Applied Optoelectronics, Inc. (AAOI)

NASDAQ: AAOI · Real-Time Price · USD
203.57
-19.53 (-8.75%)
At close: May 14, 2026, 4:00 PM EDT
197.94
-5.63 (-2.76%)
After-hours: May 14, 2026, 7:59 PM EDT
Market Cap16.34B +2,472.4%
Revenue (ttm)507.00M +64.3%
Net Income-43.34M
EPS-0.66
Shares Out 80.24M
PE Ration/a
Forward PE111.89
Dividendn/a
Ex-Dividend Daten/a
Volume12,080,514
Open216.38
Previous Close223.10
Day's Range199.08 - 218.94
52-Week Range15.06 - 233.67
Beta3.76
AnalystsBuy
Price Target82.80 (-59.33%)
Earnings DateMay 7, 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 $82.8, which is a decrease of -59.33% from the latest price.

Price Target
$82.8
(-59.33% downside)
Analyst Consensus: Buy
Stock Forecasts

News

Bullish flow in Applied Optoelectronics with shares up 19.42%

Bullish flow in Applied Optoelectronics (AAOI), with shares up $36.57, or 19.42%, near $224.85. Options volume running well above average with 103k contracts traded and calls leading puts for a…

1 day ago - TheFly

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.

1 day ago - Transcripts

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...

2 days ago - GlobeNewsWire

Applied Optoelectronics management to meet with Needham

Meeting to be held in New York on May 12 hosted by Needham.

3 days ago - TheFly

Applied Optoelectronics rises 23.5%

Applied Optoelectronics (AAOI) is up 23.5%, or $35.01 to $183.95.

3 days ago - TheFly

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…

6 days ago - TheFly

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…

6 days ago - TheFly

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…

6 days ago - TheFly

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…

6 days ago - TheFly

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...

6 days ago - GlobeNewsWire

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…

7 days ago - TheFly

Applied Optoelectronics sees Q2 EPS -3c to 3c, consensus 7c

Sees Q2 revenue $180M-$198M, consensus $192.57M.

7 days ago - TheFly

Applied Optoelectronics options imply 13.4% move in share price post-earnings

Pre-earnings options volume in Applied Optoelectronics (AAOI) is normal with puts leading calls 7:6. Implied volatility suggests the market is anticipating a move near 13.4%, or $20.64, after results ...

7 days ago - TheFly

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.

7 days ago - Transcripts

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...

7 days ago - GlobeNewsWire

Mixed options sentiment in Applied Optoelectronics with shares down 1.4%

Mixed options sentiment in Applied Optoelectronics (AAOI), with shares down $2.52 near $178.05. Options volume relatively light with 27k contracts traded and puts leading calls for a put/call ratio of...

7 days ago - TheFly

Mixed options sentiment in Applied Optoelectronics with shares up 4.92%

Mixed options sentiment in Applied Optoelectronics (AAOI), with shares up $7.52, or 4.92%, near $160.35. Options volume relatively light with 33k contracts traded and calls leading puts for a put/call...

14 days ago - TheFly

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...

15 days ago - GlobeNewsWire

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...

15 days ago - GlobeNewsWire

Applied Optoelectronics falls -10.2%

Applied Optoelectronics (AAOI) is down -10.2%, or -$16.60 to $145.57.

17 days ago - TheFly

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...

27 days ago - GlobeNewsWire

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 ...

6 weeks ago - GlobeNewsWire

AOI Receives New Order for 800G Data Center Transceivers from Major Hyperscale Customer

SUGAR LAND, Texas, March 23, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it ...

7 weeks ago - GlobeNewsWire

Applied Optoelectronics Transcript: Status update

AI-driven demand is fueling rapid expansion in high-speed optical transceivers, with manufacturing capacity and automation scaling to support projected $1 billion revenue in 2024 and significant growth through 2027. Vertical integration, in-house laser production, and customer-backed financing underpin supply chain resilience and competitive positioning.

2 months ago - Transcripts

AOI Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026

SUGAR LAND, Texas, March 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced pla...

2 months ago - GlobeNewsWire