Applied Optoelectronics, Inc. (AAOI)
| Market Cap | 11.83B +1,209.9% |
| Revenue (ttm) | 507.00M +64.3% |
| Net Income | -43.34M |
| EPS | -0.66 |
| Shares Out | 80.24M |
| PE Ratio | n/a |
| Forward PE | 81.04 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 13,591,858 |
| Open | 158.00 |
| Previous Close | 171.23 |
| Day's Range | 145.26 - 160.99 |
| 52-Week Range | 18.50 - 233.67 |
| Beta | 3.67 |
| Analysts | Buy |
| Price Target | 151.30 (+2.62%) |
| Earnings Date | Aug 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]
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 $151.3, which is an increase of 2.62% from the latest price.
News
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.
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...
Applied Optoelectronics management to meet with Needham
Meeting to be held in New York on May 12 hosted by Needham.
Applied Optoelectronics rises 23.5%
Applied Optoelectronics (AAOI) is up 23.5%, or $35.01 to $183.95.
Applied Optoelectronics price target raised to $220 from $140 at Rosenblatt
Rosenblatt raised the firm’s price target on Applied Optoelectronics (AAOI) to $220 from $140 and keeps a Buy rating on the shares. Despite a modest 1H26 top-line miss, the report…
Applied Optoelectronics price target raised to $57.50 from $55 at Northland
Northland analyst Tim Savageaux raised the firm’s price target on Applied Optoelectronics (AAOI) to $57.50 from $55 and keeps a Market Perform rating on the shares following the company’s lower…
Applied Optoelectronics price target raised to $160 from $72.50 at Raymond James
Raymond James raised the firm’s price target on Applied Optoelectronics (AAOI) to $160 from $72.50 and keeps an Outperform rating on the shares. The Q1 results were mixed, with a…
Applied Optoelectronics price target raised to $129 from $54 at B. Riley
B. Riley raised the firm’s price target on Applied Optoelectronics (AAOI) to $129 from $54 and keeps a Neutral rating on the shares post the Q1 report. The company’s outlook…
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.
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...
Applied Optoelectronics reports Q1 adjusted EPS -7c, consensus -5c
Reports Q1 revenue $151.1M, consensus $154.81M. We are pleased to deliver first quarter results that were in line with our expectations, driven by broad based demand in both our datacenter…
Applied Optoelectronics sees Q2 EPS -3c to 3c, consensus 7c
Sees Q2 revenue $180M-$198M, consensus $192.57M.
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.
Applied Optoelectronics Earnings release: Q1 2026
Applied Optoelectronics released its Q1 2026 earnings on May 7, 2026, summarizing the period's financial results.
Applied Optoelectronics Quarterly report: Q1 2026
Applied Optoelectronics has published its Q1 2026 quarterly earnings report on May 7, 2026.
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...
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...
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...
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.
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.
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...
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.
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 ...