The insider sales are too small relative to market cap to warrant a bearish read. Monitor for larger-scale insider selling or any negative corporate events (e.g., earnings miss, guidance cut) that could signal a change in sentiment. The absence of insider buying at these levels is neutral.
Price Chart
Executive Summary
Two AAOI insiders, including the CFO, sold a combined $1.18M in open-market sales over a 7-day window. The CFO's sale of $579K at $144.79 and a director's sale of $596K at $126.50 represent about 0.01% of the $11.4B market cap, which is trivial in proportion. The cluster is small in dollar terms and likely driven by routine portfolio diversification or tax planning rather than a bearish signal, especially given the company's large market cap and the lack of any negative corporate filings in the cross-filing context.
Key Financial Metrics
Key Facts
- CFO Stefan J. Murry sold 4,000 shares at $144.79 for $579,160 on 2026-08-10.
- Director Shu-Hua (Joshua) Yeh sold 4,700 shares at $126.50 for $595,550 on 2026-08-04.
- Total insider sales of $1.18M represent approximately 0.01% of AAOI's $11.4B market cap.
- No open-market purchases were made by any insider in this cluster.
Financial Impact
Total insider sales of $1.18M, representing 0.01% of market cap — immaterial relative to company size.
Risk Factors
- Insider sales could accelerate if the stock continues to rise, but current volume is negligible.
- No negative cross-filings (e.g., earnings, restructuring) are present to suggest informed selling.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-AAOI-1786565189450 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Insider Cluster | $103.29 $98.06 | ▼ −5.06% | ▼ −4.56% | $115.62 (+11.94%) |
Aug 12, 2026 7w ago | Insider Cluster | $130.08 $129.10 | ▼ −0.75% | ▲ +1.21% | $115.62 (−11.12%) |
Aug 2, 2026 8w ago | Institutional Cluster | $110.21 $132.81 | ▲ +20.51% | ▲ +18.48% | $115.62 (+4.91%) |
Jun 16, 2026 15w ago | 8-K | $167.34 $146.97 | ▼ −12.17% | ▼ −11.13% | $115.62 (−30.91%) |
Jun 16, 2026 15w ago | Insider Cluster | $167.34 $146.97 | ▼ −12.17% | ▼ −11.13% | $115.62 (−30.91%) |
Jun 8, 2026 16w ago | Insider Cluster | $162.88 $191.55 | ▼ −17.60% | ▼ −15.19% | $115.62 (+29.02%) |
Jun 8, 2026 16w ago | Insider Cluster | $162.88 $191.55 | ▲ +17.60% | ▲ +15.19% | $115.62 (−29.02%) |
Jun 5, 2026 16w ago | 8-K | $196.64 $191.55 | ▼ −2.59% | ▼ −4.70% | $115.62 (−41.20%) |
May 19, 2026 19w ago | Insider Cluster | $165.26 $179.83 | ▼ −8.82% | ▼ −7.58% | $115.62 (+30.04%) |
May 8, 2026 21w ago | DEFA14A | $148.94 $203.57 | ▲ +36.68% | ▲ +35.22% | $115.62 (−22.37%) |
US Market Status
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