Every material Form 8-K AEye, Inc. has filed with the SEC since September 09, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AEye reported third quarter 2026 revenue of $506 thousand, about 10 times the $50 thousand in Q3 2025, and gave its first revenue guidance, expecting fourth quarter revenue to roughly double to about $1 million. The GAAP net loss widened to $11.2 million from $9.3 million, but the loss per share narrowed to $0.24 from $0.30, and the company expects 2026 cash consumption of $35 million.
Q3 2026 revenue was $506 thousand, up from $50 thousand in Q3 2025 and about 2.5 times Q2 2026
GAAP net loss was $11.2 million, or $0.24 per share, versus $9.3 million, or $0.30 per share, a year earlier
Gross margin improved to (35)% from (80)% in Q2 2026
Q4 2026 revenue is expected to approximately double Q3 revenue to about $1 million; full-year 2026 cash consumption is expected to be $35 million
AEye, Inc. entered into an at-the-market sales agreement with A.G.P./Alliance Global Partners allowing it to sell up to $50,000,000 of common stock from time to time, and ended its prior sales agreement with the same agent. The company is under no obligation to sell any shares and may suspend sales at any time, but any shares sold would add to the existing share count and dilute current shareholders.
Up to $50,000,000 of common stock may be sold through A.G.P. under a shelf registration on Form S-3.
Commissions of up to 3.0% of gross proceeds are payable to A.G.P., plus up to 1.0% in advisory fees to Craig-Hallum Capital Group LLC.
The agreement replaces the prior sales agreement dated September 12, 2024, with no early termination penalties, and runs up to 36 months.
Proceeds are intended for working capital and general corporate purposes, including aerospace, defense and infrastructure markets.
AEye's Compensation Committee approved a one-time award of 100,000 restricted stock units to Chief Financial Officer Conor Tierney on September 2, 2026, recognizing his work on the Lunar Outpost engagement and the commercial pipeline. The units vest in full on November 15, 2026, if he remains with the company, and each unit settles in one common share, so the award adds potential dilution for shareholders.
Award: 100,000 restricted stock units to CFO Conor Tierney, approved September 2, 2026
Vesting: full vesting on November 15, 2026, subject to continued service
Settlement: each unit that vests converts into one share of AEye common stock
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every AEye, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →