Applied Optoelectronics, Inc. (AAOI)

NASDAQ: AAOI · Real-Time Price · USD
48.49
+0.58 (1.21%)
At close: Feb 10, 2026, 4:00 PM EST
48.53
+0.04 (0.08%)
After-hours: Feb 10, 2026, 7:59 PM EST
Market Cap3.31B +139.3%
Revenue (ttm)421.71M +101.2%
Net Income-155.90M
EPS-2.88
Shares Out 68.28M
PE Ration/a
Forward PE201.62
Dividendn/a
Ex-Dividend Daten/a
Volume4,352,219
Open47.53
Previous Close47.91
Day's Range47.03 - 50.10
52-Week Range9.71 - 50.10
Beta3.35
AnalystsBuy
Price Target33.60 (-30.71%)
Earnings DateFeb 26, 2026

About AAOI

Applied Optoelectronics, Inc. designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China. It offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. The company 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 indirect sales channel... [Read more]

Sector Technology
IPO Date Sep 26, 2013
Employees 3,309
Stock Exchange NASDAQ
Ticker Symbol AAOI
Full Company Profile

Financial Performance

In 2024, Applied Optoelectronics's revenue was $249.37 million, an increase of 14.57% compared to the previous year's $217.65 million. Losses were -$186.73 million, 233.2% more than in 2023.

Financial Statements

Analyst Summary

According to 6 analysts, the average rating for AAOI stock is "Buy." The 12-month stock price target is $33.6, which is a decrease of -30.71% from the latest price.

Price Target
$33.6
(-30.71% downside)
Analyst Consensus: Buy
Stock Forecasts

News

Applied Optoelectronics Announces Date of Fourth Quarter and Full Year 2025 Financial Results Conference Call

SUGAR LAND, Texas, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

5 days ago - GlobeNewsWire

Applied Optoelectronics' Breakout Is Just Beginning

Applied Optoelectronics is up roughly 22% since December coverage and nearly 90% since my November inflection point call. AAOI stock reclaimed and held above its 50-week and 200-week moving averages, ...

12 days ago - Seeking Alpha

Applied Optoelectronics: The Breakout Nobody Is Watching

Applied Optoelectronics, Inc. secured its first 800G hyperscaler volume order, removing qualification risk and confirming real demand beyond pilot or trial deployments. Q3 revenue miss was timing-rela...

6 weeks ago - Seeking Alpha

Overlooked Stock: Applied Optoelectronics

AAOI surged to a new 52-week high this week as demand for data centers continues. George Tsilis breaks down the company's growth in sales across.

7 weeks ago - Schwab Network

Applied Optoelectronics Reports Record Revenues For Q3 2025

Applied Optoelectronics, or AOI reported record revenues for Q3 2025 due to increased demand for its CATV products and its data center products. The company is expanding production capacities and expe...

2 months ago - Seeking Alpha

Applied Optoelectronics to Present at the Raymond James 2025 TMT & Consumer Conference

SUGAR LAND, Texas, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

2 months ago - GlobeNewsWire

Applied Optoelectronics: 800G Inflection Point

AAOI reported record Q3 2025 revenue of $118.6 million, up 82% year-over-year and 15% sequentially, marking historic growth. The legacy CATV business surged to $70.6 million in sales, tripling year-ov...

3 months ago - Seeking Alpha

Applied Optoelectronics, Inc. (AAOI) Q3 2025 Earnings Call Transcript

Applied Optoelectronics, Inc. ( AAOI) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Lindsay Savarese - Investor Relations Chih-Hsiang Lin - Founder, Chairman, President & CE...

3 months ago - Seeking Alpha

Applied Optoelectronics Reports Third Quarter 2025 Results

SUGAR LAND, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

3 months ago - GlobeNewsWire

Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan

SUGAR LAND, Texas, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power the internet, today ann...

