Form 8-K

8-K — AEye, Inc.

Accession: 0001213900-26-095950

Filed: 2026-09-01

Period: 2026-09-01

CIK: 0001818644

SIC: 3714 (MOTOR VEHICLE PARTS & ACCESSORIES)

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — ea0304151-8k_aeye.htm (Primary)

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities

Exchange Act of 1934

Date of Report (Date of earliest event reported):

September 1, 2026

AEYE, INC.

(Exact name of registrant as specified in its charter)

Delaware

001-39699

37-1827430

(State or other jurisdiction

(Commission File Number)

(IRS Employer

Identification No.)

of incorporation)

4670 Willow Road, Suite 125, Pleasanton, California

94588

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including

area code: (925) 400-4366

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended

to simultaneously satisfy the filing obligations of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities

Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange

Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b)

under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c)

under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, par value $0.0001 per share

LIDR

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth

company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange

Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant

has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant

to Section 13(a) of the Exchange Act. ☐

Item 8.01 Other Events.

On September 1, 2026, AEye, Inc. (the “Company”)

issued a press release announcing a commercial engagement with Lunar Outpost, Inc. A copy of the press release is attached to this Current

Report on Form 8-K as Exhibit 99.1 and is incorporated into this Item 8.01 by reference.

The information contained in this Current Report

on Form 8-K, including Exhibit 99.1, is intended to be, and shall be deemed to be, “filed” for purposes of Section 18 of the

Securities Exchange Act of 1934, as amended, and shall be deemed incorporated by reference into the Company’s registration statements

on Form S-3 (File Nos. 333-274546 and 333-296038), including the base prospectuses and the prospectus supplements relating to the Company’s

at-the-market equity offering program, and into any other effective registration statement of the Company under the Securities Act of

1933, in each case to the extent provided in such registration statement or the related prospectus.

Item 9.01. Financial Statement and Exhibits.

(d) Exhibits.

Exhibit

Number

Description

99.1

Press release dated September 1, 2026.

104

Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101).

SIGNATURES

Pursuant to the requirements of the Securities

Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

AEye, Inc.

Dated: September 1, 2026

By:

/s/ Siraj Husain

Siraj Husain

Vice President and General Counsel

EX-99.1 — PRESS RELEASE DATED SEPTEMBER 1, 2026

EX-99.1

Filename: ea030415101ex99-1.htm · Sequence: 2

Exhibit 99.1

AEye’s Apollo™ Lidar Selected by

Lunar Outpost for Pegasus Lunar Terrain Vehicle, Opening a New Market Category in Space Mobility

Multi-Million-Dollar Commercial Space Engagement

Marks AEye’s Entry into the Space Mobility Market Expected to Scale Alongside the Push for a Permanent Human Presence on the Moon

PLEASANTON, CA – September 1, 2026 – AEye, Inc.

(Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced that its Apollo™ long-range

lidar has been selected by Lunar Outpost, the leader in space mobility and infrastructure, for integration onto the Pegasus Lunar Terrain

Vehicle (LTV), which will transport Artemis astronauts across the lunar surface. The contract award further diversifies AEye’s commercial

footprint beyond its core automotive, defense, and industrial markets into space mobility, a new market category tied to the broader buildout

of lunar infrastructure. The global lunar rover market is among the fastest-growing segments of the space economy, driven by sustained,

multi-year government investment and increasing commercial activity.

“This multi-million-dollar contract award is a testament to our

technology and its ability to address this significant market opportunity,” said Matt Fisch, AEye’s Chairman and CEO. “Space

mobility is a new market opportunity for AEye, and the lunar environment represents the most demanding proving ground any sensor can face:

no atmosphere, no margin for error, and no opportunity for in-mission repair. Apollo’s™ software-defined architecture enabled

us to tune its performance for exactly what this mission required, with the same adaptability and durability we have proven in defense,

now validated in the harshest environment there is.”

Lunar Outpost CSO, Forrest Meyen said, “As Lunar Outpost works

to establish a sustained human presence at the Moon’s South Pole, we need partners who can scale with us. Apollo™ gives Pegasus

enhanced perception to traverse safely, perform advanced autonomous operations, and begin building NASA’s Moon Base.”

Lunar Outpost selected Apollo™ for its cutting edge solid-state

design that delivers the ruggedness needed to withstand the lunar vacuum, thermal extremes, and constant vibration with no possibility

of field repair; its software-defined architecture lets scan patterns and performance be tuned to the mission using software rather than

locked into a fixed configuration; and its compact form factor retains all this capability without competing for the mass and volume budget

every lunar vehicle demands.

Lunar Outpost will leverage Apollo™ to support terrain perception,

obstacle detection, and autonomous navigation functions for Pegasus, helping crews and mission operators traverse the challenging lunar

environment, protecting both the vehicle and the astronauts aboard it as NASA establishes a permanent human presence at the Moon’s

South Pole.

About AEye

AEye offers a suite of unique software-defined lidar solutions that

address a wide range of real-world needs including advanced driver-assistance, vehicle autonomy, smart infrastructure, security, defense,

and logistics applications. AEye’s flagship product, Apollo™, has been widely recognized for its small form factor and its

ability to detect objects at up to one kilometer. In addition to Apollo™, AEye also offers STRATOS™ with the ability to detect

objects at up to one-and-a-half kilometers as well as a full-stack solution through its OPTIS™ platform. OPTIS™ provides a

complete system that captures a high-resolution 3D image of the world, interprets it, and provides direction to act upon what it sees

in real-time.

