{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-020600","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2026-02-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.623858+00:00","generated_at":"2026-05-15T23:24:29.420002+00:00","sec_items":["1.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Applied Optoelectronics enters $250M at-the-market equity distribution agreement with Raymond James & Needham","bullets":["Company may sell up to $250M of common stock at market prices through Sales Agents.","Sales Agents Raymond James & Needham will receive 2% of gross sales price as compensation.","No obligation to sell any shares; sales made via Nasdaq or other markets per placement notice.","Agreement terminates upon full sale of Shares or earlier termination by either party.","Offering registered under automatic shelf registration statement (S-3ASR) filed Feb 26, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-020600","json":"https://secwatch.observer/filing/0001104659-26-020600.json","markdown":"https://secwatch.observer/filing/0001104659-26-020600.md","text":"https://secwatch.observer/filing/0001104659-26-020600.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000110465926020600/0001104659-26-020600-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000110465926020600/tm266210d2_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T23:24:29.420002+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"8295d6941e375c07cc45f45557b6d5b51e6bf9bb","claim":"APPLIED OPTOELECTRONICS, INC. entered into Equity Distribution Agreement with Raymond James & Associates, Inc. and Needham & Company, LLC valued at up to $250 million (effective 2026-02-26).","evidence_excerpt":"On February 26, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into an Equity Distribution Agreement (the “Agreement”) with Raymond James & Associates, Inc. and Needham & Company, LLC (collectively, the “Sales Agents”) pursuant to which the Company may issue and sell shares of the Company’s common stock, par value $0.001 per share (the “Shares”) having an aggregate offering price of up to $250 million from time to time through the Sales Agents.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000110465926020600/0001104659-26-020600-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"atm program"},{"label":"Counterparty","value":"Raymond James & Associates, Inc. and Needham & Company, LLC"},{"label":"Value","value":"up to $250 million"},{"label":"Effective","value":"2026-02-26"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}