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LIDR

AEye, Inc.

Consumer DiscretionaryTransportation Equipment
Ticker LIDRPLEASANTON, CAFiscal year ends DecemberBook value per share $10.31Diluted shares 5.8M

AEye, Inc. (Nasdaq: LIDR) develops active lidar sensing systems and software for vehicle autonomy, advanced driver-assistance systems, robotics and non-automotive applications. Its Intelligent Sensing Platform combines a solid-state, software-definable lidar sensor, adaptive scanning and onboard signal processing.… From the company’s description.

Over the twelve months to Sep 30, 2026, AEye, Inc. reported revenue of $0.91M, up 397.8% from a year earlier, and a net loss of $36.95M. Operations used $31.42M in cash. In fiscal 2025, it reported revenue of $0.23M, up 15.3% from fiscal 2024, and a net loss of $33.96M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$0.23MFY2025
+15.3% year over year
Last 12 mo $0.91M
-13618.45%FY2025
+4118.2 percentage points
Last 12 mo -4357.51%
$-33.96MFY2025
+4.2% year over year
Last 12 mo $-36.95M
-41.75%FY2025
+192.7 percentage points
Last 12 mo -61.52%
Cash & financing
$-27.78MFY2025
−4.3% year over year
Last 12 mo $-31.42M
$-27.89MFY2025
−2.9% year over year
Last 12 mo $-31.81M
0.00FY2025
Was 0.01× a year earlier
Last 12 mo 0.00
—

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What AEye, Inc. does

In the company’s own words

AEye, Inc. (Nasdaq: LIDR) develops active lidar sensing systems and software for vehicle autonomy, advanced driver-assistance systems, robotics and non-automotive applications. Its Intelligent Sensing Platform combines a solid-state, software-definable lidar sensor, adaptive scanning and onboard signal processing. Products include Apollo, a long-range sensor for automotive and other uses, and STRATOS, designed for applications requiring extended range and higher resolution. Customers include automotive original equipment manufacturers and Tier 1 suppliers, as well as non-automotive customers and system integrators serving rail, construction, mining, agriculture, aerospace, defense, security and intelligent transportation markets. The company engages customers directly during evaluation and development; Tier 1 partners are expected to manufacture and sell systems for higher-volume automotive programs, while integrators help deliver non-automotive solutions. AEye reports one business segment and targets two end markets: Automotive and Non-Automotive. Founded in 2013, the company had 56 employees as of December 31, 2025. Its website is www.aeye.ai.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Transportation Equipment
Headquarters
PLEASANTON, CA
Fiscal year end
December
CIK
1818644
SIC
3714

Financial performance, year by year

Fiscal 2020–2025 · USD
$-108.95M$-78.24M$-47.53M$-16.83M$13.88M202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns AEye, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

12
funds hold it
0 of 35
superinvestors hold it
$3.88M
held by funds, at market
5.4%
of shares held by funds

Largest fund holders · AEye, Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.00%of fund net assets
Fidelity Extended Market Index Fund
FSMAX · Fidelity Concord Street Trust
—of fund net assets
iShares Micro-Cap ETF
IWC · iShares Trust
0.01%of fund net assets
Fidelity Total Market Index Fund
FSKAX · Fidelity Concord Street Trust
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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