On September 15, 2026, AEye, Inc. entered into an At Market Issuance Sales Agreement with A.G.P./Alliance Global Partners to sell up to $50 million of its common stock. The company terminated a prior ATM agreement dated September 12, 2024, without incurring early termination penalties. Net proceeds will fund working capital and general corporate purposes, including research and development and expansion into aerospace, defense, and infrastructure markets. A.G.P. receives a commission up to 3.0% of gross proceeds, while Craig-Hallum Capital Group LLC acts as financial advisor for fees up to 1.0%. The offering terminates upon the earliest of the sale of all shares, the 36-month anniversary of the prospectus supplement filing, or agreement termination. AEye, Inc. operates in the automotive and aerospace technology industry, specializing in solid-state lidar sensors.

On September 1, 2026, AEye, Inc. announced a commercial engagement with Lunar Outpost, Inc., selecting its Apollo lidar for integration onto the Pegasus Lunar Terrain Vehicle to support NASA's Artemis program. The multi-million-dollar contract marks AEye’s entry into the space mobility market, diversifying beyond its core automotive, defense, and industrial sectors. This agreement validates AEye’s technology in extreme environments and positions the company to scale alongside lunar infrastructure development. AEye operates in the lidar sensor industry, providing software-defined high-performance sensing solutions for autonomous vehicles and other applications.

AEye, Inc. reported financial results for the quarter ended June 30, 2026, announcing Q2 revenue of $202 thousand, which doubled sequentially and grew approximately nine-fold year-over-year from $22 thousand. First-half revenue totaled $303 thousand, exceeding full-year 2025 totals. The company reported a GAAP net loss of $(10.0) million, or $(0.22) per share, with cash consumption of $7.5 million and ending cash balances of $71.5 million. Commercial highlights include securing a new sports analytics deal with Alive3D, validation on the NVIDIA DRIVE AGX Thor platform, and a third consecutive purchase order from its lead defense customer. The company reaffirmed its full-year 2026 cash consumption outlook of $30 million to $35 million. AEye operates in the lidar sensor industry, providing software-defined high-performance lidar solutions for automotive, defense, and infrastructure applications.