$AAOI

Lin Chih-Hsiang (Thompson) sold $9.8M of AAOI

Lin Chih-Hsiang (Thompson) (President and CEO) sold 59,000 shares of APPLIED OPTOELECTRONICS, INC. (AAOI) at $166.53 ($9.83M total) on 2026-06-12.

Original reporting
SEC EDGAR · Lin Chih-Hsiang (Thompson)
Published Jun 16, 2026, 8:51 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jun 16, 2026, 9:02 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefInsider activity
Primary signal
$AAOI
Neutral
medium confidence
Mentioned
$AAOI
Relevance
6/10
alphai data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$AAOINeutralLow
01

Why it matters

The CEO’s open-market sale provides a fresh datapoint on insider behavior, which can influence short-term sentiment but does not, by itself, change earnings power or risk materially.

02

Market read

Use as a sentiment/positioning input rather than a standalone fundamental catalyst.

03

What to watch

Traders may over-weight insider sales; the key is whether there are additional filings (same officer/other insiders) or concurrent operational news.

Relevance 6/10Novelty 6/10Timing: Form 4 filed 2026-06-16 (transaction dated 2026-06-12)

Background

The article is an SEC Form 4 insider transaction disclosure for Applied Optoelectronics.

Company-level read

Ticker impact

$AAOINeutralMedium confidence
Context

Applied Optoelectronics CEO sold 59,000 shares in an open-market transaction for about $9.83M, per a newly filed Form 4.

Expected impact

Near-term: limited directional impact; watch for follow-through selling or concurrent fundamental catalysts.

Evidence & confidence

The filing discloses transaction size, price, and role, but provides no new business, guidance, or regulatory development.

Market effects

Minimal—this is company-specific insider activity with no stated sector-wide catalyst.

None indicated.

None indicated.

Counterpoint

The sale may be routine liquidity/tax-related and not a bearish view, especially since the filing notes no 10b5-1 plan but still provides no stated reason.

Key entities

  • Applied Optoelectronics, Inc.

    Subject of the Form 4 insider transaction; CEO sold shares in an open-market sale.

  • Lin Chih-Hsiang (Thompson)

    President and CEO who executed the reported sale.

Related articles

$AAOIMedAI 8/10

Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

Applied Optoelectronics (AAOI) shares rose about 13% after it reported Q2 2026 GAAP revenue of $191.9M, up from $103M a year earlier, and shifted to non-GAAP net income of $5.5M from a $8.8M non-GAAP loss. Coherent (COHR) gained about 13% and Lumentum (LITE) about 8% as AI-linked photonics stocks rallied amid a weaker July jobs report and lower Fed hike expectations.

$AAOIMedAI 8/10

Why is Applied Optoelectronics stock surging today?

Investing.com reports Applied Optoelectronics (AAOI) shares rose 12.3% in pre-open after a results beat. Q2 2026 revenue was $191.9M, up 86% YoY, with adjusted EPS of $0.06 vs $0.02 expected. Q3 revenue guidance was $255M to $290M, and full-year 2026 revenue about $1.1B. Needham cut its AAOI price target to $190 from $220.

$AAOIHighAI 9/10

[AAOI Q2 2026 Earnings Call] Revenue Up 86% to $191.9M, Profit Returns; 1.6T Ramp Begins with $200M+ Orders — BigGo Finance

Applied Optoelectronics (NASDAQ: AAOI) reported Q2 2026 revenue of $191.9M, up 86% YoY, and returned to non-GAAP profitability with EPS of $0.06. Non-GAAP net income was $5.5M. Management said it has $200M+ in firm 1.6T orders, expects Q3 revenue of $255M-$290M, and targets about $1.1B revenue for 2026, capacity-limited.