$AAOI

Murry Stefan J. sold $488K of AAOI

Murry Stefan J. (Chief Financial Officer) sold 4,000 shares of APPLIED OPTOELECTRONICS, INC. (AAOI) at $122.09 ($0.49M total) on 2026-07-10 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Murry Stefan J.
Published Jul 14, 2026, 9:01 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Jul 14, 2026, 9:03 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
high confidence
Mentioned
$AAOI
Relevance
3/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$AAOINeutralLow
01

Why it matters

The newest fact is the CFO’s open-market sale details (4,000 shares at $122.09) and that it was executed under a pre-arranged 10b5-1 plan.

02

Market read

Traders may monitor insider activity for sentiment, but this filing alone does not introduce new fundamentals for AAOI.

03

What to watch

The article does not state whether other insiders sold/bought, nor does it provide context on total holdings changes beyond the post-transaction share count.

Relevance 3/10Novelty 3/10Timing: Filed 2026-07-14 after-hours; reflects sale executed 2026-07-10.

Background

The article is a SEC Form 4 insider transaction disclosure for Applied Optoelectronics, Inc. (AAOI).

Company-level read

Ticker impact

$AAOINeutralHigh confidence
Context

AAOI CFO Murry Stefan J. filed a Form 4 open-market sale of 4,000 shares at $122.09 on 2026-07-10 under a 10b5-1 plan.

Expected impact

Low likelihood of a sustained price move; any reaction is likely brief and sentiment-driven.

Evidence & confidence

The filing is a routine Form 4 transaction with a pre-arranged 10b5-1 plan, and the article provides no new operational, financial, or regulatory facts about AAOI.

Market effects

No sector read-across provided; this is company-specific insider activity.

None indicated.

None indicated.

Counterpoint

Because the sale is under a 10b5-1 plan, it may reflect liquidity planning rather than bearish expectations.

Key entities

  • Applied Optoelectronics, Inc.

    Subject of the Form 4 insider transaction disclosure.

  • Murry Stefan J.

    Chief Financial Officer who sold shares.

  • 10b5-1 plan

    Pre-arranged plan indicating the sale was scheduled in advance.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$LITEHigh

Hyperliquid’s LITE and AAOI Perpetuals Rose as Open Interest Fell

Hyperliquid perpetual contracts for LITE and AAOI rose 9.53% and 9.91% respectively, while open interest fell. StoneX initiated LITE coverage with a Buy rating and $1,200 target, citing AI-related optoelectronics demand. Open interest for LITE and AAOI dropped 21.97% and 34.61% respectively. Two large accounts closed long positions worth $2.61 million.

$AAOIHighAI 8/10

Why Applied Optoelectronics Stock Plummeted This Week

Applied Optoelectronics (AAOI) fell 23.6% this week, extending a 64.2% drop from its 52-week high, due to concerns about tech giants slowing AI infrastructure spending. The company's stock closed at $83.73 on Oct. 15. Broadcom's CEO warning triggered a sell-off in photonics component makers. AAOI completed a $600M equity offering, and B. Riley lowered its price target to $92. The company's revenue grew 86.4% YoY in Q2 2026, but it posted a net loss of $22.8M.

$COHRHigh

Coherent Shares Jumping 7.3% on Optics Stocks Rally on Sold-Out Optical Capacity Through Early 2029: Applied Optoelectronics and Lumentum Surge 7%, Coherent Climbs 5%

Coherent Corp. shares rose 7.3% to $324.59 on October 9, 2026, as optical component manufacturers reported sold-out capacity through early 2029, driving demand and pricing power. Trading volume reached 672,360 shares, with market cap expanding to $63.6 billion. Peers Applied Optoelectronics and Lumentum also surged 7%.