AI brief of an SEC Form 8-K · AEye, Inc. (LIDR)

AEye Q3 revenue rises to $506 thousand; expects first $1 million quarter in Q4

Positive Impact 4 of 5 earnings Written later

AEye reported third quarter 2026 revenue of $506 thousand, about 10 times the $50 thousand in Q3 2025, and gave its first revenue guidance, expecting fourth quarter revenue to roughly double to about $1 million. The GAAP net loss widened to $11.2 million from $9.3 million, but the loss per share narrowed to $0.24 from $0.30, and the company expects 2026 cash consumption of $35 million.

Key points

  • Q3 2026 revenue was $506 thousand, up from $50 thousand in Q3 2025 and about 2.5 times Q2 2026
  • GAAP net loss was $11.2 million, or $0.24 per share, versus $9.3 million, or $0.30 per share, a year earlier
  • Gross margin improved to (35)% from (80)% in Q2 2026
  • Q4 2026 revenue is expected to approximately double Q3 revenue to about $1 million; full-year 2026 cash consumption is expected to be $35 million

The filing

CompanyAEye, Inc. (LIDR)
Form8-K, current report
Filed with the SECNov 5, 2026, 4:10 PM ET
Accession number0001213900-26-116381

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.