NASDAQ · LIDR
AEye, Inc.
Technology · Software - Infrastructure
$1.21▲ 0.83% ($0.01)at close
As of 4:00 PM ET
Market cap
$56.04M
P/E
-1.39
EPS (TTM)
-$0.76
Next earnings
Nov 12, 2026
Valuation
Revenue & margin DCF
Verdict: cheap. Price below all scenarios.
No revenue growth rate matches $1.21 with these assumptions.
Check the assumptions or the price used.
Value per share
Base case
$1.59
Price used $1.21 is 24% below this
USD · TTM ending Jun 30, 2026 · Price Sep 25, 8:00 PM UTC
Reported operating earnings and the comparable cash-flow estimate differ substantially; the model retains the reported-margin anchor.
Revenue each value needs
Revenue today $450K. Base case: $2.7M. At its recent pace: $752. Bear to Bull: $1.7M to $4M.
Revenue today $450K. Base case: $2.7M. At its recent pace: $752. Bear to Bull: $1.7M to $4M.
Revenue in 2036
today $450K
Value per share · Base case
$1.59
Price $1.21
24% below this
- 10-yr revenue CAGR
- 19.6%
- Ending operating margin
- 0.0%
- Discount rate
- 18.9%
Reported operating earnings and the comparable cash-flow estimate differ substantially; the model retains the reported-margin anchor.
USD · TTM ending Jun 30, 2026 · Price Sep 25, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 49.37% over the last year. Revenue grew 90.68% over the trailing twelve months. Operating margin moved from -13,705.93% to -8,002.22%. Free cash flow declined 11.46% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price. The market appears to be discounting durability, risk, or trust rather than just the latest reported numbers.
What would invalidate this read
This read changes if operating margin (currently -8,002.22%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Return analysis
Company profile
AEye, Inc., headquartered in Dublin, California, and founded in 2013, is a prominent supplier of lidar systems.
Market multiples
Stock splits
Every 30 shares became 1
Profitability & growth
Analyst consensus
2
Buy
3
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 12, 2026
Q4 FY26 · EPS est -$0.17 · Revenue est $516.67K
View
Institutional Sentiment
AEye, Inc. · LIDR
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.