OCT 7·SEC EDGARLow
Yeh Shu-Hua (Joshua) sold $720K of AAOI
Yeh Shu-Hua (Joshua) (*** See Remarks) sold 6,000 shares of APPLIED OPTOELECTRONICS, INC. (AAOI) at $120.03 ($0.72M total) on 2026-10-05 under a Rule 10b5-1 trading plan.
StockNASDAQ · US · USDTechnology · Communication Equipment
$AAOI
APPLIED OPTOELECTRONICS, INC.
AlphAI earnings readsecond quarter 2026 · AUG 6Record revenue for the fifth consecutive quarter and a return to non-GAAP profitability, alongside lower gross margins and a wider GAAP net loss.Verdict: mixedRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $AAOIvia TradingView
AI sentiment · 7d5 articles
- Bullish
- 2
- Neutral
- 1
- Bearish
- 2
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $4.7M 3 txs
Murry Stefan J.1× · $421K
10b5-1 share of filings67%
Top stories · $AAOIMore →
OCT 6·247wallst.com
Applied Optoelectronics Surges 6% as $600M Share Sale Program Closes; Lumentum Sits Out the Rally, Corning Edges Higher
Applied Optoelectronics (AAOI) stock rose 6% to $128.95 after completing a $600M share sale program. CEO Thompson Lin stated it improves the balance sheet and supports AI data center demand. Lumentum (LITE) and Corning (GLW) saw minimal movement. The Roundhill Photonics ETF (LYTE) and S&P 500 ETF (SPY) both gained 0.4%.
OCT 5·prnewswire.com
Applied Optoelectronics Announces Completion of Previously Announced At the Market Offering
Applied Optoelectronics (AAOI) completed a $600M at-the-market equity offering, selling 5.7M shares at $105.36 each, netting $588M. Proceeds will support manufacturing expansion and general corporate purposes, including debt repayment and R&D. The company aims to meet growing demand for high-speed optical connectivity in AI data centers.
AAOI sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning AAOI (APPLIED OPTOELECTRONICS, INC.). Coverage has been balanced: 2 bullish, 1 neutral, and 2 bearish.
Recent AAOI coverage spans market movers, corporate actions and financial news.
In the last 30 days, AAOI insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($4.7M). 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.
What's driving AAOI
The insider sale may signal reduced confidence and could pressure the stock modestly.
The completion removes a known share supply, supporting the stock rally, but permanent dilution may limit upside.
Dilution from a large ATM raise may weigh on the stock.
The stock is likely to face continued buying pressure if Q3 revenue meets guidance, but high beta and margin compression add downside risk.
AAOI benefits from group momentum.
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.
News on $AAOI
Score
Yeh Shu-Hua (Joshua) sold $720K of AAOI
Yeh Shu-Hua (Joshua) (*** See Remarks) sold 6,000 shares of APPLIED OPTOELECTRONICS, INC. (AAOI) at $120.03 ($0.72M total) on 2026-10-05 under a Rule 10b5-1 trading plan.
1 min read
Applied Optoelectronics Surges 6% as $600M Share Sale Program Closes; Lumentum Sits Out the Rally, Corning Edges Higher
Applied Optoelectronics (AAOI) stock rose 6% to $128.95 after completing a $600M share sale program. CEO Thompson Lin stated it improves the balance sheet and supports AI data center demand. Lumentum (LITE) and Corning (GLW) saw minimal movement. The Roundhill Photonics ETF (LYTE) and S&P 500 ETF (SPY) both gained 0.4%.
2 min read
Applied Optoelectronics Announces Completion of Previously Announced At the Market Offering
Applied Optoelectronics (AAOI) completed a $600M at-the-market equity offering, selling 5.7M shares at $105.36 each, netting $588M. Proceeds will support manufacturing expansion and general corporate purposes, including debt repayment and R&D. The company aims to meet growing demand for high-speed optical connectivity in AI data centers.
1 min read
Applied Optoelectronics Is Unstoppable: Up 8% Today and 231% This Year, Is AAOI Stock Too Hot to Handle Now?
Applied Optoelectronics (AAOI) stock rose 8% to $115.49, leading a sector-wide rally in optics and photonics. The company reported Q2 2026 revenue of $191.92M, up 86.4% YoY, with guidance for Q3 2026 at $255M-$290M. Competitors Lumentum (LITE) and Coherent (COHR) also gained, with the Roundhill Photonics & Optics ETF (LYTE) up 2%. AAOI's year-to-date gain is 231%, outpacing peers and the iShares Semiconductor ETF (SOXX).
2 min read
Lumentum Climbs 7% as Optics Selloff Reverses a Day After Citi’s $11B Switching Call; Coherent and Corning Rise 5%
Lumentum (LITE) rose 7% to $981.74, leading a rebound in optics stocks. Coherent (COHR) and Corning (GLW) also gained 5%. Citi forecasted a $11B optical switching market by 2030. Lumentum's Q4 revenue grew 109.3% YoY to $1.006B, with strong guidance for Q1.
2 min readCOHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally
Photonics stocks Coherent (COHR), POET Technologies (POET), Lumentum (LITE), and Applied Optoelectronics (AAOI) rose 1% to 1.7% after Alphabet reported a 100% YoY increase in Q2 2026 CapEx to $44.92B and raised its full-year forecast to $195B-$205B, signaling strong AI infrastructure demand. These companies supply optical components for data centers, benefiting from Alphabet's spending plans.
2 min read
AAOI vs. Fabrinet: Which AI Data Center Stock Is the Better Buy?
Applied Optoelectronics (AAOI) and Fabrinet (FN) are benefiting from AI-driven data-center demand. AAOI reported $107.66M in Q2 2026 data-center revenues, up 140.4% YoY, with 800G revenues at $12.8M. FN saw Q4 2026 data-center revenues of $669M, up 68% YoY. AAOI faces production constraints, while FN is expanding capacity. AAOI shares surged 206.9% YTD, while FN shares fell 11.4%.
3 min read
Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
Corning (GLW) rose 6%, outpacing Lumentum (LITE) at 4%, after a joint AI optical interconnect demo. Applied Optoelectronics (AAOI) and Coherent (COHR) also gained 4%. The Roundhill Photonics ETF (LYTE) rose 3%. Corning's diversification cushions AI optical downside but dilutes revenue impact. Analysts note the demo may signal broader AI optical demand.
3 min readApplied Optoelectronics (NASDAQ: AAOI) director donates 2,200 shares to a charity
Applied Optoelectronics (AAOI) director Richard B. Black donated 2,200 shares via his revocable trust to a charity. Post-transaction, the trust holds 159,092 shares indirectly, and Black holds 4,237 shares directly. No Rule 10b5-1 trading plan was reported.
1 min readAPPLIED OPTOELECTRONICS, INC. (AAOI): Entry into a Material Definitive Agreement
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 read