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Aeye, Inc. (LIDR) stock

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NASDAQ: LIDR Nasdaq Electronic Equipment & Instruments Next results ~November 5, 2026

E Fundamentals grade

Aeye, Inc. is a US-listed company in the electronic equipment & instruments industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

Not valued: the figures our models need are missing or failed our data-quality checks.

Price vs value

No model value: free cash flow after stock pay is not positive. How we value companies.

Aeye, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 2 selling1 purchase and 2 sales by directors and officers, last 12 monthsInsider trades
  • Funds24 adding, 25 cuttingOf 8 active managers that changed their stake, 5 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Aeye files

10-Q filed August 6: Aeye

Aeye has little or no product revenue yet; it used $30m of cash in the twelve months to June 2026. That growth ranks 4 of 41 among the electronic equipment & instruments companies we cover. The diluted share count is up 180.9% on a year earlier, which dilutes existing holders.

Our models give no value for Aeye at present, so past values are not shown.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (1)

Where Aeye stands after its latest Filing

Aeye has little or no product revenue yet; it used $30m of cash in the twelve months. That growth ranks 3 of 41 among the electronic equipment & instruments companies we cover. The diluted share count is up 180.9% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades E. It passes 2 of our 2 financial-health checks.

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Aeye, Inc.'s trailing-twelve-month revenue grew 90.7% year on year, with a free-cash-flow margin of -6638.9%. Where it stands out: change in growth rate of +80.9pp ranks 4 of 53 electronic equipment & instruments companies we cover. Where it lags: operating margin of -8002.2% ranks 53 of 53 electronic equipment & instruments companies we cover.

Current signal Balance sheet growing far ahead of sales: Total assets grew 246% year over year while revenue grew 91% — the balance sheet is expanding 156 points faster than the business it supports.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 90.7% over the last 12 months, against a median of 9.8% for electronic equipment & instruments companies we cover.
  • Growth speeding up. The growth rate is 80.9 points higher than a quarter earlier.
  • Margins widening. Operating margin is up 5703.7 points on a year ago.
  • Net cash. Cash exceeds long-term debt by $0.0bn.

Things to watch

  • Results due soon. Results are expected around 5 November; the share price can move sharply on the day.
  • Loss-making. Operating margin is -8002.2%: costs exceed revenue.
  • Burning cash. Free cash flow was -6638.9% of revenue over the last 12 months.
  • Heavy stock-based pay. Stock pay equals 1293.8% of revenue, against a median of 3.0% for electronic equipment & instruments companies we cover: a real cost that cash-flow figures leave out.
  • Share dilution. Diluted shares rose 180.9% in a year.
  • High sales multiple. The shares trade at 78 times revenue while operating margins remain thin.

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
-$0.17 against an average estimate of -$0.17: beat by 0.0%
Revenue
$0m, up 818.2% on a year earlier
Share reaction
+4.8% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 5, 2026; average EPS estimate -$0.17

Aeye's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-3.7%
  • 1 week-4.2%
  • 1 month-15.0%
  • This year-48.3%
  • 1 year-64.1%
  • 5 years-99.4%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$450,000
Operating margin
-8002.2%
Net margin
-7786.4%
EPS (TTM, diluted)
$-0.95

Growth

Revenue growth
+90.7%
Change in growth rate
+80.9 pts
Share count change
+180.9%

Cash

Free cash flow (TTM)
-$29.9M
FCF margin
-6638.9%
Stock pay % of revenue
1293.8%

Earnings

Last results
August 6, 2026
Next results (est.)
November 5, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Agreement
  2. Leadership
  3. Announcement
  4. Announcement
  5. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Aeye, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: free cash flow after stock pay is not positive.

Valuation models

We value Aeye, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 12.1%: the 10-year Treasury yield (4.9%) plus a beta of 1.58 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. — 0 Does not apply: no positive value
Combined value Weighted average of the models that apply: the primary model (revenue-to-maturity model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. — No model applies: the filings don’t yet support a value.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Aeye, Inc. with Electronic Equipment & Instruments in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025Now
Share price$145.20$14.43$2.29$1.27$1.84$0.95
Market value$528m$76m$13m$9m$43m$35m
+ Net debt (− = net cash)−$14m−$2m−$17m−$10m−$43m−$11m
Enterprise value$514m$74m−$4m−$907823−$654329$24m
Multiples
Price / sales 175.5x20.8x9.1x45.6x182.6x77.8x
Price / earnings ——————
Price / free cash flow ——————
EV / EBITDA ——————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

8 /100

Weak moat

How hard Aeye's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Cash operating profit has been a median -60.8% of total assets over 5 years.

