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LILIDR

AEye, Inc.

$LIDR·$48M·Software - Infrastructure·Technology
$0.84-5.9%YTD-52.4%1Y-74.8%
Price updated 8h ago·X counts updated 3d ago
LILIDR
$LIDRAEye, Inc.
$0.84-5.94%28 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LIDR 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.

28X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $LIDR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-09

Discord-alert traders are pointing at $LIDR as one of the multibaggers of the week (+51.3% VIP room performance), and a fundamental buyer tags it a Strong Buy with a $8 PT alongside $OUST, $AEVA and $NVDA in the autonomous-driving basket. CFO Conor Tierney is hosting 1-on-1s at H.C. Wainwright in NYC Sept 14-16.

Read what X is saying about $LIDR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

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

Too early to tellWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

AEye is a $56M micro-cap lidar name — Discord-tagged multibagger with a $8 PT and OUST / AEVA peer basket.

AEye is a lidar-sensor developer for automotive and industrial automation. The business is pre-revenue at scale and the stock has been crushed with the broader lidar cohort.

  • The business is pre-ramp: Q1 revenue +818% YoY off a near-zero base at a -5,324% operating margin — standard pre-commercial lidar P&L where any current P&L number is uninformative.
  • 52-week range position is 5% at $1.17 with vol at just 11% of average — near-absolute capitulation on thin trading, which is where micro-caps often sit before a specific catalyst.
  • The retail signal is specific: Discord-alert traders tag LIDR as a weekly multibagger (+51.3% VIP room), with a fundamental Strong Buy and $8 PT alongside OUST, AEVA, and NVDA — the CFO is hosting 1-on-1s at H.C. Wainwright NYC Sept 14-16.

Nov 12 Q3 is the gate — any auto-OEM program-win disclosure plus a visible revenue ramp extends the move. A dilutive raise or no new auto-OEM wins and the stock stays range-bound.

Agrees with X sentimentThe thread has substantive drivers — Discord VIP-room +51.3%, Strong Buy with $8 PT, OUST/AEVA/NVDA autonomous basket, CFO 1-on-1s at H.C. Wainwright Sept 14-16 — grounded in actual positioning and conference catalysts.

What to watch: Nov 12 Q3 — any auto-OEM program win, revenue trajectory, operating cash runway, and any Hesai or Chinese competition commentary. A dilutive raise is the clear invalidator.

On the calendar: 2026-11-12 — Q3 earnings

Read the AI verdict on $LIDR

  • 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
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What it does

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

Develops high-performance lidar sensing systems for autonomous vehicles and smart infrastructure applications.

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 · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $LIDR

Partial — Develops high-performance lidar sensing systems for autonomous vehicles and smart infrastructure applications.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-5.2%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

3-year forecast · up to 2 analysts
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.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.1%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.-30.5%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.-47.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 44.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β2.715-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellSep 11Matthew FischCEO7.8K sh$10K
+ 8 other (5 inkinds · 3 awards) in window

See when $LIDR 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
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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

424B5Prospectus supplement (offering)Sep 15424B5
AI summary

AEye, Inc. (LIDR) filed a 424B5 prospectus supplement for its ATM offering of up to $50 million of common stock through A.G.P. (up to 3.0% commission). Last reported stock price was $1.23 as of September 14, 2026. The prior ATM (September 12, 2024) was terminated concurrent with this new agreement. At $1.23/share, $50M of ATM capacity represents up to ~40.7 million potential new shares — approximately dilutive depending on existing share count.

8-KAgreement terminatedSep 158-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated
AI summary

AEye, Inc. (LIDR) entered an At Market Issuance Sales Agreement with A.G.P./Alliance Global Partners on September 15, 2026 for an ATM offering of up to $50 million of common stock, replacing and terminating a prior ATM with A.G.P. from September 12, 2024. Shares are issued under an existing S-3 shelf (No. 333-296038); proceeds will fund working capital and general corporate purposes including R&D and aerospace/defense business development. At a stock price of ~$1.23, a $50M ATM represents very significant potential dilution for a small-cap lidar company.

S-3/AShelf registrationSep 11S-3/A
AI summary

AEye Inc. (LIDR) filed an amendment to its Form S-3 shelf registration statement to update disclosures in its existing capital markets registration. This is a routine procedural update to maintain AEye's registered offering status. Specific changes to offering terms were not described in the excerpt.

8-KOfficer or director changeSep 98-K — Item 5.02: Officer or director change
AI summary

AEye (LIDR) granted CFO Conor Tierney 100,000 RSUs vesting in full on November 15, 2026, as compensation for his role in the company's commercial engagement with Lunar Outpost. The accelerated, cliff-vesting structure ties the grant directly to a specific customer milestone rather than time-based service.

8-KPress release / Reg FDSep 98-K — Item 7.01: Press release / Reg FD
AI summary

AEye (LIDR) CEO Matt Fisch issued a stockholder letter filed as a Regulation FD disclosure. The specific content of the letter is in the furnished exhibit; the filing ensures public simultaneous disclosure of material information.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change
S-3Shelf registrationMay 19S-3
8-KOfficer or director changeMay 158-K — Item 5.02: Officer or director change
+ 14 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 8-Ks) in window

Recent news

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

AEye (NASDAQ:LIDR) and Acorn Energy (NASDAQ:ACFN) Critical Surveydefenseworld.net·3d agoFinancial Contrast: Omron (OTCMKTS:OMRNY) versus AEye (NASDAQ:LIDR)defenseworld.net·3d agoAEye's Apollo™ Lidar to Power LITEON Demonstration Vehicle at InCabin Europe 2026businesswire.com·21d agoOSI Systems (NASDAQ:OSIS) and AEye (NASDAQ:LIDR) Head-To-Head Analysisdefenseworld.net·27d agoAEye to Work with Swiftstrike AI to Integrate STRATOS™ Lidar to Extend Counter-UAS Detection Against Smaller, Faster Drone Threatsbusinesswire.com·29d ago

In themes

Explore the broader themes this ticker is being talked about under.

Robotics & HumanoidsEVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $LIDR 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.

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