Applied Optoelectronics, Inc. (AAOI)
| Market Cap | 8.93B +385.9% |
| Revenue (ttm) | 595.97M +61.8% |
| Net Income | -57.02M |
| EPS | -0.79 |
| Shares Out | 84.91M |
| PE Ratio | n/a |
| Forward PE | 45.70 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 9,920,293 |
| Open | 101.07 |
| Previous Close | 98.06 |
| Day's Range | 98.52 - 105.44 |
| 52-Week Range | 18.50 - 233.67 |
| Beta | 3.78 |
| Analysts | Buy |
| Price Target | 163.40 (+55.37%) |
| 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 $163.4, which is an increase of 55.37% from the latest price.
News
Coherent, Corning, Applied Optoelectronics advance after Ciena offers guidance
Shares of Ciena (CIEN) peers are moving up after the company announced its three-year financial targets out to fiscal year 2029. Ciena shares remain halted for trading. Published first on…
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 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 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...
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...
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 ...
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.