Innoviz Enters Defense and Homeland Security - Enabling Physical AI-Driven 3D Situational Intelligence

Rhea-AI Summary

Innoviz (NASDAQ: INVZ) announced entry into defense and homeland security markets with its automotive-grade LiDAR platforms, InnovizSMART and InnovizTwo ULR.

Key product facts: InnovizSMART supports up to 450 meters, InnovizTwo ULR up to 1 kilometer, with PoE on InnovizTwo-based units, rugged design, and first InnovizTwo ULR samples delivered.

Positive

• InnovizTwo ULR range up to 1 kilometer
• InnovizSMART range up to 450 meters
• PoE connectivity on InnovizTwo-based LiDARs for streamlined deployment
• Automotive-grade ruggedness designed for dust, debris, and extreme temperatures
• First samples delivered for InnovizTwo ULR and InnovizSMART available

Negative

• None.

News Market Reaction – INVZ

+7.51% 1.7x vol

16 alerts

+7.51% Session close to close

+5.7% Peak Tracked

-4.3% Trough Tracked

$156.28M Market Cap

1.7x Rel. Volume

In the Apr 28 session, INVZ gained 7.51%, reflecting a notable positive market reaction. Argus tracked a peak move of +5.7% during that session. Argus tracked a trough of -4.3% from its starting point during tracking. Our momentum scanner triggered 16 alerts that day, indicating notable trading interest and price volatility. Trading volume was above average at 1.7x the daily average, suggesting increased trading activity.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved +7.5% in the session following this news. A strong positive reaction aligns with Inn...

Analysis

The stock moved +7.5% in the session following this news. A strong positive reaction aligns with Innoviz’s pattern of generally constructive responses to AI-focused milestones, where most prior AI-tagged releases saw modest gains. However, the stock traded far below its 200-day MA and 52-week high before this news, so any sharp move would be occurring from a depressed base. Investors would need to weigh execution in defense/HLS and prior volatility around announcements.

Key Figures

InnovizSMART range: 450 meters InnovizTwo ULR range: 1 kilometer Current price: $0.6605 +5 more

8 metrics

InnovizSMART range 450 meters Maximum distance for high-resolution 3D point cloud capture

InnovizTwo ULR range 1 kilometer Stated long-range sensing capability in defense/HLS use cases

Current price $0.6605 Pre-news trading level on Apr 28, 2026

52-week high $2.54 Compared with current price for downside from peak

52-week low $0.58 Nearby trading floor over last 12 months

Market cap $147,871,091 Equity value before impact of this announcement

Volume today 2,929,409 shares Compared with 20-day average volume of 2,328,066

Short-term move -4.18% 24-hour price change prior to the news release

Previous AI Reports

4 past events · Latest: Apr 22 (Positive)

Same Type Pattern 4 events

Date	Event	Sentiment	24h Move	Catalyst
Apr 22	AI LiDAR launch	Positive	+1.6%	Introduced InnovizTwo ULR LiDAR with 1-kilometer range and rugged capabilities.
Feb 23	AI white paper	Positive	-2.5%	Released Physical AI white paper arguing for LiDAR’s role in world models.
Aug 20	AI collaboration	Positive	+0.6%	Partnered to deploy InnovizSMART for intelligent intersections in North America.
Aug 06	Airport AI rollout	Positive	+1.9%	Agreed to deploy InnovizTwo LiDARs across major US airports using AI.

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

Pattern Detected

AI/Physical AI announcements have generally been positive in tone with mostly modest positive price reactions and one notable negative divergence.

Recent Company History

Over the past two years, Innoviz has repeatedly highlighted AI and Physical AI themes. In Aug 2024, it announced airport LiDAR deployments using AI capabilities. In Aug 2025, it joined a collaboration to accelerate intelligent intersections. In Feb 2026, it released a Physical AI white paper, and on Apr 22, 2026 it launched the InnovizTwo ULR LiDAR. Today’s entry into defense and homeland security extends this same AI-centric LiDAR strategy into new end markets.

