REE Automotive Ltd.
- Open
- 0.20
- Day high
- 0.21
- Day low
- 0.19
- Prev close
- 0.20
- Volume
- 14K
- Mkt cap
- $6M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 0.2
- P/S
- 28.9
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$4K over the last 3 months (0 open-market buys, 2 sales)
- 🏛Institutions accumulating (13F)
REE Automotive Ltd. (REE) is a Consumer Cyclical company listed on NASDAQ. The stock is down 68% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 2 sales (SEC Form 4).
REE Automotive Ltd. (REE) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
REE earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Dec 30, 2025 | $-0.54 | $-1.24 | -129.6% | — | — |
| Sep 25, 2025 | $-0.66 | $-1.19 | -80.3% | $100000 | -20.0% |
| Mar 26, 2025 | $-0.79 | $-3.44 | -335.4% | — | — |
| Dec 17, 2024 | $-0.90 | $-1.12 | -24.4% | $11000 | -78.0% |
| Sep 26, 2024 | $-1.45 | $-0.97 | +33.1% | — | — |
| May 30, 2024 | $-1.81 | $-1.96 | -8.3% | $160000 | -70.9% |
| Nov 30, 2023 | $-3.63 | $-1.99 | +45.2% | $210000 | — |
| Aug 29, 2023 | $-0.07 | $-2.10 | -2900.0% | $943000 | +94.4% |
| May 23, 2023 | $-0.07 | $-2.40 | -3328.6% | — | — |
| Mar 16, 2023 | $0.11 | $-2.10 | -2009.1% | — | — |
| Nov 16, 2022 | $-0.10 | $-2.70 | -2600.0% | — | — |
| Aug 16, 2022 | $-4.20 | $-2.10 | +50.0% | — | — |
REE insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 17, 2026 | Miller Taliofficer: Chief Business Officer | Option | 9,837 | — |
| Jun 17, 2026 | Miller Taliofficer: Chief Business Officer | Sell | 9,837 | $0.42 |
| May 26, 2026 | Miller Taliofficer: Chief Business Officer | Option | 556 | — |
| May 26, 2026 | Miller Taliofficer: Chief Business Officer | Sell | 556 | $0.34 |
| Mar 23, 2026 | Miller Taliofficer: Chief Business Officer | Sell | 2,716 | $0.54 |
| Mar 23, 2026 | Miller Taliofficer: Chief Business Officer | Sell | 949 | $0.58 |
| Mar 23, 2026 | Miller Taliofficer: Chief Business Officer | Sell | 2,924 | $0.56 |
| Mar 20, 2026 | Miller Taliofficer: Chief Business Officer | Sell | 2,924 | $0.56 |
| Mar 20, 2026 | Miller Taliofficer: Chief Business Officer | Sell | 1,898 | $0.58 |
| Sep 2, 2021 | Weisburd David | Buy | 123,908 | $5.97 |
| Sep 2, 2021 | Thomas Hansdirector | Buy | 60,963 | $5.66 |
| Sep 2, 2021 | Thomas Hansdirector | Buy | 161,037 | $5.81 |
| Sep 4, 2015 | Schlauch Paul Johndirector | Buy | 5,000 | $0.38 |
| Jun 18, 2015 | Mooney Frank Stevendirector | Grant | 100,000 | $0.53 |
| Jun 18, 2015 | Shonk Lowell Adirector | Grant | 100,000 | $0.53 |
Source: REE SEC Form 4 filings, latest Jun 17, 2026. For informational purposes only — not investment advice.
See the full REE insider & 13F page →REE Automotive Ltd. company profile
Overview
REE Automotive Ltd. (NASDAQ:REE) is an Israeli electric vehicle technology company founded in 2011 and headquartered in Herzliya, Israel. The company went public through a SPAC merger in January 2021. REE operates in the commercial electric vehicle space, developing revolutionary by-wire technology that integrates all traditional vehicle drive components into the wheel arch itself. The company is currently in the early commercialization phase, having achieved the first-ever FMVSS certification for a fully by-wire electric vehicle and begun delivering prototype vehicles to major fleet customers including U-Haul, Penske, and Airbus.
Business
REE Automotive operates in the commercial electric vehicle industry, specifically targeting the Class 3-5 commercial truck market, which represents approximately 1.4 million vehicles annually in North America. The company's core innovation is its proprietary REEcorner technology, a revolutionary by-wire system that integrates all traditional vehicle drive components - including steering, braking, suspension, powertrain, and electronic control systems - directly into the arch of each wheel. This technology enables the creation of the REEboard, a completely flat and modular electric vehicle chassis that eliminates the need for traditional automotive components like drive shafts, transmission tunnels, and conventional suspension systems. By-wire technology means that all vehicle control functions are managed electronically rather than through mechanical linkages, similar to how modern aircraft operate. The company's primary product is the P7 electric truck, available in multiple configurations including a chassis cab version (P7-C) that can accommodate various commercial body types. The flat chassis design allows for maximum cargo space utilization and easier integration of different body configurations for various commercial applications. REE operates through a "complete not compete" business model, offering customers three different engagement options: 1) Integration of REEcorner technology into existing vehicle platforms (approximately 20% of current interest), 2) Purchase of REE's stripped chassis platform (approximately 30% of interest), and 3) Purchase of complete P7 vehicles with cab (approximately 50% of current customer interest).
