NASDAQ • USA
Vertically integrated InP; $1B+ 2026 guidance; $300M Texas expansion
Charts by TradingView
Annual Overview
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | 211.57M | 222.82M▲ | 217.65M▼ | 249.37M▲ | 455.72M▲ |
| Net Income | -54.16M | -66.4M▼ | -56.05M▲ | -186.73M▼ | -38.23M▲ |
| EPS | -$2.01 | -$2.38▼ | -$1.75▲ | -$4.50▼ | -$0.64▲ |
| Free Cash Flow | -19.63M | -17.23M▲ | -17.01M▲ | -112.93M▼ | -353.58M▼ |
| Capex | 7.98M | 3.21M▼ | 9.08M▲ | 43.41M▲ | 179.15M▲ |
| Diluted Shares | 26.91M | 27.85M▲ | 31.94M▲ | 41.54M▲ | 60.18M▲ |
| Net Debt Issuance | -18K | -19K▼ | -63K▼ | -4.62M▼ | -81K▲ |
| Net Equity Issuance | — | — | — | — | — |
| SBC | 12.12M | 9.6M▼ | 11.88M▲ | 14.79M▲ | 11.71M▼ |
Analyst Consensus
Estimate Revisions
Estimates stable
Earnings Track Record
Beat estimates 3 of last 8 quarters
Avg surprise: +18.6%
Growth
Ownership
Data from SEC 13F filings · Reported September 30, 2023
Earnings Calendar
Next earnings
November 5, 2026
Last earnings
August 6, 2026
AI Summary
Applied Optoelectronics (AAOI) manufactures transceivers and operates contract manufacturing facilities, focusing on pluggable modules critical for optical networking. They are vertically integrated in Indium Phosphide (InP) technology, allowing them greater control over the manufacturing process to produce high-performance optical components.
The bullish scenario for AAOI hinges on their expansion and vertical integration. With $1 billion revenue guidance for 2026 and a $300 million expansion in Texas, they are positioning themselves to capture a growing slice of the hyperscale and AI photonics market. The supply chain bottleneck in photonics after memory creates an urgent demand for their solutions. Their established production capability in the U.S. also aligns well with potential governmental and corporate preferences for domestic sources.
On the flip side, AAOI's past financial performance has been rocky, reflected in persistent net losses and negative free cash flow. The high burn rate, seen in FY2025's negative free cash flow of $353.9 million, indicates significant cash management risks. Additionally, competition from polymer modulator technologies presents a technological disruption threat, especially if these alternative materials finally make the leap to market readiness.
AAOI's revenue has seen a notable increase, jumping to $455.7 million in FY2025 from $217.6 million in FY2023. However, despite this growth, they are still running net losses, with a FY2025 loss of $38.2 million. Gross margins improved to 30% in FY2025, indicating some operational efficiencies. Yet, heavy investments are draining cash, as evidenced by their free cash flow worsening to negative $353.9 million. Without turning revenues into profits soon, these trends suggest further financial strain.
At a P/S ratio of 15.8 and an astronomical EV/EBITDA of -242.8, AAOI is pricey compared to peers like Fabrinet and Celestica. The market seems to price in a rapid turnaround and growth implied by their expansion plans and revenue projections. However, given the negative earnings and cash flow, the current valuation demands near-flawless execution to maintain investor confidence.
Key risks include a substantial dependence on a few major customers, which could destabilize revenues if these relationships falter. Geopolitical tensions might also amplify supply chain disruptions, particularly given the semiconductor-heavy nature of their components. Furthermore, continued advancements in competing technologies, such as electro-optic polymers, could leave AAOI’s core InP technology at a disadvantage if commercial breakthroughs occur.
In the coming quarters, investors should keep a close eye on the progress and financial impact of the Texas expansion. Additionally, performance during major industry events like NVIDIA GTC could signal market interest and potential orders. Any updates on overcoming the photonics bottleneck, especially if tied to increased revenue or new partnerships, will also be critical to watch.
Last updated: March 26, 2026
Applied Optoelectronics (AAOI) manufactures transceivers and operates contract manufacturing facilities, focusing on pluggable modules critical for optical networking. They are vertically integrated in Indium Phosphide (InP) technology, allowing them greater control over the manufacturing process to produce high-performance optical components.
