Lidar systems maker AEye's Q4 revenue nearly doubles sequentially

Aeye

16/03/2026 20:47

Overview

Lidar solutions provider's Q4 revenue nearly doubled sequentially, full-year revenue up 15%

Company posted Q4 GAAP net loss of $7.3 mln, full-year net loss $34 mln

Outlook

AEye expects 2026 cash burn of $30 mln to $35 mln, including $5 mln in working capital

Result Drivers

COMMERCIAL PIPELINE EXPANSION - Co said Q4 revenue growth was driven by a 40% expansion in its commercial pipeline and a 33% increase in revenue-generating customers

Company press release: ID:nBw54fZHga

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Income
-$7.34 mln
Q4 Basic EPS
-$0.17
Q4 Income From Operations
-$8.4 mln
Q4 Operating Expenses
$8.25 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for AEye Inc is $6.00, about 277.4% above its March 13 closing price of $1.59

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)