Revenue model
REE Automotive generates revenue through multiple streams within the commercial electric vehicle ecosystem. The primary revenue model involves direct vehicle sales of complete P7 trucks to fleet customers, commercial vehicle dealers, and end users. The company also generates revenue through platform sales, where customers purchase the REEboard chassis for integration with their own cab and body configurations. Additionally, REE is developing a technology licensing business, currently in discussions with three original equipment manufacturers (OEMs) about licensing its by-wire software and potentially selling REEcorner components for integration into other manufacturers' vehicles. This represents a potentially significant recurring revenue stream as the technology gains wider adoption. The company's customers include major fleet operators like U-Haul and Penske, commercial vehicle dealers, government entities through procurement contracts via Sourcewell, and technology companies like Airbus for autonomous vehicle development. REE has established a dealer network of 80 sales and service points across the United States and Canada to support its go-to-market strategy. Several factors could impact REE's margins and profitability. Positive factors include the company's partnership with Motherson Group, which provides supply chain optimization and manufacturing support, potentially reducing unit costs significantly. The scalable nature of by-wire technology and software licensing could provide high-margin revenue streams once established. Government incentives for electric commercial vehicles, including over $100,000 in combined CARB and EPA incentives per vehicle, improve the total cost of ownership proposition for customers. Negative factors include the capital-intensive nature of vehicle manufacturing, dependency on battery and semiconductor supply chains, intense competition from established commercial vehicle manufacturers entering the electric space, and the need for significant working capital to scale production. The company is also exposed to regulatory changes and potential reductions in electric vehicle incentives.
Competitive moat
REE Automotive's competitive moat is primarily based on its first-mover advantage in by-wire commercial vehicle technology and its achievement of being the first company to receive FMVSS certification for a fully by-wire electric vehicle. This regulatory milestone creates a significant barrier for competitors, as the certification process is lengthy, expensive, and technically challenging. The company's intellectual property portfolio around REEcorner technology and by-wire integration provides some protection, though the strength of these patents in defending against well-resourced automotive incumbents remains to be tested. REE's modular platform approach offers flexibility advantages over traditional commercial vehicle architectures, potentially creating switching costs for customers who integrate their operations around the REEboard system. However, REE's moat faces significant challenges. The company operates in an industry with massive incumbents like Ford, General Motors, and Stellantis, all of whom have substantially greater resources and are rapidly developing their own electric commercial vehicle platforms. Tesla's entry into the commercial vehicle space with the Cybertruck and Semi represents another formidable competitor with superior manufacturing scale and brand recognition. The by-wire technology itself, while innovative, may not prove to be a sustainable competitive advantage as larger manufacturers develop their own electronic control systems. Additionally, REE's current small scale puts it at a significant cost disadvantage compared to established manufacturers who can leverage economies of scale in production, supply chain management, and dealer networks. The company's partnership with Motherson Group provides some competitive strength through improved supply chain capabilities and manufacturing expertise, but this advantage could be replicated by competitors forming similar partnerships. Overall, REE's moat appears narrow and vulnerable to disruption from better-capitalized competitors, making execution speed and market penetration critical for long-term success.
Risks & safety
REE Automotive presents a mixed margin of safety profile with both strengths and significant risks. • Liquidity position: Strong cash position of $88.8 million as of Q3 2024, providing runway for operations • Debt levels: Moderate debt-to-equity ratio of 0.73, with $33 million in recently secured credit facilities • Current ratio: Healthy 3.21, indicating good short-term liquidity management • Cash burn: Concerning monthly burn rate of $5-6 million projected for 2025, requiring additional funding within 12-18 months • Revenue generation: Minimal revenue ($11,000 in Q3 2024) despite being in commercialization phase • Profitability: Significant losses with Q3 2024 net loss of $38.5 million and negative EBITDA of $17.7 million • Valuation metrics: Negative earnings make traditional P/E ratios meaningless; trading at 1.84x book value • Working capital needs: Management estimates $80-100 million needed for scaling production • Execution risk: Early-stage company in capital-intensive industry with unproven commercial scalability
Recent development
Over the past few years, REE Automotive has undergone significant strategic evolution from a technology development company to early commercialization. The most significant development has been the strategic partnership with Motherson Group, announced in Q2 2024, where Motherson invested $15 million and now holds 11% of the company. This partnership provides crucial supply chain management, manufacturing support, and cost optimization capabilities that REE lacked as an independent startup. The company achieved a major regulatory milestone by becoming the first company worldwide to receive FMVSS certification for a fully by-wire electric vehicle, unlocking access to the North American commercial vehicle market. This certification, combined with CARB and EPA approvals, enables over $100,000 in combined incentives per vehicle for customers. REE has pivoted its manufacturing strategy from a fully integrated approach to a capital-light model utilizing contract manufacturers. The company partnered with Roush for U.S. production and maintains its U.K. facility for initial production volumes. This shift reduces capital requirements while maintaining production flexibility. The go-to-market strategy has evolved to focus on three distinct customer segments: technology licensing to OEMs, chassis platform sales, and complete vehicle sales. The company has built a substantial order book exceeding $137 million in reservations as of Q3 2024, representing over 900 vehicles from 30 different customers. Recent product development includes the introduction of the P7-C chassis cab configuration and advancement of autonomous driving capabilities through partnerships with companies like Airbus. The company has also expanded its dealer and service network to 80 locations across North America to support commercial operations.
REE company profile · for informational purposes only — not investment advice.
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