TickerTalks
Browse all tickers →
TickerTalks›$AEYE
AEAEYE

AudioEye, Inc.

$AEYE·$87M·Software - Application·Technology
$7.00+3.3%YTD-30.8%1Y-50.4%
Price updated 12h ago·X counts updated 5d ago
AEAEYE
$AEYEAudioEye, Inc.
$7.00+3.32%6 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $AEYE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

6X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AEYE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Web-accessibility software maker with Q2 revenue +8.7% YoY, 78% gross margin and a Sep loan amendment permitting $5M of litigation-related expenses.

AudioEye provides patented accessibility-remediation software (ADA, WCAG compliance) for internet content publishers, so revenue scales with enterprise-platform adoption and SMB-tier count against a persistent litigation-defense cost line.

  • Q2 FY26 revenue $10.7M, +8.7% YoY with -5.6% operating margin; prior four quarters: +14.6%, +7.9%, +8.4%, +8.7% — HSD growth, operating losses
  • TTM: -22x earnings (negative), 2.4x sales, -109% ROE, 78% gross margin, -8.7% operating margin, FCF yield 5.8%, debt-to-equity 0.36
  • 2026 estimates: $43.6M revenue, $0.99 EPS; 2027 $48.1M, $1.14 EPS — modeling LSD revenue growth with EPS turn positive on operating leverage
  • YTD -31%, trailing-12m -51% at $6.94 against an $86M market cap
  • Sep 18: Fourth Amendment to Loan and Security Agreement with Western Alliance Bank modifying EBITDA definitions to permit up to $5M in litigation-related expenses
  • AudioEye studies: AI coding tools do not write accessible code; 68% drop in AI-agent task completion on inaccessible websites — thematic angle

The operating line is HSD-growth-plus-operating-losses, with ongoing litigation driving credit-agreement amendments. The sell-side's FY26 $0.99 EPS estimate implies a dramatic operating-margin inflection that hasn't shown in the Q2 print.

What to watch: Nov 3 Q3 earnings — whether operating margin inflects positive as the FY26 EPS estimate implies or litigation-expense drag continues weighing on the operating line.

On the calendar: 2026-11-03 Q3 earnings

Read the AI verdict on $AEYE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Accessibility software that automatically detects and remediates ADA/WCAG compliance issues on websites and apps for businesses.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $AEYE.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $AEYE

Partial — Accessibility software that automatically detects and remediates ADA/WCAG compliance issues on websites and apps for businesses.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-21.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-17.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-8.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-109%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
78.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.23$0.21+8.2%
Q1 2026May 12, 2026$0.18$0.19-5.3%
Q4 2025Mar 5, 2026$0.22$0.21+4.8%
Q3 2025Nov 4, 2025$0.19$0.18+5.6%
Next earningsTue, Nov 3·consensus EPS $0.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$10.7M+8.7%78.8%-5.6%$-0.07$1.0M
Q1 FY26$10.6M+8.4%78.2%-17.8%$-0.17$1.2M
Q4 FY25$10.5M+7.9%78.9%-7.8%$-0.08$2.5M
Q3 FY25$10.2M+14.6%77.4%-3.5%$-0.04$1.0M

Forward consensus

2-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$43.6M$43.4M – $43.8M$0.99$0.98 – $0.992
FY27$48.1M$47.8M – $48.3M$1.14$1.13 – $1.152

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.845-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 21 other (12 awards · 7 inkinds · 2 returns) in window

See when $AEYE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

AudioEye, Inc. entered into a Fourth Amendment to its Loan and Security Agreement with Western Alliance Bank on September 18, 2026, modifying EBITDA definitions to permit up to $5 million in litigation expense add-backs through 2026 (dropping to $3 million through 2027), and consolidating the stock buyback cap to a $7 million aggregate across fiscal years 2025-2027. This is a routine covenant amendment providing headroom for ongoing litigation costs and modest buybacks; it does not change the loan principal, rate, or maturity.

3New insider — initial holdingsJul 203
AI summary

Matthew Domeyer, newly appointed CFO of AudioEye, Inc. (AEYE) effective July 20, 2026, filed an initial Form 3 on July 20, 2026 reporting no securities beneficially owned — neither direct nor derivative holdings. The filing is signed by Christine G. Long as attorney-in-fact. This is a routine officer ownership disclosure upon appointment as CFO, replacing Kelly Georgevich who was promoted to CEO on May 4, 2026.

8-KShareholder voteJun 238-K — Item 5.07: Shareholder vote
AI summary

AudioEye, Inc. (AEYE) held its 2026 Annual Meeting online on June 22, 2026 with 58% of shares (7.23M of 12.49M) represented by proxy. All five director nominees were elected: Katherine Fleming (7.15M for), James Hawkins (7.14M), David Moradi (7.14M), Kelly Georgevich (7.12M), and Jamil Tahir (6.72M — notably more withheld at ~509K); the advisory say-on-pay vote passed 5.55M for vs. 1.38M against. This is a routine annual meeting outcome; all proposals passed, though Tahir's election drew meaningfully higher withhold votes (~7%) than the other nominees.

8-KOfficer or director changeJun 188-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

AudioEye, Inc. (AEYE) disclosed on June 18, 2026 the Board-approved election of Matthew Domeyer, 43, as CFO effective July 20, 2026, succeeding Kelly Georgevich who was promoted to CEO on May 4, 2026. Domeyer brings ~20 years of public company finance experience: most recently Corporate Controller of Flexsteel Industries (since January 2022), previously at Upsher-Smith Laboratories, and early career at PricewaterhouseCoopers; he holds a CPA license. The company also updated its investor presentation (Item 7.01). This is a planned CFO succession; Domeyer is a traditional controllership/accounting-focused executive without prior C-suite CFO experience in technology.

8-KMaterial eventMay 268-K — Item 4.01
8-KOfficer or director changeMay 78-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 11 other (3 earnings 8-Ks · 2 10-Qs · 2 proxys · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AudioEye (AEYE) Ascends While Market Falls: Some Facts to Notezacks.com·4d agoAudioEye Launches Agentic Audits and SDK MCP, Enhancing the Industry's Strongest Compliance Protectionprnewswire.com·8d agoAudioEye (AEYE) Stock Dips While Market Gains: Key Factszacks.com·11d agoAudioeye (NASDAQ:AEYE) vs. Alpha Modus (NASDAQ:AMOD) Head-To-Head Surveydefenseworld.net·11d agoReviewing Audioeye (NASDAQ:AEYE) & MicroAlgo (NASDAQ:MLGO)defenseworld.net·14d ago

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NBIS$AI$STRK$ZETA$MSTR$BULL$UBER$APP
Voices on X · last 7 days

No standout posts about $AEYE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport