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AEye, Inc. is asking stockholders to vote at its May 12, 2026 annual meeting on six items, including electing two Class II directors (CEO and Chairman Matthew Fisch and director Doron Simon), ratifying KPMG as auditor, and several executive compensation proposals.
The company also seeks approval to increase shares available under its 2021 Equity Incentive Plan by 6,750,000 to a total of 7,151,785 shares. AEye reports 2025 revenue of $233,000, up 15% year over year, 16 active customers, and more than 700 prospects. It ended 2025 with $86.5 million in cash, cash equivalents, and marketable securities, after a $29.0 million full-year cash burn, repaying its 2025 convertible note and eliminating legacy warrants. Management highlights a potential $30 million Apollo OEM program starting in late 2026, manufacturing capacity for up to 60,000 Apollo units annually via LITEON, and expects 2026 cash burn of $30–35 million.
AEye Inc Schedule 13G/A amendment shows The Vanguard Group reporting zero shares beneficially owned of AEye Inc common stock after an internal realignment. The filing states certain Vanguard subsidiaries now report ownership separately in reliance on SEC Release No. 34-39538, and Vanguard no longer is deemed to beneficially own securities held by those subsidiaries.
AEye, Inc. reported fourth-quarter and full-year 2025 results, highlighting stronger liquidity but still very early-stage revenue. Revenue was $97,000 in Q4 2025 and $233,000 for the year, modestly above 2024’s $46,000 and $202,000. The company posted a 2025 net loss of $33.96 million, slightly improved from a $35.46 million loss in 2024, with a basic and diluted net loss per share of $1.47 versus $4.89, reflecting a larger share count.
Cash and cash equivalents rose to $43.36 million as of December 31, 2025, aided by $90.96 million of common stock issuance under stock purchase agreements, giving management confidence in an operational runway into 2028. AEye expects 2026 cash burn between $30 million and $35 million, including about $5 million of working capital, while emphasizing commercial pipeline growth, new defense and transportation customers, and long-range lidar products like Apollo™ and STRATOS™.
Tierney Conor B reported disposition transactions in a Form 4 filing for LIDR. The filing lists transactions totaling 29,342 shares at a weighted average price of $1.65 per share. Following the reported transactions, holdings were 348,055 shares.
HUGHES ANDREW S reported disposition transactions in a Form 4 filing for LIDR. The filing lists transactions totaling 16,482 shares at a weighted average price of $1.65 per share. Following the reported transactions, holdings were 185,443 shares.
Fisch Matthew reported disposition transactions in a Form 4 filing for LIDR. The filing lists transactions totaling 40,242 shares at a weighted average price of $1.65 per share. Following the reported transactions, holdings were 1,111,461 shares.
AEye, Inc. CEO Matthew Fisch reported equity awards that increase his direct holdings. On February 11, 2026, he received 834,724 restricted stock units and 834,724 performance stock units, each at a price of $0 per unit. The restricted stock units convert into common stock on a one-for-one basis and vest in equal quarterly installments over twelve calendar quarters beginning February 15, 2026. The performance stock units vest in three tranches tied to AEye’s stock price, based on a five-day trailing average, reaching $3.00, $4.00, and $5.00 per share, respectively, with any unvested PSUs forfeited after December 31, 2030. Following the stock grant, Fisch directly beneficially owns 1,151,703 shares of AEye common stock.
AEye, Inc. reported new equity awards to its Treasurer & CFO, Tierney Conor B. On February 9, 2026, the executive acquired 208,713 restricted stock units and 208,713 performance stock units at a price of $0 under company equity plans, rather than through open-market buying.
The restricted stock units convert into common stock on a one-for-one basis and vest in four equal quarterly installments beginning February 15, 2026. The performance stock units vest in thirds if AEye’s stock achieves five-day average closing prices of $3.00, $4.00, and $5.00 per share, respectively, before December 31, 2030; any unvested PSUs at that date are forfeited.
AEye, Inc. reported that Secretary & General Counsel Andrew S. Hughes received equity awards on February 9, 2026. He was granted 121,229 restricted stock units that convert one-for-one into common shares, bringing his directly held common stock to 201,925 shares after the award.
He was also granted 121,229 performance stock units, each economically equivalent to one share of common stock. These PSUs vest in tranches if the company’s five-day average share price reaches $3, $4, and $5 before December 31, 2030; unvested PSUs then are forfeited.
AEye, Inc. reported that its Compensation Committee adopted new standard cash-settlement forms for performance stock units and restricted stock units under the company’s 2021 Equity Incentive Plan.
The Committee granted performance stock units (PSUs) to executives: 121,229 PSUs to General Counsel Andrew S. Hughes, 208,713 PSUs to Chief Financial Officer Conor B. Tierney, and, following Board approval, 834,724 PSUs to Chief Executive Officer Matthew Fisch. These PSUs vest in three equal tranches when the company’s common stock averages $3.00, $4.00, and $5.00 per share, respectively, over any five consecutive trading days before December 31, 2030. If there are not enough shares available under the plan at vesting, the awards will be settled in cash based on the five-day trailing average NASDAQ closing price.