  • Pricing power 0 / 20

    Gross margin has been a median -120.0%, moving by 1324.5 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -5457.9%; its worst year was -20934.6%.

  • Cash conversion 0 / 20

    Free cash flow was positive in 0 of 5 years, at a median -6638.9% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (12 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, after the close. Analysts expect revenue of $575000 and EPS of −$0.17 (range −$0.17 to −$0.17) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$0.67 +37% $2m +791%
Next −$0.64 +5% $22m +938%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +20.9% on 90 days ago. In the last 30 days, 1 analyst raised Aeye, Inc.'s forecast and 1 cut it.

Consensus EPS forecast Aeye, Inc., last 90 days
−$0.80 −$0.60 −$0.40 −$0.20 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$0.55 Current fiscal year, 60 days ago: −$0.68 Current fiscal year, 30 days ago: −$0.68 Current fiscal year, 7 days ago: −$0.68 Current fiscal year, Now: −$0.67 −$0.67 Next fiscal year, 90 days ago: −$0.59 Next fiscal year, 60 days ago: −$0.66 Next fiscal year, 30 days ago: −$0.66 Next fiscal year, 7 days ago: −$0.66 Next fiscal year, Now: −$0.64 −$0.64

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$0.55−$0.59
60 days ago −$0.68−$0.66
30 days ago −$0.68−$0.66
7 days ago −$0.68−$0.66
Now −$0.67−$0.64

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.17 −$0.17 0.0%
Mar 2026 −$0.14 −$0.15 −11.1%
Dec 2025 −$0.18 −$0.15 +18.9%
Sept 2025 −$0.23 −$0.17 +27.7%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

2 analysts, Oct 2026
Buy2100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202622

Counts of recommendations published by analysts covering Aeye, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.3%
of tradable shares
Days to cover
4.29
at average volume
Short interest, 1 month
−12%
to October 15, 2026
Held by institutions
25%
of shares
Held by insiders
2.5%
of shares
Employees
56
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 20222023202420252026 to date
Return
LIDR−90%−84%−45%+45%−48%
Industry peers (median)−37%+25%+2%−7%−15%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
LIDR42%25%33%33%36%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
LIDR−92%−92%−79%−83%−68%
S&P 500−25%−10%−8%−19%−9%

Worst fall since January 11, 2021: 100% from February 8, 2021 to April 4, 2025. Getting back needed a 80706% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$0.84 – $2.72
From 52-week high
−65.0%
vs 50-day average
−15.5%
vs 200-day average
−37.5%
Volatility (1 year)
92%
Beta vs S&P 500
2.11

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
4 up, 8 down
typical move ±11.3%
After a week
5 up, 7 down
typical move ±20.2%
After a month
4 up, 8 down
typical move ±18.2%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 +4.8% +0.5% +1.6% +8.7%
May 13, 2026 −3.3% +1.4% −14.9% −25.6%
March 16, 2026 +15.1% +1.3% +36.5% +10.7%
November 6, 2025 +7.6% −1.0% +9.0% +17.5%
July 31, 2025 −17.9% −2.0% −19.1% −19.7%
May 8, 2025 −6.5% +0.6% +6.8% +22.5%
February 20, 2025 −2.9% −2.1% −23.4% −12.7%
November 12, 2024 −1.7% −0.3% −17.3% 0.0%
August 5, 2024 −6.0% −2.0% −17.3% −15.0%
May 14, 2024 +34.1% +1.7% +55.8% −7.6%
March 26, 2024 −26.6% +0.7% −24.3% −42.5%
November 9, 2023 −8.6% +0.8% −16.2% −36.0%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Aeye, Inc. in five measures

