LIDR
AEye, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- A May 11 Amerx initiates
- S Sep 11 1 insider sell $10.1K at $1.30
- X Sep 15 Short interest jumps 46.4% to 2.76M
- R Sep 16 AEye's $200M universal shelf registration (S-3) became effective on…
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $10.1K.
- InstitutionsBEARISH
Q2 2026: 4 added (0 new), 8 trimmed or exited.
- EstimatesFALLING
Current-quarter EPS estimate −$0.145 → −$0.170 over 90 days. 1 up, 0 down in 30 days.
- Short sellersSTEADY
Short interest −5.9% to 2.44M shares. 4.0 days to cover, ≈5.2% of shares.
- TrendDOWNTREND
9% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| ROYAL BANK OF CANADA | NEAR_EXIT | — |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | $1.0M |
| MORGAN STANLEY | TRIM | $698.7K |
| UBS Group AG | ADD | $554.0K |
| BlackRock, Inc. | ADD | $485.9K |
| JANE STREET GROUP, LLC | DOUBLED | $411.1K |
| MARSHALL WACE, LLP | TRIM | $407.5K |
| STATE STREET CORP | NEAR_EXIT | $311.7K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action May 2026Price is below the lowest target. Median implies +357%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| May 14, 2026 | Amerx REITERATE | Buy |
| May 11, 2026 | Amerx INITIATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 11, 2026 | Fisch Matthew Chief Executive Officer | SELL | $10.1K |
| Sep 2, 2026 | Tierney Conor B Treasurer & CFO | AWARD | 100,000 sh |
| Aug 15, 2026 | Fisch Matthew CEO | TAX W/H | $52.7K |
| Aug 15, 2026 | Tierney Conor B Treasurer & CFO | TAX W/H | $34.8K |
| Jun 1, 2026 | Fisch Matthew CEO | AWARD | 1,000,000 sh |
| Jun 1, 2026 | Tierney Conor B Treasurer & CFO | AWARD | 500,000 sh |
| May 15, 2026 | Fisch Matthew CEO | TAX W/H | $76.1K |
| May 15, 2026 | Tierney Conor B Treasurer & CFO | TAX W/H | $50.2K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.17 | -$0.17–-$0.17 | +5.6% | $575.0K |
| Next Q | -$0.17 | -$0.18–-$0.17 | +2.8% | $1.3M |
| Current FY | -$0.67 | -$0.67–-$0.66 | +1.5% | $2.1M |
| Next FY | -$0.64 | -$0.65–-$0.62 | +3.8% | $21.6M |
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 1 bullish · 1 bearish · 1 mixed · 3 neutral- NEUTRAL SC 13GOct 19, 2026
Orin Hirschman and affiliated entities (AIGH Capital Management LLC, AIGH Investment Partners LLC)…
Monitor for any subsequent conversion to a 13D filing, which would signal activist intent. For now, the passive 13G filing by a known fund manager (Hirschman/AIGH) is a neutral signal of conviction…
- MIXED INST-CLUSTERSep 22, 2026
In Q2 2026, institutional activity in AEye (LIDR) was heavily skewed toward selling: 8 sellers…
The broad-based institutional exit from LIDR — particularly by quant and passive heavyweights — suggests a loss of conviction in the thesis. Jane Street's contrarian doubling is notable but small in…
- BEARISH EFFECTSep 16, 2026
AEye's $200M universal shelf registration (S-3) became effective on September 15, 2026. This…
The effective shelf creates a persistent overhang on LIDR shares. Monitor for any 424B prospectus supplement filing indicating a takedown, which would trigger immediate dilution. The company's cash…
- BULLISH 8-KSep 1, 2026
AEye announced that its Apollo lidar has been selected by Lunar Outpost for integration onto the…
This contract opens a new revenue vertical for AEye but is early-stage with no disclosed dollar amount. Monitor for follow-on orders, milestone payments, or program updates from Lunar Outpost and…
All LIDR filing & press-release reports (6)
- SC 13G reportOct 19, 2026
- INST-CLUSTER reportSep 22, 2026
- EFFECT reportSep 16, 2026
- 8-K reportSep 1, 2026
- 25-NSE reportAug 13, 2026
- INST-CLUSTER reportJun 11, 2026