NASDAQ$LIDR

AEye Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close

Briefing

AEye (LIDR) reported Q4 2025 revenue that doubled sequentially with expanded commercial pipeline.

The lidar company reported Q4 revenue growth sequentially and a 40% expansion in its commercial pipeline with a 33% increase in customer engagements, positioning for automotive and industrial perception markets.

  • Q4 revenue doubled vs Q3 on commercial traction.
  • Commercial pipeline expanded 40% during the quarter.
  • Customer engagements up 33% as design wins progress.
  • Cash and operating priorities discussed for 2026 commercialization.

Headline financials

Total Revenue

$5.2M

No prior period
Net Income

-$8.9M

No prior period

Revenue & EPS history

AEye Inc · Revenue · Quarterly

$5.2M

Q4 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro or input-cost pressure may affect margins.
  • One-time items can affect YoY comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.4%

Avg return

Earnings day

-1.1%

Avg return

5 days after

-9.9%

Avg return

30 days after

47%

7 / 15 earnings

Positive

+18.1%

Q4 2025

Best reaction

-15.1%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-15.1%-26.9%-34.7%
Q4 2025+18.1%+44.5%+14.2%
Q3 2025+3.4%+6.9%+13.8%
Q2 2025-1.4%-3.9%-1.1%
Q1 2025+8.0%+22.1%+36.7%
Q3 2024-5.3%-15.8%-1.3%
Q2 2024-3.2%-12.0%-13.6%
Q1 2024-1.2%-2.0%-7.6%
Q3 2023-5.6%-5.1%-35.0%
Q2 2023-13.3%-33.3%-45.6%
Q1 2023+2.5%-1.5%-7.4%
Q3 2022+3.3%+26.3%+23.0%
Q2 2022+0.4%-22.0%-42.8%
Q1 2022+14.4%+26.3%-30.2%
Q3 2021-11.2%-20.7%-17.0%

Discussion

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