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Drive Group and Innoviz Sign Strategic Collaboration to Advance AI-Powered LiDAR Solutions for Security and Intelligent Transportation

(Moderate)
(Positive)
Tags
partnership AI

Innoviz Technologies (NASDAQ: INVZ) and Drive Group signed a strategic collaboration to integrate InnovizSMART LiDAR into Drive's ITS and perimeter security solutions, focusing on the Barak LightGuard system.

Drive issued an upfront purchase order, and the partners are targeting $20 million in sales by the end of 2027.

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Positive

  • Drive Group issues upfront purchase order for InnovizSMART units
  • Collaboration targets $20 million in Barak LightGuard sales by end of 2027
  • Agreement supports potential new revenue stream in perimeter security and ITS markets

Negative

  • None.

News Market Reaction – INVZ

+1.48%
13 alerts
+1.48% Session close to close
+3.7% Peak Tracked
-5.1% Trough Tracked
$144.24M Market Cap
0.8x Rel. Volume

In the Jun 23 session, INVZ gained 1.48%, reflecting a mild positive market reaction. Argus tracked a peak move of +3.7% during that session. Argus tracked a trough of -5.1% from its starting point during tracking. Our momentum scanner triggered 13 alerts that day, indicating notable trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights a targeted $20 million LiDAR sales opportunity and deepens Innoviz’s ro...
Analysis

This announcement highlights a targeted $20 million LiDAR sales opportunity and deepens Innoviz’s role in AI-enabled perimeter security and ITS. Prior AI partnerships averaged -2.85% moves; elevated short interest near 10% underscores ongoing volatility risk to monitor.

Key Figures

Sales target: $20 million Targeted revenue window: 1.5 years Drive Group companies: 6 companies +3 more
6 metrics
Sales target $20 million Collaborative LiDAR sales goal by end of 2027
Targeted revenue window 1.5 years CFO cites $20 million opportunity over next 1.5 years
Drive Group companies 6 companies Number of transportation and infrastructure companies in Drive Group
Detection range 1,000 meters Maximum object detection distance for Barak LightGuard system
Short interest 10.01% Short interest as of 2026-05-29
Days to cover 8.53 days Based on recent trading volume and reported short interest

Previous Partnership,AI Reports

2 past events · Latest: Jan 07 (Positive)
Same Type Pattern 2 events
Date Event Sentiment 24h Move Catalyst
Jan 07 AI partnership Positive -5.1% MoU with Vueron to integrate Innoviz LiDAR into VueX AI platform.
Jul 15 Security/ITS partnership Positive -0.6% Strategic partnership for LiDAR-camera ITS and security solution across India.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

INVZ has tended to trade down on past AI partnership announcements despite their positive tone.

Key Terms

lidar, intelligent transportation systems, perimeter intrusion detection, ai-based analytics
4 terms
lidar technical
"Innoviz LiDARs into Drive's Barak LightGuard system with the goal"
Lidar, which stands for Light Detection and Ranging, is a technology that uses laser beams to create detailed, three-dimensional maps of the environment. It works like a sophisticated eye that measures distances by bouncing light off objects, helping machines see and understand their surroundings. For investors, lidar is important because it enables advancements in autonomous vehicles, robotics, and mapping, which can drive innovation and growth in related industries.
intelligent transportation systems technical
"into Drive Group's ITS (Intelligent Transportation Systems) and perimeter security solutions"
Intelligent transportation systems are networks of sensors, cameras, software and communications that collect and analyze traffic, vehicle and transit data to improve safety, flow and efficiency—like a city’s traffic brain that links lights, signs, buses and cars to respond in real time. For investors, ITS matter because they create demand for hardware, software and services, shape government spending and regulations, and can change costs and revenue for transport, logistics and urban development projects.
perimeter intrusion detection technical
"supporting perimeter intrusion detection for the defense and homeland security markets"
Perimeter intrusion detection is a system of sensors, cameras and software that watches the boundary of a property or facility and alerts operators when someone or something tries to cross it without permission. Like an invisible fence and alarm around a house, it matters to investors because it protects physical assets, reduces theft or downtime, limits liability and can generate steady revenue for security and technology providers as companies invest to safeguard operations.
ai-based analytics technical
"a video camera, and AI-based analytics software, enables the detection"
Computer systems that learn patterns from large amounts of data to generate insights, forecasts, or automated decisions for business and financial use. Investors care because these tools can reveal hidden trends, speed up analysis, and improve forecasting accuracy much like a weather app uses many sensors to predict storms—helping assess risk, spot opportunities, or flag problems earlier than traditional methods.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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The companies plan to integrate Innoviz LiDARs into Drive's Barak LightGuard system with the goal of achieving a sales target of $20 million by the end of 2027

