Stock Ratings / Consumer Discretionary / LIDR

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AEye Inc. (Class A) (LIDR) — RQD Stock Rating Cockpit

$0.99 -4.87% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $0.98

AEye Inc. (Class A) (LIDR) carries a Roarable Rating of E (Strong Sell) with 25/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (25/100 · E) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE E • RED ALERT Cap $46.2M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on LIDR Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is LIDR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, AEye Inc. (Class A) (NASDAQ: LIDR) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 25/100 at a spot price of $0.99 (-4.87% 1D, market cap $46.2M). Pillar breakdown: Fundamental Cash Engine 3/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 5/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 5/20. Across 1011 tracked Consumer Discretionary issuers, LIDR ranks #946 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does LIDR compare to XOS and CVGI in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Auto Parts:O.E.M.), LIDR carries a Roarable E (25/100 RQD), trailing P/E of N/A, gross margin of -30.0%, and ROIC of -35.0%. By comparison, XOS (Xos Inc.) holds a D+ grade (56/100 RQD, P/E N/A, ROIC -35.0%, cap $38.7M) and CVGI (Commercial Vehicle Group Inc.) posts a D- grade (41/100 RQD, P/E N/A, ROIC -0.2%, cap $128.4M). Among the 5-stock peer group, LIDR leads on earnings multiple (N/A) while CAAS leads on capital efficiency (16.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for LIDR?

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Per LIDR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001818644), AEye Inc. (Class A) generated $233.0K in revenue (+15.3% YoY), -$34.0M in net income, and -$27.9M in free cash flow against $90.9M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $0.98 (-1.07%)🧬 Disciplined Float (+0.72% YoY Shares)⚙️ Cash Engine: 3/20 (E) • 0% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (25/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-10.7% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERRED ALERT • E

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw E · Rk E

Each axis scored 0–20

12M PRICE TARGET CONE-15.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for LIDR)Realized 20D OHLCV Swing Band: ±12.5%

Deterministic 5-Pillar Attribution (25/100 Composite)

🔍 WHY LIDR SCORES 25/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+7/20 pts (28% of score)

FRED Regime × Technicals: 8% of 52W Range • RSI-14 at 46.2 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Whale & Options Positioning+5/20 pts (20% of score)

20D Institutional Volume Accumulation (±12.5% realized swing band)

▼ #1 Drag / Risk Factor: Cash Engine Quality4/20 pts (-16 pt drag)

Capital intensity & 0% operating margin leave 16 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade E$0.90+0% Next Q

Q2 (-2Q)

Grade E$0.90+15.6% Next Q

Q3 (-1Q)

Grade E$1.04-4.8% Next Q

Current

Grade E$0.99-10.7% Hist 90D α

Trajectory: E (17) → E (25)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a LIDR Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While LIDR currently carries a cautious 25/100 (E) rating due to Cash Engine Quality (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($1.12) and Max Pain ($1.04) forces dealer call-delta covering toward $3.20.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (+0.72% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $LIDR• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “LIDR Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 25%NO 75%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

46.230 Oversold · 70 Hot

ALTMAN-Z SHIELDDISTRESS RISK (<1.8)

0.20>3.0 Fortress Safe

PIOTROSKI F-SCOREWEAK QUALITY (1–4)

4 / 99-Pt Accounting

52-WEEK LASER RANGE8% OF RANGE

L: $1$0.99H: $3

1. Money & Cash Health● WEAK

Are profits real cash in the bank?

Weak cash conversion or heavy valuation strain compared to actual cash earned.

Factor Grade: ERQD 3 / 20

2. Big Money & Insiders● TRIMMING

Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: ERQD 10 / 40

3. Hidden Risks & Market Weather● WARNING

SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: ERQD 12 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bearish Warning on LIDR

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BEARISH (15)

-35.0% ROIC with -30.0% gross margin and 2.80% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BEARISH (25)

Altman-Z 0.20 and Piotroski 4/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BEARISH (28)

10/40 institutional & smart-money positioning score with 7/20 macro alignment.

Bull Case: Why Buyers Like LIDR

✓Established market leader in Consumer Discretionary with deep daily trading liquidity.