Key Terms

lidar, power over ethernet, 3d point cloud, physical ai, +2 more

6 terms

lidar technical

"a leading supplier of high-performance, automotive-grade LiDAR sensor platforms"

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.

power over ethernet technical

"InnovizTwo-based LiDARs include PoE (Power over Ethernet) connectivity"

Power over Ethernet (PoE) is a wiring standard that lets network cables carry both data and electrical power to devices, like delivering internet and charging to a security camera or a wireless access point through the same cable. Investors care because PoE lowers installation and maintenance costs, enables faster rollouts and product upgrades, and can drive demand for networks and smart-building hardware, affecting sales, margins, and recurring service opportunities.

3d point cloud technical

"InnovizSMART captures high-resolution 3D point cloud data at distances of up to 450 meters"

A 3D point cloud is a digital collection of thousands to millions of dots in three-dimensional space that together map the shape and position of real-world objects or environments, created by sensors such as LiDAR or photogrammetry. For investors, it matters because these data sets are the raw material for applications like autonomous vehicles, mapping, industrial inspection and digital twins — products and services that can drive revenue, lower costs, and create competitive advantage.

physical ai technical

"reflects Innoviz's view regarding the growing role of Physical AI systems"

Physical AI combines artificial intelligence with physical devices or environments, enabling machines to interact with and adapt to the real world in a human-like way. It matters to investors because it can lead to smarter robots, autonomous vehicles, or advanced sensors that improve efficiency and open new markets, potentially creating significant business opportunities and competitive advantages.

world models technical

"to maintain accurate World Models of complex operational environments"

World models are internal simulations created by AI systems that represent how people, objects, or markets behave so the AI can predict outcomes and plan actions. For investors, stronger world models can mean more accurate forecasting, better automation, and improved product capabilities—think of an AI with a reliable mental map or flight simulator that helps companies make faster, cheaper, and smarter decisions, but also raises questions about accuracy, oversight, and competitive advantage.

power over ethernet (poe) technical

"InnovizTwo-based LiDARs include PoE (Power over Ethernet) connectivity"

Power over Ethernet (PoE) is a technology that lets a single network cable carry both data and electrical power to devices like cameras, wireless access points, and sensors, similar to a power strip that also sends internet through the same cord. For investors, PoE matters because it lowers installation and maintenance costs, speeds deployment of connected equipment, and can drive demand for upgraded networking gear and services, affecting sales, margins and recurring revenue potential for companies in networking and infrastructure.

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Bringing automotive-grade, resilient, long–range 3D perception LiDAR, built for the auto industry's most rigorous standards, to homeland security and defense

TEL AVIV, Israel, April 28, 2026 /PRNewswire/ -- Innoviz Technologies Ltd. (NASDAQ: INVZ) (the "Company" or "Innoviz"), a leading supplier of high-performance, automotive-grade LiDAR sensor platforms, today announced its entrance to the defense and homeland security (HLS) markets, with its unique solutions, InnovizSMART and InnovizTwo Ultra Long-Range (ULR) LiDAR sensors, as a suitable solution also for defense and HLS customers. Developed for civilian applications, Innoviz LiDARs' rugged design, extended detection range, and automotive-grade reliability make them well-suited for the demanding requirements of defense and security operations. This reflects Innoviz's view regarding the growing role of Physical AI systems, that must perceive and operate within real-world physical constraints, including in mission-critical security and defense environments.

With growing demand from governments, police forces, airport security agencies, and others worldwide, Innoviz is uniquely positioned to serve the homeland security market with no additional investment required. Innoviz LiDARs are designed to comply with the most demanding automotive standards, deliver long-range 3D detection and resilience to dust, debris, and extreme temperatures, capabilities relevant to the environments often encountered in defense and border security applications.

