APPLIED OPTOELECTRONICS, INC.
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APPLIED OPTOELECTRONICS, INC. (AAOI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On September 10, 2026, Global Technology, Inc. (“Global Technology”), a wholly owned subsidiary of Applied Optoelectronics, Inc., entered into a Factory Premises Lease Agreement (the “Lease Agreement”) with Ningbo Yiduofu Indu
Chang Hung-Lun (Fred) (*** See Remarks) sold 32,172 shares of APPLIED OPTOELECTRONICS, INC. (AAOI) at $110.21 ($3.55M total) on 2026-09-08.
APPLIED OPTOELECTRONICS, INC. (AAOI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On September 4, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with Blue Ridge Commerce Center West LLC (the “Seller”) in connection with the Company’s
Over the past 7 days, AlphAI's AI scored 1 news story mentioning AAOI (APPLIED OPTOELECTRONICS, INC.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent AAOI coverage spans earnings, corporate actions and market movers.
In the last 30 days, AAOI insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($4.9M). The most active reporter was Murry Stefan J., Chief Financial Officer, with 1 filing. 67% of those filings were made under pre-arranged Rule 10b5-1 plans.
The lease adds a modest recurring expense and potential upside from expanded capacity.
The insider sale may signal reduced confidence, potentially pressuring the stock short-term.
The acquisition adds 8.86 acres and a 154k‑sf building for office, warehouse and light‑manufacturing use, increasing the company's asset base but reducing cash reserves.
The stock’s sharp gain amid heavy insider selling suggests heightened volatility and potential downside risk.
The deal lifts sector sentiment, likely supporting AAOI price in the short term.
AlphAI scores every news story that mentions AAOI with an AI model for sentiment and relevance, and aggregates insider trades from APPLIED OPTOELECTRONICS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
APPLIED OPTOELECTRONICS, INC. (AAOI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On September 10, 2026, Global Technology, Inc. (“Global Technology”), a wholly owned subsidiary of Applied Optoelectronics, Inc., entered into a Factory Premises Lease Agreement (the “Lease Agreement”) with Ningbo Yiduofu Indu
1 min readChang Hung-Lun (Fred) (*** See Remarks) sold 32,172 shares of APPLIED OPTOELECTRONICS, INC. (AAOI) at $110.21 ($3.55M total) on 2026-09-08.
1 min readAPPLIED OPTOELECTRONICS, INC. (AAOI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On September 4, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with Blue Ridge Commerce Center West LLC (the “Seller”) in connection with the Company’s
1 min readApplied Optoelectronics Inc (AAOI) shares rose 5.7% to $111.51. The stock has a 1-year gain of 372.1% but is priced 339.9% above its GF Value™ estimate of $25.35. AAOI has a GF Score™ of 61/100, with notable insider selling of $120.5M over the past year. The company is unprofitable, and its forward P/E is 24.2x, suggesting overvaluation.
2 min readApplied Optoelectronics (AAOI) stock rose 9.19% Tuesday, outpacing broader market trends, following a multibillion-dollar supply deal between Corning (GLW) and Verizon (VZ). The agreement boosted sentiment in the fiber-optic industry. AAOI is currently trading at $115.23, with a Buy consensus rating and an average price target of $205.
2 min readApplied Optoelectronics (AAOI) stock has fallen 46.3% in three months due to production constraints and supply issues, despite strong demand for its 800G optical transceivers. The company expects Q3 2026 revenue of $255M-$290M, with 800G revenues growing nearly fivefold. However, it faces competition and valuation concerns, with a Zacks Rank of #3 (Hold).
3 min readApplied Optoelectronics (AAOI) leads optics stocks with 203% YTD gain, driven by U.S. restrictions and 800G demand. Lumentum (LITE) up 139%, Coherent (COHR) up 53%. AAOI's Q2 revenue rose 86.4% YoY, LITE's Q4 up 109.3%, COHR's Q4 data center revenue up 59% YoY. All outperform SOXX and SPY, riding AI datacenter capex growth.
3 min readApplied Optoelectronics (AAOI) leased over 1.09 million sq. ft. in Houston for manufacturing and warehousing, with a $146.57M purchase option. The move expands production capacity but adds fixed costs, potentially pressuring cash flow. Analysts project $5.5B revenue and $1.2B earnings by 2029, requiring significant growth. Investors weigh risks like customer demand and revenue slowdowns.
2 min readVertiv (VRT), Applied Optoelectronics (AAOI), and Innodata (INOD) have pulled back from 2026 highs despite strong growth. VRT reported 24% YoY sales growth and raised its 2026 outlook. AAOI saw 86% YoY revenue growth and expects high demand for its products. INOD delivered 58% YoY revenue growth and anticipates 40% growth in 2026.
3 min readInnodata (INOD), Applied Optoelectronics (AAOI), and Celestica (CLS) are highlighted as lesser-discussed AI-exposed stocks. INOD reported 58% revenue growth, AAOI saw 86.4% revenue surge, and CLS raised 2026 outlook. All three are positioned to benefit from AI infrastructure and data demands.
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