AEye, Inc. (LIDR) Stock

AEye, Inc. (LIDR) is a Consumer Discretionary stock trading at $1.25 (as of 2026-08-20), with a market capitalization of $58.34M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

AEye, Inc. develops lidar systems used in vehicle autonomy, advanced driver-assistance, and robotic vision applications. Its software-configurable 4Sight products include 4Sight A for automotive and 4Sight M for mobility and industrial markets, with configurations for multiple performance levels.

Understand AEye, Inc.: how it makes money

AEye builds lidar systems for vehicle autonomy, advanced driver-assistance systems, and robotic vision applications, selling its software-configurable 4Sight A and 4Sight M lidar solutions through product sales and development and contract revenue.

The company’s ability to generate revenue is driven by whether it can expand beyond its current Active Customers with Revenue-Generating Shipments into higher Product Sales and Development and Contract Revenue, while scaling Apollo Production Capacity and converting prospects from the non-automotive funnel into active engagement and advanced negotiations.

Revenue by segment (latest quarter)
Product$0.0B
Dev&Contract$0.0B
Prototype$0.0B
Dev Contracts$0.0B

Business quality (Weak): Financial reporting for the latest quarter shows 0.0B revenue with extreme negative gross and operating margins, so the operating KPIs (revenue-generating shipment customers, pipeline, and production capacity) are likely more informative than the headline income statement.

Bull case

  • Commercial shipment activity exists: The operating KPI shows 21 Active Customers with Revenue-Generating Shipments, indicating the company has customers generating shipment-based revenue.
  • Lidar offering spans multiple market needs: AEye offers 4Sight A for automotive markets and 4Sight M for mobility and industrial markets, with software-configurable lidar solutions positioned for different software levels.

Bear case

  • Latest-quarter revenue is reported as zero: For the period ending 2026-03-31, revenue_b is 0.0B, with gross_margin_pct at -99.0 and operating_margin_pct at -8939.6.
  • Scale-up risk: The operating funnel is populated by large counts of non-automotive funnel prospects and potential customers, but active revenue-generating shipments are concentrated in a smaller number of active customers (21), which can make near-term revenue outcomes volatile.
Valuation — source: SEC EDGAR (first-party)
Price$1.25
Market Cap$58.34M
Price / Book0.85
Price / Sales128.51
FCF Yield-92.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$233000.00
Net Margin-14574.2%
Revenue Growth (YoY)15.3%
EPS Growth (YoY)-69.9%
FCF Growth (YoY)2.9%
Financial Health — source: SEC EDGAR
Altman Z-Score-2.77 (distress)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Automobiles & Trucks)17.2
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($5.04M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryAutomobiles & Trucks
CEOMatthew Fisch
Employees45
CountryUS
IPO Date2021-01-11

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LIDR earnings history · LIDR institutional & insider holders · LIDR KPIs & operating metrics · LIDR financials · LIDR investor presentations & press releases · LIDR SEC filings · LIDR peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.