Diligence memo · auto-generated · as of July 2, 2026

AEye, Inc.

AEye, Inc. looks under-valued against its niche peers and is quiet on financing cadence.

SourceModeled below same-niche peers while still financing on rhythm — a potential mispricing worth a closer look.

Businessfiled

AEye, Inc. operates in Other, based in DUBLIN.

Sector still resolves to a broad 'Other' bucket, so operating comparables below are weaker than for a tightly-classified peer.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

AEye, Inc. has raised $145M in disclosed capital across 6 recorded rounds, aggregated from public filings. Its latest round is modeled as Series C (a $40M–$100M round).

Largest single filing: $50M on 2024-08-13.

Most recent recorded round closed around 2025-01-03.

Valuation (modeled)modeled

Provath models AEye, Inc. at approximately $23M (range $13M–$32M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Under-valued. Modeled value is 0.08× the median modeled value of Series C Other companies in 2025–2027 (76 peers) — value vs value, same stage and era.

Financing rhythm & timingmixed

Historic cadence: a new round about every 13 months.

Last raise 18 mo ago; this sector typically re-raises about every 11 months.

Slightly overdue versus sector cadence.

The last round was 15.4× smaller than the prior — a bridge or down round.

Comparablesmixed

Capital scale ranks ahead of 97% of Other peers (25015 compared).

Modeled value ranks above 56% of those peers.

Closest niche peers: Premium Packaged Products LLC, Hoagie Investor Holdings, LLC, Sunset At El Paso Llc, Orion Street Capital LLC, Mozella Capital Inc..

Peoplefiled

17 named people on file across officers, directors and signatories.

Risks & flagsmixed

Broad sector classification weakens peer comparison.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.