About Lunar Outpost

Lunar Outpost is the leader in space mobility and infrastructure, developing

advanced robotic systems for extreme environments. From operating the first commercial rover on the Moon and making oxygen on Mars to

driving NASA’s Lunar Terrain Vehicle program, Lunar Outpost is accelerating the new space economy for the betterment of life here

on Earth. Leading the industry with 10 missions launching to the Moon before 2030, Lunar Outpost is scaling the core technologies that

power the industrialization of space. For more information, visit lunaroutpost.com.

Forward-Looking Statements

Certain statements included in this press release that are not historical

facts are forward-looking statements within the meaning of the federal securities laws, including the safe harbor provisions under the

United States Private Securities Litigation Reform Act of 1995. Forward-looking statements are sometimes accompanied by words such as

“believe,” “continue,” “project,” “expect,” “anticipate,” “estimate,”

“intend,” “strategy,” “future,” “opportunity,” “predict,” “plan,”

“may,” “should,” “will,” “would,” “potential,” “seem,” “seek,”

“outlook,” and similar expressions that predict or indicate future events or trends, or that are not statements of historical

matters. Forward-looking statements are predictions, projections, and other statements about future events that are based on current expectations

and assumptions and, as a result, are subject to risks and uncertainties. Forward-looking statements in this press release include, without

limitation, statements about the potential benefits to AEye of the contract award from Lunar Outpost, the integration of AEye’s

Apollo™ lidar technology onto the Pegasus Lunar Terrain Vehicle, the anticipated growth of the space mobility market, and the suitability

of the Apollo™ lidar technology to meet the demands of the lunar environment, among others. These statements are based on various

assumptions, whether or not identified in this press release. These forward-looking statements are provided for illustrative purposes

only and are not intended to serve as and must not be relied on by an investor as a guarantee, an assurance, a prediction, or a definitive

statement of fact or probability. Actual events and circumstances are very difficult or impossible to predict and will differ from the

assumptions. Many actual events and circumstances are beyond the control of AEye. Many factors could cause actual future events to differ

from the forward-looking statements in this press release, including but not limited to: (i) the risks that the contract award from Lunar

Outpost may not result in revenue or commercial sales for AEye to the extent or in the time frame anticipated, or at all; (ii) the risks

that the Pegasus Lunar Terrain Vehicle may not be developed, completed, or deployed on the lunar surface to the extent or in the time

frame anticipated, or at all, including as a result of changes in, delays to, or the cancellation of NASA’s Lunar Terrain Vehicle

Services program or the Artemis program, or changes in government funding priorities or appropriations; (iii) the risks that Lunar Outpost’s

work to integrate AEye’s Apollo™ lidar technology onto the Pegasus Lunar Terrain Vehicle, and Lunar Outpost’s planned

lunar missions, may not occur to the extent or in the time frame anticipated, or at all; (iv) the risks that AEye’s Apollo™

lidar technology may not withstand the lunar vacuum, thermal extremes, vibration, or other conditions of the lunar environment, or otherwise

perform in space applications, to the extent or in the time frame anticipated, or at all; (v) the risks that AEye’s Apollo™

lidar technology may not support the terrain perception, obstacle detection, and autonomous navigation functions of the Pegasus Lunar

Terrain Vehicle, or provide the safety and operational benefits described in this press release, to the extent or in the time frame anticipated,

or at all; (vi) the risks that the space mobility market, including the global lunar rover market, may not develop or grow to the extent

or in the time frame anticipated, or at all, including as a result of reductions or delays in government investment in, or commercial

activity related to, lunar infrastructure; (vii) the risks that the diversification of AEye’s commercial footprint beyond its core

automotive, defense, and industrial markets into space mobility may not occur to the extent or in the time frame anticipated, or at all;

(viii) the risks that a sustained or permanent human presence on the Moon, including at the Moon’s South Pole, may not be established

to the extent or in the time frame anticipated, or at all; (ix) the risks that lidar adoption may occur slower than anticipated or fail

to occur at all; (x) the risks that AEye’s products may not meet the diverse range of performance and functional requirements of

target markets and customers; (xi) the risks that AEye’s products may not function as anticipated by AEye, or by target markets

and customers; (xii) the risks that AEye may not be in a position to adequately or timely address either the near or long-term opportunities

that may or may not exist in the evolving space economy; (xiii) the risks associated with U.S. government contracting, procurement, and

export control laws and regulations applicable to AEye’s participation in space and defense programs; (xiv) the risks that laws

and regulations are adopted impacting the use of lidar that AEye is unable to comply with, in whole or in part; (xv) the risks associated

with changes in competitive and regulated industries in which AEye operates, variations in operating performance across competitors, and

changes in laws and regulations affecting AEye’s business; (xvi) the risks that AEye is unable to adequately implement its business

plans, forecasts, and other expectations, and identify and realize additional opportunities; and (xvii) the risks of economic downturns

and a changing regulatory landscape in the highly competitive and evolving industry in which AEye operates. These risks and uncertainties

may be amplified by current or future global conflicts and current and potential trade restrictions, trade tensions, and tariffs, all

of which continue to cause economic uncertainty. You should carefully consider the foregoing factors and the other risks and uncertainties

described in the “Risk Factors” section of the periodic report that AEye has most recently filed with the U.S. Securities

and Exchange Commission, or the SEC, and other documents filed by us or that will be filed by us from time to time with the SEC. These

filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from

those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made.

Investors are cautioned not to put undue reliance on forward-looking

statements; AEye assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of

new information, future events, or otherwise. AEye gives no assurance that AEye will achieve any of its expectations.

Contacts

AEye Investor Relations

AEye, Inc. Investor Relations

info@aeye.ai

925-400-4366

Keaton Olsen

lidrir@allianceadvisors.com

AEye Media Relations

Alliance Advisors IR

Aayushi

media@allianceadvisors.com

Lunar Outpost Media Relations

LaunchSquad for Lunar Outpost

Lo@launchsquad.com

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