Equity · Technology
AAOI
NASDAQApplied Optoelectronics (AAOI)
The line runs 126 USD on 5 August through 63.50 USD on 2 November, on a scale from 50 to 200. Days the market did not trade hold the previous close, flat.
- Market cap
- 5.4B USD
- Revenue, year to Dec 2025
- 455.7M USD
- EPS, diluted, year to Dec 2025
- −0.64 USD
- 52-week range
- 19.48 USD – 227 USD
- Avg volume
- 383.3K
- Mentions, 30 days
- 214
- Net sentiment
- +0.09
as of Nov 2, 2026
Have Applied Optoelectronics (AAOI) insiders bought or sold shares recently?
In the 90 days to 3 Nov 2026, Applied Optoelectronics insiders reported 6 open-market sales and no purchases (SEC Form 4); the filings we hold, back to 9 Mar 2026, show no open-market purchase.
Form 4, 90 days to 3 Nov 2026, newest reported trade 12 Oct 2026
Buys 0Sells 6Net sold $6.56MOther filings 6
| Reported | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 12 Oct 2026 | Murry Stefan J.Chief Financial Officer | Sell | 4,000 | 411K USD |
| 05 Oct 2026 | Yeh Shu-Hua (Joshua)*** See Remarks | Sell | 6,000 | 720K USD |
| 10 Sep 2026 | Murry Stefan J.Chief Financial Officer | Sell | 4,000 | 421K USD |
| 08 Sep 2026 | Chang Hung-Lun (Fred)*** See Remarks | Sell | 32,172 | 3.5M USD |
| 18 Aug 2026 | Yeh Shu-Hua (Joshua)*** See Remarks | Sell | 6,000 | 886K USD |
| 10 Aug 2026 | Murry Stefan J.Chief Financial Officer | Sell | 4,000 | 579K USD |
| Sold | 6 open-market sales | 56,172 | $6.56M |
6 other filings in the window: grants, exercises, tax withholding and transfers, not trades
| Reported | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 22 Oct 2026 | Lin Chih-Hsiang (Thompson)President and CEO | Tax withheld | 16,673 | 1.3M USD |
| 22 Oct 2026 | Yeh Shu-Hua (Joshua)*** See Remarks | Tax withheld | 2,218 | 171K USD |
| 22 Oct 2026 | Kuo David C*** See Remarks | Tax withheld | 3,586 | 277K USD |
| 22 Oct 2026 | Murry Stefan J.Chief Financial Officer | Tax withheld | 5,945 | 460K USD |
| 22 Oct 2026 | Chang Hung-Lun (Fred)*** See Remarks | Tax withheld | 5,141 | 398K USD |
| 15 Sep 2026 | BLACK RICHARD BDirector | Gift | 2,200 |
Which funds hold Applied Optoelectronics (AAOI)?
10 of the 45 institutional funds we track reported a Applied Optoelectronics position for the quarter ended 30 Jun 2026 — a combined 110.7M USD; the latest of those filings landed 02 Sep 2026.
| Fund | Position | Shares | Value | Shares q/q |
|---|---|---|---|---|
| Marshall Wace | Held (±25%) | 181,389 | 26.9M USD | +1.1% |
| Balyasny Asset Management | Trimmed | 175,683 | 26.0M USD | −62.5% |
| Millennium Management | Added | 126,326 | 18.7M USD | +31.0% |
| Citadel Advisors | Trimmed | 72,798 | 10.8M USD | −82.7% |
| Tudor Investment Corp | Trimmed | 60,695 | 9.0M USD | −86.3% |
| AQR Capital Management | Added | 49,525 | 7.3M USD | +60.9% |
| D. E. Shaw & Co. | Trimmed | 41,056 | 6.1M USD | −98.1% |
| Two Sigma Investments | Trimmed | 22,113 | 3.3M USD | −93.5% |
| Man Group | Trimmed | 13,570 | 2.0M USD | −81.8% |
| Maverick Capital | Trimmed | 4,188 | 620K USD | −74.1% |
What has been filed or recorded for Applied Optoelectronics (AAOI)?