TEL AVIV, Israel, June 23, 2026 /PRNewswire/ -- Drive Group, comprising six leading transportation and infrastructure companies in Israel, and the technology company Innoviz Technologies Ltd. (NASDAQ: INVZ) ("Innoviz"), a leading supplier of high-performance, automotive-grade LiDAR sensor platforms, announced today the signing of a strategic collaboration agreement. The agreement is designed to promote the integration of Innoviz's existing LiDAR technology (InnovizSMART) into Drive Group's ITS (Intelligent Transportation Systems) and perimeter security solutions, with a specific focus on the joint project "Barak LightGuard."

As part of the immediate commitments of the agreement, Drive Group issued an upfront purchase order (PO) to Innoviz, to purchase InnovizSMART units for integrating them into Drive's Barak LightGuard systems with the goal of accelerating global market adoption in the fields of precise drone localization, critical infrastructure, border security, and Intelligent Transport Systems (ITS) and achieving a sales target of $20 million by the end of 2027. The collaboration aims to combine Innoviz's outstanding LiDAR capabilities with Drive Group's operational expertise in ITS systems and perimeter security solutions. 

The "Barak LightGuard" system was developed by Barak 555, a subsidiary of Drive Group, integrating Innoviz's InnovizSMART product together with the software company Cogniteam's software. The system, which integrates a high-resolution 3D LiDAR sensor, a video camera, and AI-based analytics software, enables the detection and classification of objects (humans, vehicles, animals) at distances of up to approximately 1,000 meters, supporting perimeter intrusion detection for the defense and homeland security markets, including critical infrastructure facilities and border security.

Ohad Kopolovich, CFO of Drive Group: "This collaboration with Innoviz marks a major strategic milestone for Drive Group as we continue expanding our position as a leader in advanced technology solutions for transportation, critical infrastructure, and security markets. By integrating Innoviz's world-class LiDAR technology into our platforms, we are significantly enhancing our ability to deliver next-generation AI-driven sensing to customers globally."

Eldar Cegla, CFO of Innoviz Technologies, said: "We are pleased to see this commercial validation of InnovizSMART for the perimeter security and intelligent transportation applications. The collaboration with Drive Group provides a foundation for building a meaningful revenue stream, with a targeted $20 million sales opportunity over the course of the next 1.5 years."

About Drive Group

Drive Group is the leading group in Israel with expertise in the operation and maintenance of complex systems in the fields of transportation and infrastructure, project management, and smart transportation solutions. The group includes six subsidiaries operating in synergy to provide a "360-degree" envelope in the transportation sector: Derech Eretz (Highway 6 operator), Carmel Routes (Carmel Tunnels operator), Derech HaTzafon (responsible for the major northern road network), Derech Betucha (infrastructure and project management contractor), A.A.K.I. (specializing in electrical transportation), and Barak 555 (specializing in electronic protection systems, communication infrastructure, and control). Drive Group's decentralized structure enables it to offer unique expertise in all aspects of road management, from complex engineering projects to ongoing safety, patrol, and maintenance services. Drive Group is held by Shikun & Binui and Egged Holdings.

About Innoviz 

Innoviz is a leading provider of LiDAR technology, serving as a Tier-1 supplier to the world's leading automotive manufacturers and working towards a future with safe autonomous vehicles on the world's roads. 

Innoviz's LiDAR and perception software "see" better than a human driver and reduce the possibility of error, meeting the automotive industry's strictest expectations for performance and safety. Innoviz's LiDAR sensors are designed to deliver exceptional range, resolution, and reliability, providing accurate 3D sensing in harsh weather conditions. Operating across the U.S., Europe, and Asia, Innoviz designs solutions for automotive OEMs, system integrators, municipalities, commercial enterprises, and other use cases worldwide. InnovizSMART is an off-the-shelf solution for security, defense and homeland security, intelligent traffic management, mobility, robotics, and aerial applications. 

