• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2026 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    Applied Optoelectronics Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

    2/26/26 4:06:38 PM ET
    $AAOI
    Semiconductors
    Technology
    Get the next $AAOI alert in real time by email
    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 

     

    Get the next $AAOI alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $AAOI

    DatePrice TargetRatingAnalyst
    2/27/2026$55.00Outperform → Market Perform
    Northland Capital
    2/27/2026$54.00Sell → Neutral
    B. Riley Securities
    11/10/2025$15.00Neutral → Sell
    B. Riley Securities
    7/25/2025$32.00Buy
    Needham
    7/8/2025Peer Perform
    Wolfe Research
    3/7/2025$13.00Sell → Neutral
    B. Riley Securities
    12/10/2024$14.00 → $14.00Neutral → Sell
    B. Riley Securities
    9/3/2024$17.00Mkt Perform → Outperform
    Raymond James
    More analyst ratings

    $AAOI
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Applied Optoelectronics downgraded by Northland Capital with a new price target

    Northland Capital downgraded Applied Optoelectronics from Outperform to Market Perform and set a new price target of $55.00

    2/27/26 8:26:41 AM ET
    $AAOI
    Semiconductors
    Technology

    Applied Optoelectronics upgraded by B. Riley Securities with a new price target

    B. Riley Securities upgraded Applied Optoelectronics from Sell to Neutral and set a new price target of $54.00

    2/27/26 8:19:46 AM ET
    $AAOI
    Semiconductors
    Technology

    Applied Optoelectronics downgraded by B. Riley Securities with a new price target

    B. Riley Securities downgraded Applied Optoelectronics from Neutral to Sell and set a new price target of $15.00

    11/10/25 8:39:01 AM ET
    $AAOI
    Semiconductors
    Technology

    $AAOI
    SEC Filings

    View All

    Applied Optoelectronics Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation, Financial Statements and Exhibits

    8-K - APPLIED OPTOELECTRONICS, INC. (0001158114) (Filer)

    2/27/26 4:40:50 PM ET
    $AAOI
    Semiconductors
    Technology

    Applied Optoelectronics Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Financial Statements and Exhibits

    8-K - APPLIED OPTOELECTRONICS, INC. (0001158114) (Filer)

    2/26/26 4:56:03 PM ET
    $AAOI
    Semiconductors
    Technology

    SEC Form 424B5 filed by Applied Optoelectronics Inc.

    424B5 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Filer)

    2/26/26 4:52:31 PM ET
    $AAOI
    Semiconductors
    Technology

    $AAOI
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Chief Financial Officer Murry Stefan J. sold $299,922 worth of shares (5,980 units at $50.15), decreasing direct ownership by 2% to 284,070 units (SEC Form 4)

    4 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Issuer)

    2/24/26 4:03:02 PM ET
    $AAOI
    Semiconductors
    Technology

    Officer Yeh Shu-Hua (Joshua) was granted 25,799 shares, increasing direct ownership by 7% to 372,051 units (SEC Form 4)

    4 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Issuer)

    2/11/26 5:11:57 PM ET
    $AAOI
    Semiconductors
    Technology

    Chief Financial Officer Murry Stefan J. sold $898,689 worth of shares (18,020 units at $49.87) and was granted 32,249 shares, increasing direct ownership by 5% to 290,050 units (SEC Form 4)

    4 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Issuer)

    2/11/26 5:11:34 PM ET
    $AAOI
    Semiconductors
    Technology

    $AAOI
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    President and CEO Lin Chih-Hsiang (Thompson) bought $174,057 worth of shares (8,075 units at $21.56), increasing direct ownership by 0.14% to 1,663,490 units (SEC Form 4)

    4 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Issuer)

    8/15/25 4:19:44 PM ET
    $AAOI
    Semiconductors
    Technology

    Director Lin Che-Wei bought $99,739 worth of shares (4,609 units at $21.64), increasing direct ownership by 2% to 253,506 units (SEC Form 4)

    4 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Issuer)

    8/15/25 4:19:30 PM ET
    $AAOI
    Semiconductors
    Technology

    Director Yeh William H bought $405,700 worth of shares (18,000 units at $22.54), increasing direct ownership by 8% to 253,819 units (SEC Form 4)

    4 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Issuer)

    8/14/25 7:09:13 PM ET
    $AAOI
    Semiconductors
    Technology

    $AAOI
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Applied Optoelectronics Reports Fourth Quarter and Full Year 2025 Results

    SUGAR LAND, Texas, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ:AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power the internet, today announced financial results for its fourth quarter and full year ended December 31, 2025. "We are pleased to deliver record fourth quarter results that were in line with or better than our expectations, and which capped off the strongest year in our company's history," said Dr. Thompson Lin, AOI's Founder, President and Chief Executive Officer. "Our results were driven by broad-based demand in both our CATV and datacenter businesses. We have considerable momentum entering 2026, and we b

    2/26/26 4:10:00 PM ET
    $AAOI
    Semiconductors
    Technology

    Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan

    SUGAR LAND, Texas, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power the internet, today announced that the Compensation Committee of its Board of Directors granted inducement awards for 3,583 shares of common stock to 6 new employees, with a grant date of February 13, 2026, pursuant to the Applied Optoelectronics, Inc. 2023 Equity Inducement Plan (the "Inducement Plan"). The Inducement Plan is used exclusively for the grant of equity awards to individuals who were not previously employees of Applied Optoelectronics, or following a bona fide period of non-employment, as an inducemen

    2/18/26 7:00:00 AM ET
    $AAOI
    Semiconductors
    Technology

    Applied Optoelectronics to Present at the Raymond James & Associates' 47th Annual Institutional Investors Conference

    SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ:AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power the internet, today announced the Company will present via a fireside chat at the following investor conference: Event: Raymond James & Associates' 47th Annual Institutional Investors ConferenceDate: Tuesday, March 3rd, 2026Time: 9:15 a.m. Eastern time / 8:15 a.m. Central timePresenter: Stefan Murry, Chief Financial Officer and Chief Strategy Officer A recording of the presentation will be available on the investor relations section of the company's website at investors.ao-inc.com. About Applied Optoelectr

    2/17/26 4:15:00 PM ET
    $AAOI
    Semiconductors
    Technology

    $AAOI
    Leadership Updates

    Live Leadership Updates

    View All

    AOI Showcasing AOI 100G VCSEL-based 800G OSFP 2xSR4 Optical Transceiver at ECOC 2025

    SUGAR LAND, Texas, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. ("AOI") (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power the internet, will highlight its 100G VCSEL technology with the demonstration of an 800G OSFP 2xSR4 multimode optical transceiver at ECOC 2025 in Copenhagen, Denmark. AOI's vertically integrated design and manufacturing capabilities enable the production of 100G VCSELs at 850nm, the industry's preferred solution for short-reach connections under 100 meters in hyperscale data centers and AI/ML clusters. By leveraging these VCSELs in its 800G OSFP 2xSR4, AOI delivers a cost-efficient, low-power optical soluti

    9/29/25 3:00:00 AM ET
    $AAOI
    Semiconductors
    Technology

    AOI Adds Kevin Jones to Lead Global Sales Team for Quantum Bandwidth™

    SUGAR LAND, Texas, Dec. 17, 2024 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. ("AOI") (NASDAQ:AAOI), a leading provider of fiber-optic access network products for internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, announces the appointment of Kevin Jones as vice president of sales for its broadband access division, Quantum Bandwidth™. Jones joins the broadband access team to oversee sales globally. As AOI has expanded its business by selling Quantum Bandwidth products into Cable Multiple System Operators ("MSO"), Jones plays a key role in furthering this strategy and the company's commitment to push the boundaries of what is possible in the tel

    12/17/24 7:00:00 AM ET
    $AAOI
    Semiconductors
    Technology

    Applied Optoelectronics Set to Join Russell 3000® Index

    SUGAR LAND, Texas, June 11, 2024 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ:AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced that it is set to join the broad-market Russell 3000® Index at the conclusion of the 2024 Russell US Indexes annual reconstitution, effective at the open of US equity markets on Monday, July 1st, according to a preliminary list of additions posted Friday, May 24th. The annual Russell US Indexes reconstitution captures the 4,000 largest US stocks as of Tuesday, April 30th, ranking them by total market capitalization. Membership in

    6/11/24 7:00:00 AM ET
    $AAOI
    Semiconductors
    Technology

    $AAOI
    Financials

    Live finance-specific insights

    View All

    Applied Optoelectronics Reports Fourth Quarter and Full Year 2025 Results

    SUGAR LAND, Texas, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ:AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power the internet, today announced financial results for its fourth quarter and full year ended December 31, 2025. "We are pleased to deliver record fourth quarter results that were in line with or better than our expectations, and which capped off the strongest year in our company's history," said Dr. Thompson Lin, AOI's Founder, President and Chief Executive Officer. "Our results were driven by broad-based demand in both our CATV and datacenter businesses. We have considerable momentum entering 2026, and we b

    2/26/26 4:10:00 PM ET
    $AAOI
    Semiconductors
    Technology

    Applied Optoelectronics Announces Date of Fourth Quarter and Full Year 2025 Financial Results Conference Call

    SUGAR LAND, Texas, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ:AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power the internet, today announced that it will release financial results for its fourth quarter and full year ended December 31, 2025, on Thursday, February 26, 2026. AOI will host a conference call and webcast for analysts and investors to discuss its fourth quarter and full year 2025 financial results and outlook for its first quarter 2026 at 4:30 p.m. Eastern Time / 3:30 p.m. Central Time the same day. To participate in the call, please dial 844-890-1794 and ask to be joined to the AOI call. A live audio web

    2/5/26 4:15:00 PM ET
    $AAOI
    Semiconductors
    Technology

    Applied Optoelectronics Reports Third Quarter 2025 Results

    SUGAR LAND, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ:AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power the internet, today announced financial results for its third quarter ended September 30, 2025. "We successfully delivered revenue, gross margin, and non-GAAP EPS in line with our expectations," said Dr. Thompson Lin, AOI's Founder, President and Chief Executive Officer. "We continued to see strong demand in our CATV business, driven by the continued ramp in orders for our 1.8 GHz amplifier products. We believe that the appeal of our amplifiers and QuantumLink™ software is broad-based, which was evident

    11/6/25 4:10:00 PM ET
    $AAOI
    Semiconductors
    Technology

    $AAOI
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by Applied Optoelectronics Inc.

    SC 13G/A - APPLIED OPTOELECTRONICS, INC. (0001158114) (Subject)

    11/12/24 1:22:27 PM ET
    $AAOI
    Semiconductors
    Technology

    SEC Form SC 13G filed by Applied Optoelectronics Inc.

    SC 13G - APPLIED OPTOELECTRONICS, INC. (0001158114) (Subject)

    11/4/24 10:56:14 AM ET
    $AAOI
    Semiconductors
    Technology

    SEC Form SC 13G/A filed by Applied Optoelectronics Inc. (Amendment)

    SC 13G/A - APPLIED OPTOELECTRONICS, INC. (0001158114) (Subject)

    6/10/24 9:04:21 AM ET
    $AAOI
    Semiconductors
    Technology