The filings we hold for Applied Optoelectronics, newest first: 9 fails-to-deliver days, 6 quarterly earnings reports, 2 annual reports and 5 reported financial figures, the latest dated 13 Oct 2026. No next earnings date is announced in SEC filings yet.
| And | ||||
|---|---|---|---|---|
| 13 Oct 2026 | Fails to deliver | Shares failed to deliver | 17,881 shares | 1.8M USD notional · 0.021% of shares out |
| 08 Oct 2026 | Fails to deliver | Shares failed to deliver | 46,359 shares | 5.7M USD notional · 0.055% of shares out |
| 07 Oct 2026 | Fails to deliver | Shares failed to deliver | 28,813 shares | 3.8M USD notional · 0.034% of shares out |
| 06 Oct 2026 | Fails to deliver | Shares failed to deliver | 46,368 shares | 5.6M USD notional · 0.055% of shares out |
| 05 Oct 2026 | Fails to deliver | Shares failed to deliver | 69,906 shares | 8.1M USD notional · 0.083% of shares out |
| 29 Sep 2026 | Fails to deliver | Shares failed to deliver | 13,500 shares | 1.3M USD notional · 0.016% of shares out |
| 28 Sep 2026 | Fails to deliver | Shares failed to deliver | 1,006 shares | 102K USD notional · 0.001% of shares out |
| 25 Sep 2026 | Fails to deliver | Shares failed to deliver | 47,689 shares | 4.8M USD notional · 0.056% of shares out |
| 21 Sep 2026 | Fails to deliver | Shares failed to deliver | 351,401 shares | 37.0M USD notional · 0.416% of shares out |
| 30 Jun 2026 | Quarterly earnings | Q2 2026 reported | EPS −0.28 USD | |
| 30 Jun 2026 | Financials | Total assets | 2.3B USD | at period end |
| 30 Jun 2026 | Financials | Total equity | 1.7B USD | at period end |
| 31 Mar 2026 | Quarterly earnings | Q1 2026 reported | EPS −0.19 USD | |
| 31 Dec 2025 | Annual report | FY 2025 reported | EPS −0.64 USD | |
| 31 Dec 2025 | Financials | Revenue | 455.7M USD | fiscal year |
| 31 Dec 2025 | Financials | Net income | −38.2M USD | fiscal year |
| 31 Dec 2025 | Financials | Diluted EPS | −0.64 USD | fiscal year |
| 30 Sep 2025 | Quarterly earnings | Q3 2025 reported | EPS −0.28 USD | |
| 30 Jun 2025 | Quarterly earnings | Q2 2025 reported | EPS −0.16 USD | |
| 31 Mar 2025 | Quarterly earnings | Q1 2025 reported | EPS −0.18 USD | |
| 31 Dec 2024 | Annual report | FY 2024 reported | EPS −4.50 USD | |
| 30 Sep 2024 | Quarterly earnings | Q3 2024 reported | EPS −0.42 USD |
What is Reddit saying about Applied Optoelectronics (AAOI)?
Reddit mentioned AAOI 214 times in the 30 days to 3 November 2026, across 5 of the communities we track. All of them were scored for sentiment: 65% read bullish, 10% bearish and 25% neither. Reddit data updated 3 November 2026.
30-day window, Method
Mentions, 30 days 214Bullish 65%Bearish 10%Communities 5Against the market +11 points
How do Reddit mentions of Applied Optoelectronics (AAOI) compare with its price?
Share ↗
Is the Reddit crowd more bullish on Applied Optoelectronics than on the market?
AAOI reads 69% bullish, 16 points above the market (53%). Over 90 days the gap has run from -6 to +45 points.
