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+3.55%
Close of 9 Nov 2026, in USD
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About AEye
From its filings with the US Securities and Exchange Commission
AEye is based in Pleasanton, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker LIDR. The SEC classifies its business as motor vehicle parts & accessories. In the fiscal year to 31 December 2025, it reported revenue of $233,000 and a net loss of $34.0m. At that date it held total assets of $90.9m and shareholders' equity of $81.3m. By business, Product [Member] brought in 67.4% of revenue, followed by Technology Service [Member] at 32.6%. By region, UNITED STATES accounted for 50.2%, followed by Europe [Member] at 39.9% and Asia [Member] at 9.9%.
We are a provider of physical AI sensing solutions built on high-performance, active lidar systems for vehicle autonomy, advanced driver-assistance systems (ADAS), robotic vision and a range of Non-Automotive applications. Our physical AI approach combines software‑defined sensing with adaptive perception capabilities that enable machines to interpret and respond to complex physical environments in real time. Our proprietary Intelligent Sensing Platform incorporates a solid‑state, software‑definable active lidar sensor; an adaptive SmartScan architecture that dynamically adjusts scan patterns for different scenes and targets; and a signal‑processing pipeline designed to deliver precise measurements and imaging for safety‑critical use cases. This platform is designed to support a broad set of markets beyond passenger vehicles, including rail, aerospace and defense, smart infrastructure, and security, where long‑range performance, environmental robustness, and software‑based configurability are key requirements.
We were founded in 2013 by Luis Dussan, a member of our Board of Directors and our first Chief Executive Officer, with the goal of creating a deterministic AI-driven sensing system that performs better than the human eye and visual cortex. Mr. Dussan's experience developing mission-critical targeting systems for fighter jets and ground troops on behalf of the U.S. military provided us with the background to develop a differentiated approach to visual sensing.
Quoted from its 10-K, filed 18 Mar 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Information Technology
- Industry
- Electronic Equipment, Instruments & Components
- Listed since
- 13 Nov 2020
- Employees
- 160
- Website
- aeye.ai ↗
- Head office
- 4670 WILLOW ROAD, SUITE 125, PLEASANTON, CA, 94588
- Incorporated in
- DE
- Classification
- Motor Vehicle Parts & Accessories
- Filer status
- Non-accelerated filer<br>Smaller reporting company
Leadership
Pay as last reported
- Mr. Matthew FischChairman of the Board, Chief Executive Officer, since 2023$1.5m
- Mr. Conor TierneyChief Financial Officer, Treasurer$888,880
- Mr. Andrew HughesGeneral Counsel, Secretary$1.0m
- Mr. Timothy DunnLead Independent Director, since 2023$216,568
- Mr. Luis DussanDirector, since 2023$141,667
- Prof. Dr. Bernd GottschalkIndependent Director$157,500
- Mr. Jonathon HusbyIndependent Director$166,920
- Mr. Doron SimonIndependent Director
- Ms. Sue ZeifmanIndependent Director$157,500
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 19
- Environment
- 19
- Social
- 20
- Governance
- 16
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- AEye's 4Sight Intelligent Sensing Platform integrates lidar, camera, and radar for autonomous vehicles.
- AEye employs 160 full-time employees focused on vision hardware and software development.
- AEye's IPO on 13 November 2020 provided capital for technology advancement.
Weaknesses
- AEye's headquarters in Dublin California may limit access to major tech hubs.
- AEye's 160 employees are fewer than competitors in the Information Technology sector.
- AEye's 4Sight platform requires integration with multiple sensor types for full functionality.
Opportunities
- AEye can expand its 4Sight platform into the industrial market segments.
- AEye's software-definable platform supports automotive industry growth in the US.
- AEye's 4Sight products can target new applications in autonomous vehicle technology.
Threats
- AEye faces competition from established players in the Electrical Equipment industry.
- AEye's reliance on lidar technology may be challenged by alternative sensor solutions.
- AEye's 2020 IPO timing coincided with market volatility affecting tech stocks.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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