Applied Optoelectronics, Inc. (AAOI)

NASDAQ: AAOI · Real-Time Price · USD
90.11
+13.59 (17.76%)
At close: Jul 30, 2026, 4:00 PM EDT
95.75
+5.64 (6.26%)
After-hours: Jul 30, 2026, 7:59 PM EDT
Market Cap7.23B +416.2%
Revenue (ttm)507.00M +64.3%
Net Income-43.34M
EPS-0.66
Shares Out 80.24M
PE Ration/a
Forward PE49.53
Dividendn/a
Ex-Dividend Daten/a
Volume10,928,454
Open83.35
Previous Close76.52
Day's Range82.80 - 90.68
52-Week Range18.50 - 233.67
Beta3.69
AnalystsBuy
Price Target157.30 (+74.56%)
Earnings DateAug 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]

Sector Technology
IPO Date Sep 26, 2013
Employees 4,691
Stock Exchange NASDAQ
Ticker Symbol AAOI
Full Company Profile

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 Statements

Analyst Summary

According to 6 analysts, the average rating for AAOI stock is "Buy." The 12-month stock price target is $157.3, which is an increase of 74.56% from the latest price.

Price Target
$157.3
(74.56% upside)
Analyst Consensus: Buy
Stock Forecasts

News

Applied Optoelectronics falls -8.9%

Applied Optoelectronics (AAOI) is down -8.9%, or -$9.95 to $102.07.

6 days ago - TheFly

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...

14 days ago - GlobeNewsWire

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, ...

Other symbols: ORCLAAOZORCZ
15 days ago - PRNewsWire

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...

16 days ago - GlobeNewsWire

10 stocks for momentum traders to consider buying — and 10 to avoid or sell short

These investments have a tendency to crash and burn

Other symbols: BECIENINTCLITEMUPLSNDK
21 days ago - Market Watch

ClassOne Technology Secures Record Solstice® S8 Orders from Applied Optoelectronics, Highlighting Rapid Scale-up of Photonics for AI Datacenters

KALISPELL, Mont., June 23, 2026 (GLOBE NEWSWIRE) -- ClassOne Technology, a leading global provider of advanced electroplating and wet processing tools for microelectronics manufacturing, today announc...

5 weeks ago - GlobeNewsWire

Spectrum Deploys AOI's Intelligent Network Management Software Across Its Connected 1.8GHz Amplifier Footprint

SUGAR LAND, Texas, June 10, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced it is ...

7 weeks ago - GlobeNewsWire

Applied Optoelectronics Transcript: 21st Annual Needham Technology, Media, & Consumer Conference

Strong demand for 800G and 1.6T products is driving rapid capacity expansion in both Taiwan and Texas, with revenue guidance raised to $1.1 billion and supply expected to lag demand through 2027. Gross margins are set to improve as higher-margin products ramp, while the cable TV segment continues to grow with innovative smart amplifiers.

2 months ago - Transcripts

Mediacom Advances Its DOCSIS 4.0 Network Upgrades Plans With AOI Quantum Bandwidth

SUGAR LAND, Texas, May 12, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it is...

2 months ago - GlobeNewsWire

Applied Optoelectronics management to meet with Needham

Meeting to be held in New York on May 12 hosted by Needham.

2 months ago - TheFly

Applied Optoelectronics Proxy statement: Proxy filing

Applied Optoelectronics filed a proxy statement on May 8, 2026, providing details for shareholder voting and corporate governance matters.

2 months ago - Filings

Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan

SUGAR LAND, Texas, May 08, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced that...

2 months ago - GlobeNewsWire

Applied Optoelectronics Earnings Call Transcript: Q1 2026

Record Q1 revenue grew 51% year-over-year, driven by robust data center and CATV demand. Major capacity expansions are underway, with 2026 revenue expected to exceed $1.1 billion and significant growth anticipated in the second half as new facilities come online.

3 months ago - Transcripts

Applied Optoelectronics Earnings release: Q1 2026

Applied Optoelectronics released its Q1 2026 earnings on May 7, 2026, summarizing the period's financial results.

3 months ago - Filings

Applied Optoelectronics Quarterly report: Q1 2026

Applied Optoelectronics has published its Q1 2026 quarterly earnings report on May 7, 2026.

3 months ago - Filings

Applied Optoelectronics Reports First Quarter 2026 Results

SUGAR LAND, Texas, May 07, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power AI, today announ...

3 months ago - GlobeNewsWire

Applied Optoelectronics to Present at the Needham Technology, Media, & Consumer Conference

SUGAR LAND, Texas, April 29, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced th...

3 months ago - GlobeNewsWire

AOI Awarded $20.9M Texas Semiconductor Innovation Fund Grant to Advance Manufacturing in Sugar Land

SUGAR LAND, Texas, April 29, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced it wa...

3 months ago - GlobeNewsWire

Applied Optoelectronics Proxy statement: Proxy filing

Applied Optoelectronics filed a proxy statement on April 24, 2026, providing details for shareholder voting and corporate governance matters.

3 months ago - Filings

Applied Optoelectronics Proxy statement: Proxy filing

Applied Optoelectronics filed a proxy statement on April 24, 2026, providing details for shareholder voting and corporate governance matters.

3 months ago - Filings

AOI Expands Its Houston-Area Footprint to 900,000 Square Feet to Increase Capacity and Support Future Growth

SUGAR LAND, Texas, April 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced plan...

3 months ago - GlobeNewsWire

Applied Optoelectronics Proxy statement: Proxy filing

Applied Optoelectronics filed a proxy statement on April 14, 2026, providing details for shareholder voting and corporate governance matters.

3 months ago - Filings

AOI Receives New Upsized Order for 800G Data Center Transceivers from Major Hyperscale Customer

SUGAR LAND, Texas, April 02, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it ...

4 months ago - GlobeNewsWire

AOI Receives New Order for 800G Data Center Transceivers from Major Hyperscale Customer

SUGAR LAND, Texas, March 23, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it ...

4 months ago - GlobeNewsWire

Applied Optoelectronics Transcript: Status update

AI-driven demand is fueling rapid expansion in high-speed optical transceivers, with manufacturing capacity and automation scaling to support projected $1 billion revenue in 2024 and significant growth through 2027. Vertical integration, in-house laser production, and customer-backed financing underpin supply chain resilience and competitive positioning.

4 months ago - Transcripts