{ "ticker": "AAOI", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/AAOI.json", "analysis_sha256": "af304193845e53bbdae19dbfb03437ee524cdded7f9ba32888770e156a5a3ad5", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Applied Optoelectronics : revenus +86 %, prévision à 255–290 M$, mais 1,05 Md$ d’actions vendues au semestre et un nouveau programme de 600 M$ ouvert le 21 août. Dossier au close du 23 septembre 2026, aucun ordre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "AAOI : revenus de 191,9 M$ (+86 %), prévision relevée ; programme d’émission de 600 M$ ouvert ; titre à 101,06 $, 57 % sous son sommet de mai ; aucun ordre actif.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T19:22:18.879330021Z", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T19:22:18.879330021Z", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T19:22:18.879330021Z", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : aucun ordre, motif mis à jour (programme d’émission ouvert), clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 101.06, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 101.06, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -5.5514018691588785, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/header/changePct" }, { "path": "header.badges.0.text", "value": "AUCUN ORDRE — PROGRAMME D’ÉMISSION DE 600 M$ OUVERT", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/header.badges.0.text" }, { "path": "header.metrics.marketCap", "value": "8,97 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "6,6 M", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "verdict.score", "value": 36, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Applied Optoelectronics vend d’abord des équipements aux câblo-opérateurs, Digicomm en tête avec 53,1 % des revenus 2025, puis des modules optiques aux centres de données, surtout à Microsoft, 28,8 %. Au deuxième trimestre, ses revenus ont atteint 191,9 M$, contre 103,0 M$ un an plus tôt, et la prévision vise 255 à 290 M$ au troisième. Mais la croissance se paie en actions : 7,8 millions d’actions vendues sur le marché au premier semestre, 1,05 Md$ bruts, puis un nouveau programme de 600 M$ ouvert le 21 août. Le flux opérationnel des douze derniers mois est négatif, à −132 M$. Le titre clôture le 23 septembre à 101,06 $, 57 % sous son sommet de mai, et vaut 14,3 fois ses revenus GAAP, 7,8 fois la prévision annualisée. Tant que la société peut vendre des actions à chaque hausse, aucun ordre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Revenus du deuxième trimestre de 191,9 M$, +86 % sur un an, cinquième record trimestriel consécutif selon la société.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Prévision du troisième trimestre à 255 à 290 M$, soit +33 à +51 % sur le trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Demande attendue au-dessus des capacités jusqu’à mi-2027, selon la direction ; capacité en forte hausse au Texas et en Chine.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Liquidités de 500 M$ au 30 juin après les ventes d’actions du semestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Programme d’émission de 600 M$ ouvert le 21 août : environ 5,9 millions d’actions au cours actuel, 6,7 % de plus.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Flux opérationnel négatif de 132 M$ sur douze mois et 335,1 M$ d’investissements au seul premier semestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Perte nette GAAP de 22,8 M$ au deuxième trimestre malgré le record de revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Digicomm à 53,1 % et Microsoft à 28,8 % des revenus 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, source de repli documentée.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.evidence", "value": "8-K et prospectus du 21 août : jusqu’à 600 M$ d’actions vendues au fil de l’eau par Raymond James et Needham.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.evidence", "value": "84,6 millions d’actions au 3 août, plus 2,9 millions des convertibles 2030 et 1,3 million du bon d’Amazon.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "verdict.controlChecklist.2.action", "value": "Raisonner sur 88,8 millions d’actions, avant le programme d’août.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.action" }, { "path": "business.overview", "value": "

Applied Optoelectronics fabrique des lasers et des modules optiques, du composant au produit fini, pour les centres de données et les réseaux câblés. Au deuxième trimestre 2026, ses revenus ont atteint 191,9 M$, contre 103,0 M$ un an plus tôt ; la marge brute GAAP est tombée à 27,7 % et la perte nette GAAP à 22,8 M$, pendant la montée en cadence des modules à 800 gigabits.

La prévision du troisième trimestre vise 255 à 290 M$ de revenus. La direction dit que la demande dépassera ses capacités jusqu’à mi-2027 et bâtit des usines au Texas et en Chine : 335,1 M$ d’investissements au premier semestre, plus des acomptes sur équipements.

Pour les financer, la société vend des actions : 7 775 523 actions sur le marché entre mars et juin, 1,05 Md$ bruts, puis un nouveau programme de 600 M$ le 21 août. Deux clients dominent : Digicomm, 53,1 % des revenus 2025, et Microsoft, 28,8 %.

