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AEye Earnings Calls
| Release date | May 13, 2026 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.150 |
| EPS Surprise | -36.36% |
| Revenue estimate | 275K |
| Revenue actual | 101K |
| Revenue Surprise | -63.27% |
| Release date | Mar 16, 2026 |
| EPS estimate | -$0.185 |
| EPS actual | -$0.150 |
| EPS Surprise | 18.92% |
| Revenue estimate | 80K |
| Revenue actual | 97K |
| Revenue Surprise | 21.25% |
| Release date | Nov 06, 2025 |
| EPS estimate | -$0.185 |
| EPS actual | -$0.170 |
| EPS Surprise | 8.11% |
| Revenue estimate | 80K |
| Revenue actual | 50K |
| Revenue Surprise | -37.50% |
| Release date | Jul 31, 2025 |
| EPS estimate | -$0.235 |
| EPS actual | -$0.350 |
| EPS Surprise | -48.94% |
| Revenue estimate | 35K |
| Revenue actual | 22K |
| Revenue Surprise | -37.14% |
Last 4 Quarters for AEye
Below you can see how LIDR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $3.61 |
| EPS estimate | -$0.235 |
| EPS actual | -$0.350 |
| EPS surprise | -48.94% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $4.44 |
| Jul 28, 2025 | $4.05 |
| Jul 29, 2025 | $3.40 |
| Jul 30, 2025 | $3.51 |
| Jul 31, 2025 | $3.61 |
| Aug 01, 2025 | $2.88 |
| Aug 04, 2025 | $2.51 |
| Aug 05, 2025 | $2.67 |
| Aug 06, 2025 | $2.42 |
| 4 days before | -18.60% |
| 4 days after | -32.96% |
| On release day | -20.22% |
| Change in period | -45.43% |
| Release date | Nov 06, 2025 |
| Price on release | $2.32 |
| EPS estimate | -$0.185 |
| EPS actual | -$0.170 |
| EPS surprise | 8.11% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $2.65 |
| Nov 03, 2025 | $2.40 |
| Nov 04, 2025 | $2.23 |
| Nov 05, 2025 | $2.23 |
| Nov 06, 2025 | $2.32 |
| Nov 07, 2025 | $2.40 |
| Nov 10, 2025 | $2.41 |
| Nov 11, 2025 | $2.47 |
| Nov 12, 2025 | $2.48 |
| 4 days before | -12.45% |
| 4 days after | 6.90% |
| On release day | 3.45% |
| Change in period | -6.42% |
| Release date | Mar 16, 2026 |
| Price on release | $1.55 |
| EPS estimate | -$0.185 |
| EPS actual | -$0.150 |
| EPS surprise | 18.92% |
| Date | Price |
|---|---|
| Mar 10, 2026 | $1.60 |
| Mar 11, 2026 | $1.63 |
| Mar 12, 2026 | $1.64 |
| Mar 13, 2026 | $1.59 |
| Mar 16, 2026 | $1.55 |
| Mar 17, 2026 | $1.83 |
| Mar 18, 2026 | $1.87 |
| Mar 19, 2026 | $2.59 |
| Mar 20, 2026 | $2.24 |
| 4 days before | -3.13% |
| 4 days after | 44.52% |
| On release day | 18.06% |
| Change in period | 40.00% |
| Release date | May 13, 2026 |
| Price on release | $2.43 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.150 |
| EPS surprise | -36.36% |
| Date | Price |
|---|---|
| May 07, 2026 | $1.89 |
| May 08, 2026 | $1.99 |
| May 11, 2026 | $2.13 |
| May 12, 2026 | $2.15 |
| May 13, 2026 | $2.43 |
| May 14, 2026 | $2.08 |
| May 15, 2026 | $1.89 |
| May 18, 2026 | $1.86 |
| May 19, 2026 | $1.80 |
| 4 days before | 28.57% |
| 4 days after | -25.93% |
| On release day | -14.40% |
| Change in period | -4.76% |
AEye Earnings Call Transcript Summary of Q1 2026
AEye reported steady execution and expanding commercial momentum in Q1 2026. Key commercial metrics improved: revenue-generating customers rose from 15 to 21, issued quotes and active engagements increased ~40% quarter-over-quarter, and quarterly revenue grew ~60% year-over-year to $101k. The company highlighted broadening pipeline activity across automotive (L2–L4), trucking, defense, rail, ITS/infrastructure and industrial markets, with notable defense partnerships (including Syntech) and ongoing evaluations with multiple trucking and OEM programs. Product differentiation centers on Apollo's long-range, software-defined LiDAR (customer-proven to detect up to 1 km) and the new Stratos product (up to 1.5 km) plus an Optus partner-led end-to-end perception offering for infrastructure/ITS. Partnerships with NVIDIA (DRIVE AGX/Thor integration, Halos lab) and Lite-On manufacturing were emphasized as strategic advantages. Financially, Q1 GAAP operating expenses were $8.9M, GAAP net loss $8.3M, non-GAAP net loss $6.7M; cash burn in Q1 was $9.2M and cash / equivalents ended the quarter at ~$77.2M. Management reaffirmed 2026 full-year cash burn guidance ($30–$35M), stated runway into 2028, and reiterated the focus for 2026: convert technical engagements into deployments and revenue inflection without excessive capital intensity thanks to a partner-led model.
