NASDAQ · LIDR

AEye, Inc.

Closing price · Nov 13, 2026 $0.7441

Latest quarter · ended Sep 30, 2026

Cash got weaker, but sales grew

descriptionFiled Nov 6, 2026
Revenue growthFaster
+912.0%
Quarter ended Dec 31, 2024: −33.3% sales vs. a year beforeQuarter ended Mar 31, 2025: +220.0% sales vs. a year beforeQuarter ended Jun 30, 2025: −31.2% sales vs. a year beforeQuarter ended Sep 30, 2025: −51.9% sales vs. a year beforeQuarter ended Dec 31, 2025: +110.9% sales vs. a year beforeQuarter ended Mar 31, 2026: +57.8% sales vs. a year beforeQuarter ended Jun 30, 2026: +818.2% sales vs. a year beforeQuarter ended Sep 30, 2026: +912.0% sales vs. a year before
Dec '24Sep '26
$506K vs. $50K a year ago
Gross marginBetter
-35.2%
Quarter ended Dec 31, 2024: -6.5% gross marginQuarter ended Mar 31, 2025: -50.0% gross marginQuarter ended Jun 30, 2025: -390.9% gross marginQuarter ended Sep 30, 2025: -106.0% gross marginQuarter ended Dec 31, 2025: -154.6% gross marginQuarter ended Mar 31, 2026: -99.0% gross marginQuarter ended Jun 30, 2026: -79.7% gross marginQuarter ended Sep 30, 2026: -35.2% gross margin
Dec '24Sep '26
vs. -106.0% a year ago
Cash from operationsWorse
−$8.05M
Quarter ended Dec 31, 2024: −$4.81M cash from operationsQuarter ended Mar 31, 2025: −$7.8M cash from operationsQuarter ended Jun 30, 2025: −$6.36M cash from operationsQuarter ended Sep 30, 2025: −$6.09M cash from operationsQuarter ended Dec 31, 2025: −$7.53M cash from operationsQuarter ended Mar 31, 2026: −$8.55M cash from operationsQuarter ended Jun 30, 2026: −$7.29M cash from operationsQuarter ended Sep 30, 2026: −$8.05M cash from operations
Dec '24Sep '26
vs. −$6.09M a year ago
Share countDiluting
+3.9%
Quarter ended Dec 31, 2024: 18.69M sharesQuarter ended Mar 31, 2025: 19.23M sharesQuarter ended Jun 30, 2025: 39.94M sharesQuarter ended Sep 30, 2025: 45.05M sharesQuarter ended Dec 31, 2025: 45.35M sharesQuarter ended Mar 31, 2026: 46.31M sharesQuarter ended Jun 30, 2026: 46.49M sharesQuarter ended Sep 30, 2026: 46.81M shares
Dec '24Sep '26
46.81M shares vs. 45.05M a year ago

Numbers come from the company's own 10-Q and 10-K reports filed with the SEC. Each bar is one quarter, oldest on the left. The colored bar is the latest. Hover over or tap a bar to see its number.

Smart money pulse

What insiders and funds are doing

Mixed Insiders: as of Nov 13 Funds: as of Jun 30, 2026
−1000+100 0
  • account_balance
    1 fund bought, 0 sold in the quarter ended Jun 30, 2026, counting funds that hold 500 stocks or fewer and $1M+ of this one. Index funds and banks are left out.
  • info
    2 real insider sales in 12 months. $86.9K in total, not counting planned sales.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

52 funds report owning LIDR, up from 47

Holdings as of Jun 30, 2026
New15
Added12
Held10
Trimmed15
Sold out10

Last quarter

Who bought and who sold

Apr–Jun 2026
AIGH Capital Management LLC
New

Change in shares held from Mar 31 to Jun 30, 2026, biggest holdings first. Only funds that hold 500 stocks or fewer and $1M+ of this one: index funds and banks own almost everything, so their changes say little. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale
CEOCFOOther officersDirectorsDecJanFebMarAprMayJunJulAugSepOctNovStock grant · Feb 9 · 121,229 shStock grant · Feb 9 · 208,713 shStock grant · Feb 11 · 834,724 shShares withheld for tax · Feb 15 · $66.4KShares withheld for tax · Feb 15 · $27.2KShares withheld for tax · Feb 15 · $48.4KShares withheld for tax · May 15 · $76.1KShares withheld for tax · May 15 · $29.1KShares withheld for tax · May 15 · $50.2KShares withheld for tax · Aug 15 · $52.7KShares withheld for tax · Aug 15 · $34.8KStock grant · Sep 2 · 100,000 shOpen-market sale · Dec 11 · $76.8KOpen-market sale · Sep 11 · $10.1K
CEOCFOOther officersDirectorsJunJulAugSepOctNovShares withheld for tax · Aug 15 · $52.7KShares withheld for tax · Aug 15 · $34.8KStock grant · Sep 2 · 100,000 shOpen-market sale · Sep 11 · $10.1K

Last 6 months. A wider screen shows 12.

Showing 2 real trades. Hidden: 4 stock grants, 8 tax withholdings. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Real trades, newest first

Sep 11 Matthew Fisch CEO, Director Open-market sale $10.1K 7,798 sh at $1.30 Sold 1% of stake
Dec 11 Luis Dussan Director Open-market sale $76.8K 32,000 sh at $2.40 Sold 19% of stake

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Top holders

Biggest funds in LIDR

As of Jun 30, 2026
FundOwnsValueChange
AIGH Capital Management LLC8.2%$5.55MNew
Vanguard Capital Management LLC4.1%$2.79M−23%
Renaissance Technologies LLC1.5%$1.01M−50%
Geode Capital Management, LLC1.1%$751K−3%
Morgan Stanley1.0%$699K−53%

"Owns" is shares reported divided by shares outstanding.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist