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as of 03-12-2026 3:58pm EST
Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to complete turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.
| Founded: | 1997 | Country: | United States |
| Employees: | N/A | City: | SUGAR LAND |
| Market Cap: | 3.0B | IPO Year: | 2013 |
| Target Price: | $66.80 | AVG Volume (30 days): | 7.4M |
| Analyst Decision: | Buy | Number of Analysts: | 6 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | -0.64 | EPS Growth: | 85.78 |
| 52 Week Low/High: | $9.71 - $128.96 | Next Earning Date: | 05-29-2026 |
| Revenue: | N/A | Revenue Growth: | N/A |
| Revenue Growth (this year): | 120.31% | Revenue Growth (next year): | 126.89% |
| P/E Ratio: | -198.63 | Index: | N/A |
| Free Cash Flow: | -353576000.0 | FCF Growth: | N/A |
Stock Insider Trading Activity of Applied Optoelectronics Inc. (AAOI)
Chief Financial Officer
Avg Cost/Share
$112.76
Shares
4,000
Total Value
$451,044.40
Owned After
280,070
SEC Form 4
*** See Remarks
Avg Cost/Share
$97.10
Shares
50,000
Total Value
$4,854,880.00
Owned After
322,051
SEC Form 4
Director
Avg Cost/Share
$105.76
Shares
15,000
Total Value
$1,586,338.50
Owned After
238,819
SEC Form 4
Director
Avg Cost/Share
$108.72
Shares
8,835
Total Value
$960,516.46
Owned After
169,300
SEC Form 4
Director
Avg Cost/Share
$97.00
Shares
2,500
Total Value
$242,500.00
Owned After
169,300
SEC Form 4
Director
Avg Cost/Share
$95.00
Shares
3,231
Total Value
$306,945.00
Owned After
164,363
SEC Form 4
Director
Avg Cost/Share
$98.02
Shares
21,000
Total Value
$2,058,344.40
Owned After
116,222
SEC Form 4
Director
Avg Cost/Share
$95.76
Shares
102,347
Total Value
$9,800,605.43
Owned After
20,523
SEC Form 4
Chief Financial Officer
Avg Cost/Share
$50.15
Shares
5,980
Total Value
$299,922.12
Owned After
280,070
SEC Form 4
*** See Remarks
Avg Cost/Share
$50.17
Shares
17,467
Total Value
$876,251.27
Owned After
111,663
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Murry Stefan J. | AAOI | Chief Financial Officer | Mar 10, 2026 | Sell | $112.76 | 4,000 | $451,044.40 | 280,070 | |
| Yeh Shu-Hua (Joshua) | AAOI | *** See Remarks | Mar 9, 2026 | Sell | $97.10 | 50,000 | $4,854,880.00 | 322,051 | |
| Yeh William H | AAOI | Director | Mar 9, 2026 | Sell | $105.76 | 15,000 | $1,586,338.50 | 238,819 | |
| Chen Min-Chu (Mike) | AAOI | Director | Mar 9, 2026 | Sell | $108.72 | 8,835 | $960,516.46 | 169,300 | |
| Chen Min-Chu (Mike) | AAOI | Director | Mar 6, 2026 | Sell | $97.00 | 2,500 | $242,500.00 | 169,300 | |
| BLACK RICHARD B | AAOI | Director | Mar 5, 2026 | Sell | $95.00 | 3,231 | $306,945.00 | 164,363 | |
| DeLaney Cynthia | AAOI | Director | Mar 4, 2026 | Sell | $98.02 | 21,000 | $2,058,344.40 | 116,222 | |
| Loboa Elizabeth G | AAOI | Director | Mar 3, 2026 | Sell | $95.76 | 102,347 | $9,800,605.43 | 20,523 | |
| Murry Stefan J. | AAOI | Chief Financial Officer | Feb 20, 2026 | Sell | $50.15 | 5,980 | $299,922.12 | 280,070 | |
| Kuo David C | AAOI | *** See Remarks | Feb 11, 2026 | Sell | $50.17 | 17,467 | $876,251.27 | 111,663 |
Earnings Transcripts
SEC 8-K filings with transcript text
2025 Q4 Q4 2025 Earnings
8-K BUY Feb 26, 2026 · 100% conf.
Q4 2025 Earnings
8-K BUYFeb 26, 2026 · 100% conf.
1D
+13.46%
$60.81
Act: +54.55%
5D
+31.68%
$70.58
Act: +88.30%
20D
+46.99%
$78.78
Applied Optoelectronics, Inc. 10-Q
false 0001158114
0001158114
2026-02-26 2026-02-26
iso4217:USD
xbrli:shares
iso4217:USD
xbrli:shares
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): February 26, 2026
Applied Optoelectronics, Inc.
