Recent Updates — AAOI

On September 4, 2026, Applied Optoelectronics, Inc. exercised a one-time purchase option to acquire real property located at 16851 Blue Ridge Commerce Dr., Building 3, Houston, Texas. The transaction involved approximately 8.858 acres of land and an approximately 153,928 rentable-square-foot building, along with related personal property. The aggregate purchase price was $26,783,472.00, paid in cash at closing. The company intends to use the facility for office, warehouse, light manufacturing, and assembly purposes. Applied Optoelectronics designs and manufactures optoelectronic components and subsystems.

On August 31, 2026, Applied Optoelectronics entered into two lease agreements for industrial buildings in Houston to be constructed by the landlord. Building 4 comprises approximately 356,186 square feet with monthly rent starting at $220,835.32, while Building 5 includes roughly 737,621 square feet with initial monthly rent of $457,325.02. Both leases have a 120-month term and require aggregate security deposits totaling $11.3 million. The company also paid approximately $2.55 million for structural modifications to accommodate future rooftop solar panels. Each lease grants an option to purchase the respective building and land at a combined price of $146,570,138. Applied Optoelectronics manufactures optoelectronic components and systems.

Applied Optoelectronics, Inc. entered into an Equity Distribution Agreement with Raymond James & Associates, Inc. and Needham & Company, LLC on August 21, 2026. This agreement allows the company to issue and sell shares of its common stock having an aggregate offering price of up to $600 million from time to time through at-the-market offerings. The sales agents are entitled to compensation of 2% of the gross sales price of the shares sold. Applied Optoelectronics, Inc. operates in the optoelectronics industry and manufactures optical components.