Why Is APPLIED OPTOELECTRON (AAOI) Stock Down Today?
By the Top Tier Newswire AI Desk · November 13, 2026 at 10:25 AM ET · reviewed against 3 wire stories
APPLIED OPTOELECTRON (AAOI) is down -9.38% in the latest session. Our newswire has captured 3 stories on AAOI across 3 sources in the last 36 hours, with AI sentiment reading mixed (avg 50/100).
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Applied Optoelectronics (AAOI) shares fell 9.38% to $47.90 as the company disclosed the entry and termination of material definitive agreements. The decline coincides with a broader retreat in AI hardware stocks and a dispute over Chinese optical components.
What Happened
The company filed a Form 8-K with the SEC on November 12, 2026, reporting the entry into a material definitive agreement and the termination of another. The filing also included financial statements and exhibits. This corporate action occurred while U.S. optical suppliers faced headwinds as a fight over Chinese transceivers reached the White House. The stock had already been under pressure following a Q4 guidance miss last week.
What The Data Shows
Intraday data shows the stock opened at $53.09 and hit a session high of $54.21 at 8:30 AM ET before sliding to a low of $47.66 at 10:20 AM ET. Volume stood at 2.5 million shares, which is 0.2 times the three-month daily average. The stock has a beta of 3.99 and a 52-week range of $18.50 to $233.67. Fundamentals show a market cap of $5.1 billion, trailing twelve-month revenue growth of 77.2%, and an EPS of negative $0.42. Over the last 8 sessions, the stock moved down 17.4% from $63.97 to $52.85. Recent insider activity includes six sells totaling $6.2 million in the last 90 days, with the most recent sale by CFO Stefan J. Murry on November 12, 2026. Retail traders on r/wallstreetbets are discussing the stock's volatility in the context of AI hardware trends.
What To Watch
Investors will monitor the implications of the newly disclosed definitive agreements and the ongoing regulatory discussions regarding Chinese optical parts. The stock's high beta suggests continued sensitivity to broader AI sector moves.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
AAOI · today's session (5-min) · -8.26% vs prior close · updated 8:08 PM ETAI sentiment, last 36h · averaged over 3 stories · 50/100 neutral
The headlines behind the move
Story flow · 3 stories on the wire, last 36h · hover or tap a dot for the headline
1d agoSEC 8-KNEUTRAL 50General
APPLIED OPTOELECTRONICS, INC. (AAOI) files 8-K: Items 1.01, 1.02, 9.01
Filed: 2026-11-12 AccNo: 0001683168-26-008616 Size: 621 KB Item 1.01: Entry into a Material Definitive Agreement Item 1.02: Termination of a Material Definitive Agreement Item 9.01: Financial Statements and Exhibits
1d ago24/7 Wall St.BEARISH 38General
Lumentum and Applied Optoelectronics Fall 4% as Microsoft Pushes Back on Ban on Chinese Optical Parts; Coherent Holds Steady
Two U.S. optical suppliers that have fueled the expansion of AI data centers are losing ground as AI hardware stocks retreat and a fight over Chinese transceivers reaches the White House. Lumentum (NASDAQ:LITE) stock is at $623.58 in Thursday’s afternoon trading, down 4%. Applied Optoelectronics (NASDAQ:AAOI) stock is trading at $53.89, down 4%. The broader […]
1d agoThe FlyBULLISH 63General
Applied Optoelectronics Call Volume Above Normal And Directionally Bullish Thefly News 9
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