LIDRW AEye, Inc.

NEUTRAL Impact: 2/10 8-K
Horizon weeks Filed Jun 3, 2026 Processed 13d 10h ago SEC 0001213900-26-064835
8-K context-dependent: Items 5.02
Latest settled — T+5d
LIDRW ▼ -10.71% at T+5d
NEUTRAL call ✗ call lost -10.71% · α vs SPY -8.16% · entry $0.0280 → $0.0250
Next anchor: T+20d in 15d
Currently $0.0260 · -7.14% from $0.0280 entry
Entry anchored
Jun 3, 2026
via day open
T+1d
0.00%
call 0.00% · α +2.60%
$0.0280
settled 13d ago
T+5d
-10.71%
call -10.71% · α -8.16%
$0.0250
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

AEye, Inc. filed an 8-K disclosing that its Compensation Committee adopted an amended change-in-control severance agreement for CFO Conor Tierney, adding severance benefits (12 months' base salary plus health coverage) for unilateral terminations outside a change-in-control context. This is a routine compensation arrangement with no departure or financial impact.

Actionable Insight

Routine compensation arrangement — no trading signal for LIDR or LIDRW. Monitor future filings for any operational developments or capital structure changes at this micro-cap company.

Key Facts

  • Compensation Committee approved amended severance agreement on June 1, 2026
  • CFO Conor Tierney eligible for 12 months base salary plus health coverage upon unilateral termination (voluntary for good reason or involuntary without cause, outside change-in-control)
  • No material modification to change-in-control severance benefits
  • No officer departures, appointments, or financial data disclosed
  • Market cap of common stock is ~$1M; LIDRW are warrants

Financial Impact

No material financial impact — severance terms for a single officer at a micro-cap company

Risk Factors

  • Micro-cap with ~$1M market cap carries inherent liquidity and going-concern risk
  • Warrant instruments (LIDRW) are highly volatile and sensitive to common stock movements

Market Snapshot

Exchange
Nasdaq
Sector
Motor Vehicle Parts & Accessories

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-064835
Document: 0001213900-26-064835-index-headers.html0001213900-26-064835
Document: 0001213900-26-064835-index.html0001213900-26-064835
Document: 0001213900-26-064835.txt0001213900-26-064835
3 reports for LIDRW
Performance horizon
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Reports for LIDRW — sortable, filterable
Type Now
Jun 3, 2026
13d ago
8-K
NEUTRAL ★ 2/10
$0.0280 $0.0250▼ −10.71%▼ −8.16%$0.0260 (−7.14%)
May 19, 2026
28d ago
S-3
NEUTRAL ★ 3/10
$0.0300 $0.0400▲ +33.33%▲ +31.53%$0.0260 (−13.33%)
May 15, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$0.0310 $0.0340▲ +9.68%▲ +8.06%$0.0260 (−16.13%)
Showing 3 of 3

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