AEye (LIDR)
Builds active-lidar systems for automotive and physical-AI applications.
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Builds software-defined active-lidar systems for automotive autonomy, driver assistance, robotic vision, and non-automotive applications. Its capital-light model uses manufacturing and channel partners, with commercialization shaped by design-ins, customer orders, and component availability.
Builds software-defined active-lidar systems for vehicle autonomy, advanced driver assistance, robotic vision, and other physical-AI applications. Its Intelligent Sensing Platform combines a software-definable sensor, adaptive SmartScan architecture, and signal-processing pipeline; Apollo, STRATOS, and OPTIS are its named platforms.
Automotive and non-automotive are the two major markets. Non-automotive work includes railway, airport safety and security, perimeter monitoring, aerospace and defense, logistics, and intelligent transportation systems, often beginning with proofs of concept or evaluations.
A capital-light model relies on Tier-1 manufacturing, supply-chain, and OEM relationships, plus channel and integration partners for OPTIS opportunities. Automotive sales depend on a limited set of powerful customers, while non-automotive markets are fragmented; design-ins, customer orders, and component availability shape commercialization.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Apr 24, 2026 | Craig-Hallum | Target | Target: — | Target: $3.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $71.5M · Total debt $1.5M · Total assets $76.6M · Shareholders' equity $68.3M
- Revenue
- $202.0K
- Operating income
- −$10.8M
- Net income
- −$10.0M
No dividends on record.
| Institutions | 23.30% | 10.83M shares | |
|---|---|---|---|
| 51 holders · as of Jun 30, 2026 | |||
| Insiders | 4.01% | 1.86M shares | |
| 6 holders · as of Sep 14, 2026 | |||
| Other | 72.69% | 33.79M shares | |
| remainder | |||
46.49M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Aigh Capital Management LLCInstitution | 8.29% | 3.86M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.17% | 1.94M | as of Jun 30, 2026 |
Matthew FischInsiderdirector, officer: Chief Executive Officer | 2.20% | 1.02M | filed Sep 14, 2026 |
Renaissance Technologies LLCInstitution | 1.51% | 700,715 | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 1.12% | 521,226 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Matthew Fisch | director, officer: Chief Executive Officer | −7,798 | $1.30 |
| Dec 11, 2025 | Luis Dussan | director | −32,000 | $2.40 |
| Nov 12, 2025 | Jonathon B. Husby | director | +10,350 | $2.40 |
- Hesai (ADR)
Large-scale lidar supplier for ADAS, autonomous driving and robotics
- Ouster
Digital-lidar and perception-platform rival across Physical AI markets
- Aeva
4D lidar and perception rival in automotive and physical-AI applications
- Innoviz Technologies
Automotive-grade lidar and perception-software rival for ADAS and autonomy
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AEye | $1.22 | −0.41% | $55.1M | — | — | 122.5 | +818.2% |
| Hesai (ADR) | $17.10 | +0.03% | $2.52B | 36.0 | 29.3 | 5.1 | +28.5% |
| Ouster | $40.10 | −0.37% | $2.75B | — | — | 13.4 | +55.9% |
| Aeva | $15.47 | +0.41% | $1.03B | — | — | 47.8 | +11.3% |
| Innoviz Technologies | $0.3514 | +1.62% | $96.2M | — | — | 1.8 | +85.1% |
| Median | 36.0 | 29.3 | 9.2 | +42.2% |