Applied Optoelectronics, Inc. (AAOI) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide. It offers optical modules, lasers, subassemblies, transmitters and transceivers, and turn-key equipment, as well as headend, node, and distribution equipment. The company sells its products to internet data center operators, cable television and telecom equipment manufacturers, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.
the bull case· 2
+26.91%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '269
disclosed supplier and customer ties in SEC filings
sec filingsedgarthe bear case· 4
43.70%
of revenue from the largest disclosed customer, Microsoft
10-Kfiled Feb 28 '256 of 8
recent reports where the move came in under the options-implied range
earnings historyimplied vs realized6 of 19
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2629
managers whose positions together make up four fifths of the reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 12 '26 report. Not a forecast, not advice.
Of the 6 companies Applied Optoelectronics, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3674, Semiconductors & Related Devices, from each company's own filings. Largest first.
AAOI (Applied Optoelectronics, Inc.) has 5 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
tall tick = annual report · 2 on record
Applied Optoelectronics, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
High 99.43 at 7:45 pm ET, low 94.39 at 3:30 pm ET.
486 managers report a position worth $10.4B between them, and 29 of them hold 80% of it.