(Exact name of registrant as specified in its charter)
Delaware 001-36083 76-0533927
(State of incorporation) (Commission File Number) (I.R.S. Employer Identification No.)
13139 Jess Pirtle Blvd. Sugar Land, Texas 77478
(Address of principal executive offices and zip code)
(281) 295-1800
(Registrant’s telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
¨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) Trading Name of each exchange on which registered
Common Stock, Par value $0.001
AAOI
NASDAQ
Global Market
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. o
ITEM 2.02.RESULTS OF OPERATIONS AND FINANCIAL CONDITION.
On February 26, 2026 Applied Optoelectronics, Inc. (the “Company”) issued a press release regarding the Company’s financial results for the fourth quarter ended December 31, 2025. A copy of the Company’s press release is attached as Exhibit 99.1 to this Form 8-K.
The information furnished in this Current Report under this Item 2.02 and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
ITEM 9.01.FINANCIAL STATEMENTS AND EXHIBITS.
(d) Exhibits
Exhibit No. Description
99.1 Press release dated February 26, 2026, issued by Applied Optoelectronics, Inc., filed herewith.
104 Cover Page Interactive File (the cover page tags are embedded within the Inline XBRL document).
2
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.
APPLIED OPTOELECTRONICS, INC.
By: /s/ Stefan J. Murry
Stefan J. Murry
Chief Financial Officer
Date: February 26, 2026
3
2025 Q3 Q3 2025 Earnings
8-K Nov 6, 2025
Q3 2025 Earnings
8-KNov 6, 2025
Applied Optoelectronics, Inc. 10-Q
false 0001158114
0001158114
2025-11-06 2025-11-06
iso4217:USD
xbrli:shares
iso4217:USD
xbrli:shares
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): November 6, 2025
Applied Optoelectronics, Inc.
(Exact name of registrant as specified in its charter)
Delaware 001-36083 76-0533927
(State of incorporation) (Commission File Number) (I.R.S. Employer Identification No.)
13139 Jess Pirtle Blvd. Sugar Land, Texas 77478
(Address of principal executive offices and zip code)
(281) 295-1800
(Registrant’s telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
¨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) Trading Name of each exchange on which registered
Common Stock, Par value $0.001
AAOI
NASDAQ
Global Market
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. o
ITEM 2.02.RESULTS OF OPERATIONS AND FINANCIAL CONDITION.
On November 6, 2025 Applied Optoelectronics, Inc. (the “Company”) issued a press release regarding the Company’s financial results for the third quarter ended September 30, 2025. A copy of the Company’s press release is attached as Exhibit 99.1 to this Form 8-K.
The information furnished in this Current Report under this Item 2.02 and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
ITEM 9.01.FINANCIAL STATEMENTS AND EXHIBITS.
(d) Exhibits
Exhibit NumberDescription
99.1Press release dated November 6, 2025, issued by Applied Optoelectronics, Inc., filed herewith.
104Cover Page Interactive File (the cover page tags are embedded within the Inline XBRL document).
2
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.
Date: November 6, 2025 Applied Optoelectronics, Inc.
By: /s/ Stefan J. Murry
Stefan J. Murry
Chief Financial Officer
3
2025 Q2 Q2 2025 Earnings
8-K Aug 7, 2025
Q2 2025 Earnings
8-KAug 7, 2025
Applied Optoelectronics, Inc. 10-Q
false 0001158114
0001158114
2025-08-07 2025-08-07
iso4217:USD
xbrli:shares
iso4217:USD
xbrli:shares
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): August 7, 2025
Applied Optoelectronics, Inc.
(Exact name of registrant as specified in its charter)
Delaware 001-36083 76-0533927
(State of incorporation)
(Commission File Number) (I.R.S. Employer Identification No.)
13139 Jess Pirtle Blvd. Sugar Land, Texas 77478
(Address of principal executive offices and zip code)
(281) 295-1800
(Registrant’s telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
¨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) Trading Name of each exchange on which registered
Common Stock, Par value $0.001
AAOI
NASDAQ
Global Market
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. o
ITEM 2.02.RESULTS OF OPERATIONS AND FINANCIAL CONDITION.
On August 7, 2025 Applied Optoelectronics, Inc. (the “Company”) issued a press release regarding the Company’s financial results for the second quarter ended June 30, 2025. A copy of the Company’s press release is attached as Exhibit 99.1 to this Form 8-K.
The information furnished in this Current Report under this Item 2.02 and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
ITEM 9.01.
FINANCIAL STATEMENTS AND EXHIBITS.
(d) Exhibits
99.1Press release dated August 7, 2025, issued by Applied Optoelectronics, Inc., filed herewith.
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
2
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.
Date: August 7, 2025 Applied Optoelectronics, Inc.
By: /s/ Stefan J. Murry
Name: Stefan J. Murry
Title: Chief Financial Officer
3
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