[NGM] Applied Optoelectronics, Inc. (AAOI) +47.20% : After-market : Applied Optoelectronics to Host Investor Session at OFC (2025-03-14)

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Applied Optoelectronics, Inc. (AAOI)


AAOI Chart as of 2025-03-14

AAOI Chart


Stock Information

CEO:
CFO:
Employees: 3,309
Address: 13139 Jess Pirtle Boulevard, Sugar Land, TX, United States
Country: United States
Website: https://www.ao-inc.com
Listing Date:
Founded:
Founder:
Current Price: 23.36 USD
Today Change: 47.20%
Outstanding Shares: 49,851,500
Volume: 3,788,225
Avg Volume: 3,717,591
Expert Target Price: 32.2000
(Institutions: 0)
EPS:
PER:
Dividend Date:
Last Split Date:
Last Split Factor:

Key Executives

Name Title Pay Year
Dr. Chih-Hsiang Lin Ph.D. Founder, Chairman of the Board, President & CEO 1.17M
Dr. Stefan J. Murry Ph.D. CFO & Chief Strategy Officer 626.23k
Mr. David C. Kuo J.D. Senior VP, Chief Legal & Compliance Officer and Secretary 417.06k
Dr. Hung-Lun Chang Ph.D. Senior VP & North America General Manager 544.06k
Mr. Shu-Hua Yeh Senior VP & Asia General Manager 479.48k 6.94k
Ms. Lindsay Grant Savarese Investor Relations
Mr. Todd McCrum Senior VP & GM of Broadband Access
Ms. Jessica Hung VP of Finance & Controller

Financials

Income Statement

Metric Amount
Total Revenue 249,365,000
Cost Of Revenue 187,565,000
Gross Profit 61,800,000
Operating Income -70,513,000
Net Income -186,733,000

Balance Sheet

Metric Amount
Total Assets 547,032,000
Total Liabilities
Total Stockholder Equity

Cash Flow

Metric Amount
Total Cash From Operating Activities
Capital Expenditures

SEC Filings (Gemini Summaries)

AccNo Date Summary
0001683168-25-001580 2025-03-13 Applied Optoelectronics (AAOI) filed an 8-K report on 3/13/25, announcing a transaction agreement with Amazon where AAOI issued a warrant to Amazon’s subsidiary to purchase up to 7,945,399 shares of AAOI common stock. 1,324,233 shares vested immediately, with the remainder vesting based on Amazon purchases up to $4 billion.
0001104659-25-022149 2025-03-10 AOI’s Definitive Proxy Statement for an April 10, 2025 special meeting. Shareholders will vote on increasing shares for the 2021 Equity Incentive Plan by 2M and adjourning the meeting if needed. Board recommends FOR both.
0001104659-25-019126 2025-02-28 Applied Optoelectronics (AOI) will hold a special stockholder meeting on [      ], 2025. Proposals include: 1) amend equity incentive plan to increase share reserve by 2M and award limits; 2) approve adjournment if vote insufficient on proposal 1. Board recommends FOR both.
0001104659-25-019113 2025-02-28 Applied Optoelectronics (AAOI) filed an 8-K on Feb 28, 2025, regarding an Equity Distribution Agreement. They may sell up to $100M of common stock through Raymond James & Associates in “at the market” offerings. The Sales Agent receives 2% of gross sales plus expense reimbursement.
0001104659-25-019109 2025-02-28 Applied Optoelectronics (AAOI) may sell up to $100M of common stock through Raymond James as agent, in “at-the-market” offerings. AAOI stock is listed on Nasdaq (symbol “AAOI”).

News Summary

Applied Optoelectronics to Host Investor Session at OFC
2025-03-11 20:15:00 | GlobeNewswire
SUGAR LAND, Texas, March 11, 2025 (GLOBE NEWSWIRE) — Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, t…
Link

Applied Optoelectronics Reports Q4 and Full Year 2024 Financial Results
2025-02-27 09:09:04 | ETF Daily News
Applied Optoelectronics, Inc. (NASDAQ: AAOI) announced its financial performance for the fourth quarter and full year ended December 31, 2024. The report highlighted solid rev…
Link

Applied Optoelectronics (NASDAQ:AAOI) Upgraded at StockNews.com
2025-03-01 08:12:52 | ETF Daily News
StockNews.com upgraded shares of Applied Optoelectronics (NASDAQ:AAOI – Free Report) to a sell rating in a report released on Wednesday. AAOI has been the topic of several other reports.
Link

Applied Optoelectronics Sees Unusually Large Options Volume (NASDAQ:AAOI)
2025-03-01 07:16:53 | ETF Daily News
Applied Optoelectronics, Inc. (NASDAQ:AAOI – Get Free Report) saw some unusual options trading on Thursday. Stock traders purchased 11,569 call options on the company. This represents an increase of approximately 62% compared to the average daily volume of 7,…
Link

Brokerages Set Applied Optoelectronics, Inc. (NASDAQ:AAOI) PT at $29.20
2025-02-13 07:20:45 | ETF Daily News
Applied Optoelectronics, Inc. (NASDAQ:AAOI – Get Free Report) has been given an average rating of “Hold” by the five brokerages that are covering the stock. One equities research analyst has rated the stock with a sell rating, one has issu…
Link



Analysis of Today’s Move

Applied Optoelectronics (AAOI) experienced a significant stock rally today. This surge appears primarily driven by the announcement of a strategic agreement with Amazon. The 8-K filing revealed a warrant issuance to Amazon’s subsidiary. This allows Amazon to potentially purchase a substantial amount of AAOI stock.

The warrant agreement details the potential purchase of 7,945,399 shares. Immediately, 1,324,233 shares are vested under the agreement. The remaining shares will vest based on Amazon’s future purchases. These purchases could total up to $4 billion. This represents a major potential revenue stream for AAOI.

The market is reacting positively to this vote of confidence from Amazon. Such a significant investment suggests a strong partnership. It also indicates Amazon’s belief in AAOI’s future prospects. This partnership likely boosted investor sentiment considerably.

Prior news regarding the company was more mixed. StockNews.com had recently downgraded AAOI to a sell rating. However, unusually high options volume indicated bullish sentiment. Brokerages had set an average price target of $29.20.

However, the Amazon deal significantly outweighs these prior concerns. This strategic alliance provides much greater long-term potential. Investors are clearly focusing on the positive implications. The warrant agreement with Amazon has overridden any previous negative sentiment surrounding AAOI.


This stock has shown a change of 47.20% today.
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