AEye, Inc.
LIDR · Price history
Price at last available close
$1.03
−$0.16 (-13.45%) 1M
2026-10-28
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Company & revenue
About AEye, Inc.
Primary reporting period: 2025-12-31 · Research updated Oct 13, 2026. A research update is not a new financial filing.
Who they are
AEye, Inc., headquartered in Dublin, California, and founded in 2013, is a prominent supplier of lidar systems. The company's technology supports a range of critical applications including autonomous vehicles, advanced driver-assistance systems (ADAS), and robotic vision, with operations spanning the United States, Europe, and Asia. Its product lineup includes two primary software-definable lidar solutions.
How they make money
AEye generates revenue primarily through the development and sale of high-performance, software-defined lidar sensing solutions. The company utilizes a business model that involves licensing its proprietary technology and collaborating with Tier-1 partners who industrialize, manufacture, and sell the lidar systems to original equipment manufacturers (OEMs) and other customers across automotive and industrial markets.
Products & services
AEye provides an Intelligent Sensing Platform featuring a solid-state software-definable active lidar sensor, the adaptive SmartScan architecture, and sophisticated signal processing software for vehicle autonomy, ADAS, and robotic vision.
Brands & revenue mix
Proprietary lidar product capability suite.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Customer types
Customer concentration
The company does not disclose specific customer concentration percentages in its 2025 10-K filing.
Suppliers, materials & equipment
- Tier-1 suppliers — Contract manufacturers that industrialize and produce lidar systems incorporating AEye's proprietary hardware and software.Source
Business relationships & partnerships
- NVIDIA — Commercial collaboration involving the demonstration of Apollo Lidar with NVIDIA DRIVE AGX Thor and participation in the NVIDIA Halos AI Systems Inspection Lab.Source
Strengths
Financial risk observations and what to check
These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-06-30.
Diluted weighted-average shares increased 140.1% year over year.
Compare per-share results with total earnings and inspect the equity footnote. A change in weighted-average shares does not by itself establish the cause, the number of shares issued today, or the economic effect of a split.
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
25
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
31
Poor
Financial Strength
7
Business Quality / Moat
33
Management
40
Growth Quality
83
Risk / Durability
6
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
43
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
52/100
Building Historical Record
Model Score 52/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently moderate.
- •Asset quality scores strongly
- •Elevated debt risk
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
- •Debt / balance-sheet profile needs attention
Company-specific research
Questions worth answering for LIDR
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can LIDR maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •How long can LIDR fund negative free cash flow using its current cash position before it may need more debt or new shares?
- •How is LIDR likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •What specifically needs to improve for LIDR to reach sustainable profitability?
- •What future growth or profitability would be needed to justify LIDR's current valuation?
Essential Investment Snapshot
Wall Street Score
25
Opportunity Score
43
Market Cap
$48.1M
P/E Ratio
-1.4
EPS
$-0.87
52-Week High
$4.00
52-Week Low
$1.01
Beta
2.84
Analyst Target
$3.50
Shares Outstanding
37.9M
Total Revenue
$450K
Total Debt
$1.5M
Dividend
No current dividend
Liquidation Value / Share
$1.80
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Weakening momentum
High movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for LIDR
Detected from reported data — verify before acting.Elevated debt risk
Total debt is at least one year of revenue • Interest coverage is below 2x • Free cash flow is negative
Community Sentiment
0 active · 0 total callsNo personal call yet on LIDR.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Proprietary software-defined active lidar technology.
- +Adaptive SmartScan architecture.
Potential downside factors
- −Debt risk (elevated): Total debt is at least one year of revenue.
- −Interest coverage is below 2x.
- −Free cash flow is negative.
- −History of operating losses and accumulated deficit.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
2 historical score records availablePrevious Score
24
Jul 24, 2026
Change
+0.4
points
Current Score
25
Oct 1, 2026
Category Changes
LIDR increased 0.4 points because Revenue improved by 4.8 points.
Positive Contributors
- + Revenue improved by 4.8 points
Projected Score
Projected Score
29
Projected Change
+4.0 points
Preliminary comparable-period financial changes suggest improvement of approximately 4.0 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
Valuation unavailableCurrent Price
$1.03
Model Intrinsic Value
—
Difference
—
Margin of Safety
—
Intrinsic value is not currently available for this stock, so valuation can't be calculated.
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $450K | $233K | $202K | $1.5M | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $914K | $554K | $778K | $15.3M | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | -$464K | -$321K | -$576K | -$13.9M | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $15.3M | $13.9M | $16.4M | $26.2M | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $20.3M | $17.5M | $18.9M | $37.8M | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $35.5M | $31.4M | $35.3M | $73.9M | ···· | ···· | ···· | ···· | ···· |
| EBITDA | -$34.7M | -$31.5M | -$35.7M | -$76.3M | ···· | ···· | ···· | ···· | ···· |
| Operating Income | -$36.0M | -$31.7M | -$35.8M | -$87.8M | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $89K | $2.3M | $0.00 | $34K | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | -$35.0M | -$33.9M | -$35.5M | -$87.1M | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $11K | $11K | -$2K | $57K | ···· | ···· | ···· | ···· | ···· |
| Net Income | -$35.0M | -$34.0M | -$35.5M | -$87.1M | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $-0.87 | $-0.90 | $-4.47 | $-14.95 | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 45.92M | 37.86M | 7.94M | 5.83M | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 45.92M | 37.86M | 7.94M | 5.83M | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$202000
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
-$0.22
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-51.3%
Cash Change
+372.2%
Margin Change
+37175.0 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Cash position grew
- Debt reduced
Potential Score Impact
Positive indicators included revenue growth, cash levels, debt levels, net income margin. Pressure indicators included EPS growth. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 818.2%. EPS declined 54.2%. Cash increased 372.2%. Total debt declined 51.3%. Net income margin improved by 37175.0 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
2 historical records2 historical score records available.
Historical Score Chart
2 of 2 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · LIDR
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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