AEye, Inc. — Form 8-K
Filed September 9, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
AEye announced a binding multi-million-dollar contract with Lunar Outpost (NASA-backed) to deploy Apollo lidar on the Pegasus Lunar Terrain Vehicle for Artemis missions. The company reports 9x YoY revenue growth, 2x sequential growth, 25 revenue-generating customers (+19% since Q1 2026), and expanded into sports analytics and multiple new verticals. CEO retains major shareholdings; company maintains substantial cash and near-zero debt.
Why this rating
Multi-million contract + 9x YoY revenue growth highly material to $20M market-cap company; NASA validation prestigious but lunar deployment is years out. Pipeline conversion risk remains high.
Tradability signal
NO TRADE
No trade: only ~$0k traded in the last 30 min — too illiquid to enter and exit.
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $1.33 ▲ 0.11% | at our read · unknown $1.33 | +10 min · unknown $1.33 ▲ 0.00% | +30 min · unknown $1.33 ▲ 0.00% | +1 hr pending | +4 hrs pending |
The stock had already moved -0.11% 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? →
See more from September 9, 2026.
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.