DEFA14A ·Filed Apr 24, 2026
Proxy solicitation materials
Actionable Insight • Neutral
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.
Final — all horizons settled through T+60d
AAOI ▼ -24.19% at T+60d
NEUTRAL call ✗ call lost -24.19% · α vs SPY -28.96% · entry $145.78 → $110.52
T+1d
-5.84%
call -5.84% · α -5.36%
$137.26
settled 5mo ago
T+5d
+18.66%
call +18.66% · α +18.26%
$172.98
settled 5mo ago
T+20d
+21.84%
call +21.84% · α +16.88%
$177.62
settled 4mo ago
T+60d
-24.19%
call -24.19% · α -28.96%
$110.52
settled 2mo ago
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.
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
Investment Themes
Semiconductors
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 |
17 reports for AAOI
100% Hit rate best @ T+60▲ +36.68%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Insider Cluster | $103.29 $98.06 | ▼ −5.06% | ▼ −4.56% | $115.05 (+11.39%) |
Aug 12, 2026 7w ago | Insider Cluster | $130.08 $129.10 | ▼ −0.75% | ▲ +1.21% | $115.05 (−11.55%) |
Aug 2, 2026 8w ago | Institutional Cluster | $110.21 $132.81 | ▲ +20.51% | ▲ +18.48% | $115.05 (+4.39%) |
Jun 16, 2026 15w ago | 8-K | $167.34 $146.97 | ▼ −12.17% | ▼ −11.13% | $115.05 (−31.25%) |
Jun 16, 2026 15w ago | Insider Cluster | $167.34 $146.97 | ▼ −12.17% | ▼ −11.13% | $115.05 (−31.25%) |
Jun 8, 2026 16w ago | Insider Cluster | $162.88 $191.55 | ▼ −17.60% | ▼ −15.19% | $115.05 (+29.37%) |
Jun 8, 2026 16w ago | Insider Cluster | $162.88 $191.55 | ▲ +17.60% | ▲ +15.19% | $115.05 (−29.37%) |
Jun 5, 2026 16w ago | 8-K | $196.64 $191.55 | ▼ −2.59% | ▼ −4.70% | $115.05 (−41.49%) |
May 19, 2026 19w ago | Insider Cluster | $165.26 $179.83 | ▼ −8.82% | ▼ −7.58% | $115.05 (+30.38%) |
May 8, 2026 21w ago | DEFA14A | $148.94 $203.57 | ▲ +36.68% | ▲ +35.22% | $115.05 (−22.75%) |
Showing 10 of 17
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