earnings
confidence high
sentiment neutral
materiality 0.55
AEye Q4 revenue ~$100k, +94% QoQ; cash $86.5M provides runway into 2028
AEye, Inc.
- Q4 GAAP net loss $(7.3)M ($(0.17)/share); FY net loss $(34.0)M ($(1.47)/share).
- Non-GAAP net loss Q4 $(6.8)M ($(0.15)/share); FY $(24.4)M ($(1.05)/share).
- Q4 revenue ~$100k, +94% sequentially; FY revenue ~$230k, +15% YoY.
- FY2026 cash burn outlook $30-35M, including ~$5M working capital.
- 16 active customers (+33% vs Q3); demonstrated Apollo lidar with NVIDIA DRIVE AGX Thor.