AEye, Inc.

AEye, Inc.

LIDRยทNASDAQ

$1.99

-2.5%
Consumer CyclicalAuto - Parts

AEye, Inc. provides lidar systems for vehicle autonomy, advanced driver-assistance systems, and robotic vision applications in the United States, Europe, and Asia. It offers 4Sight A, a software-configurable lidar solution for automotive markets, including 4Sight at Design, Triggered 4Sight, or Responsive 4Sight software levels; and 4Sight M, a software-configurable lidar solution for the mobility and industrial markets, including 4Sight at Design, Triggered 4Sight, Responsive 4Sight, and Predictive 4Sight software levels. The company was formerly known as US LADAR, Inc. and changed its name to AEye, Inc. in March 2016. The company was founded in 2013 and is headquartered in Dublin, California.

At a Glance

Live Snapshot
Market Cap$92.17M
EPS-1.4700
P/E Ratio-1.35
Earnings Date07/30/2026
lidr

AEye, Inc. Street Expectations Map

LIDR ยท NASDAQ

Wall Street analysts project that LIDR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 3.50, with estimates ranging from a low of 3.50 to a high of 3.50.

Lowest Target
3.50
75.88%
Consensus Target
3.50
75.88%
Highest Target
3.50
75.88%

The consensus 1-year price target stands at 3.50, with estimates ranging from a low of 3.50 to a high of 3.50.

Analyst Consensus Analysis

Upside Potential

+75.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

lidr

AEye, Inc. Forward Estimates of Revenue

LIDR ยท NASDAQ
Latest Revenue
233.00K
FY 2025
Avg Estimate
4.29M
FY 2026
Estimate Range
3.84M - 4.74M
Analyst Spread

Forward Growth Analysis

Projected Growth+1742.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

lidr

AEye, Inc. Forward Estimates of Net Income

LIDR ยท NASDAQ
Latest Net Income
-33.96M
FY 2025
Avg Estimate
-22.84M
FY 2026
Estimate Range
-24.36M - -21.32M
Analyst Spread

Forward Growth Analysis

Projected Growth+32.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

lidr

AEye, Inc. Forward Estimates of EPS

LIDR ยท NASDAQ
Latest EPS
-1.47
FY 2025
Avg Estimate
$-0.60
FY 2026
Estimate Range
$-0.64 - $-0.56
Analyst Spread

Forward Growth Analysis

Projected Growth+59.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

lidr

AEye, Inc. Forward Estimates of EBIT

LIDR ยท NASDAQ
Latest EBIT
-31.73M
FY 2025
Avg Estimate
-4.29M
FY 2026
Estimate Range
-4.74M - -3.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+86.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

lidr

AEye, Inc. Forward Estimates of EBITDA

LIDR ยท NASDAQ
Latest EBITDA
-31.73M
FY 2025
Avg Estimate
-4.29M
FY 2026
Estimate Range
-4.74M - -3.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+86.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

lidr

AEye, Inc. Forward Estimates of SG&A Expense

LIDR ยท NASDAQ
Latest SG&A Expense
17.47M
FY 2025
Avg Estimate
190.20M
FY 2026
Estimate Range
170.36M - 210.04M
Analyst Spread

Forward Growth Analysis

Projected Growth+988.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

lidr

AEye, Inc. Insider Positioning

LIDR ยท NASDAQ

During the last 12 months, insiders have purchased $25K and sold $306K worth of LIDR shares, resulting in $282K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

32.0K

76.84K

Net Activity

-77K

-$77K

6-9 Months

Bought

10.3K

24.85K

Sold

34.6K

93.03K

Net Activity

-68K

-$68K

9-12 Months

Bought

0

0.00

Sold

50.8K

136.59K

Net Activity

-137K

-$137K

Top Buyers

1
HJB

Husby Jonathon B.

Director

10.3K sharesโ€ข1 transactions

$25K

Top Sellers

1
DL

Dussan Luis

Director

107.7K sharesโ€ข5 transactions

$283K

2
FM

Fisch Matthew

Director, Officer: Ceo

3.8K sharesโ€ข1 transactions

$10K

3
TCB

Tierney Conor B

Officer: Treasurer & Cfo

2.8K sharesโ€ข1 transactions

$7K

4
HAS

Hughes Andrew S

Officer: Secretary & General Counsel

3.1K sharesโ€ข5 transactions

$7K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $282K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.08:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.