Fundamentals grade E
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Aeye, Inc.
$0 $1M $2M $3M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $2.5M Revenue (TTM), FY23 Q4: $1.5M Revenue (TTM), FY24 Q1: $848K Revenue (TTM), FY24 Q2: $309K Revenue (TTM), FY24 Q3: $225K Revenue (TTM), FY24 Q4: $202K Revenue (TTM), FY25 Q1: $246K Revenue (TTM), FY25 Q2: $236K Revenue (TTM), FY25 Q3: $182K Revenue (TTM), FY25 Q4: $233K Revenue (TTM), FY26 Q1: $270K Revenue (TTM), FY26 Q2: $450K $450K

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $2.5M
FY23 Q4 $1.5M
FY24 Q1 $848K
FY24 Q2 $309K
FY24 Q3 $225K
FY24 Q4 $202K
FY25 Q1 $246K
FY25 Q2 $236K
FY25 Q3 $182K
FY25 Q4 $233K
FY26 Q1 $270K
FY26 Q2 $450K
Revenue growth, TTM YoY Aeye, Inc.
-100% -50% 0% 50% 100% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -42.9% Revenue growth, TTM YoY, FY23 Q4: -59.9% Revenue growth, TTM YoY, FY24 Q1: -73.5% Revenue growth, TTM YoY, FY24 Q2: -89.9% Revenue growth, TTM YoY, FY24 Q3: -91.0% Revenue growth, TTM YoY, FY24 Q4: -86.2% Revenue growth, TTM YoY, FY25 Q1: -71.0% Revenue growth, TTM YoY, FY25 Q2: -23.6% Revenue growth, TTM YoY, FY25 Q3: -19.1% Revenue growth, TTM YoY, FY25 Q4: 15.3% Revenue growth, TTM YoY, FY26 Q1: 9.8% Revenue growth, TTM YoY, FY26 Q2: 90.7% 90.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -42.9%
FY23 Q4 -59.9%
FY24 Q1 -73.5%
FY24 Q2 -89.9%
FY24 Q3 -91.0%
FY24 Q4 -86.2%
FY25 Q1 -71.0%
FY25 Q2 -23.6%
FY25 Q3 -19.1%
FY25 Q4 15.3%
FY26 Q1 9.8%
FY26 Q2 90.7%
Operating margin (TTM) Aeye, Inc.
-30000% -20000% -10000% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -3349.0% Operating margin (TTM), FY23 Q4: -5995.6% Operating margin (TTM), FY24 Q1: -8563.4% Operating margin (TTM), FY24 Q2: -20934.6% Operating margin (TTM), FY24 Q3: -24577.3% Operating margin (TTM), FY24 Q4: -17736.6% Operating margin (TTM), FY25 Q1: -12966.3% Operating margin (TTM), FY25 Q2: -13705.9% Operating margin (TTM), FY25 Q3: -17761.0% Operating margin (TTM), FY25 Q4: -13618.5% Operating margin (TTM), FY26 Q1: -12577.8% Operating margin (TTM), FY26 Q2: -8002.2% -8002.2%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -3349.0%
FY23 Q4 -5995.6%
FY24 Q1 -8563.4%
FY24 Q2 -20934.6%
FY24 Q3 -24577.3%
FY24 Q4 -17736.6%
FY25 Q1 -12966.3%
FY25 Q2 -13705.9%
FY25 Q3 -17761.0%
FY25 Q4 -13618.5%
FY26 Q1 -12577.8%
FY26 Q2 -8002.2%
FCF margin (TTM) Aeye, Inc.
-15000% -10000% -5000% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -2406.6% FCF margin (TTM), FY23 Q4: -3598.1% FCF margin (TTM), FY24 Q1: -5053.5% FCF margin (TTM), FY24 Q2: -10970.2% FCF margin (TTM), FY24 Q3: -14213.8% FCF margin (TTM), FY24 Q4: -13418.8% FCF margin (TTM), FY25 Q1: -10952.4% FCF margin (TTM), FY25 Q2: -11357.2% FCF margin (TTM), FY25 Q3: -13830.2% FCF margin (TTM), FY25 Q4: -11968.2% FCF margin (TTM), FY26 Q1: -10673.7% FCF margin (TTM), FY26 Q2: -6638.9% -6638.9%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -2406.6%
