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An update from Seeing Machines ( (GB:SEE) ) is now available.
Seeing Machines reported strong growth in its automotive driver and occupant monitoring business, with cars on the road using its technology rising 67% year on year to about 4.8 million and quarterly production up 13% from the prior quarter and 117% from a year earlier. Management expects royalty growth to accelerate as European automakers increase driver monitoring system fitment to meet the EU’s 2026 General Safety Regulation mandate, reinforcing the company’s positioning within vehicle safety architectures.
The company’s aftermarket Guardian product for commercial transport fleets posted a sharp rebound, with hardware unit sales jumping to 3,764 from just 368 in the previous quarter and driving a modest increase in annual recurring revenue to $14.0m. CEO Paul McGlone said the improved automotive and Guardian volumes support expectations of achieving positive adjusted EBITDA in the third quarter and in the second half of FY2026, underscoring operational momentum despite some deferred new RFQs and production volumes still tracking below guaranteed levels on a cumulative basis.
The most recent analyst rating on (GB:SEE) stock is a Hold with a £4.00 price target. To see the full list of analyst forecasts on Seeing Machines stock, see the GB:SEE Stock Forecast page.
Spark’s Take on GB:SEE Stock
According to Spark, TipRanks’ AI Analyst, GB:SEE is a Neutral.
The score is held down primarily by weak financial quality (ongoing losses, negative operating cash flow) and bearish near-term technical momentum. These are partially offset by a more positive earnings-call outlook pointing to regulation-driven growth and cost actions targeting cash-flow breakeven.
To see Spark’s full report on GB:SEE stock, click here.
More about Seeing Machines
Seeing Machines Limited is an Australia-headquartered, AIM-listed leader in vision-based monitoring technology that uses AI-powered computer vision, embedded processing and optics to enhance transport safety. The company develops driver and occupant monitoring systems for automotive manufacturers, as well as solutions for commercial fleets, off-road vehicles and aviation, supplying technology and services to industry leaders across these sectors.
Average Trading Volume: 13,200,490
Technical Sentiment Signal: Hold
Current Market Cap: £204M
For detailed information about SEE stock, go to TipRanks’ Stock Analysis page.