LIDR · AEye, Inc.
3 customers — 10% of receivables (As of June 30, 2026)
“As of June 30, 2026, there were three customers accounting for 10% or more of our accounts receivable and one vendor accounting for 10% or more of our accounts payable.”
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Dec 27, 2023; bars on opposite sides are not compared.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →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
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative 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 |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | -15.73M | Six months ended June 30 | — |
| Cash consumption | $7.5M | Q2 2026 | — |
| Customers that have taken revenue-generating shipments | 25 | Q2 2026 | — |
| Non-GAAP net loss non-GAAP | -14.32M | Six months ended June 30 | — |
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| Non-GAAP net loss per share attributable to common stockholders: Basic and diluted non-GAAP | -$0.32 | Six months ended June 30 | — |
| Cash burn | $9.2M | Q1 2026 | — |
| Active customers that have taken revenue-generating shipments | 16 | Q4 2025 | — |
| Commercial pipeline expansion | 40% | Q4 2025 | — |
| Customer count increase | 33% | Q4 2025 | — |
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 - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LIDR
this stock
AEye, Inc.
|
$55.79M | -37.5% | +15.3% | — | 4.4% |
|
MSFT
Microsoft Corp
|
$3.75T | +6.2% | +6.9% | 28.1 | 0.9% |
|
PLTR
Palantir Technologies Inc.
|
$448.89B | +4.8% | +56.2% | 159.7 | 2.8% |
|
ORCL
Oracle Corp
|
$440.45B | -22.6% | +17.3% | 26.2 | 1.7% |
|
PANW
Palo Alto Networks Inc
|
$300.87B | +101.7% | +29.0% | 302.6 | 2.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Dec 27, 2023; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LIDR | -9.5% | +0.9% | -26.3% | +0.9% | -37.5% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | -9.9% | -2.1% | -39.7% | -2.1% | -50.3% |