FY23 Q4 -3598.1%
FY24 Q1 -5053.5%
FY24 Q2 -10970.2%
FY24 Q3 -14213.8%
FY24 Q4 -13418.8%
FY25 Q1 -10952.4%
FY25 Q2 -11357.2%
FY25 Q3 -13830.2%
FY25 Q4 -11968.2%
FY26 Q1 -10673.7%
FY26 Q2 -6638.9%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 2 3 4 1 0 0 0
Gross profit 1 −1 −5 −14 −1 −0 −0
EBITDA −26 −62 −97 −86 −36 −32 −36
Operating income −26 −63 −99 −88 −36 −32 −36
Net income −27 −65 −99 −87 −35 −34 −35
Diluted EPS −$7.80 −$18.00 −$18.82 −$14.95 — — −$0.95
Growth (year on year)
Revenue — +90.4% +21.3% −59.9% −86.2% +15.3% +90.7%
Margins
Gross margin 48.8% −21.0% −139.4% −946.4% −285.1% −137.8% −103.1%
EBITDA margin <−999% <−999% <−999% <−999% <−999% <−999% <−999%
Operating margin <−999% <−999% <−999% <−999% <−999% <−999% <−999%
Net margin <−999% <−999% <−999% <−999% <−999% <−999% <−999%
Free-cash-flow margin <−999% <−999% <−999% <−999% <−999% <−999% <−999%
Cash flow
Cash from operations −20 −56 −72 −51 −27 −28 −29
Capital spending 4 1 4 2 0 0 0
Free cash flow −24 −57 −76 −53 −27 −28 −30
Stock-based pay 2 10 24 18 9 6 6
Free cash flow after stock pay −26 −67 −100 −71 −36 −33 −36
Balance sheet
Cash 15 14 19 17 10 43 11
Total debt 35 0 17 0 0 0 0
Net debt (negative = net cash) 19 −14 −2 −17 −10 −43 −11
Diluted shares 3m 4m 5m 6m 7m 23m 37m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · June 30, 2026
What it owns · $77m
Short-term assets $74mLonger-term assets $2m
What it owes, and who funded it · $77m
Short-term liabilities $7mLonger-term liabilities $1mShareholders' equity $68m
  • Short-term assets cover short-term liabilities $74m of assets due within a year against $7m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $74m short-term assets against $1m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Aeye, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+180.9%
year over year
R&D spending
3396.7%
of revenue
Days sales outstanding
175 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in electronic equipment & instruments
Last 12 months unless stated LIDR WLDS MTEK MVIS VUZI MSAI Median
Revenue, last 12 months $450000 $647000 $1m $5m $6m $6m $104m
Revenue growth, last 12 months 90.7% 23.9% −77.9% 90.9% 6.8% 12.2% 9.8%
Revenue growth, 3-year average −47.3% — — 32.6% −27.0% — 7.2%
Revenue growth, latest quarter 818.2% — — 895.9% −14.1% 19.5% 16.5%
Gross margin −103.1% −22.9% −27.1% −276.2% −17.9% — 38.5%
Operating margin <−999% <−999% −389.5% <−999% −521.9% −147.8% −7.3%
Operating margin, 3-year average <−999% — — <−999% −847.9% −265.1% −5.1%
Net margin <−999% <−999% −403.3% <−999% −519.0% −141.7% −5.3%
Cash from operations / revenue <−999% <−999% −254.2% <−999% −384.2% −129.5% −1.6%
Free-cash-flow margin <−999% <−999% −255.8% <−999% −416.1% −146.6% −2.5%
Free-cash-flow margin, 3-year average <−999% — — <−999% −423.7% −206.7% 3.7%
Stock pay / revenue >999% 168.6% 12.4% 37.8% 49.0% 11.2% 3.0%
Change in share count 180.9% >999% 1.8% 24.3% 10.2% — 1.9%

