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Aptera Motors Corp. Class B (SEV)
NASDAQ:SEV
US Market
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Aptera Motors Corp. Class B (SEV) AI Stock Analysis

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SEV

Aptera Motors Corp. Class B

(NASDAQ:SEV)

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Neutral 48 (OpenAI - Gpt-5.6Sol)
Rating:48Neutral
Price Target:
$2.50
▲(5.04% Upside)
Action:Reiterated
Date:08/21/26
The score is held down primarily by weak financial fundamentals (negative equity, high leverage, ongoing operating losses, and unproven cash generation). Technicals provide some near-term support with improving momentum, while valuation remains constrained by losses and no dividend. Corporate events are modestly positive—manufacturing partnership and EPA approval strengthen the path to production—but do not offset the elevated balance-sheet and funding risk.
Positive Factors
Early Revenue and Gross Margin
The move from no prior revenue to meaningful sales and a solid gross margin indicates initial product traction. If maintained as production scales, this foundation could support better operating leverage and validate demand for Aptera’s vehicles.
Negative Factors
Negative Equity and High Leverage
Negative equity and substantial debt leave Aptera with limited balance-sheet flexibility and increase dependence on external financing. This weak capital base can constrain production investment and magnify the effect of operating setbacks or funding delays.
Read all positive and negative factors
Positive Factors
Negative Factors
Early Revenue and Gross Margin
The move from no prior revenue to meaningful sales and a solid gross margin indicates initial product traction. If maintained as production scales, this foundation could support better operating leverage and validate demand for Aptera’s vehicles.
Read all positive factors

Aptera Motors Corp. Class B (SEV) vs. SPDR S&P 500 ETF (SPY)

Aptera Motors Corp. Class B Business Overview & Revenue Model

Company Description
Aptera Motors Corp. is a solar-mobility innovator focused on creating exceptionally efficient solar electric vehicles (sEVs). The company's flagship product is a unique two-person, three-wheeled vehicle, meticulously engineered for ultimate effici...
How the Company Makes Money
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Aptera Motors Corp. Class B Financial Statement Overview

Summary
Financial profile remains high-risk despite early revenue traction: 2025 revenue ($149M) and ~38% gross margin show improving scale, but operating profitability is still weak (negative EBITDA), earnings quality looks volatile versus underlying losses, equity is negative (limited flexibility), leverage is high (~$574M debt), and cash flow is not yet sustainably positive (reported $0 OCF/FCF in 2025 after negative prior years).
Income Statement
42
Neutral
Balance Sheet
18
Very Negative
Cash Flow
12
Very Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit-172.00K-566.00K0.00-449.00K-252.00K-14.59K
EBITDA-43.88M-47.54M-398.00M-58.61M-81.48M-96.51M
Net Income-42.05M-43.91M65.03B-59.29M-82.28M-96.52M
Balance Sheet
Total Assets32.60M1.42B3.05B38.41M39.92M24.24M
Cash, Cash Equivalents and Short-Term Investments10.13M206.00M1.35B16.97M10.78M19.33M
Total Debt2.19M574.00M24.66B3.41M14.35M59.60K
Total Liabilities8.03M1.53B25.73B12.91M22.96M84.77M
Stockholders Equity24.57M-107.00M-22.68B25.50M16.96M-60.53M
Cash Flow
Free Cash Flow-25.67M-16.69M-26.07M-25.11M-47.16M-14.33M
Operating Cash Flow-24.07M-15.26M-22.50M-19.68M-35.86M-14.02M
Investing Cash Flow-1.61M-1.43M-3.57M-5.43M-11.30M-306.88K
Financing Cash Flow22.73M13.14M22.27M31.31M38.60M33.01M

Aptera Motors Corp. Class B Risk Analysis

Aptera Motors Corp. Class B disclosed 51 risk factors in its most recent earnings report. Aptera Motors Corp. Class B reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Aptera Motors Corp. Class B Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
48
Neutral
$96.70M-0.11317.91%
45
Neutral
$34.32M-0.46-253.36%112.11%96.59%
41
Neutral
$6.81M-0.42171.55%
39
Underperform
$10.07M-0.06-122.04%-39.70%13.16%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SEV
Aptera Motors Corp. Class B
2.29
-3.55
-60.79%
WKHS
Workhorse Group
3.02
-13.30
-81.50%
CENN
Cenntro Electric Group
4.30
-27.92
-86.65%
SSM
Sono Group
2.64
-2.86
-52.00%

Aptera Motors Corp. Class B Corporate Events

Business Operations and StrategyPrivate Placements and Financing
Aptera Motors Launches Strategic Manufacturing Partnership in China
Positive
Aug 20, 2026
On August 14, 2026, Aptera Motors Corp. entered into a strategic partnership with Shanghai Launch Automotive Technology Co., Ltd., under which Launch will provide manufacturing, engineering, tooling, testing and related services for Aptera’s...
Business Operations and StrategyPrivate Placements and Financing
Aptera Forms Strategic Partnership to Scale Solar EV Production
Positive
Aug 20, 2026
On August 20, 2026, Aptera Motors announced a strategic partnership and investment agreement with Launch Design, also known as Shanghai Launch Automotive Technology Co., Ltd., to support its transition to high-volume production of solar electric v...
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
Aptera Motors Adds Independent Director to Board
Positive
Aug 14, 2026
On August 11, 2026, Aptera Motors Corp. expanded its board of directors from four to five members and appointed Wellington J. Reiter as an independent director, effective the same day. Reiter also joined the company’s Audit Committee, reinfo...
Business Operations and StrategyFinancial DisclosuresPrivate Placements and Financing
Aptera Motors Highlights Q2 Losses and Production Progress
Negative
Aug 12, 2026
In its August 12, 2026 update, Aptera Motors reported a Q2 2026 GAAP net loss of $10.9 million and a first‑half GAAP net loss of $21.1 million, with non‑GAAP adjusted net losses of $7.2 million and $13.4 million respectively, while red...
Business Operations and StrategyPrivate Placements and Financing
Aptera Motors Closes Warrant Inducement to Bolster Liquidity
Neutral
Jul 13, 2026
On July 10, 2026, Aptera Motors entered into a warrant inducement deal with existing warrant holders to immediately exercise March 2026 warrants for 2,880,000 Class B shares at a reduced price of $2.07, yielding about $5.96 million in gross procee...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
Aptera Motors Gains EPA Approval for Launch Edition
Positive
Jul 7, 2026
On July 7, 2026, Aptera Motors announced it had received a Certificate of Conformity from the U.S. Environmental Protection Agency, issued on June 18, 2026, for its 2026 Aptera Launch Edition vehicle. This certification confirms the model meets fe...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 21, 2026