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date du troisième trimestre non confirmée par l’émetteur.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Douze mois glissants au 30 juin 2026, reconstitués depuis les données XBRL officielles.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.6.decision", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.decision" }, { "path": "news.0.date", "value": "2026-08-24", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Gap de −12,6 % après le programme d’émission", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le programme de 600 M$ est signé le 21 août, un vendredi ; la première séance qui le reflète est celle du lundi 24. Le titre ouvre à 109,13 $ contre 124,82 $ et clôture à 107,63 $ (−13,77 %). Lumentum fait −4,22 % et SMH −2,43 % la même séance : la baisse est propre à AAOI.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.1.date", "value": "2026-09-14", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Gap de −8,2 % à l’ouverture", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Ouverture à 96,77 $ (−8,15 %), clôture à 95,76 $ (−9,11 %). Lumentum fait −9,92 % et SMH −4,75 % la même séance : l’optique recule avec le secteur, AAOI davantage ; aucun dépôt ouvert ici n’en donne la cause.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.2.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Revenus de 191,9 M$, prévision à 255–290 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "Revenus +86 % sur un an, marge brute GAAP de 27,7 %, perte nette GAAP de 22,8 M$ ; prévision du troisième trimestre à 255 à 290 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/aaoi_ex9901.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "191,9 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "Contre 103,0 M$ un an plus tôt, +86 %", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "27,7 %", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "Contre 30,3 % un an plus tôt, pendant la montée en cadence", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "255 à 290 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Soit +33 à +51 % sur le deuxième trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "335,1 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Achats d’immobilisations, hors acomptes sur équipements de 289,7 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "7 775 523", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "1,05 Md$ bruts, entre 101,72 et 197,26 $ par action selon les mois", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "596 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Douze mois glissants au 30 juin 2026 (XBRL SEC)", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "−67,4 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Marge de −11,3 %, douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "−57,0 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "−32,1 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.9.value", "value": "−131,8 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.10.metric", "value": "Dette bancaire au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.metric" }, { "path": "fundamentals.rows.10.value", "value": "58,9 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Hors 124,9 M$ de convertibles 2030, dans la monnaie et comptés en actions", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.metric", "value": "Liquidités au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.metric" }, { "path": "fundamentals.rows.11.value", "value": "499,7 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Trésorerie et équivalents, après 1,03 Md$ nets levés au semestre", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.value", "value": "14,3×", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Valeur d’entreprise au close du 2026-09-23, 88,8 millions d’actions, sur revenus GAAP douze mois au 2026-06-30", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus Lumentum à 26,2×, Coherent à 9,0× et Ciena à 8,3× (statistiques courantes du 24 septembre, non point-in-time) : AAOI se paie plus que Coherent sans en avoir les marges.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.value", "value": "7,8×", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Même valeur d’entreprise sur quatre fois le milieu de la prévision du troisième trimestre, 272,5 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.source", "value": "Clôture certifiée, XBRL SEC et communiqué du 6 août", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.source" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus 14,3× sur douze mois publiés : le cours paie déjà la prévision tenue.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.rows.14.value", "value": "58,67 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Scénario : multiple ramené à huit fois les revenus GAAP douze mois au 2026-06-30 par hypothèse, bilan du 30 juin, soit −42 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.14.comparison", "value": "Versus Ciena à 8,3× : huit fois correspond à un équipementier optique rentable ; ce que coûterait une prévision manquée, pas un objectif.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Applied Optoelectronics 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000143774926026278/aaoi20260630_10q.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Applied Optoelectronics 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/aaoi_ex9901.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre 2026 : revenus de 191,9 M$, en ligne ou au-dessus des attentes de la direction, marge brute GAAP de 27,7 %, perte nette GAAP de 22,8 M$, retour au bénéfice non-GAAP. La guidance du troisième trimestre vise 255 à 290 M$ de revenus et 29 à 30,5 % de marge brute non-GAAP, sur environ 92,8 millions d’actions. Prochaine publication : 5 novembre selon un seul calendrier collecté, non confirmée par l’émetteur.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "5 novembre 2026 selon un calendrier collecté, date non confirmée par l’émetteur.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "Applied Optoelectronics 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/aaoi_ex9901.