AudioEye reported record revenue of $11 million and adjusted EBITDA of $3.9 million in Q3 2026. Full-year 2026 guidance calls for revenue between $43.6 and $43.8 million and adjusted EBITDA between $13.4 and $13.6 million.
AEYE · Audioeye Inc
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AudioEye reported 7% revenue growth for the three months ended September 30, 2026. ARR was approximately $43.3 million, up 12% year-over-year, and customers increased 6% to approximately 130,000 as of September 30, 2026.
AudioEye reported third-quarter 2026 net income of $1.0M and adjusted EBITDA of $3.9M, and expects fourth-quarter revenue of $11.4M to $11.6M. Its board authorized up to $15 million of share repurchases.
AudioEye’s Board approved a share repurchase program of up to $15.0 million, expiring October 18, 2027, replacing the prior program scheduled to expire January 24, 2027. The company intends to fund it with working capital and cash from operations.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 26, 2026TL;DR. AudioEye raised full-year adjusted EBITDA guidance, delivered record revenue, ARR and customer growth, returned to Q3 GAAP profitability, expanded margins, and generated $3.5M of free cash flow. It launched two AI products and authorized a $15 million repurchase program, while enterprise revenue remained relatively flat, litigation remained a record-level factor, and the company reported a $1.989M loss for the first nine months.
- + Management raised full-year 2026 adjusted EBITDA guidance while issuing Q4 revenue and profitability guidance. new
- + AudioEye returned to GAAP profitability in Q3, reporting $1.0M of net income versus a prior-year net loss. new
- + AudioEye authorized a $15 million stock repurchase program through October 18, 2027. new
- − Enterprise revenue was relatively flat year over year, with lower nonrecurring revenue offsetting increased recurring revenue. new
- − Litigation remains a record-level factor for the business. new
- − AudioEye reported a $1.989M net loss for the first nine months of 2026. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted earnings per diluted share non-GAAP | $0.72 | Nine months ended September 30, 2026 | — |
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| Adjusted EBITDA non-GAAP | 9.22M | Nine months ended September 30, 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 29% | Nine months ended September 30, 2026 | — |
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| Adjusted gross margin (non-GAAP) non-GAAP | 85% | Nine months ended September 30, 2026 | — |
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| Adjusted gross profit (non-GAAP) non-GAAP | 27.45M | Nine months ended September 30, 2026 | — |
| ARR | $43.3M | as of September 30, 2026 | — |
| customers | 130,000 | as of September 30, 2026 | — |
| Annual Recurring Revenue (ARR) | $42.3M | as of June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AEYE
this stock
Audioeye Inc
|
$170.86M | +34.8% | +14.5% | — | 3.1% |
|
SAP
Sap SE
|
$271.12B | -3.3% | — | — | 0.2% |
|
QH
QUHUO Ltd
|
$268.05B | +181.9% | +59.7% | — | 0.0% |
|
SHOP
Shopify Inc.
|
$189.23B | -8.6% | +30.1% | 89.2 | 1.5% |
|
CRM
Salesforce, Inc.
|
$179.28B | -17.8% | +25.9% | 19.9 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 26, 2026
- This year
- 20
AudioEye reported 7% revenue growth for the three months ended September 30, 2026. ARR was approximately $43.3 million, up 12% year-over-year, and customers increased 6% to approximately 130,000 as of September 30, 2026.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AEYE | +8.9% | +102.3% | +79.1% | +3.4% | +34.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +6.3% | +103.4% | +78.6% | +3.6% | +24.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.