AEye Q2 Results Disappoint Despite Positive Business Developments

AEye reported Q2 revenue of $22,000 and a non-GAAP net loss of 35 cents per share. Despite a modest financial performance, management is optimistic about future growth, citing full integration into the NVIDIA DRIVE AGX Orin platform and a potential $30 million revenue opportunity. However, concerns about current cash flow are outweighing the promise of future growth, causing the stock to trade 15% lower.

AEye, Inc. (AEYE) reported its second-quarter (Q2) 2025 financial results, with revenue of $22,000 and a non-GAAP net loss of 35 cents per share [2]. Despite a modest financial performance, the company's management expressed optimism about future growth opportunities, particularly with the integration of the NVIDIA DRIVE AGX Orin platform and a potential $30 million revenue opportunity from a leading transportation OEM [2]. However, concerns about current cash flow are outweighing the promise of future growth, causing the stock to trade 15% lower.

The company's cash burn for Q2 2025 was $7.1 million, and the GAAP net loss was $(9.3) million, or $(0.48) per share [2]. AEye ended the quarter with $19.2 million in cash, cash equivalents, and marketable securities [2]. The company expects cash burn for the full year 2025 to be within the previously communicated range of $27 million to $29 million [2].

AEye's stock price ended the recent trading session at $13.33, demonstrating an -8.15% change from the preceding day's closing price [1]. This change lagged the S&P 500's daily gain of 0.02% [1]. Heading into today, shares of the company had gained 26.17% over the past month, outpacing the Computer and Technology sector's gain of 6.31% and the S&P 500's gain of 4.93% [1].

The upcoming earnings release of AudioEye will be of great interest to investors. The company's earnings report is expected on August 7, 2025 [1]. The company is forecasted to report an EPS of $0.16, showcasing a 33.33% upward movement from the corresponding quarter of the prior year [1].

AEye's full-year Zacks Consensus Estimates are calling for earnings of $0.71 per share and revenue of $41.51 million [1]. These results would represent year-over-year changes of +29.09% and +17.91%, respectively. AEYE's current Zacks Rank is #3 (Hold) [1].

References:
[1] https://finance.yahoo.com/news/audioeye-aeye-stock-drops-despite-220002460.html
[2] https://www.aeye.ai/press-releases/aeye-reports-second-quarter-2025-results/