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- Auditor Change (new) — The company replaced its auditor, Grant Thornton LLP, with PricewaterhouseCoopers LLP effective May 4, 2026, which can signal accounting disagreements or internal control issues.
Applied Optoelectronics launches $600M at-the-market offering; stock last at $223.10
Filed May 14, 2026 · ~1 min read
Key Changes
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AAOI may sell up to $600 million of common stock over time through Raymond James and Needham at prevailing market prices.
The Offering verify on EDGAR → -
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New investors face immediate dilution of about $200.27 per share, as the assumed $223.10 price far exceeds the $22.83 adjusted net tangible book value per share.
Dilution verify on EDGAR → -
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Net proceeds are earmarked for general corporate purposes, including debt repayment, working capital, and capital expenditures, with broad management discretion.
Use of Proceeds verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 2, 2026 · How we verify