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AEye, Inc.

AEye, Inc.

NASDAQ•LIDR
CEO: Mr. Matthew Fisch
Sector: Consumer Cyclical
Industry: Auto - Parts
Listing Date: 2021-01-11
AEye, Inc., together with its subsidiaries, provides lidar systems for vehicle autonomy, advanced driver-assistance systems, and robotic vision applications in the United States, Europe, and Asia-Pacific. It offers 4Sight intelligent sensing lidar platform, including 4Sight at Design, Triggered 4Sight, Responsive 4Sight, and Predictive 4Sight; and 4Sight for automotive and industrial market. The company was formerly known as CF Finance Acquisition Corp. III and changed its name to AEye, Inc. in August 2021. AEye, Inc. was founded in 2013 and is headquartered in Dublin, California.
Contact Information
One Park Place, Suite 200, Dublin, CA, 94568, United States
925-400-4366
www.aeye.ai
Market Cap
$90.11M
P/E (TTM)
-177.8
25.9
Dividend Yield
--
52W High
$6.44
52W Low
$0.49
52W Range
25%
Rank61Top 91.5%
2.0
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2025

Financial Dashboard

Q3 2025 Data

Revenue

$50.00K-51.92%
4-Quarter Trend

EPS

-$0.30+29900.00%
4-Quarter Trend

FCF

-$6.13M-21.03%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Gross Loss Significantly Reduced Nine months gross loss improved 70% to $(171K) from $(573K); driven by strategic wind-down costs reversal.
Operating Loss Narrows 13% Operating loss narrowed 13% to $(23.33M) from $(26.83M) due to lower R&D and G&A expenses.
Cash Position Strong Total cash and marketable securities reached $84.33M as of September 30, 2025, funding next twelve months.
Financing Provides Capital Net cash provided by financing activities totaled $82.18M, primarily from Common Stock Purchase Agreements.

Risk Factors

Revenue Declines 13% Total revenue decreased 13% to $136K for nine months, impacted by lower contract development revenues.
Tier 1 Supplier Dependency Risk Substantial reliance on Tier 1 automotive suppliers for design wins; failure risks material adverse business impact.
Continued Operating Losses Expected Accumulated deficit reached $(399.7M); expects significant continuing losses for several future years.
Lidar Market Adoption Slow Market adoption of lidar technology remains uncertain, potentially delaying revenue growth and profitability timelines.

Outlook

Investing in R&D Continues Expect R&D costs to increase, focusing on commercialization and developing new products like OPTIS™.
Liquidity Sufficient Twelve Months Management believes current liquidity funds operations for at least twelve months from report date.
OPTIS™ Non-Automotive Expansion Focus shifting to Non-Automotive market via OPTIS™ platform; seeking software partners for ecosystem growth.
Post-Period Capital Raised Subsequent to period end, issued shares under CSPA raising gross proceeds of $9.97M.

Peer Comparison

Revenue (TTM)

Sleep Number CorporationSNBR
$1.44B
-17.0%
China Automotive Systems, Inc.CAAS
$725.26M
+16.7%
iRobot CorporationIRBT
$547.00M
-33.1%

Gross Margin (Latest Quarter)

PLBY Group, Inc.PLBY
76.0%
+5.7pp
Sleep Number CorporationSNBR
59.9%
-0.9pp
Kandi Technologies Group, Inc.KNDI
45.2%
+14.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SNBR$241.35M-3.116.4%125.5%
PLBY$170.86M-6.5351.0%71.7%
CAAS$141.20M4.29.2%8.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.8%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention

Research & Insights

Next earnings:Feb 18, 2026
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EPS:-
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Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 7, 2025|
    Revenue: $50.00K-51.9%
    |
    EPS: $-0.30+29900.0%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 8, 2025|
    Revenue: $22.00K-31.3%
    |
    EPS: $-0.00+300.0%
    Meet

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 12, 2025|
    Revenue: $64.00K+220.0%
    |
    EPS: $-0.00-31.3%
    Meet

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 24, 2025|
    Revenue: $202.00K-86.2%
    |
    EPS: $-0.00+70.0%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 14, 2024|
    Revenue: $104.00K-44.7%
    |
    EPS: $-0.00-64.3%
    Beat

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 7, 2024|
    Revenue: $32.00K-94.4%
    |
    EPS: $-0.00-55.6%
    Meet

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 14, 2024|
    Revenue: $20.00K-96.9%
    |
    EPS: $-0.00-66.7%
    Meet

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Mar 27, 2024|
    Revenue: $1.46M-59.9%
    |
    EPS: $-0.01+20.2%
    Beat