AEye
Builds active-lidar systems for automotive and physical-AI applications.
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Profile
Builds software-defined active-lidar systems for automotive autonomy, driver assistance, robotic vision, and non-automotive applications. Its capital-light model uses manufacturing and channel partners, with commercialization shaped by design-ins, customer orders, and component availability.
Builds software-defined active-lidar systems for vehicle autonomy, advanced driver assistance, robotic vision, and other physical-AI applications. Its Intelligent Sensing Platform combines a software-definable sensor, adaptive SmartScan architecture, and signal-processing pipeline; Apollo, STRATOS, and OPTIS are its named platforms.
Automotive and non-automotive are the two major markets. Non-automotive work includes railway, airport safety and security, perimeter monitoring, aerospace and defense, logistics, and intelligent transportation systems, often beginning with proofs of concept or evaluations.
A capital-light model relies on Tier-1 manufacturing, supply-chain, and OEM relationships, plus channel and integration partners for OPTIS opportunities. Automotive sales depend on a limited set of powerful customers, while non-automotive markets are fragmented; design-ins, customer orders, and component availability shape commercialization.
Company facts
Key statistics
Year to date −45.3% · Average volume (30d) 788.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Apr 24, 2026 | Craig-Hallum | Target | $3.50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | −$0.17 | −$0.17 | +1.9% | $183.3K | $202.0K | +10.2% | +8.20% |
| May 13, 2026Q1 FY26 | −$0.11 | −$0.15 | −36.4% | $275.0K | $101.0K | −63.3% | −14.40% |
| Mar 16, 2026Q4 FY25 | −$0.19 | −$0.15 | +18.9% | $80.0K | $97.0K | +21.3% | +18.06% |
| Nov 6, 2025Q3 FY25 | −$0.19 | −$0.17 | +8.1% | $80.0K | $50.0K | −37.5% | +3.45% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $64.0K | $22.0K | $50.0K | $97.0K | $101.0K | $202.0K | |
| Gross profit | −$32.0K | −$86.0K | −$53.0K | −$150.0K | −$100.0K | −$161.0K | |
| Operating income | −$6.8M | −$8.7M | −$7.8M | −$8.4M | −$9.0M | −$10.8M | |
| Net income | −$8.0M | −$9.3M | −$9.3M | −$7.3M | −$8.3M | −$10.0M | |
| Diluted EPS | −$0.46 | −$0.48 | −$0.30 | −$0.17 | −$0.18 | −$0.22 | |
| Gross margin | -50.0% | -390.9% | -106.0% | -154.6% | -99.0% | -79.7% | |
| Operating margin | -10,625.0% | -39,568.2% | -15,650.0% | -8,660.8% | -8,939.6% | -5,324.3% |
Fiscal years (4-quarter sums)FY21 $3.0M · FY22 $3.6M · FY23 $1.5M · FY24 $202.0K · FY25 $233.0K
Revenue by product · Q1 FY26
Revenue by geography · Q1 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $71.5M · Total debt $1.5M · Total assets $76.6M · Shareholders' equity $68.3M
Dividends
No dividends on record.
Ownership
Shares outstanding 46.31M · Float 44.29M · 95.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Vanguard Capital Management | 2.79M | 6.15% | 13G | Apr 28, 2026 |
| State Street Corp | 1.57M | 3.39% | 13F | May 15, 2026 |
| Renaissance Technologies LLC | 1.39M | 3.01% | 13F | May 14, 2026 |
| Morgan Stanley | 1.04M | 2.24% | 13F | May 15, 2026 |
| Matthew Fisch · director, officer: CEO | 1.03M | 2.23% | Form 4 | Aug 17, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 11, 2025 | Luis Dussan | director | −32,000 | $2.40 |
| Nov 12, 2025 | Jonathon B. Husby | director | +10,350 | $2.40 |
| Sep 12, 2025 | Luis Dussan | director | −33,616 | $2.68 |
| Sep 9, 2025 | Luis Dussan | director | −184 | $3.00 |
Peers
- Hesai (ADR)
Large-scale lidar supplier for ADAS, autonomous driving and robotics
- Ouster
Digital-lidar and perception-platform rival across Physical AI markets
- Aeva
4D lidar and perception rival in automotive and physical-AI applications
- Innoviz Technologies
Automotive-grade lidar and perception-software rival for ADAS and autonomy
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AEye | $1.17 | +1.30% | $53.3M | — | — | 118.4 | +818.2% |
| Hesai (ADR) | $17.50 | +0.43% | $2.53B | 36.2 | 29.7 | 4.2 | +28.6% |
| Ouster | $34.72 | +0.33% | $2.50B | — | — | 12.2 | +55.9% |
| Aeva | $15.69 | +0.32% | $1.06B | — | — | 48.9 | +11.3% |
| Innoviz Technologies | $0.3540 | +1.14% | $100.8M | — | — | 1.9 | +85.1% |
| Median | 36.2 | 29.7 | 8.2 | +42.2% |