For more information, visit innoviz.tech.
Join the discussion: Facebook, LinkedIn, YouTube, Twitter.

Forward Looking Statements

This announcement contains certain forward-looking statements within the meaning of the federal securities laws, including statements regarding the products and solutions offered by Innoviz, the anticipated technological capability of Innoviz's products, the markets in which Innoviz operates, Innoviz's projected future operational and financial results, and the expected sales target of the collaboration of Innoviz with the Drive Group. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions.

Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties.

Many factors could cause actual future events, and, in the case of Innoviz's forward-looking revenues, actual orders or actual payments, to differ materially from the forward-looking statements in this announcement, including but not limited to, the ability to implement business plans, forecasts, and other expectations, the ability to achieve broader market adoption of Innoviz's products and solutions, the ability to identify and realize additional opportunities, potential changes and developments in the highly competitive LiDAR technology and related industries, the ability to maintain and scale initial deployments into long-term commercial relationships, the risk that initial purchase orders do not convert into anticipated volumes and that results depend on the success of third-party integrators and partners, the risks associated with the defense and homeland security market, including procurement cycles, budgetary constraints, and regulatory and export control considerations, and Innoviz's expectations regarding the impact of geopolitical developments in the Middle East including the evolving conflict in Israel on its ongoing operations. The foregoing list is not exhaustive. You should carefully consider such risks and the other risks and uncertainties described in Innoviz's annual report on Form 20-F for the year ended December 31, 2025 filed with the U.S. Securities and Exchange Commission (the "SEC") on March 4, 2026, and in other documents filed by Innoviz from time to time with the SEC. These filings identify and address important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and except as required by law, Innoviz assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. Innoviz does not give any assurance that it will achieve its expectations. 

Media Contact
media@innoviz-tech.com 

Investor Contact
investors@innoviz-tech.com 

Cision View original content:https://www.prnewswire.com/news-releases/drive-group-and-innoviz-sign-strategic-collaboration-to-advance-ai-powered-lidar-solutions-for-security-and-intelligent-transportation-302807520.html

SOURCE Drive Group

FAQ

What did Innoviz (NASDAQ: INVZ) and Drive Group announce on June 23, 2026?

Innoviz and Drive Group announced a strategic collaboration to integrate InnovizSMART LiDAR into Drive’s ITS and perimeter security solutions. According to Innoviz, the agreement includes an upfront purchase order and a targeted $20 million sales opportunity over roughly the next 1.5 years.

What is the Barak LightGuard system using InnovizSMART LiDAR for perimeter security?

Barak LightGuard is a Drive Group system that integrates InnovizSMART LiDAR, a video camera, and AI analytics software. According to Drive Group, it detects and classifies humans, vehicles, and animals at distances up to about 1,000 meters for defense and homeland security applications.

What sales target did Innoviz (INVZ) and Drive Group set for Barak LightGuard?

Innoviz and Drive Group are targeting $20 million in Barak LightGuard sales by the end of 2027. According to Innoviz, this collaboration provides a foundation for building a meaningful revenue stream over approximately the next 1.5 years in perimeter security and intelligent transportation.

How might the Drive Group collaboration affect Innoviz (INVZ) revenue potential?

The collaboration could support a meaningful new revenue stream focused on perimeter security and ITS markets. According to Innoviz, the agreement includes an upfront purchase order and a targeted $20 million sales opportunity over the next 1.5 years using its InnovizSMART LiDAR platform.

Which technologies are integrated in Drive Group’s Barak LightGuard system with InnovizSMART?

Barak LightGuard combines a high-resolution 3D InnovizSMART LiDAR sensor, a video camera, and AI-based analytics software. According to Drive Group, this integration enables long-range object detection and classification, supporting perimeter intrusion detection for critical infrastructure facilities and border security environments.

How does the Innoviz and Drive Group deal advance AI-powered LiDAR for intelligent transportation?

The agreement embeds InnovizSMART LiDAR into Drive Group’s Intelligent Transportation Systems and Barak LightGuard platform. According to Innoviz, this supports precise drone localization and advanced sensing for transportation, border security, and critical infrastructure, targeting $20 million in sales by late 2027.