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Aeye, Inc. (LIDR)
NASDAQ:LIDR
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.18Last Year’s EPS
-0.33Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong strategic and commercial progress — product launches (Optus, Stratos), record Q4 Apollo shipments, expanding customer base and pipeline momentum, significant manufacturing capacity, and a clean balance sheet with $86.5M in liquidity and runway into 2028. Offsetting these positives are near-term cost increases (non-GAAP op ex and cash burn), an elevated non-GAAP net loss, and the fact that meaningful revenue from large wins (e.g., the $30M transportation program) is likely to materialize later (notably in 2027). Overall, the company appears well-positioned to convert growing engagement into future revenue, but near-term financials reflect investment and timing risks.Company Guidance
Strong Balance Sheet and Runway
Ended the year with $86.5 million in cash, cash equivalents, and marketable securities, providing an operational runway 'well into 2028'; fully repaid the 2025 convertible note and eliminated legacy warrants, leaving the company virtually debt free.
Record Q4 Shipments and Customer Growth
Shipped the highest number of Apollo units in company history in Q4; active customer count increased from 12 to 16 (≈33% increase), with active engagements up over 40% quarter-over-quarter and active quotes up more than 30% quarter-over-quarter.
Product Launches and Technical Differentiation
Launched Optus (integrated physical AI solution) and Stratos (ultra long-range LiDAR): Apollo offers ~1 km detection range, Stratos delivers 1.5 km detection range and >2x Apollo resolution while preserving 500 m range behind glass, both on a 1550 nm architecture for improved long-range detection.
Manufacturing Scalability
Secured dedicated manufacturing capacity for 60,000 Apollo units annually through tier-one partner Lite-On, enabling a capital-light approach and positioning the company for scaled production without heavy internal CapEx (company expects CapEx likely under $1M for 2026).
Commercial Momentum and Pipeline Expansion
Broadening commercial traction across automotive, trucking, rail, defense, ITS and industrial markets; new RFQs, repeat defense opportunities, multiple smart intersection deployments, and a $30M transportation program currently in staged deployment with expected broader deployment in 2026/2027.
Lead Generation and Market Interest from CES
Generated over 130 high-quality leads at CES 2026 across automotive, trucking, and physical AI markets, with many leads maturing into evaluations and feeding directly into POC and quoting pipelines.
Strategic Partnerships and Ecosystem Integration
Deepening partnership with NVIDIA (Apollo integration with DRIVE AGX Thor and joining NVIDIA HALOS AI Systems Inspection Lab) and multiple software and distribution partnerships (FlashEye, BlueBand, Black Sesame, VuRun, and a new distributor) to accelerate market access and product validation.
Improved GAAP Net Loss vs Prior Period
Reported GAAP net loss of $7.3 million (or $0.17 per share) in Q4, an improvement from a prior reported GAAP net loss of $9.3 million (or $0.30 per share), representing approximately a 21% decrease in GAAP net loss and ~43% decrease in GAAP loss per share (driven in part by elimination of convertible note and fewer warrants).
LIDR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LIDR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 16, 2026 | $1.55 | ― | ― |
Nov 06, 2025 | $2.32 | $2.40 | +3.45% |
Jul 31, 2025 | $3.61 | $2.88 | -20.22% |
May 08, 2025 | $0.56 | $0.61 | +8.93% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aeye, Inc. (LIDR) report earnings?
Aeye, Inc. (LIDR) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Aeye, Inc. (LIDR) earnings time?
Aeye, Inc. (LIDR) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LIDR EPS forecast?
LIDR EPS forecast for the fiscal quarter 2026 (Q1) is -0.18.