AEye, Inc. (LIDR) - Dilution Analysis

Visualizing historical and potential share dilution over time

Dilution Analysis

High Risk
Significant dilution risk
Last updated: May 19, 2026

Risk Assessment Details

Potential Dilution: 368.92% of current shares
Recent Dilution: 245.37% (2 years)
Historical Dilution Factor: significant recent dilution
Outstanding Shares
40M
Potential Supply
150M
Additional shares possible
Splits
None
Past 2 years

Summary

LIDR currently has 39.9M outstanding shares. with significant dilution risk as 147M authorized shares could dilute existing holders by 368.9%. The company has significantly diluted shareholders by 245.37% over the past 2 years, indicating aggressive capital raising.

Share Structure Timeline

Outstanding Shares
Total Supply

Historical Data Points

Date Event Outstanding Supply
May 19, 2026

S-3 filing: The company is filing a shelf registration statement to offer various securities, including common stock, preferred stock, warrants, rights, and units, with an aggregate initial offering price not to exceed $200,000,000.

40M 150M
Aug 11, 2025

S-3 filing: This S-3 filing relates to the offer and resale of up to 350,000 shares of common stock issuable upon exercise of a warrant by the selling stockholder, IGEP Park Place, LLC.

40M 40M
Aug 08, 2025

10-Q filing | 19.1M shares outstanding

19M 39M
May 12, 2025

10-Q filing | 17.4M shares outstanding

17M 39M
May 12, 2025

POS AM filing: This prospectus relates to the offer and resale of up to 25,000,000 shares of common stock of AEye, Inc. by New Circle Principal Investments LLC.

20M 39M
May 01, 2025

8-K filing: AEye, Inc. entered into a Settlement Agreement with IGEP Park Place, LLC to resolve disputes related to a prior office lease, agreeing to pay $1.4 million and issue a warrant to purchase 350,000 shares of common stock at $2.22 per share.

19M 64M
Feb 25, 2025

S-1/A filing: This prospectus relates to the offer and resale of up to 9,638,718 shares of our common stock by certain selling stockholders.

19M 64M
Feb 25, 2025

S-1/A filing: This prospectus relates to the offer and resale of up to 9,638,718 shares of our common stock by certain selling stockholders.

19M 64M
Feb 24, 2025

10-K filing | 13.7M shares outstanding

14M 60M
Jan 16, 2025

S-1 filing: This prospectus relates to the offer and resale of up to 5,353,710 shares of our common stock, par value $0.0001 per share by certain selling stockholders.

16M 60M
Jan 03, 2025

8-K filing: AEye, Inc. entered into a Securities Purchase Agreement to issue a convertible promissory note for $3,240,000 and warrants to purchase up to 805,263 shares of common stock to an institutional investor.

8.6M 55M
Nov 14, 2024

10-Q filing | 8.6M shares outstanding

8.6M 55M
Aug 15, 2024

S-1/A filing: This S-1/A filing relates to the offer and resale of up to 25,000,000 shares of common stock of AEye, Inc. by New Circle Principal Investments LLC.

8.6M 55M
Aug 07, 2024

10-Q filing | 8.4M shares outstanding

8.4M 91M
Aug 05, 2024

S-1 filing: This prospectus relates to the offer and resale of up to 25,000,000 shares of common stock of AEye, Inc. by New Circle Principal Investments LLC.

8.6M 91M
May 29, 2024

8-K filing: AEye, Inc. entered into a Securities Purchase Agreement to issue and sell 727,706 shares of common stock at $3.4480 per share in a registered direct offering, with gross proceeds of approximately $2.51 million, expected to close on or about May 30, 2024. ($2.51M proceeds)

6.4M 30M
May 15, 2024

8-K filing: AEye, Inc. entered into a Securities Purchase Agreement with Dowslake Microsystems Corporation, pursuant to which Dowslake has agreed to purchase 330,823 shares of common stock of the Company for $853,523.34 and an unsecured convertible promissory note with the principal amount of $146,476.66. ($0.85M proceeds)

6.4M 30M
May 14, 2024

10-Q filing | 6.4M shares outstanding

6.4M 30M
Mar 27, 2024

10-K filing | 6.5M shares outstanding

6.5M 30M
Dec 26, 2023
Stock Split

8-K filing: Stock split 1-for-30 | Outstanding: 184,117,531 → 6,131,113

6.1M 30M
Nov 09, 2023

10-Q filing | 184.1M shares outstanding

180M 900M
Sep 15, 2023

S-3 filing: AEye, Inc. files an S-3 registration statement for the potential offering of common stock, preferred stock, and debt securities with an aggregate initial offering price not to exceed $200,000,000.

