Applied Optoelectronics to Present at the Raymond James & Associates’ 47th Annual Institutional Investors Conference
Rhea-AI Summary
Applied Optoelectronics (NASDAQ: AAOI) will present via a fireside chat at the Raymond James 47th Annual Institutional Investors Conference on Tuesday, March 3, 2026, at 9:15 a.m. ET (8:15 a.m. CT).
CFO and Chief Strategy Officer Stefan Murry will present. According to the company, a recording will be posted on the investor relations site at investors.ao-inc.com.
Positive
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Negative
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News Market Reaction – AAOI
In the Feb 18 session, AAOI declined 1.07%, reflecting a mild negative market reaction. Argus tracked a trough of -3.4% from its starting point during tracking. Our momentum scanner triggered 12 alerts that day, indicating notable trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Feb 13 | US facility expansion | Positive | +1.1% | Groundbreaking and major capex/job commitments for new Sugar Land plant. |
| Feb 05 | Earnings call scheduling | Neutral | -4.4% | Set date and time for Q4 and full-year 2025 results call. |
| Dec 18 | New laser product | Positive | +7.8% | Launched 400mW pump laser for silicon photonics and CPO AI data centers. |
| Dec 10 | 800G order win | Positive | +15.1% | First volume 800G order with $4–8M expected Q4 revenue contribution. |
| Nov 25 | Prior RJ conference | Neutral | +1.2% | Raymond James 2025 TMT & Consumer fireside chat participation. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent news skewed toward AI/datacenter growth (new facility, 800G transceivers, high‑power laser). Product and customer wins saw stronger upside moves than conference scheduling or logistics updates.
Over the last few months, AAOI has highlighted multiple growth initiatives. On Nov 25, 2025, a first volume order for 800G data center transceivers and related 400G demand coincided with a 15.14% gain. A new 400mW laser announcement on Dec 18, 2025 aligned with a 7.77% rise. Groundbreaking for a 210,000 sq ft Sugar Land facility and up to $300 million in investment on Feb 13, 2026 matched a 1.07% move. Prior Raymond James conference participation in December 2025 saw a modest 1.16% increase, similar in nature to today’s conference-focused news.
AI-generated analysis. How Rhea-AI works. Not financial advice.
SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced the Company will present via a fireside chat at the following investor conference:
Event: Raymond James & Associates’ 47th Annual Institutional Investors Conference
Date: Tuesday, March 3rd, 2026
Time: 9:15 a.m. Eastern time / 8:15 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
