Applied Optoelectronics (NASDAQ: AAOI) will present at the Needham Technology, Media & Consumer Conference on May 13, 2026 in a fireside chat format. The presentation by Stefan Murry, CFO and Chief Strategy Officer, starts at 8:45 a.m. ET. A recording will be posted on the investor relations site.
In the Apr 30 session, AAOI gained 7.54%, reflecting a notable positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Market Context
The stock moved +7.5% in the session following this news. A strong positive reaction aligns with AAO...
Analysis
The stock moved +7.5% in the session following this news. A strong positive reaction aligns with AAOI’s history of upbeat responses to news on growth, AI optics, and hyperscale orders, which previously saw 24-hour moves up to 18.94%. However, insider activity flagged as Net Selling and prior open-market sales could temper enthusiasm. Investors watching past patterns may also weigh ongoing capital commitments, such as the $58.4M Pearland expansion.
Key Figures
2025 Revenue:$455.7MRevenue Target:$375MCEO Target Compensation:$7.43M+5 more
2025 Revenue
$455.7M
Reported 2025 revenue vs $375M target in DEF 14A
Revenue Target
$375M
2025 revenue target used for bonus metrics
CEO Target Compensation
$7.43M
2025 CEO target direct compensation, ~90% variable
Bonus Funding Outcome
104.79%
2025 annual bonus funding vs plan
Say-on-pay Support
97.45%
Prior stockholder say-on-pay approval rate
Audit Fees 2025
$1.82M
Grant Thornton audit fees in 2025
Pearland Property Price
$58,428,612.00
Purchase and Sale Agreement for two industrial properties
Pearland Square Footage
388,133 sq ft
Total area of two industrial properties under agreement
Showcasing 25dBm ELSFP and 6.4T OBO demo plus new U.S. facility plans.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
hfc networking, restricted stock unit, rule 10b5-1 trading plan, proxy statement, +3 more
7 terms
hfc networkingtechnical
"a leading provider of advanced optical and HFC networking products that power AI"
HFC networking is a type of broadband infrastructure that combines high-capacity fiber optic cables for long-distance transport with existing coaxial (cable-TV) lines for the final connection to homes and businesses. Think of it as a fast highway (fiber) feeding into neighborhood streets (coax); investors watch it because it determines service speed, upgrade costs, customer reach and revenue potential, and influences capital spending and competitive position in the telecom market.
restricted stock unitfinancial
"tax-withholding obligations upon the vesting of four restricted stock unit awards granted"
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
rule 10b5-1 trading planregulatory
"The trades were completed under a pre-arranged Rule 10b5-1 trading plan"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
proxy statementregulatory
"DEF 14A] APPLIED OPTOELECTRONICS, INC. Definitive Proxy Statement"
A proxy statement is a document companies send to shareholders ahead of a meeting that lays out the items up for a vote—like who will sit on the board, executive pay, and major corporate decisions—and provides background so shareholders can decide how to cast their votes or appoint someone to vote for them. Think of it as an agenda plus a ballot and briefing notes, important because the outcomes can change control, strategy, and value.
"approve an advisory say-on-pay vote, amend its certificate of incorporation"
A say-on-pay is a shareholder vote that gives investors a chance to approve or disapprove a company’s executive compensation packages, typically held at annual meetings. It matters because the vote signals investor satisfaction with how leaders are paid—like customers rating how well managers are rewarded—and can push boards to change pay plans, reducing governance risk and affecting investor confidence and stock value even though the vote is usually advisory rather than legally binding.
equity incentive planfinancial
"approve a 2026 equity incentive plan, and permit adjournment if needed"
An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.
clawback policyregulatory
"The filing also emphasizes succession planning, a clawback policy, stock ownership"
A clawback policy is a company rule that lets the firm take back pay, bonuses or stock awards from current or former executives if results are later found to be incorrect, misconduct occurred, or targets were missed. It matters to investors because it helps protect the value of their holdings by discouraging risky or fraudulent behavior and ensuring executive rewards reflect real, verified performance—think of it as a return policy for executive pay.
SUGAR LAND, Texas, April 29, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced that AOI management will present via a fireside chat format at the following investor conference:
Event: Needham Technology, Media, & Consumer Conference Date: Wednesday, May 13, 2026 Time: 8:45 a.m. Eastern Time / 7:45 a.m. Central Time Presenter: Stefan Murry, Chief Financial Officer and Chief Strategy Officer
A recording of the presentation will be available on the investor relations section of the company’s website at investors.ao-inc.com.
About Applied Optoelectronics
Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced optical and HFC networking products that are the building blocks for AI datacenters, CATV and broadband fiber access networks around the world. AOI supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and FTTH markets. The company has R&D facilities in Atlanta, GA, and engineering and manufacturing facilities at its corporate headquarters in Sugar Land, TX, as well as in Taipei, Taiwan and Ningbo, China. For additional information, visit www.ao-inc.com.
Investor Relations Contacts:
The Blueshirt Group, Investor Relations Lindsay Savarese +1-212-331-8417 ir@ao-inc.com
FAQ
When is Applied Optoelectronics (AAOI) presenting at the Needham conference?
AAOI will present on May 13, 2026 at 8:45 a.m. ET. According to the company, the session is a fireside chat featuring CFO Stefan Murry and a recording will be posted on the company's investor relations website after the event.
Who will present for Applied Optoelectronics (AAOI) at the May 13, 2026 conference?
Stefan Murry, CFO and Chief Strategy Officer, will present in a fireside chat. According to the company, Murry will represent AOI management and the presentation will be available later via a recording on the investor relations site.
How can investors watch the Applied Optoelectronics (AAOI) Needham conference presentation?
A recording will be available on the company's investor relations website. According to the company, the live fireside chat occurs May 13, 2026 at 8:45 a.m. ET and the recorded webcast will be posted at investors.ao-inc.com afterward for on-demand viewing.
What is the format of Applied Optoelectronics (AAOI) presentation at Needham?
The presentation is a fireside chat format with company management. According to the company, the session will feature CFO Stefan Murry and is scheduled for May 13, 2026 at 8:45 a.m. ET, with a recording posted online afterward.
What time is the Applied Optoelectronics (AAOI) presentation in Central Time on May 13, 2026?
The presentation is scheduled for 7:45 a.m. Central Time on May 13, 2026. According to the company, the fireside chat will begin at 8:45 a.m. Eastern Time and a recording will be made available on the investor relations website after the event.
