AAOI APPLIED OPTOELECTRONICS, INC.
NEUTRAL
Impact: 3/10
DEFA14A
Proxy solicitation materials
Latest settled — T+20d
AAOI ▲ +21.84% at T+20d
NEUTRAL call ✓ call won +21.84% · α vs SPY +16.88% · entry $145.78 → $177.62
Currently $169.05 · +15.96% from $145.78 entry
T+1d
-5.84%
call -5.84% · α -5.36%
$137.26
settled 7w ago
T+5d
+18.66%
call +18.66% · α +18.26%
$172.98
settled 6w ago
T+20d
+21.84%
call +21.84% · α +16.88%
$177.62
settled 22d ago
T+60d
—
call — · α —
—
in 5w
Price Chart
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Executive Summary
Applied Optoelectronics, Inc. (AAOI) has filed a definitive proxy statement for its 2026 Annual Meeting, proposing the election of two Class I directors, ratification of its auditor, approval of executive compensation, an amendment to its charter, and the adoption of a new equity incentive plan.
Actionable Insight
This is a routine annual filing; monitor the company's next 10-K or 10-Q for any significant financial updates or changes in strategy.
Key Facts
- The proxy statement is for the 2026 Annual Meeting of shareholders.
- Two Class I directors, Che-Wei Lin and Robert (Bob) Flanagan, are up for election.
- Shareholders are asked to ratify Grant Thornton LLP as the independent auditor.
- The proposal to approve the 2026 equity incentive plan is on the ballot.
- The filing is routine and filed by the registrant.
Financial Impact
No direct financial impact from this filing.
Risk Factors
- A low shareholder turnout could impact the legitimacy of the votes, though this is uncommon for routine proposals.
- Failure to ratify the auditor or the equity incentive plan could signal governance issues, though both are expected to pass.
Market Snapshot
Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001104659-26-048562 |
| Document: 0001104659-26-048562-index-headers.html | 0001104659-26-048562 |
| Document: 0001104659-26-048562-index.html | 0001104659-26-048562 |
| Document: 0001104659-26-048562.txt | 0001104659-26-048562 |
12 reports for AAOI
67%
Hit rate
best @ T+5▲ +18.15%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
4d ago
|
Insider Cluster
| $197.01 awaiting T+5 | awaiting T+5 | — | $169.05 (+14.19%) |
|
Jun 8, 2026
4d ago
|
Insider Cluster
| $197.01 awaiting T+5 | awaiting T+5 | — | $169.05 (−14.19%) |
|
Jun 5, 2026
7d ago
|
8-K
| $174.60 awaiting T+5 | awaiting T+5 | — | $169.05 (−3.18%) |
|
May 19, 2026
24d ago
|
Insider Cluster
| $165.26 $179.83 | ▼ −8.82% | ▼ −7.58% | $169.05 (−2.29%) |
|
May 8, 2026
5w ago
|
DEFA14A
| $148.94 $203.57 | ▲ +36.68% | ▲ +35.22% | $169.05 (+13.50%) |
|
May 8, 2026
5w ago
|
8-K
| $148.94 $203.57 | ▲ +36.68% | ▲ +35.22% | $169.05 (+13.50%) |
|
Apr 29, 2026
6w ago
|
Press Release
| $152.83 $180.57 | ▲ +18.15% | ▲ +15.04% | $169.05 (+10.61%) |
|
Apr 24, 2026
7w ago
|
DEFA14A
| $145.78 $172.98 | ▲ +18.66% | ▲ +18.26% | $169.05 (+15.96%) |
|
Apr 16, 2026
8w ago
|
Press Release
| $159.42 $162.17 | ▲ +1.73% | ▲ +1.17% | $169.05 (+6.04%) |
|
Apr 13, 2026
8w ago
|
8-K
| $146.39 $150.57 | ▲ +2.86% | ▲ +1.46% | $169.05 (+15.48%) |
Showing 10 of 12
US Market Status
Market Closed — Opens Mon (48h 14m)
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