AEye, Inc. — Form 8-K
Filed September 1, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
AEye announced September 1, 2026 that Lunar Outpost selected its Apollo lidar for integration onto the Pegasus Lunar Terrain Vehicle for NASA's Artemis lunar missions. The contract is described as "multi-million-dollar" but no specific dollar amount, payment schedule, or unit volume is disclosed. This marks AEye's entry into space mobility, expanding beyond automotive, defense, and industrial markets.
Why this rating
Multi-million-dollar contract with major government-backed program (NASA/Artemis) is material for $20M company. Lacks revenue certainty—integration, flight, and mission success remain dependent on NASA timelines and government funding. Real market expansion but execution risk is high.
Price action (we called it positive)
before filing · preread $1.14 ▼ 0.87% | at our read · unknown $1.15 | +10 min · unknown $1.15 ▲ 0.00% | +30 min · unknown $1.15 ▲ 0.00% | +1 hr · unknown $1.15 ▲ 0.00% | +4 hrs pending |
The stock had already moved +0.88% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; sessions other than regular hours are labeled. Not investment advice. How accurate are our calls? →
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EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.