Applied Optoelectronics Files Second Quarter 10-Q Report

The optical components maker submitted its quarterly filing to the SEC as the company prepares for upcoming investor conferences.

AAOI · 2026-08-08 · MarginX

Quarterly Filing Submitted

Applied Optoelectronics, Inc. (NASDAQ: AAOI) filed its quarterly report on Form 10-Q with the Securities and Exchange Commission on August 6, according to SEC EDGAR records. The filing provides investors with the Sugar Land, Texas-based company's financial results and operational updates for the second quarter of 2026.

The optical components and modules manufacturer, which serves data center and telecommunications markets, closed at $135.63 per share with a market capitalization of approximately $11 billion.

Upcoming Investor Engagement

The filing comes as Applied Optoelectronics prepares for several investor-facing events in the coming weeks. According to MarginX data, the company is scheduled to present at Rosenblatt Securities' 6th Annual Technology Summit: The Age of AI (Part II) on August 18 at 11:00 AM. The two-day conference runs from August 17-18, 2026, and focuses on artificial intelligence applications in the technology sector.

The timing of the company's participation at an AI-focused summit aligns with growing demand for optical components in data centers supporting machine learning and AI workloads, though the company has not disclosed specific details about its presentation topics.

Recent Insider Activity

MarginX data shows recent insider transactions at the company. Director Yeh Shu-Hua (Joshua) sold 4,715 shares, while Lin Chih-Hsiang (Thompson) received an award of 9,251 shares. Additionally, Chang Hung-Lun (Fred) had 613 shares withheld for tax purposes.

Broader Market Context

Investors will be monitoring the Federal Reserve's upcoming policy decisions, with FOMC rate decision meetings scheduled for September 16 and October 28, 2026, according to MarginX data. Monetary policy developments could influence valuations across the technology sector, including companies in the optical components space.

The 10-Q filing is available through the SEC's EDGAR database for investors seeking detailed financial information about the company's quarterly performance.

This article was generated by MarginX from public news on 2026-08-06. It is not investment advice.

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