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LILIDR

AEye, Inc.

$LIDR·$60M·Software - Infrastructure·Technology
$1.18-2.5%YTD-29.3%1Y-54.6%
Price updated 10h ago·X counts updated 2d ago
LILIDR
$LIDRAEye, Inc.
$1.18-2.48%52 posts1.2×
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.

52X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
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, louder than 82% of tracked names.

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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-16

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

AEye — sub-$70M lidar micro-cap called a multibagger by trader Discord, CFO hosting 1-on-1s at HC Wainwright.

AEye is a specialty lidar systems supplier for autonomous driving, ADAS, and adjacent applications — a heavily beaten-down micro-cap ($60M market cap) that has caught trader attention as a potential multibagger.

  • The tape setup is real but small-sample: +51.3% VIP-room performance from a Discord alert this week, a fundamental buyer flagging a $8 PT against a $1.21 stock, and CFO Conor Tierney hosting 1-on-1s at HC Wainwright Sept 14-16 — a coordinated micro-cap catalyst.
  • Fundamentals are essentially pre-revenue: Q1 revenue $0.2M (+818% YoY off a tiny base) with an operating margin of -5324% — the P&L is irrelevant; every design-win or partnership landed materially rerates the equity.
  • The Sept 15 424B5 filing is worth pricing: fresh prospectus supplement filing this week suggests capital raise activity is live — dilution risk stacks against the multibagger narrative.

At 7% of the 52w range and 3% below the 50d with VolMult 0.12x (essentially no volume), coiling — a firm ADAS design win or an OEM contract announcement restarts the move; another dilutive raise or a Q3 print with continued near-zero revenue turns coiling into breaking-down. AEye's CEO letter to stockholders (Sept 9) frames the narrative but doesn't move the P&L.

Agrees with X sentimentX longs are reading a real setup — the Discord VIP-room +51.3% performance plus $8 PT plus HC Wainwright 1-on-1s is a coordinated micro-cap catalyst. What isn't in the sample is the Sept 15 424B5 filing that signals fresh capital raise activity — a real dilution risk against the multibagger framing.

What to watch: A firm ADAS design win or an OEM contract announcement. Another dilutive raise or a Q3 print with continued near-zero revenue turns coiling into breaking-down.

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

micro cap multibagger setup424b5 dilution riskhc wainwright ceo 1 on 1s

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

NBIS-PLTR sovereign AI partnership formalises a new infrastructure tier pairing GPU-dense compute with enterprise operating layers, pulling a valuation premium over legacy SaaS. Oracle's Ellison cancelling $7.5B in planned stock sales despite a 50% pullback signals insider conviction in OCI's cloud infrastructure growth trajectory; AI-native security and zero-trust platforms continue to outpace the broader software cohort.

What this means for $LIDR

Neutral — automotive lidar sensor hardware for ADAS and autonomous vehicles; hardware-only revenue with no cloud infrastructure or software platform angle.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.4%YTD
-6.9%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.6%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.-5.5%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.-31.7%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 today1.9% 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.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
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

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
+ 17 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 8-Ks) in window

Recent news

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

AEye to Work with Swiftstrike AI to Integrate STRATOS™ Lidar to Extend Counter-UAS Detection Against Smaller, Faster Drone Threatsbusinesswire.com·1d agoAEye's CEO Issues Letter to Stockholdersgurufocus.com·8d agoAEye's CEO Issues Letter to Stockholdersbusinesswire.com·8d agoAEye to Present at the 28th Annual H.C. Wainwright Global Investment Conferencebusinesswire.com·14d agoAEye's Apollo™ Lidar Selected by Lunar Outpost for Pegasus Lunar Terrain Vehicle, Opening a New Market Category in Space Mobilitygurufocus.com·16d 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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