AEye, Inc.
$1.39-5.4%
Mentions · last 7 days
390
Price updated 2h ago·X counts updated 4h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Infrastructure sits in its cycle right now — and what that implies for $LIDR.
Software - Infrastructure
SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-1.0%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
-1.7How 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
-51.3%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
-80.0%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
-43.9%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
151.3Same 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
-46.4%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
-103%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
0.0Total 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 6, 2026$-0.17$-0.17+1.9%
Q1 2026May 13, 2026$-0.15$-0.11-36.4%
Q4 2025Mar 16, 2026$-0.15$-0.18+18.9%
Q3 2025Nov 6, 2025$-0.17$-0.18+8.1%
Next earningsThu, Nov 12·consensus EPS $-0.17
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$202K+818.2%-79.7%-5324%$-0.22$-7.4M
Q1 FY26$101K+57.8%-99.0%-8940%$-0.18$-8.7M
Q4 FY25$97K+110.9%-155%-8661%$-0.17$-7.6M
Q3 FY25$50K-51.9%-106%-15650%$-0.30$-6.1M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$1.9M$1.5M – $2.2M-$0.67-$0.67 – -$0.662
FY27$17.7M$15.7M – $19.7M-$0.64-$0.65 – -$0.622
FY28$42.6M$37.5M – $47.7M-$0.43-$0.50 – -$0.361
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.160.9×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.+16.3%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.-17.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 44.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today290.9% 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.β2.845-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.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
AEye's Apollo™ Lidar Selected by Lunar Outpost for Pegasus Lunar Terrain Vehicle, Opening a New Market Category in Space MobilityAEye's Apollo™ Lidar Selected by Lunar Outpost for Pegasus Lunar Terrain Vehicle, Opening a New Market Category in Space MobilityAEye Announces Inducement Grant to Chief Revenue Officer Under Nasdaq Listing Rule 5635(c)(4)Socket Mobile (NASDAQ:SCKT) and AEye (NASDAQ:LIDR) Head to Head ReviewAEye, Inc. (LIDR) Q2 2026 Earnings Call Transcript
In themes
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