Bear Case: What Could Go Wrong

!Company executives have done more routine share selling than personal cash buying lately.
!Sensitive to high interest rates and tighter Federal Reserve market liquidity.
!Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring LIDR)

✓Walkthrough of LIDR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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LIDR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -49.23%▼ DESCENDING CHANNEL

2026-11-03O $1.04H $1.04L $0.99C $0.99VOL 322.4K

RES: $1.30SUP: $0.68SMA50: $1.12SMA200: $1.52

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

LIDR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 LIDR Butterfly Map → + Track LIDR →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +15.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on LIDR today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for LIDR. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for LIDR today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (LIDR)

Consumer Discretionary Rank #946 of 1011 ⚔️ XOS vs LIDR Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (LIDR vs. XOS, CVGI, CAAS, MCRP)

Industry: Auto Parts:O.E.M. (36 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, AEye Inc. (Class A) (LIDR) ranks #946 by composite RQD confidence (25/100, grade E) and #818 by equity capitalization ($46.2M). Within this direct 5-issuer industry benchmark cohort, LIDR leads on earnings valuation at N/A trailing P/E, while CAAS leads on capital efficiency and profitability with 16.3% ROIC and 19.0% gross margin. XOS currently holds the highest overall quantitative score in the immediate peer group at 56/100 (D+) compared with LIDR at 25/100 (E).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
LIDR ACTIVE AEye Inc. (Class A)	E	25/100	—	-30.0%	-35.0%	-4.87%	$46.2M	Benchmark Subject
XOS Xos Inc.	D+	56/100	—	5.9%	-35.0%	+2.64%	$38.7M	/xos-vs-lidr →
CVGI Commercial Vehicle Group Inc.	D-	41/100	—	10.5%	-0.2%	-2.17%	$128.4M	/cvgi-vs-lidr →
CAAS China Automotive Systems Inc. Ordinary Share	D	49/100	—	19.0%	16.3%	-0.46%	$129.7M	/caas-vs-lidr →
MCRP Micropolis AI Robotics	D	49/100	—	—	—	-8.05%	$15.8M	/mcrp-vs-lidr →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001818644

In its most recent audited fiscal period (FY2025, filed 2025-12-31), AEye Inc. (Class A) (LIDR) reported GAAP revenue of $233.0K (+15.3% vs. FY2024 revenue of $202.0K , and -84.1% cumulative change since FY2023) , GAAP net income of -$34.0M, operating cash flow of -$27.8M, and free cash flow of -$27.9M (-2.9% YoY). On the balance sheet, LIDR closed FY2025 with $90.9M in total assets against $0 in total debt (Altman Z-Score: 0.20, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$233.0K	-$34.0M	-$27.8M	-$27.9M	$90.9M	—
FY2024 (FY)	2024-12-31	$202.0K	-$35.5M	-$26.6M	-$27.1M	$27.1M	—
FY2023 (FY)	2023-12-31	$1.5M	-$87.1M	-$50.7M	-$50.7M	—	—

3. LIDR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is LIDR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does LIDR compare to XOS and CVGI in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for LIDR?

Where is LIDR trading relative to its 50-day, 200-day, and 52-week technical levels?

LIDR last traded at $0.99 (-4.87% on volume of 322,363 shares), positioning the stock -11.61% below its 50-day simple moving average ($1.12) and -34.87% below its 200-day simple moving average ($1.52). Across its 52-week range of $0.81 to $3.05, LIDR sits at the 8.0% percentile with a 14-day RSI of 46.2 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($1.00 to $1.11).

LIDR Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell LIDR stock right now?

AEye Inc. (Class A) (LIDR) currently earns a Roarable Rating of E (Strong Sell — SELL) with 25/100 RQD Confidence. Stretched risk/reward at current multiples (-35% return on capital) under elevated 10-year interest-rate pressure.

What is LIDR's 12-month price target and RQD AI Jury consensus?

LIDR's 12-month base price target is $0.84 (range $0.66 to $3.2), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: LIDR RQD Cockpit LIDR 12M Forecast LIDR Earnings & Move LIDR Dividends & DRIP LIDR Insiders & 13F LIDR Whale Options LIDR Profit Sankey LIDR News & Why

ROARABLE RATING BRIEF • RQD 25/100 (E) ✓ STAGE-C NUMBER FIREWALL VERIFIED

LIDR — AEye Inc. (Class A): What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:46:59Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, LIDR carries an RQD Score of 25 out of 100, a letter grade of E, and the verdict label "Roarable Strong Sell — Forensic Risk / Avoid." Across the five pillars, the fundamental cash engine scores 3 of 20 (ROIC -35%; FCF yield 0%), indicating that the business currently generates no free-cash yield and destroys capital on the rating's own measure. Whale/13F flow scores 5 of 20 for institutional accumulation and options positioning, insider conviction scores 5 of 20 for SEC Form 4 and Congressional PTR cluster flow, macro regime fit scores 7 of 20 (Beta 1.0; sector sensitivity), and the forensic balance sheet scores 5 of 20 (Altman Z 0.2; Piotroski F 4/9; Debt/Equity 0.5). The upside case in this framework rests on the sheer scale of the 52-week range ($0.81 - $3.05) and the cash balance reported in the FY 2025 financials, but the rating treats both as insufficient offsets to negative operating economics. For a prospective investor, the valuation tradeoff is stark: with no reported earnings yield and a market capitalization of $48.5M against FY 2025 operating income of $-31.7M, the equity is priced on balance-sheet survival rather than earnings power. The Altman Z of 0.2 and Piotroski F of 4/9 are the forensic flags that matter most, pointing to elevated distress risk rather than a turnaround profile. This section is educational and reflects only the rating's stated pillars, not a recommendation.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$0.2M	$-31.7M	$-34.0M	N/A	$-27.9M	$43.4M	N/A
FY 2024	$0.2M	$-35.8M	$-35.5M	N/A	$-27.1M	$10.3M	N/A
FY 2023	$1.5M	$-87.8M	$-87.1M	N/A	$-50.7M	N/A	N/A

