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NASDAQ · Consumer discretionary

AEye, Inc. (LIDR)

AEye, Inc. brought in $450K of revenue over the twelve months to June 30, 2026, up 90.7% from a year earlier. It posted a net loss of $35M. In fiscal 2025 capital spending exceeded operating cash flow by $27.9M. At June 30, 2026 it held $11.2M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 6, 2026.

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Price
$0.90
+3.55% on the day · November 9, 2026
52-week range $0.76 to $3.05
Market cap
$41.8M
Revenue (last 12 months)
$450K
+90.7% year on year
Net margin
-7,786.4%

Key facts about AEye, Inc.

Net worth
AEye, Inc. has a market value (market cap) of $41.8M at the latest share price, and shareholders' equity of $68.3M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $233K (+15.3% year on year), with a net loss of $34M. Over the 12 months to June 30, 2026: revenue $450K, net loss $35M.
Cash flow
In fiscal 2025 operations used $27.8M of cash.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 6, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
Next earnings report
AEye, Inc.'s next report was expected around November 5, 2026 and is not on file with the SEC yet.

What AEye, Inc. does

AEye, Inc. is registered with the SEC under industry code SIC 3714 (Motor Vehicle Parts & Accessories). Its shares trade on NASDAQ under the ticker LIDR.

Revenue and profit by year

Revenue
FY20: $1.6M $1.6M FY20FY21: $3M $3M FY21FY22: $3.6M $3.6M FY22FY23: $1.5M $1.5M FY23FY24: $202K $202K FY24FY25: $233K $233K FY25
Net income
FY20: -$548 -$548 FY20FY20: -$26.6M -$26.6M FY20FY21: -$65M -$65M FY21FY22: -$98.7M -$98.7M FY22FY23: -$87.1M -$87.1M FY23FY24: -$35.5M -$35.5M FY24FY25: -$34M -$34M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$233K-$31.7M-$34M-$1.47-$27.9M
2024$202K-$35.8M-$35.5M-$4.89-$27.1M
2023$1.5M-$87.8M-$87.1M-$14.95-$52.7M
2022$3.6M-$98.8M-$98.7M-$18.82-$75.8M
2021$3M-$63.2M-$65M-$17.92-$56.7M
2020$1.6M-$26.5M-$26.6M-$7.77-$23.7M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

A report was expected around November 5, 2026 and is not on file yet.

Estimated from its filing rhythm: 52 weeks after its report of November 6, 2025. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where LIDR ranks in Consumer discretionary

Revenue$233K
#1044 of 1077 in Consumer discretionary · Bottom 3%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Consumer discretionary

Latest SEC filings

What AEye, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. September 15, 2026
  2. September 11, 2026
  3. September 9, 2026
  4. September 9, 2026
  5. September 1, 2026
  6. August 13, 2026
  7. August 6, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 818% to $202K versus the same quarter last year; diluted EPS -$0.22 versus -$0.48.
  8. August 6, 2026
  9. July 31, 2026
  10. June 3, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on September 14, 2026. Insider transactions on SEC

Insider trades

What the people running AEye, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $10.1K worth of shares in the last 90 days and bought none on the open market.

Bought (open market)
$0
last 90 days
Sold
$10.1K
last 90 days
Net sold
7,798
$10.1K
DateInsiderWhatSharesPriceValueFiling
September 11, 2026 Fisch MatthewChief Executive Officer, Director Sold 7,798 $1.30 $10.1K Form 4
September 2, 2026 Tierney Conor BTreasurer & CFO Received as pay 100,000 - - Form 4
August 15, 2026 Tierney Conor BTreasurer & CFO Shares withheld for tax 26,549 $1.31 $34.8K Form 4
August 15, 2026 Fisch MatthewCEO, Director Shares withheld for tax 40,242 $1.31 $52.7K Form 4
May 15, 2026 Fisch MatthewCEO, Director Shares withheld for tax 40,242 $1.89 $76.1K Form 4
May 15, 2026 Tierney Conor BTreasurer & CFO Shares withheld for tax 26,549 $1.89 $50.2K Form 4
May 15, 2026 Hughes Andrew SSecretary & General Counsel Shares withheld for tax 15,421 $1.89 $29.1K Form 4
February 15, 2026 Fisch MatthewCEO, Director Shares withheld for tax 40,242 $1.65 $66.4K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns LIDR

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

No holder of 5% or more has filed about this company in that window.

Latest filings below 5%: Vanguard Capital Management 4.86% (July 31, 2026); The Vanguard Group 0% (March 26, 2026); General Motors Ventures LLC 0% (September 17, 2025); 3i, LP 2.1% (November 14, 2024); Luis Dussan 4.29% (May 30, 2024).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 51 managers reported a position.

HolderSharesValueChange on quarter
AIGH Capital Management LLC3,855,000$5.6Mnew
Vanguard Capital Management LLC1,940,884$2.8M-571,300
Renaissance Technologies LLC700,715$1M-693,757
Geode Capital Management, LLC521,226$751K-18,078
Morgan Stanley485,219$698.7K-550,002
Atala Financial Inc969$555.2Knew
UBS Group AG384,742$554K+100,710
Benjamin Edwards Inc368,710$530.9K-44,460
BlackRock, Inc.337,400$485.9K+162,701
Vanguard Fiduciary Trust Co295,969$426.2K+33,072
Jane Street Group, LLC285,511$411.1K+174,994
Marshall Wace, Llp282,983$407.5K-354,934
State Street Corp216,480$311.7K-1,355,711
XTX Topco Ltd215,120$309.8K+138,858
Citadel Advisors LLC124,726$179.6Knew
Northern Trust Corp102,063$147K-1,007
Millennium Management LLC92,960$133.9Knew
Algert Global LLC90,302$130Knew
Squarepoint Ops LLC77,557$111.7K-15,472
Two Sigma Investments, LP49,338$71K+11,320

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

5 insiders reported holding 1,823,148 shares in total, about $1.6M at the last price.

HolderSharesAs of
Fisch MatthewChief Executive Officer, Director 1,023,179 September 11, 2026
Tierney Conor BTreasurer & CFO 401,207 September 2, 2026
Hughes Andrew SSecretary & General Counsel 170,022 May 15, 2026
Dussan LuisDirector 134,132134,132 held indirectly December 11, 2025
Husby Jonathon B.Director 94,608 November 12, 2025

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about LIDR

What does AEye, Inc. do?

AEye, Inc. is a company in the Consumer discretionary sector, listed on NASDAQ as LIDR. Its shares trade on NASDAQ under the ticker LIDR.

What is AEye, Inc.'s net worth?

AEye, Inc. has a market value (market cap) of $41.8M at the latest share price, and shareholders' equity of $68.3M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is AEye, Inc. profitable?

No. Over the twelve months to June 30, 2026 it reported a net loss of $35M on revenue of $450K.

How much revenue does AEye, Inc. make?

Over the twelve months to June 30, 2026 AEye, Inc. reported revenue of $450K. That is 90.7% more than a year earlier.

When did AEye, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 6, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the material agreement from September 15, 2026.

When is AEye, Inc.'s next earnings report?

AEye, Inc.'s next report was expected around November 5, 2026 and is not on file with the SEC yet.

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Where the numbers come from

Financial figures are the values AEye, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.