APPLIED OPTOELECTRONICS, INC. — Form 8-K
Filed September 1, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
AAOI signed two lease agreements dated August 31, 2026 with Hightower Phase II Owner, LLC for Buildings 4 and 5 at Hightower Business Park in Houston, Texas. Building 4: 356,186 rentable sq ft, $3.8M security deposit, rent starting at $0.62/sq ft ($220,835/month) escalating to $0.86/sq ft by year 10. Building 5: 737,621 rentable sq ft, $7.5M security deposit, rent starting at $0.62/sq ft ($457,325/month) escalating to $0.86/sq ft by year 10. Both are 120-month net leases with 16-month build-to-suit construction timelines. Total combined rentable space: ~1.09M sq ft; combined initial monthly rent: ~$678K; combined security deposits: $11.3M.
Why this rating
Significant long-term capacity expansion (~1.1M sq ft) secured at locked rates; commits ~$81.4M annualized rent by year 10; aligns with reported manufacturing/warehouse growth but represents 5.4% of $1.5B market cap in aggregate rent obligations—material commitment requiring execution confidence.
Tradability signal
NO TRADE
No trade: positive news with only +0.1% moved so far — good news prices in within seconds and long-side continuation has shown no measured edge (this cell: -3.52% over 4 hrs, n=5).
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $103.30 ▼ 0.09% | at our read · unknown $103.39 | +10 min · unknown $103.39 ▲ 0.00% | +30 min · unknown $103.39 ▲ 0.00% | +1 hr · unknown $103.39 ▲ 0.00% | +4 hrs pending |
The stock had already moved +0.09% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; sessions other than regular hours are labeled. Not investment advice. How accurate are our calls? →
See more from September 1, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.