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "84 569 237 actions ordinaires au 3 août 2026 (page de garde du 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Passage au nombre dilué : 84 569 237 actions au 3 août, plus environ 2,9 millions d’actions des convertibles 2030, convertibles vers 43,31 $ donc dans la monnaie, plus 1 324 233 actions de la tranche acquise du bon d’Amazon, exerçable à 23,6956 $, soit 88,8 millions. Les 6,6 millions d’actions restantes du bon ne s’acquièrent qu’avec 4 Md$ d’achats d’Amazon sur dix ans. Au premier semestre, la société a vendu 7 775 523 actions sur le marché pour 1,05 Md$ bruts ; le programme de 600 M$ du 21 août représenterait environ 5,9 millions d’actions de plus au cours actuel. La prévision du troisième trimestre retient déjà environ 92,8 millions d’actions.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.warrants.0.strike", "value": 23.6956, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/capitalStructure/warrants/0/strike" }, { "path": "capitalStructure.warrants.0.shares", "value": "7 945 399, dont 1 324 233 exerçables", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.shares" }, { "path": "capitalStructure.warrants.0.issued", "value": "13 mars 2025", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.issued" }, { "path": "capitalStructure.warrants.0.expiration", "value": "Dix ans, acquisition liée à 4 Md$ d’achats", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.expiration" }, { "path": "capitalStructure.warrants.0.dilutionPct", "value": "Environ 1,5 % pour la tranche acquise", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.dilutionPct" }, { "path": "capitalStructure.atm.authorized", "value": "600 M$ (programme du 21 août 2026)", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.atm.authorized" }, { "path": "capitalStructure.atm.used", "value": "Non publié depuis le 21 août", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.atm.used" }, { "path": "capitalStructure.atm.remaining", "value": "Jusqu’à 600 M$, environ 5,9 millions d’actions au cours du 23 septembre", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.atm.remaining" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Applied Optoelectronics 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000143774926026278/aaoi20260630_10q.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Applied Optoelectronics 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000110465926099688/tm2623389d2_8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-08-21", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "Applied Optoelectronics 424B5", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000110465926099685/tm2623389-1_424b5.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-08-21", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "filingsReview.summary", "value": "Cinq dépôts décisionnels ouverts et hachés. Ils montrent une croissance réelle des revenus, financée par la vente continue d’actions, deux clients qui font plus de 80 % des revenus, et un programme d’émission de 600 M$ ouvert depuis le 21 août.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001437749-26-026278", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport trimestriel au 30 juin 2026 : 84 569 237 actions au 3 août ; 7 775 523 actions vendues sur le marché au premier semestre pour 1,05 Md$ bruts ; convertibles 2030 à 23,0884 actions pour 1 000 $, 2,9 millions d’actions potentielles ; bon d’Amazon exerçable sur 1 324 233 actions à 23,6956 $ ; investissements de 335,1 M$ au semestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000143774926026278/aaoi20260630_10q.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-08-06", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001683168-26-006055", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Communiqué du deuxième trimestre, daté du 6 août : revenus de 191,9 M$ contre 103,0 M$, marge brute GAAP de 27,7 %, perte nette GAAP de 22,8 M$. Prévision : 255 à 290 M$ de revenus au troisième trimestre ; demande attendue au-dessus des capacités jusqu’à mi-2027.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000168316826006055/aaoi_ex9901.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-02-26", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001437749-26-005875", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Rapport annuel de l’exercice 2025 : Digicomm à 53,1 % et Microsoft à 28,8 % des revenus ; dix premiers clients à 96,6 % ; bon de souscription accordé à une filiale d’Amazon en mars 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000143774926005875/aaoi20251231_10k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-08-21", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001104659-26-099688", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Nouveau programme d’émission d’actions sur le marché, signé le 21 août 2026 avec Raymond James et Needham : jusqu’à 600 M$ d’actions vendues au fil de l’eau, sans obligation de vendre. Émission d’actions, bloquante pour une recommandation.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000110465926099688/tm2623389d2_8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-08-21", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "424B5", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001104659-26-099685", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Prospectus du programme : cours de référence de 129,10 $ le 20 août ; à ce prix, 600 M$ correspondent à 4 647 561 actions nouvelles. Au cours du 23 septembre, le même montant représenterait environ 5,9 millions d’actions.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1158114/000110465926099685/tm2623389-1_424b5.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "Le programme de 600 M$ fait de chaque hausse une occasion de vendre des actions : il plafonne mécaniquement les rebonds.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "filingsReview.contrarianRisks.2", "value": "Microsoft et Digicomm décident à eux deux de plus de 80 % des revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "technicals.rsi14", "value": 44.33, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": -4.15, "as_of": "2026-09-23", "source_artifact": 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"/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.badges.2", "value": "ATR de 8,5 % du cours", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/technicals.badges.2" }, { "path": "technicals.supports.0", "value": 100.42, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 96.96, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", 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"analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 101,06 $, collé à sa moyenne à deux cents séances, 101,01 $, sous celles à vingt et cinquante séances. Aucun ordre : les niveaux archivés, entrée à 119,72 $ et stop à 102,10 $, restent inactifs. Repères actuels, sans ordre : supports à 100,42 $, 96,96 $ et 94,00 $, résistances à 110,74 $, 116,90 $ et 118,90 $.