/news/press-releases/detail/426/microvision-movia-lidar-now-supported-on-nvidia-drive-agx