AEye Inc (LIDR)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
$0.89-12.31%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
QuarterlyIQ Insights · LIDR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We expect to continue converting our record pipeline into sustained commercial activity, leading to significant revenue growth anticipated in 2027.
Stated in 3 of 3 supplied quarters. Management reported: “For the fourth quarter 2026, revenue is expected to approximately double third quarter 2026 revenue and be the Company’s first $1 million revenue quarter, driven mainly by Apollo™ commercial programs.” ““With Lunar Outpost ramping alongside repeat sensor orders, we expect the fourth quarter to be our first million dollar revenue quarter driven mainly by Apollo™ commercial programs, establishing a new expected quarterly baseline as we build toward 2027.”” Revenue was $0.202 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We expect to continue converting our record pipeline into sustained commercial activity, leading to significant revenue growth anticipated in 2027.”
“For the remainder of 2026, our focus continues to be on leveraging our strengths to advance deployments and build a durable revenue ramp.””
“The partnerships we have built -- from NVIDIA to LITEON to SynTech -- are converting engagements into deployments, and the focus for the remainder of 2026 is unchanged: advance those deployments and…”
The Company expects that cash consumption for the full year 2026 will be $35 million, inclusive of approximately $5 million in working capital to support the commercial ramp.
Stated in 3 of 3 supplied quarters. Management reported: “The Company expects that cash consumption for the full year 2026 will be $35 million, inclusive of approximately $5 million in working capital to support the commercial ramp.” “The Company is aiming to lower 2027 cash consumption by approximately 15% from the 2026 expected cash consumption level.” Operating income was $-10.755 million in 2026-Q2.
“The Company expects that cash consumption for the full year 2026 will be $35 million, inclusive of approximately $5 million in working capital to support the commercial ramp.”
“2026 Cash Consumption Outlook The Company reaffirms its expectation that cash consumption for the full year 2026 will be in the range of $30 million to $35 million, inclusive of approximately $5 mill…”
“2026 Cash Burn Outlook The Company reaffirms its expectation that cash burn for the full year 2026 will be in the range of $30 million to $35 million, inclusive of approximately $5 million in working…”
“With Lunar Outpost ramping alongside repeat sensor orders, we expect the fourth quarter to be our first million dollar revenue quarter driven mainly by Apollo™ commercial programs, establishing a ne…
Stated in 1 of 3 supplied quarters. Management reported: ““With Lunar Outpost ramping alongside repeat sensor orders, we expect the fourth quarter to be our first million dollar revenue quarter driven mainly by Apollo™ commercial programs, establishing a new expected quarterly baseline as we build toward 2027.”” “The contract award further diversifies AEye’s commercial footprint beyond its core automotive, defense, and industrial markets into space mobility, a new market category tied to the broader buildout of lunar infrastructure.”
““With Lunar Outpost ramping alongside repeat sensor orders, we expect the fourth quarter to be our first million dollar revenue quarter driven mainly by Apollo™ commercial programs, establishing a ne…”
The Company’s lead defense customer placed its third consecutive paid order this quarter, and repeat business is emerging as Apollo™ is evaluated for UAV, UGV and counter-UAS applications, while the…
Advance commercial deployments to increase revenue and build a sustainable revenue ramp across multiple verticals.
Over the trailing year it converted 0.62x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.