AAOI
Applied Optoelectronics, Inc. · Technology · Communication Equipment
$79.46
-7.84% today · -24.97% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Down on hot inflation data
- AAOI −7.84% on the last session vs SPY −0.29%: −7.6 pts of stock-specific move.
- News: tikr.com reports stock fell on hot inflation concerns during the session. (tikr.com)
- Aftermath, volume spike (3.9× average volume on pace today so far): After its 20 volume spikes in the past 5 years, AAOI was higher a day later 14 times out of 20; half the outcomes fell between -2.2% and +7.9%. History, not a forecast.
- 20 Reddit mentions in the past 24 hours, 73% positive over the week.
- 2 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 3.9× its 20-day average.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
$0
unplanned net · 0 buys · 2 sells · 2 insiders
sales: 0 unplanned, 2 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
−$3.5M
unplanned net · 0 buys · 8 sells · 3 insiders
sales: 1 unplanned, 7 under a 10b5-1 plan (12% unplanned)
Congress · 3 months
none
no reported trades
Congress · 1 year
none
no reported trades
Fund moves · 3 months
none
no moves by the funds we follow
Held by funds · now
none
none of the funds we follow holds it
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 12, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 4,000 | $102.87 | $411.5K | Oct 14 |
| Oct 5, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Sell | 10b5-1 plan | 6,000 | $120.03 | $720.2K | Oct 7 |
| Sep 10, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 4,000 | $105.33 | $421.3K | Sep 10 |
| Sep 8, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Sell | unplanned | 32,172 | $110.21 | $3.5M | Sep 10 |
| Aug 18, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Sell | 10b5-1 plan | 6,000 | $147.73 | $886.4K | Aug 20 |
| Aug 10, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 4,000 | $144.79 | $579.2K | Aug 12 |
| Aug 4, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Sell | 10b5-1 plan | 4,715 | $126.50 | $596.4K | Aug 4 |
| Jul 22, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Tax | tax withholding | 4,709 | $119.26 | $561.6K | Jul 23 |
| Jul 22, 2026 | Chih-Hsiang (Thompson) Lin | CEO | Tax | tax withholding | 15,640 | $119.26 | $1.9M | Jul 23 |
| Jul 22, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Tax | tax withholding | 4,676 | $119.26 | $557.7K | Jul 23 |
| Jul 22, 2026 | Stefan J. Murry | CFO | Tax | tax withholding | 5,408 | $119.26 | $645K | Jul 23 |
| Jul 22, 2026 | David C Kuo | *** See Remarks | Tax | tax withholding | 3,264 | $119.26 | $389.3K | Jul 23 |
| Jul 21, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Sell | 10b5-1 plan | 1,285 | $120.02 | $154.2K | Jul 23 |
| Jul 10, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 4,000 | $122.09 | $488.4K | Jul 14 |
| Jun 18, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Sell | 10b5-1 plan | 6,000 | $171.89 | $1M | Jun 18 |
| Jun 17, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Sell | 10b5-1 plan | 40,329 | $170.60 | $6.9M | Jun 18 |
| Jun 12, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Sell | unplanned | 34,000 | $166.53 | $5.7M | Jun 16 |
| Jun 12, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Tax | tax withholding | 27,297 | $172.78 | $4.7M | Jun 16 |
| Jun 12, 2026 | David C Kuo | *** See Remarks | Sell | unplanned | 29,227 | $166.53 | $4.9M | Jun 16 |
| Jun 12, 2026 | David C Kuo | *** See Remarks | Tax | tax withholding | 19,065 | $172.78 | $3.3M | Jun 16 |
| Jun 12, 2026 | Chih-Hsiang (Thompson) Lin | CEO | Sell | unplanned | 59,000 | $166.53 | $9.8M | Jun 16 |
| Jun 12, 2026 | Chih-Hsiang (Thompson) Lin | CEO | Tax | tax withholding | 86,655 | $172.78 | $15M | Jun 16 |
| Jun 12, 2026 | Stefan J. Murry | CFO | Sell | unplanned | 33,000 | $166.53 | $5.5M | Jun 16 |
| Jun 12, 2026 | Stefan J. Murry | CFO | Tax | tax withholding | 30,330 | $172.78 | $5.2M | Jun 16 |
| Jun 12, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Sell | unplanned | 28,826 | $166.53 | $4.8M | Jun 16 |
| Jun 12, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Tax | tax withholding | 23,397 | $172.78 | $4M | Jun 16 |
| Jun 10, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 4,000 | $171.45 | $685.8K | Jun 11 |
| Jun 5, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Sell | unplanned | 4,000 | $200.07 | $800.3K | Jun 8 |
| Jun 4, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Sell | unplanned | 10,000 | $205.07 | $2.1M | Jun 8 |
| Jun 2, 2026 | Min-Chu (Mike) Chen | Director | Sell | unplanned | 8,247 | $201.00 | $1.7M | Jun 4 |
| May 26, 2026 | Cynthia DeLaney | Director | Sell | unplanned | 56,575 | $189.23 | $10.7M | May 28 |
| May 19, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Sell | unplanned | 33,630 | $173.26 | $5.8M | May 19 |
| May 19, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Tax | tax withholding | 27,297 | $190.36 | $5.2M | May 19 |