With the same technological foundation as Innoviz's proven automotive LiDAR solutions, InnovizSMART captures high-resolution 3D point cloud data at distances of up to 450 meters, while InnovizTwo ULR reaches up to 1 kilometer, both in a compact form factor. InnovizTwo-based LiDARs include PoE (Power over Ethernet) connectivity to support streamlined deployment on existing infrastructure. Physical AI systems depend on deterministic, real-time 3D perception to maintain accurate World Models of complex operational environments, and Innoviz LiDARs are designed to deliver the range, reliability, and resolution needed to support these models.

InnovizSMART and InnovizTwo ULR are suitable for use across a broad range of defense and HLS applications, including:

• Perimeter & Facility Security: From airports and border crossings to hospitals, schools, and industrial facilities, Innoviz LiDARs provide reliable, long-range intruder detection and perimeter monitoring, day or night, across harsh weather conditions, without the blind spots of camera-only systems.
• Mapping & Situational Awareness: Innoviz LiDARs generate dense, highly accurate 3D point clouds for mission planning, terrain mapping, and real-time situational awareness, forming a continuous sensing layer that feeds AI-driven systems with live environmental data.
• Drone Detection: Fine angular resolution at long range enables detection and tracking of small, fast, low-reflectivity aerial targets that radar and cameras often struggle to classify reliably, supporting early warning.

"Using the technological foundation that made Innoviz a trusted Tier-1 supplier to the world's leading automotive manufacturers, Innoviz now brings its innovation to the HLS and defense markets. We believe that this technological edge supports the performance and reliability that defense and security customers demand," said Omer Keilaf, CEO & Founder of Innoviz. "Entering the defense and HLS market with the InnovizSMART and InnovizTwo ULR is a natural step for us, and we look forward to equipping various defense customers with what we believe to be best-in-class LiDAR sensing capabilities. There is more than one way to save lives."

"Defense and homeland security applications require reliable 3D perception in degraded and unpredictable environments," said Azarel Ram, former CEO of Rafael Advanced Defense Systems and Defense & Homeland Security Executive Advisor. "Innoviz's LiDAR brings proven automotive-grade robustness and high-resolution sensing that can support navigation, situational awareness, and object detection in complex operational conditions."

InnovizSMART is available. First samples of the InnovizTwo ULR have already been delivered.

For more information or to discuss defense and HLS deployment requirements, contact sales@innoviz-tech.com or visit innoviz.tech/innovizsmart.

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.

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Media Contact
Media@innoviz-tech.com

Investor Contact
Investors@innoviz-tech.com 

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 or is expected to operate, and Innoviz's projected future operational and financial results. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "design(ed)," "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 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 ("SEC") on March 4, 2026, and in other documents filed by Innoviz from time to time with the SEC. These filings identify and address other 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 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 gives no assurance that it will achieve its expectations.

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SOURCE Innoviz Technologies

FAQ

What LiDAR range does Innoviz (INVZ) offer for defense and homeland security applications?

Innoviz offers short- and long-range options: InnovizSMART reaches up to 450 meters and InnovizTwo ULR reaches up to 1 kilometer. According to the company, both are designed for long-range 3D point-cloud sensing in harsh conditions.

Are InnovizTwo ULR units ready for deployment for INVZ defense customers?

First samples of InnovizTwo ULR have been delivered, indicating initial hardware availability. According to the company, InnovizTwo-based LiDARs include PoE for easier integration with existing infrastructure.

How do Innoviz (INVZ) LiDARs support drone detection for security use cases?

Innoviz LiDARs provide fine angular resolution and long-range detection to spot small, low-reflectivity aerial targets. According to the company, this supports earlier detection and tracking where cameras and radar may struggle.

Do Innoviz (INVZ) LiDARs require special infrastructure for homeland security installations?

Innoviz says no additional investment is required to serve the homeland security market using existing product designs. InnovizTwo-based units add Power over Ethernet to simplify deployment on existing networks.

What defensive applications does Innoviz (INVZ) target with InnovizSMART and InnovizTwo ULR?

Targeted uses include perimeter and facility security, mapping and situational awareness, and drone detection. According to the company, the LiDARs generate dense 3D point clouds for mission planning and real-time world modeling.