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AAOI
NASDAQ Technology

Applied Optoelectronics Upsizes ATM to $600M, Adds Raymond James and Needham as Agents

Tom Rudovsky · Reported by Reuters
More coverage: Communication Equipment Stocks · Technology
Sentiment info
Negative
Importance info
7
Price
$119.1
Mkt Cap
$10.556B
52W Low
$18.5
52W High
$233.67
52W Position info
544% above low
Off High info
49% below high
Rel. Volume info
0.7× avg
Market data snapshot near publication time

AAOI has more than doubled off its 52-week low of $18.5.

Summary

Applied Optoelectronics has entered into an equity distribution agreement with Raymond James and Needham & Company, allowing the sale of up to $600 million of common stock through these sales agents. This follows the company's recent upsizing of its at-the-market (ATM) program to $600 million, as disclosed in an 8-K filed earlier today. The addition of new sales agents and the increased program size represent a significant expansion of potential dilution, especially given the company's market cap of approximately $10.6 billion. The move comes amid a backdrop of insider selling and a recent $94.1 million cleanroom contract, suggesting the company is actively raising capital to fund expansion. Investors should note the potential for increased share supply and its impact on the stock price.

At the time of this announcement, AAOI was trading at $119.10 on NASDAQ in the Technology sector, with a market capitalization of approximately $10.6B. The 52-week trading range was $18.50 to $233.67. This news item was assessed with negative market sentiment and an importance score of 7 out of 10. Source: Reuters.


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AAOI - Latest Insights

AAOI
Aug 21, 2026, 4:14 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $121.48
Real-time Price: $119.10 info
Change: -$2.38 (-2%) info
Market Cap: $10.556B info
AAOI
Aug 21, 2026, 4:09 PM EDT
Filing Type: 424B5
Importance Score:
7
Price at Filing: $120.80
Real-time Price: $119.10 info
Change: -$1.70 (-1%) info
Market Cap: $10.556B info
AAOI
Aug 10, 2026, 7:37 AM EDT
Source: Wiseek News
Importance Score:
7
Price at Filing: $142.31
Real-time Price: $119.10 info
Change: -$23.21 (-16%) info
Market Cap: $10.556B info
AAOI
Aug 06, 2026, 4:25 PM EDT
Source: Reuters
Importance Score:
8
Price at Filing: $117.87
Real-time Price: $119.10 info
Change: +$1.23 (+1%) info
Market Cap: $10.556B info
AAOI
Aug 04, 2026, 10:54 AM EDT
Source: Benzinga
Importance Score:
8
Price at Filing: $133.12
Real-time Price: $119.10 info
Change: -$14.02 (-11%) info
Market Cap: $10.556B info