Per the market data, gross margin is -30%, operating margin -60%, net margin -60%, and ROIC -35%. Per the Roarable RQD rating, the Altman Z-Score is 0.2, the Piotroski F-Score is 4/9, and the Debt/Equity ratio is 0.5. Cash rose from $10.3M in FY 2024 to $43.4M in FY 2025 while free cash flow remained negative, and debt is reported as N/A in the financials.

Recent Catalysts & News Wire Analysis

Per the recent news feed, catalysts include a Barron's report on market action and institutional positioning, a Benzinga report on AEye's Q2 2026 results and earnings call transcript, and a Yahoo Finance notice that AEye will report third quarter 2026 results on Thursday, November 5 with a conference call and webcast. A Stock Titan report describes investment firms and a family holding 3.86M shares in a reported passive stake. A TradingView item lists a Q3'26 revenue estimate of 516.67K USD. All six items are tagged YELLOW with impact label MARKET WIRE. Risk watch items include the upcoming Q3 2026 report and the negative margin profile. Per the Butterfly Supply-Chain Graph, supply_chain is NONE, with no butterfly links and no proprietary signals.

Open Questions

What are AEye's products, customers, and revenue drivers, given that the source data contains only aggregate revenue figures?
What is the reported debt level, since the financials list debt as N/A despite a reported Debt/Equity of 0.5?
What is the EPS history, as EPS is N/A across all reported periods?
What drove the cash increase from $10.3M to $43.4M between FY 2024 and FY 2025, and what is the funding runway at current FCF burn?
What are the consensus expectations and actual results for the Q3 2026 report on November 5?

LIDR Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for AEye Inc. (Class A) (LIDR) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to LIDR Debate Forum (3) ↓

🟡 MARKET WIRE Barron's • 19h ago

AEye Inc. Research & Ratings | LIDR

Barron's report covering AEye Inc. (Class A) (LIDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 22h ago

AEye Reports Q2 2026 Results: Full Earnings Call Transcript - AEye (NASDAQ:LIDR)

Benzinga report covering AEye Inc. (Class A) (LIDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

AEye to Report Third Quarter 2026 Results on Thursday, November 5 and Host Conference Call and Webcast

Yahoo Finance report covering AEye Inc. (Class A) (LIDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

Investment firms and a family hold 3.86M AEye (LIDR) shares in a reported passive stake.

Stock Titan report covering AEye Inc. (Class A) (LIDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Moomoo • 1d ago

AudioEye (AEYE) Stock Forum and Discussion

Moomoo report covering AEye Inc. (Class A) (LIDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

LIDR Q3'26 Earnings: revenue estimate is 516.67K USD

TradingView report covering AEye Inc. (Class A) (LIDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE scanx.trade • 1d ago

AEye Q2FY26 Results: Revenue grows 9x YoY to $202,000

scanx.trade report covering AEye Inc. (Class A) (LIDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

AEye Q3 2026 Earnings Date and Estimates

MarketBeat report covering AEye Inc. (Class A) (LIDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

LIDR Bull vs. Bear Conversation Board — What's Your Call at $0.99?

🐂 33% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON LIDR 🐻 67% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐻 BEARISH 🎯 Target: $0.92 (-11.5%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is LIDR (E • RQD 25/100) a Buy at $1.04?

Welcome to the LIDR (AEye Inc. (Class A)) Roar Pit. Current RQD Composite is 25/100 (Roarable Strong Sell — Forensic Risk / Avoid) in Auto Parts:O.E.M.. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

RE RedlineAuditor Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $0.81 (-22.1%)

Spot @ $1.04

Pump the brakes on LIDR — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on LIDR, but look at what you are paying: current EV/EBITDA multiples with -30.0% gross margins. Unless AEye Inc. (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MI MidwestValue Verified K Arena Trader 🐂 BULLISH 🎯 Target: $1.20 (+15.4%)

Spot @ $1.04

LIDR cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on LIDR, the market is fixating on short-term headline noise in Auto Parts:O.E.M. and ignoring the balance sheet and cash flow trajectory. At $1.04 (52-wk range $0.81 - $3.05), any beat on forward guidance forces shorts and underweight funds to chase.