Applied Optoelectronics, Inc. (AAOI)
| Market Cap | 9.02B +501.5% |
| Revenue (ttm) | 595.97M +61.8% |
| Net Income | -57.02M |
| EPS | -0.79 |
| Shares Out | 84.91M |
| PE Ratio | n/a |
| Forward PE | 46.16 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 5,716,918 |
| Open | 110.46 |
| Previous Close | 113.28 |
| Day's Range | 105.15 - 110.90 |
| 52-Week Range | 18.50 - 233.67 |
| Beta | 3.79 |
| Analysts | Buy |
| Price Target | 163.40 (+53.82%) |
| Earnings Date | Aug 6, 2026 |
About AAOI
Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirec... [Read more]
Financial Performance
In 2025, Applied Optoelectronics's revenue was $455.72 million, an increase of 82.75% compared to the previous year's $249.37 million. Losses were -$38.23 million, -79.53% less than in 2024.
Financial StatementsAnalyst Summary
According to 6 analysts, the average rating for AAOI stock is "Buy." The 12-month stock price target is $163.4, which is an increase of 53.82% from the latest price.
News
Applied Optoelectronics falls -11.7%
Applied Optoelectronics (AAOI) is down -11.7%, or -$14.66 to $110.16.
Applied Optoelectronics falls -16.3%
Applied Optoelectronics (AAOI) is down -16.3%, or -$20.32 to $104.50.
Why Applied Optoelectronics Stock (AAOI) Is Tumbling in Pre-Market Today
Applied Optoelectronics ($AAOI) stock is tumbling about 12.3% in pre-market trading Monday, extending Friday’s 3.32% decline. The drop follows the company’s announcement of a new $600 million at-the-m...
Applied Optoelectronics registers potential offering of up to $600M in stock
In a regulatory filing on Friday, the company stated: “On August 21, 2026, Applied Optoelectronics (AAOI) entered into an Equity Distribution Agreement with Raymond James & Associates, Inc. and Needha...
Applied Optoelectronics Stock Is Plunging After Hours — What Spooked Investors and What Wall Street Sees Next
Applied Optoelectronics (NASDAQ:AAOI) stock is plunging about 10% in after-hours trading Friday after the optical-networking company unveiled another $600 million at-the-market stock offering. The ann...
Applied Optoelectronics Transcript: Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II)
Key growth drivers include in-house laser technology, automated U.S. production, and aggressive capacity expansion to meet surging demand. Revenue and margins are set to rise sharply through 2027, with new products and customers in the pipeline, while funding will diversify beyond equity.
Applied Optoelectronics rises 14.9%
Applied Optoelectronics (AAOI) is up 14.9%, or $19.38 to $149.46.
Applied Optoelectronics price target raised to $178 from $151 at Raymond James
Raymond James raised the firm’s price target on Applied Optoelectronics (AAOI) to $178 from $151 and keeps an Outperform rating on the shares. Applied Optoelectronics’ 1.6T launch trajectory is the…
These AI ‘Pick and Shovel' Plays Soared on Friday
Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipation of a potential setback for overseas competition.
This AI Stock Is Surging. Can It Shake the ‘Meme Stock' Label?
Applied Optoelectronics reports solid earnings, giving a boost to investors who hope it can be more than a meme stock.
Applied Optoelectronics price target lowered to $151 from $160 at Raymond James
Raymond James lowered the firm’s price target on Applied Optoelectronics (AAOI) to $151 from $160 and keeps an Outperform rating on the shares.
Applied Optoelectronics price target raised to $120 from $57.50 at Northland
Northland raised the firm’s price target on Applied Optoelectronics (AAOI) to $120 from $57.50 and keeps a Market Perform rating on the shares. 800G/1.6T revenue would need to nearly quintuple…
Applied Optoelectronics price target lowered to $190 from $220 at Needham
Needham lowered the firm’s price target on Applied Optoelectronics (AAOI) to $190 from $220 and keeps a Buy rating on the shares. The firm reduced the company’s estimates post the…
Applied Optoelectronics price target raised to $109 from $94 at B. Riley
B. Riley analyst Dave Kang raised the firm’s price target on Applied Optoelectronics (AAOI) to $109 from $94 and keeps a Neutral rating on the shares. The firm updated the…
Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan
SUGAR LAND, Texas, Aug. 07, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced tha...
Applied Optoelectronics Earnings Call Transcript: Q2 2026
Record Q2 revenue of $191.9M was driven by robust AI and CATV demand, with non-GAAP profitability achieved. Capacity constraints, not demand, limit growth, but major U.S. manufacturing expansion is underway. Q3 revenue is guided up to $290M, with strong outlook for 800G/1.6T products.
Applied Optoelectronics Earnings release: Q2 2026
Applied Optoelectronics released its Q2 2026 earnings on August 6, 2026, summarizing the period's financial results.
Applied Optoelectronics Quarterly report: Q2 2026
Applied Optoelectronics has published its Q2 2026 quarterly earnings report on August 6, 2026.
Applied Optoelectronics reports Q2 non-GAAP EPS 6c, consensus 1c
Reports Q2 revenue $191.9M, consensus $190.48M. “Q2 was a pivotal quarter for AOI. We delivered record revenue for our fifth consecutive quarter and achieved an important milestone as we returned…
Applied Optoelectronics sees Q3 non-GAAP EPS 11c-26c, consensus 28c
Sees Q3 revenue $255M-$290M, consensus $264.56M. Sees Q3 non-GAAP gross margin in the range of 29%-30.5%.
Applied Optoelectronics Reports Second Quarter 2026 Results
SUGAR LAND, Texas, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power AI, today annou...
Applied Optoelectronics to Present at Rosenblatt's 6th Annual Technology Summit
SUGAR LAND, Texas, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power AI, today annou...
Applied Optoelectronics Announces Date of Second Quarter 2026 Financial Results Conference Call
SUGAR LAND, Texas, July 16, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power AI, today annou...
Tradr's 2X Short Leveraged ETFs on AAOI and ORCL Begin Trading
The first 2X short ETFs on Applied Optoelectronics and Oracle are now available Funds represent first-to-market inverse strategies on Applied Optoelectronics and Oracle Corporation NEW YORK, July 15, ...
AOI Begins Expansion of Pearland Manufacturing Campus to Scale 800G and 1.6T Optical Transceiver Production
SUGAR LAND, Texas, July 14, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced it ha...