Applied Optoelectronics, Inc. (AAOI)

NASDAQ: AAOI · Real-Time Price · USD
89.51
-13.00 (-12.68%)
Mar 3, 2026, 11:09 AM EST - Market open
Market Cap6.73B +496.6%
Revenue (ttm)455.72M +82.8%
Net Income-38.23M
EPS-0.64
Shares Out 75.20M
PE Ration/a
Forward PE99.11
Dividendn/a
Ex-Dividend Daten/a
Volume9,668,365
Open91.50
Previous Close102.51
Day's Range86.05 - 97.40
52-Week Range9.71 - 110.00
Beta3.27
AnalystsBuy
Price Target63.80 (-28.72%)
Earnings DateFeb 26, 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 $63.8, which is a decrease of -28.72% from the latest price.

Price Target
$63.8
(-28.72% downside)
Analyst Consensus: Buy
Stock Forecasts

News

How Applied Optoelectronics became the latest viral AI stock

Shares of the optical-networking provider have nearly tripled so far this year as AI players seek out high-bandwidth, low-latency connectivity products.

21 hours ago - Market Watch

I Was Early On Applied Optoelectronics, Here's What's Next

I turned bullish on Applied Optoelectronics in November when it was trading at $24, identifying the 800G inflection before consensus reset expectations. AAOI exited 2025 with 90,000 monthly 800G capac...

22 hours ago - Seeking Alpha

Applied Optoelectronics Stock Is Soaring Monday: What's Driving The Action?

Applied Optoelectronics Inc (NASDAQ: AAOI) shares are surging on Monday following last week's strong earnings report that exceeded expectations. Here's what investors need to know.

23 hours ago - Benzinga

Undercovered Dozen: Blue Owl Capital, The Trade Desk, Applied Optoelectronics And More

The Undercovered Dozen series spotlights 12 less-covered stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between Feb. 20 and Feb. 26, offering fresh ...

Other symbols: OWLTTD
1 day ago - Seeking Alpha

Buy Applied Optoelectronics, But Be Very Careful

Applied Optoelectronics (AOI) delivered a Q4 beat and issued bullish CY26 guidance, projecting a 3.5x jump in data center revenues. While consensus estimates still project $856M, AOI management target...

2 days ago - Seeking Alpha

Applied Optoelectronics Rallies On Record Revenue For Q4-2025

Applied Optoelectronics reported record revenue for Q4-2025, driven by high demand for its products in AI data center build-outs and the CATV markets. AOI gave positive forward guidance into 2026 and ...

2 days ago - Seeking Alpha

Applied Optoelectronics, Inc. (AAOI) Q4 2025 Earnings Call Transcript

Applied Optoelectronics, Inc. (AAOI) Q4 2025 Earnings Call Transcript

3 days ago - Seeking Alpha

Applied Optoelectronics Rallies Over 40% On Q4 Beat, Q1 Outlook

Applied Optoelectronics Inc (NASDAQ: AAOI) is trading sharply higher Friday morning after the fiber-optic component maker posted stronger-than-expected fourth-quarter results and issued upbeat guidanc...

3 days ago - Benzinga

Applied Optoelectronics Reports Fourth Quarter and Full Year 2025 Results

SUGAR LAND, Texas, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

4 days ago - GlobeNewsWire

Applied Optoelectronics: The AI Networking Dark Horse Wall Street Underestimates

Applied Optoelectronics, Inc. is emerging as a key beneficiary of accelerating AI data center scale-out, as higher GPU density and larger cluster deployments increase demand for networking bandwidth a...

7 days ago - Seeking Alpha

Applied Optoelectronics to Present at the Raymond James & Associates' 47th Annual Institutional Investors Conference

SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

13 days ago - GlobeNewsWire

Applied Optoelectronics to Host Investor Session at OFC

SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...

13 days ago - GlobeNewsWire

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...

25 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, ...

4 weeks 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...

2 months 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.

2 months 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...

3 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...

3 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...

4 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...

4 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...

4 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,...

4 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...

4 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...

4 months ago - GlobeNewsWire