| May 19, 2026 | David C Kuo | *** See Remarks | Sell | unplanned | 19,227 | $173.26 | $3.3M | May 19 |
| May 19, 2026 | David C Kuo | *** See Remarks | Tax | tax withholding | 19,064 | $190.36 | $3.6M | May 19 |
| May 19, 2026 | Chih-Hsiang (Thompson) Lin | CEO | Sell | unplanned | 58,000 | $173.26 | $10M | May 19 |
| May 19, 2026 | Chih-Hsiang (Thompson) Lin | CEO | Tax | tax withholding | 86,655 | $190.36 | $16.5M | May 19 |
| May 19, 2026 | Stefan J. Murry | CFO | Sell | unplanned | 33,000 | $173.26 | $5.7M | May 19 |
| May 19, 2026 | Stefan J. Murry | CFO | Tax | tax withholding | 30,330 | $190.36 | $5.8M | May 19 |
| May 19, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Sell | unplanned | 39,154 | $173.26 | $6.8M | May 19 |
| May 19, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Tax | tax withholding | 7,928 | $190.36 | $1.5M | May 19 |
| May 11, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 4,000 | $159.53 | $638.1K | May 13 |
| Apr 22, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Tax | tax withholding | 4,709 | $150.57 | $709K | Apr 24 |
| Apr 22, 2026 | David C Kuo | *** See Remarks | Tax | tax withholding | 3,585 | $150.57 | $539.8K | Apr 24 |
| Apr 22, 2026 | Stefan J. Murry | CFO | Tax | tax withholding | 5,944 | $150.57 | $895K | Apr 24 |
| Apr 22, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Tax | tax withholding | 5,140 | $150.57 | $773.9K | Apr 24 |
| Apr 22, 2026 | Chih-Hsiang (Thompson) Lin | CEO | Tax | tax withholding | 16,672 | $150.57 | $2.5M | Apr 24 |
| Apr 10, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 4,000 | $136.50 | $546K | Apr 14 |
| Mar 19, 2026 | David C Kuo | *** See Remarks | Sell | unplanned | 29,000 | $100.13 | $2.9M | Mar 23 |
| Mar 16, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Sell | unplanned | 36,400 | $100.25 | $3.6M | Mar 18 |
| Mar 10, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 4,000 | $112.76 | $451K | Mar 10 |
| Mar 9, 2026 | William H Yeh | Director | Sell | unplanned | 15,000 | $105.76 | $1.6M | Mar 10 |
| Mar 9, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Sell | 10b5-1 plan | 50,000 | $97.10 | $4.9M | Mar 10 |
| Mar 9, 2026 | Min-Chu (Mike) Chen | Director | Sell | unplanned | 11,335 | $106.13 | $1.2M | Mar 10 |
| Mar 5, 2026 | Richard B Black | Director | Sell | unplanned | 3,231 | $95.00 | $306.9K | Mar 5 |
| Mar 4, 2026 | Cynthia DeLaney | Director | Sell | unplanned | 21,000 | $98.02 | $2.1M | Mar 5 |
| Mar 3, 2026 | Elizabeth G Loboa | Director | Sell | unplanned | 102,347 | $95.76 | $9.8M | Mar 5 |
| Feb 20, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 5,980 | $50.15 | $299.9K | Feb 24 |
| Feb 11, 2026 | David C Kuo | *** See Remarks | Sell | 10b5-1 plan | 20,000 | $50.15 | $1M | Feb 11 |
| Feb 11, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 18,020 | $49.87 | $898.7K | Feb 11 |
| Jan 28, 2026 | David C Kuo | *** See Remarks | Sell | 10b5-1 plan | 12,000 | $45.05 | $540.7K | Jan 30 |
| Jan 22, 2026 | Hung-Lun (Fred) Chang | *** See Remarks | Tax | tax withholding | 6,338 | $38.38 | $243.3K | Jan 26 |
| Jan 22, 2026 | David C Kuo | *** See Remarks | Tax | tax withholding | 4,312 | $38.38 | $165.5K | Jan 26 |
| Jan 22, 2026 | Chih-Hsiang (Thompson) Lin | CEO | Tax | tax withholding | 21,672 | $38.38 | $831.8K | Jan 26 |
| Jan 22, 2026 | Stefan J. Murry | CFO | Tax | tax withholding | 7,150 | $38.38 | $274.4K | Jan 26 |
| Jan 22, 2026 | Shu-Hua (Joshua) Yeh | *** See Remarks | Tax | tax withholding | 5,923 | $38.38 | $227.3K | Jan 26 |
| Jan 15, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 66 | $35.01 | $2.3K | Jan 20 |
| Jan 13, 2026 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 3,934 | $34.04 | $133.9K | Jan 14 |
| Dec 23, 2025 | David C Kuo | *** See Remarks | Sell | 10b5-1 plan | 12,500 | $40.15 | $501.9K | Dec 29 |
| Dec 15, 2025 | Elizabeth G Loboa | Director | Sell | unplanned | 4,121 | $30.23 | $124.6K | Dec 17 |
| Dec 10, 2025 | Stefan J. Murry | CFO | Sell | 10b5-1 plan | 4,000 | $31.55 | $126.2K | Dec 12 |
| Oct 22, 2025 | Shu-Hua (Joshua) Yeh | *** See Remarks | Tax | tax withholding | 5,923 | $33.40 | $197.8K | Oct 24 |
| Oct 22, 2025 | Stefan J. Murry | CFO | Tax | tax withholding | 6,506 | $33.40 | $217.3K | Oct 24 |
| Oct 22, 2025 | Chih-Hsiang (Thompson) Lin | CEO | Tax | tax withholding | 19,100 | $33.40 | $637.9K | Oct 24 |
| Oct 22, 2025 | David C Kuo | *** See Remarks | Tax | tax withholding | 3,923 | $33.40 | $131K | Oct 24 |
| Oct 22, 2025 | Hung-Lun (Fred) Chang | *** See Remarks | Tax | tax withholding | 5,769 | $33.40 | $192.7K | Oct 24 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
No congressional trades in AAOI on record.
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
None of the investors we follow holds AAOI in their latest portfolio.
Their moves
No moves in AAOI by the investors we follow.
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves