LIDRTechnology · Software - InfrastructureThe 2 Wall Street analysts covering AEye, Inc. hold a median 12-month price target of $4.75 — +370.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 31 of 100 as at 3 Nov 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores AEye, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Size (81): Smaller than most of the companies we track.
Value (2): The shares cost a lot relative to the profits and assets behind them.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on LIDR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +370.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 May 2026 | Amerx | Reiterates | Buy | $3.67 |
| 11 May 2026 | Amerx | Initiates | Buy | $3.67 |
| 24 Apr 2026 | Craig-Hallum | Initiates | Buy | — |
| 8 Sept 2025 | Alliance Global Partners | Initiates | Buy | — |
| 5 Aug 2024 | WestPark Capital | Reiterates | Hold | — |
| 17 Mar 2023 | Guggenheim | Downgrade | Neutral | — |
| 16 Mar 2023 | DA Davidson | Downgrade | Neutral | $5.00 → $1.00 |
| 2 Nov 2022 | WestPark Capital | Initiates | Hold | $1.00 |
| 16 May 2022 | DA Davidson | Maintains | Buy | $15 → $12 |
| 11 Nov 2021 | DA Davidson | Initiates | Buy | — |
| 25 Oct 2021 | Roth Capital | Initiates | Buy | — |
| 23 Sept 2021 | Guggenheim | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LIDR appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, AEye, Inc. returned −54.7% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 82% of US stocks
Cheaper than 4% of US stocks
Cheaper than 79% of US stocks
Cheaper than 59% of US stocks
Higher than 98% of US stocks
Higher than 97% of US stocks
Higher than 1% of US stocks
Higher than 3% of US stocks
Higher than 4% of US stocks
Higher than 15% of US stocks
Higher than 9% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
AEye, Inc. has a market value of $47.1M and an enterprise value of −$23.1M.
Revenue in the twelve months to 30 June 2026: $450K. The latest quarter grew 818.2% year on year.
Net income over the same four quarters: −$35.0M, a −7786.4% net margin.
Diluted earnings per share, trailing twelve months: $−0.87.
Free cash flow in the twelve months to 30 June 2026: −$29.9M.
Trailing P/E: −0.7×; forward P/E: −1.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
AEye, Inc. employs 56 people — $8K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own AEye, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
AEye announced it will release its third-quarter 2026 financial results after market close on November 5, 2026. CEO Matt Fisch and CFO Conor Tierney are scheduled to review the results on a conference call and webcast that day.
Why it matters — LIDR watchers can note the date and time of the company’s results announcement and management discussion.
AEye announced that its Apollo lidar will be featured in a LITEON demonstration vehicle at InCabin Europe 2026, held September 22-24 in Barcelona, Spain. The demonstration will integrate Apollo with LITEON's automotive camera technology to showcase how lidar and camera data can work together for a more complete understanding of the vehicle's surroundings.
Why it matters — This partnership places AEye's Apollo lidar in a prominent industry showcase and highlights its integration capability with camera systems, potentially raising its visibility among automotive customers.
AEye and Sweden-based AB Swiftstrike AI announced a cooperation to develop and integrate AEye's ultra-long-range STRATOS lidar into Swiftstrike's counter-UAS systems, aiming to extend detection against smaller, faster drone threats. The partnership combines AEye's software-defined lidar expertise with Swiftstrike's autonomous defense technology.
Why it matters — This collaboration opens a new defense-related application for AEye's lidar technology, potentially broadening its market beyond traditional automotive uses.
AEye, Inc. issued a letter to stockholders in which CEO discussed significant progress, accelerating commercial momentum, expansion into new markets, and a record-level commercial pipeline with more programs advancing from initial evaluations. The letter details the company's recent developments and forward direction.
Why it matters — The CEO's letter signals rising commercial momentum and record pipeline growth, which LIDR watchers would view as indicators of expanding market traction for the lidar company.
AEye announced that CFO Conor Tierney will present and host one-on-one investor meetings at the 28th Annual H.C. Wainwright Global Investment Conference, scheduled for September 14-16, 2026, at the Lotte New York Palace Hotel in New York City.
Why it matters — The company's participation at the conference offers LIDR investors an opportunity to hear directly from its CFO at a major investment industry event.
The 2 Wall Street analysts covering AEye, Inc. have a median 12-month price target of $4.75, with estimates ranging from $3.5 to $6. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 2 analysts covering AEye, Inc., 2 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AEye, Inc. 31 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, AEye, Inc. ranks 31 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Size (81 of 100).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +370.3% from the last close, and Ticker Nerd's factor model ranks AEye, Inc. 31 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AEye, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LIDR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $3.5 to $6 over the next 12 months.
AEye, Inc. returned -54.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
AEye, Inc. Class A Common Stock is the public equity of AEye, a technology company focused on software-defined lidar sensing solutions.
The most recent item we track (Business Wire, 22 Oct 2026): "AEye to Report Third Quarter 2026 Results on Thursday, November 5 and Host Conference Call and Webcast". AEye announced it will release its third-quarter 2026 financial results after market close on November 5, 2026. CEO Matt Fisch and CFO Conor Tierney are scheduled to review the results on a conference call and webcast that day.
AEye, Inc. Class A Common Stock is the public equity of AEye, a technology company focused on software-defined lidar sensing solutions. The company develops high-performance active lidar systems used in vehicle autonomy, advanced driver-assistance systems, robotic vision, and other sensing applications. Its product portfolio centers on platforms that combine sensing hardware, software, and signal processing to help machines detect, measure, and interpret their surroundings with greater precision. AEye serves automotive and non-automotive customers across the United States, Europe, and Asia-Pacific, supporting use cases in industrial automation, transportation, and safety-critical environments. In the financial market, AEye represents a small-cap technology name tied to the growing demand for perception systems that enable autonomous and intelligent machines.
CEO Mr. Matthew Fisch · 56 employees · United States · https://www.aeye.ai