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.skew", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/options.skew" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "14,75 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "0,99 jours, date de règlement non précisée par la source", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Le directeur financier Stefan Murry a vendu 4 000 actions à 105,33 $ le 10 septembre ; un autre dirigeant, Hung-Lun Chang, 32 172 actions à 110,21 $ le 8 septembre, selon leurs formulaires 4. Aucun achat relevé. Couverture officielle partielle : aucun solde net publié.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "101,06 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+4,47 %", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "−6,10 %", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 8, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le premier risque est la dilution : 7,8 millions d’actions vendues au semestre et un programme de 600 M$ ouvert, qui peut vendre à chaque hausse. Le deuxième, la trésorerie : un flux opérationnel négatif et des usines à financer. Le troisième, la concentration : deux clients font plus de 80 % des revenus, et un ATR de 8,5 % du cours rend chaque publication brutale.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Programme de 600 M$ ouvert le 21 août.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "1,05 Md$ d’actions vendues au premier semestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "Flux opérationnel de −132 M$ sur douze mois.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.points.1", "value": "335,1 M$ d’investissements au semestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.1" }, { "path": "risks.riskCards.2.points.0", "value": "Digicomm à 53,1 % des revenus 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.2.points.1", "value": "Microsoft à 28,8 %.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.1" }, { "path": "risks.riskCards.3.points.0", "value": "Gap de −12,6 % le 24 août.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Gap de −8,2 % le 14 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Le 24 août montre ce qu’un programme d’émission fait à un cours : annoncé un vendredi, il se lit le lundi par un gap de −12,6 %. Le gap, c’est l’écart entre la clôture de la veille et l’ouverture ; le slippage, l’écart dans une séance normale, reste modéré avec environ 656 M$ échangés par séance. Sur ce titre, la taille d’une éventuelle position devrait supposer à la fois une ouverture défavorable et des ventes d’actions de la société.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.archiveReferenceClose", "value": "2026-09-18", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.archiveReferenceClose" }, { "path": "tradeIdea.statusNote", "value": "Aucun ordre actif. Niveaux historiques du plan du 27 août (entrée 119,72 $, stop 102,10 $, TP1 149,35 $, TP2 160,99 $), conservés à l’identique et inactifs : non exécutables. Vérifié sur les barres certifiées : depuis le 28 août, le plus haut est de 116,90 $ le 8 septembre, sous l’entrée ; le plan n’a jamais été activé, quel que soit son déclencheur en séance, et aucun stop ni objectif n’a compté. Le motif de l’absence d’ordre : le programme d’émission de 600 M$ ouvert le 21 août et un flux opérationnel négatif. Depuis la clôture du 18 septembre, le titre a fait −3,9 %.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 119.72, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 102.0999, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 149.35, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 160.99, "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-14.7%", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+24.7%", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+34.5%", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.68 TP1 / 1:2.34 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Aucune entrée. Les niveaux affichés sont ceux du plan du 27 août, archivés, jamais activés et sans valeur d’exécution. Conditions de réexamen, sans ordre : une publication de la société montrant l’arrêt ou l’épuisement du programme d’émission, un flux opérationnel redevenu positif, puis une nouvelle structure de prix au-dessus de 116,90 $, le plus haut du 8 septembre. Liquidité : environ 656 M$ échangés par séance, médiane des vingt dernières ; ATR de 8,61 $.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "La demande d’optique est réelle et la prévision le montre. Mais une société qui vend ses actions à chaque hausse transfère la croissance de ses actionnaires existants vers les nouveaux. Ne pas anticiper un rebond, ne pas acheter une cassure tant que le programme de 600 M$ reste ouvert. Le dossier sera repris sur une preuve de financement terminé, pas sur un mouvement de cours.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Un dépôt indiquant les ventes réalisées sous le programme de 600 M$, ou sa clôture.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "La publication du troisième trimestre, attendue le 5 novembre selon un seul calendrier, face à la prévision de 255 à 290 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.catalysts.2", "value": "Toute commande nommée d’un grand cloud pour les modules à 1,6 térabit.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.2" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Revenus +86 % au deuxième trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Prévision de 255 à 290 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Programme d’émission de 600 M$ ouvert.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1bca8a834d6f2c3602378d3285eec1e6408d40119ae5bdef8b18ed70e7c59749", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.keyTakeawaysNegative.2", "value": "Deux clients à plus de 80 % des revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/AAOI/_runs/20260924/revision/numeric-evidence.json", "source_sha256": 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