Median of all 53 companies we cover in electronic equipment & instruments. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

53 electronic equipment & instruments companies
Measure Company Peer median Rank
Revenue growth Growth 90.7% 9.8% 7 of 53
Change in growth rate Growth +80.9pp +2.3pp 4 of 53
Gross margin Profitability -103.1% 39.7% 46 of 48
Operating margin Profitability -8002.2% -7.3% 53 of 53
Net margin Profitability -7786.4% -5.3% 53 of 53
Free-cash-flow margin Cash generation -6638.9% -2.1% 52 of 52
Stock pay as % of revenue Cash generation 1293.8% 3.0% 49 of 49
Change in share count Balance sheet 180.9% 1.9% 44 of 46
Days sales outstanding Balance sheet 175 days 68 days 50 of 52

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Products $157,000 67.4% ▲ 61.9%
Technology services $76,000 32.6% ▼ 27.6%
Geography
Region Revenue Share YoY
United States $117,000 50.2% ▼ 24.0%
Europe $93,000 39.9% ▲ 93.8%
Asia $23,000 9.9% —

From Aeye, Inc.'s 10-K filed March 18, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$15.6M
Institutions reporting
49
Shares held vs prior quarter
▲ 0.4%
Positions opened / closed
12 / 10

Top buyers and sellers, Q2 2026: 24 institutions bought and 25 sold ; the biggest buyer was Aigh Capital Management LLC (+3.9M shares) and the biggest seller State Street Corp (−1.4M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Aigh Capital Management LLC $5.6M 3.9M 35.6% New
Vanguard Capital Management LLC $2.8M 1.9M 17.9% ▼ 22.7%
Renaissance Technologies LLC $1M 701K 6.5% ▼ 49.8%
Geode Capital Management, LLC $751,033 521K 4.8% ▼ 3.4%
Morgan Stanley $698,716 485K 4.5% ▼ 53.1%
UBS Group AG $554,028 385K 3.6% ▲ 35.5%
Benjamin Edwards Inc $530,942 369K 3.4% ▼ 10.8%
Blackrock, Inc. $485,856 337K 3.1% ▲ 93.1%
Vanguard Fiduciary Trust Co $426,195 296K 2.7% ▲ 12.6%
Jane Street Group, LLC $411,136 286K 2.6% ▲ 158.3%
Marshall Wace, LLP $407,495 283K 2.6% ▼ 55.6%
State Street Corp $311,731 216K 2.0% ▼ 86.2%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Aeye, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $24,840 1 trade by 1 insider, last 12 months Insider sales History → $86,937 2 trades by 2 insiders · 0% under pre-set plans
Net ▼ $62,097 net selling
Insider Date Trade Shares Price Value
Fisch Matthew Chief Executive Officer September 11, 2026 Sell 7,798 $1.30 $10,137
Dussan Luis Director December 11, 2025 Sell 32,000 $2.40 $76,800
Husby Jonathon B. Director November 12, 2025 Buy 10,350 $2.40 $24,840

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 5, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • May 13, 2026
  • March 16, 2026
  • November 6, 2025
  • July 31, 2025
  • May 8, 2025

Recent SEC filings

Data status

When each part of this page on Aeye, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Aeye, Inc. in brief

What does Aeye, Inc. do?
Aeye, Inc. is a US-listed company in the electronic equipment & instruments industry. Its financial year ends in December.
What is Aeye, Inc.'s stock ticker?
Aeye, Inc. trades under the ticker LIDR on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Aeye, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Aeye, Inc. reported revenue of $450,000, 90.7% higher than a year earlier, according to its SEC filings.
What is Aeye, Inc.'s free cash flow?
Aeye, Inc.'s free-cash-flow margin is -6638.9% of revenue over the trailing twelve months, ranking 52 of the 52 electronic equipment & instruments companies we cover.
Who are Aeye, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Aigh Capital Management LLC, Vanguard Capital Management LLC and Renaissance Technologies LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Aeye, Inc.'s market cap?
On November 2, 2026, Aeye, Inc.'s market capitalisation was about $35M and net debt of -$11.1M. Market figures come from third-party market data and may be delayed.
Who are Aeye, Inc.'s competitors?
In our Electronic Equipment & Instruments peer group, the companies closest to Aeye, Inc. are Wearable Devices Ltd., Maris Tech Ltd., Microvision, Inc., Vuzix Corp and Multisensor AI Holdings, Inc. The side-by-side comparison below sets their revenue, margins and growth against Aeye, Inc.'s.
Are insiders buying or selling Aeye, Inc. stock?
Over the last 12 months, Aeye, Inc.'s directors and officers reported 1 open-market purchases and 2 sales on Form 4. The insider trading page charts every trade.
When is Aeye, Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Aeye, Inc. announces its own schedule.