Form 8-K

8-K — AEye, Inc.

Accession: 0001213900-26-098385

Filed: 2026-09-09

Period: 2026-09-02

CIK: 0001818644

SIC: 3714 (MOTOR VEHICLE PARTS & ACCESSORIES)

Item: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Item: Financial Statements and Exhibits

Documents

8-K — ea030501001-8k_aeye.htm (Primary)

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8-K — CURRENT REPORT

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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

2, 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 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;

Compensatory Arrangements of Certain Officers.

(e) On September 2, 2026, the Compensation Committee

of the Board of Directors of AEye, Inc. (the “Company”) approved a one-time award of 100,000 restricted stock units (the “RSU

Award”) to Conor Tierney, the Company’s Chief Financial Officer, in recognition of Mr. Tierney’s contributions in connection

with the Company’s previously announced commercial engagement with Lunar Outpost, Inc. and in building the Company’s commercial

pipeline. The RSU Award was granted under, and is subject to the terms and conditions of, the Company’s 2021 Equity Incentive Plan

(the “Plan”) and the Company’s form of restricted stock unit award agreement under the Plan (the “Award Agreement”).

The RSU Award will vest in full on November 15, 2026,

subject to Mr. Tierney’s continued service to the Company through such date. Each restricted stock unit that vests will be settled

in one share of the Company’s common stock. The foregoing description of the RSU Award does not purport to be complete and is qualified

in its entirety by reference to the full text of the Plan and the form of Award Agreement, each of which has been previously filed with

the Securities and Exchange Commission.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number Description

104 Cover Page Interactive Data File (formatted as Inline XBRL).

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 9, 2026

By:

/s/ Siraj Husain

Siraj Husain

Vice President and General Counsel

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Entity Incorporation, State or Country Code

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4670 Willow Road

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