Applied Optoelectronics, Inc. (AAOI)
| Market Cap | 4.39B +123.2% |
| Revenue (ttm) | 747.22M +77.2% |
| Net Income | -32.78M |
| EPS | -0.42 |
| Shares Out | 90.77M |
| PE Ratio | n/a |
| Forward PE | 15.83 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 13,408,430 |
| Open | 49.37 |
| Previous Close | 52.10 |
| Day's Range | 46.39 - 51.99 |
| 52-Week Range | 18.50 - 233.67 |
| Beta | 3.99 |
| Analysts | Buy |
| Price Target | 109.00 (+125.58%) |
| Earnings Date | Nov 5, 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 $109.0, which is an increase of 125.58% from the latest price.
News
Applied Optoelectronics price target lowered to $165 from $178 at Raymond James
Raymond James analyst Simon Leopold lowered the firm’s price target on Applied Optoelectronics (AAOI) to $165 from $178 and keeps an Outperform rating on the shares. Construction delays appear to…
Applied Optoelectronics price target lowered to $45 from $92 at B. Riley
B. Riley analyst Dave Kang lowered the firm’s price target on Applied Optoelectronics (AAOI) to $45 from $92 and keeps a Neutral rating on the shares. The firm updated the…
Applied Optoelectronics price target lowered to $115 from $220 at Rosenblatt
Rosenblatt analyst Mike Genovese lowered the firm’s price target on Applied Optoelectronics (AAOI) to $115 from $220 and keeps a Buy rating on the shares. The firm views the company’s…
Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan
SUGAR LAND, Texas, Nov. 6, 2026 /PRNewswire/ -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced that the...
Applied Optoelectronics Earnings Call Transcript: Q3 2026
Q3 revenue hit a record $269.9M, up 127.5% YoY, with GAAP and non-GAAP profitability restored. Strong data center demand supports rapid growth, but material shortages and facility delays constrain supply and push out capacity targets.
Applied Optoelectronics Earnings release: Q3 2026
Applied Optoelectronics released its Q3 2026 earnings on November 5, 2026, summarizing the period's financial results.
Applied Optoelectronics Quarterly report: Q3 2026
Applied Optoelectronics has published its Q3 2026 quarterly earnings report on November 5, 2026.
Applied Optoelectronics reports Q3 adjusted EPS 17c, consensus 14c
Reports Q3 revenue $269.9M, consensus $268.11M. “We are pleased to have generated record revenue for our sixth consecutive quarter and to have returned to GAAP profitability in Q3,” said Dr.
Applied Optoelectronics sees Q4 adjusted EPS 48c-63c, consensus 56c
Sees Q4 revenue $385M-$420M, consensus $427.26M.
Applied Optoelectronics Reports Third Quarter 2026 Results
SUGAR LAND, Texas, Nov. 5, 2026 /PRNewswire/ -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power AI, today announced ...
Coherent, Applied Opto upgraded at Northland after pullbacks, peer deal
As previously reported, Northland upgraded both Applied Optoelectronics (AAOI) and Coherent (COHR) to Outperform and maintain the firm’s respective price targets of $120 and $280. Along with steep pul...
Applied Optoelectronics upgraded to Outperform from Market Perform at Northland
Northland analyst Tim Savageaux upgraded Applied Optoelectronics (AAOI) to Outperform from Market Perform with an unchanged price target of $120.
Applied Optoelectronics Announces Date of Third Quarter 2026 Financial Results Conference Call
SUGAR LAND, Texas, Oct. 15, 2026 /PRNewswire/ -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power AI, today announced...
Applied Optoelectronics price target lowered to $92 from $109 at B. Riley
B. Riley lowered the firm’s price target on Applied Optoelectronics (AAOI) to $92 from $109 and keeps a Neutral rating on the shares. The price target reduction reflects the recent…
Why Applied Optoelectronics Stock Is Surging Today as AST SpaceMobile Falls — and What Wall Street Expects Next
Good news for one company’s rival and growing competition for another are sending two tech stocks in opposite directions Friday morning. Applied Optoelectronics (NASDAQ:AAOI) is jumping around 9% on F...
Applied Optoelectronics Announces Completion of Previously Announced At the Market Offering
SUGAR LAND, Texas, Oct. 5, 2026 /PRNewswire/ -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power AI, today announced ...
AOI Marks 1 Millionth 1.8GHz Amplifier Shipped, Unveils New Broadband & Optical Product Demos at SCTE TechExpo 2026
ATLANTA, Sept. 29, 2026 /PRNewswire/ -- SCTE TECHEXPO— AOI (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today unveiled the demonstrations, new produc...
AOI Brings First Live Quantum30 3.0GHz Concept Demo to SCTE TechExpo in Atlanta
Company Publishes White Paper on Expanding CATV Spectrum to 3.0GHz SUGAR LAND, Texas, Sept. 24, 2026 /PRNewswire/ -- AOI (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking produ...
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.
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 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 Slides: Q2 2026
Applied Optoelectronics has posted slides in relation to its Q2 2026 quarterly earnings report, which was published on August 6, 2026.