- AAOI
- 69%
- bullish, 3 Nov
- Market
- 53%
- bullish, all Reddit, 3 Nov
- Gap
- +16 pts
- AAOI against market
Where Applied Optoelectronics (AAOI) is discussed
30 days
| Community | Share | Mentions | Net sentiment |
|---|---|---|---|
| r/wallstreetbets | 91% | 195 | +0.10 |
| r/stocks | 7% | 14 | +0.01 |
| r/etfs | 1% | 2 | +0.06 |
| r/investing | 1% | 2 | +0.06 |
| r/options | <1% | 1 | +0.00 |
Moves with Applied Optoelectronics (AAOI)
Tickers whose daily Reddit volume rose and fell with Applied Optoelectronics (AAOI)'s. Co-discussion, not price.
SOXS +0.73SOXL +0.71SPY +0.70DJI +0.69QQQ +0.69DOW JONES +0.68
How closely daily Reddit mention counts rose and fell together over the last 30 days (31 daily observations), Method
The threads carrying the mentions
30 days, shown as posted
| Thread | Community | Mentions | Latest |
|---|---|---|---|
| AAOI x AMD?by u/The-Firearm | r/wallstreetbets | 3 | 11 hours ago |
| AAOI is a great business, trading at a price that is beyond reality. Waiting for a short but not just yet.by u/OilAny787 | r/investing | 2 | 6 days ago |
Live discussion on Reddit, shown as posted. Titles link to the original threads.
Applied Optoelectronics (AAOI): frequently asked questions
What did Applied Optoelectronics shares close at?
Applied Optoelectronics closed at 63.50 USD on 2 Nov 2026, down 8.13% on the close before. That is the end-of-day price from Finazon, not a live quote.
What is Applied Optoelectronics’ market cap?
Applied Optoelectronics is worth 5.4B USD by market value as of 2 Nov 2026, which is the share price times the shares on issue from its SEC filings.
What is Applied Optoelectronics’ revenue?
Applied Optoelectronics reported revenue of 455.7M USD for the year ended 31 Dec 2025, as filed with the SEC. See Filings
Have Applied Optoelectronics insiders bought or sold shares recently?
In the 90 days to 3 Nov 2026, Applied Optoelectronics insiders reported 6 open-market sales and no purchases (SEC Form 4); the filings we hold, back to 9 Mar 2026, show no open-market purchase. A further 6 filings were grants, awards, gifts or exercises rather than open-market trades. See Insiders
Which funds own Applied Optoelectronics?
10 of the 45 funds we track reported a Applied Optoelectronics position for the quarter ended 30 Jun 2026, per their SEC Form 13F filings. The largest reported positions were Marshall Wace, Balyasny Asset Management and Millennium Management. See Funds
When did Applied Optoelectronics last report earnings?
Applied Optoelectronics last reported earnings on 30 Jun 2026 for Q2 2026, with EPS of −0.28 USD; no next date is announced in SEC filings yet. See Filings
What is Reddit saying about Applied Optoelectronics?
Applied Optoelectronics was mentioned 54 times in the last 7 days across the finance subreddits we track, and 214 times over the trailing 30 days. Of the 214 mentions scored for sentiment, 65% read bullish and 10% bearish. That is a social signal, not investment advice. See Reddit
Answers are generated from the live figures on this page — Reddit crowd data, SEC filings and open company records — and update as the data does.
References
- Finazonprior-day close, indicative (IEX-derived, not the official close), most closes dollar-rounded at the source
- TradingViewthe price chart widget, drawn by TradingView from their own data
- RedditReddit ingest across the tracked finance subreddits
- SEC EDGARForm 4 filings (insider transactions)
- SEC EDGAR13F filings
- SECSEC fails-to-deliver (CNS) data
- SEC EDGARXBRL company facts, latest period ended 30 Jun 2026
- SEC EDGARreported earnings figures and scheduled report dates
- SEC EDGARValuation computed from SEC EDGAR filings