AEye Stock Soars 20.67% on Major OEM Lidar Deal

On June 30, 2025, AEye's stock surged by 20.67% in pre-market trading, marking a significant rise that caught the attention of investors and analysts alike.

AEye's recent success can be attributed to the selection of its Apollo lidar sensors by a major transportation OEM. This deal represents a potential $30 million revenue opportunity over the next 24-36 months, highlighting Apollo’s advanced capabilities in detecting objects up to one kilometer, which far exceeds industry standards. This strategic win not only strengthens AEye’s position in the long-range perception market but also underscores the growing demand for high-performance lidar solutions in the automotive sector.

The selection of AEye's Apollo lidar sensors by a major OEM is a testament to the company's technological prowess and market leadership. This partnership is expected to drive significant revenue growth for AEye, as the demand for advanced lidar technology continues to rise in the automotive industry. The deal also positions AEye as a key player in the long-range perception market, further solidifying its competitive edge.