180M 900M
Aug 09, 2023

10-Q filing | 175.7M shares outstanding

180M 63M
May 11, 2023

10-Q filing | 165.9M shares outstanding

170M 63M
Mar 16, 2023

10-K filing | 157.4M shares outstanding

160M 63M
Nov 10, 2022

10-Q filing | 159.3M shares outstanding

160M 63M
Oct 19, 2022

S-3 filing: This S-3 filing relates to the resale of up to 32,157,892 shares of common stock by the selling stockholders.

160M 63M
Sep 26, 2022

POS AM filing: This prospectus relates to the resale of shares of Common Stock and Warrants by certain selling security holders, the issuance and resale of shares of Common Stock reserved for issuance upon the exercise of options and settlement of RSUs, and the issuance of shares of Common Stock upon the exercise of outstanding warrants.

160M 31M
Sep 26, 2022

POS AM filing: This prospectus relates to the offer and resale of up to 30,865,419 shares of common stock of AEye, Inc. by Tumim Stone Capital LLC.

160M 31M
Sep 16, 2022

8-K filing: AEye, Inc. entered into a Securities Purchase Agreement for up to $21,000,000 with an institutional investor, issuing a $10,500,000 convertible note and a warrant to purchase 1,750,000 shares of common stock at the first closing on September 15, 2022.

160M 84M
Aug 15, 2022

10-Q filing | 157.3M shares outstanding

160M 84M
May 13, 2022

10-Q filing | 155.5M shares outstanding

160M 84M
May 06, 2022

POS AM filing: This is a POS AM filing registering the resale of common stock and warrants by selling security holders, as well as the issuance of common stock upon exercise of options and warrants.

160M 84M
May 06, 2022

S-1 filing: This prospectus relates to the offer and resale of up to 30,865,419 shares of common stock of AEye, Inc. by Tumim Stone Capital LLC.

160M 84M
Mar 28, 2022

10-K filing | 156.3M shares outstanding

160M 110M
Dec 09, 2021

8-K filing: AEye, Inc. entered into a Common Stock Purchase Agreement with Tumim Stone Capital LLC, committing to purchase up to $125 million of the Company's common stock, and issued 302,634 shares to Tumim Stone as consideration for their commitment.

150M 110M
Nov 15, 2021

10-Q filing | 154.6M shares outstanding

150M 110M
Sep 23, 2021

S-1/A filing: This S-1/A filing registers the resale of common stock and warrants by selling security holders, as well as the issuance of common stock upon exercise of warrants and options.

170M 110M
Sep 15, 2021

S-1 filing: This S-1 filing registers the resale of common stock and warrants by selling security holders, as well as the issuance of common stock upon exercise of warrants and options.

150M 110M
Aug 16, 2021

8-K filing: Stockholders holding 19,355,365 shares of Class A Common Stock exercised their right to redeem such shares for a pro rata portion of the funds held in the Company's trust account, resulting in approximately $195.5 million being removed from the Trust Account to pay such holders. ($195.5M proceeds)

24M 31M
Aug 10, 2021

10-Q filing | 23.5M shares outstanding

24M 31M
May 14, 2021

10-Q filing | 23.5M shares outstanding

24M 31M
Mar 15, 2021

10-K filing | 23.5M shares outstanding

24M 31M
Feb 17, 2021

8-K filing: CF Finance Acquisition Corp. III entered into Subscription Agreements with Subscribers to purchase 22.5 million shares of Class A Common Stock at $10.00 per share, resulting in gross proceeds of $225 million. ($225.0M proceeds)

41M 31M
Nov 10, 2020

S-1/A filing: This S-1/A filing registers shares of Class A common stock and redeemable warrants as part of units, with an estimated offering amount of $230,000,000.

5.8M 31M
Nov 09, 2020

S-1/A filing: This S-1/A filing registers shares of Class A common stock and redeemable warrants as part of units for an initial public offering and market making transactions.

5.8M 31M
Oct 21, 2020

S-1/A filing: This S-1/A filing describes a business combination, Founder Shares, Private Placement Units, and a Public Offering.

5.8M 500K
Oct 07, 2020

S-1 filing: This S-1 filing relates to the initial public offering of units of CF Finance Acquisition Corp. III, with each unit consisting of one share of Class A common stock and one-third of one redeemable warrant, offered at a price of $10.00 per unit.

5.8M 23M
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