Luminar Technologies: Long-Term Upside Remains Very Attractive

Core View - The analyst recommended a buy rating for Luminar Technologies (NASDAQ: LAZR) in April last year, believing the company was on track to meet its FY30 targets [1] Investment Criteria - An ideal investment should operate in a sector projected to experience structural (organic) growth exceeding GDP growth over the next 5-10 years [1] - The investment should generate profits from sustainable competitive advantages that translate into attractive unit economics [1] - The company should be managed by competent, ethical, and long-term thinkers [1] - The investment should have a fair valuation [1] Analyst Disclosure - The analyst has no stock, option, or similar derivative position in any of the mentioned companies [1] - The analyst has no plans to initiate any such positions within the next 72 hours [1] - The article expresses the analyst's own opinions and is not receiving compensation for it (other than from Seeking Alpha) [1] - The analyst has no business relationship with any company whose stock is mentioned in the article [1]