3 months ago - GlobeNewsWire

Applied Optoelectronics: Growing Hyperscaler Ties Bode Well For A Comeback

Applied Optoelectronics is rated a buy, driven by rapid revenue growth from hyperscaler clients and AI data center demand. AAOI's vertically integrated model and strategic partnerships with Microsoft,...

3 months ago - Seeking Alpha

The Market Is Sleeping On Applied Optoelectronics

Applied Optoelectronics secured a $4 billion, 10-year Amazon contract and requalified with another hyperscaler, likely Meta or Microsoft. The company is building a 210,000 sq. ft. Texas facility to pr...

3 months ago - Seeking Alpha

AOI Announces Expansion in the City of Sugar Land

SUGAR LAND, Texas, Oct. 28, 2025 (GLOBE NEWSWIRE) -- The City of Sugar Land, together with Applied Optoelectronics Inc. (Nasdaq: AAOI), a leading provider of advanced optical and hybrid fiber coax (HF...

3 months ago - GlobeNewsWire

Applied Optoelectronics Announces Date of Third Quarter 2025 Financial Results Conference Call

SUGAR LAND, Texas, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

4 months ago - GlobeNewsWire

The Big 3: SNDK, AAOI, CVNA

Sandisk (SNDK) and Carvana (CVNA) have been high-flying throughout the year, with @ProsperTradingAcademy's Mike Shorr highlighting what makes them worth watching. He rounds out the Big 3 with another ...

Other symbols: CVNASNDK
4 months ago - Schwab Network

AOI Showcasing AOI 100G VCSEL-based 800G OSFP 2xSR4 Optical Transceiver at ECOC 2025

AOI will highlight its 100G VCSEL technology with demonstration of an 800G OSFP 2xSR4 multimode optical transceiver at ECOC 2025 in Copenhagen, Denmark.

4 months ago - GlobeNewsWire

AOI Advances Its Software Suite with New AI Intelligence Modules for Smarter Networks

AOI adds four new QuantumLink™ software modules, boosting visibility, predictive diagnostics, and automated controls to optimize HFC network performance.

5 months ago - GlobeNewsWire

Applied Optoelectronics: Weak Quarter But Strong Medium-Term Outlook, Hold (Rating Upgrade)

Applied Optoelectronics reported weaker-than-expected second quarter results with elevated operating expenses and record cash outflows. The company continues to build capacity for its high-speed trans...

6 months ago - Seeking Alpha

Applied Optoelectronics, Inc. (AAOI) Q2 2025 Earnings Call Transcript

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Chih-Hsiang Lin - Founder, Chairman, President & CEO Lindsay Grant Savarese...

6 months ago - Seeking Alpha

Applied Optoelectronics Reports Second Quarter 2025 Results

SUGAR LAND, Texas, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

6 months ago - GlobeNewsWire

Applied Optoelectronics to Present at the Rosenblatt 5th Annual Technology Summit: The Age of AI

SUGAR LAND, Texas, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

6 months ago - GlobeNewsWire

AOI Quantum Bandwidth Networking Products Certified for Deployment by Charter Communications

SUGAR LAND, Texas, July 21, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of HFC and advanced optical networking products that power the internet, today anno...

7 months ago - GlobeNewsWire

Applied Optoelectronics Announces Date of Second Quarter 2025 Financial Results Conference Call

SUGAR LAND, Texas, July 17, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

7 months ago - GlobeNewsWire

What's Going On With Applied Optoelectronics Stock?

Applied Optoelectronics, Inc. AAOI shares climbed in Wednesday's extended trading after the company announced its first volume shipment of high-speed data center transceivers to a major hyperscale dat...

8 months ago - Benzinga

Applied Optoelectronics Announces First Volume Shipment of Data Center Transceivers to Recently Engaged Major Hyperscale Customer

SUGAR LAND, Texas, June 11, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (“AOI”) (Nasdaq: AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable ...

8 months ago - GlobeNewsWire