The bullish scenario for AAOI hinges on their expansion and vertical integration. With $1 billion revenue guidance for 2026 and a $300 million expansion in Texas, they are positioning themselves to capture a growing slice of the hyperscale and AI photonics market. The supply chain bottleneck in photonics after memory creates an urgent demand for their solutions. Their established production capability in the U.S. also aligns well with potential governmental and corporate preferences for domestic sources.
On the flip side, AAOI's past financial performance has been rocky, reflected in persistent net losses and negative free cash flow. The high burn rate, seen in FY2025's negative free cash flow of $353.9 million, indicates significant cash management risks. Additionally, competition from polymer modulator technologies presents a technological disruption threat, especially if these alternative materials finally make the leap to market readiness.
AAOI's revenue has seen a notable increase, jumping to $455.7 million in FY2025 from $217.6 million in FY2023. However, despite this growth, they are still running net losses, with a FY2025 loss of $38.2 million. Gross margins improved to 30% in FY2025, indicating some operational efficiencies. Yet, heavy investments are draining cash, as evidenced by their free cash flow worsening to negative $353.9 million. Without turning revenues into profits soon, these trends suggest further financial strain.
At a P/S ratio of 15.8 and an astronomical EV/EBITDA of -242.8, AAOI is pricey compared to peers like Fabrinet and Celestica. The market seems to price in a rapid turnaround and growth implied by their expansion plans and revenue projections. However, given the negative earnings and cash flow, the current valuation demands near-flawless execution to maintain investor confidence.
Key risks include a substantial dependence on a few major customers, which could destabilize revenues if these relationships falter. Geopolitical tensions might also amplify supply chain disruptions, particularly given the semiconductor-heavy nature of their components. Furthermore, continued advancements in competing technologies, such as electro-optic polymers, could leave AAOI’s core InP technology at a disadvantage if commercial breakthroughs occur.
In the coming quarters, investors should keep a close eye on the progress and financial impact of the Texas expansion. Additionally, performance during major industry events like NVIDIA GTC could signal market interest and potential orders. Any updates on overcoming the photonics bottleneck, especially if tied to increased revenue or new partnerships, will also be critical to watch.
Applied Optoelectronics (AAOI) manufactures transceivers and operates contract manufacturing facilities, focusing on pluggable modules critical for optical networking. They are vertically integrated in Indium Phosphide (InP) technology, allowing them greater control over the manufacturing process to produce high-performance optical components.
Applied Optoelectronics is in the Transceivers & Modules layer of the photonics supply chain. Finished pluggable optics modules and the contract manufacturers that assemble them at scale.
In FY2025, Applied Optoelectronics reported a net loss of $38.23M.
Companies in the same supply chain layer as Applied Optoelectronics include Browave Corporation, Fabrinet, Flex Ltd, Jabil, and Luxshare Precision Industry Co., Ltd..
Applied Optoelectronics is expected to report around November 5, 2026.
Analysis updated March 2026
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Researchers at the TU Munich, University of Modena and Reggio Emilia, and Applied Materials published a technical paper titled “System-Technology Co-Evaluation of A7 CFET and A10 NSFET Technologies from Cell Parasitics to Chip Reliability.” Abstract Excerpt: “ In this work, we present a physics-based thermal- and aging-aware system-technology co-evaluation (STCO) flow to assess parasitic RCs in... » read more The post Comparing A7 CFET and A10 Nanosheet FETs From Parasitics to Chip Reliability (
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Applied Optoelectronics (AAOI) Stock Looks Stretched As Its 13x Five Year Run Continues Yahoo Finance
Applied Optoelectronics has delivered a very long run in its share price, and that kind of move naturally raises the question of whether the current valuation is supported by its sales base. With the stock now trading around US$101, the key issue for you is how much revenue the business is generating to back up that market value. Over the past 5 years the share price has risen by about 13x, which puts the spotlight firmly on how much sales power is now implied in the valuation. The company’s...
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Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4% AOL.ca
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Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]
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Applied Optoelectronics (A59) Q4 2022 Earnings Report - Results, Call & Slides TipRanks
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Applied Optoelectronics Soars as AI Optics Rally Back TipRanks
Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters for anyone holding names that are already up triple digits this year.
Applied Optoelectronics Stock's Upcoming Growth Inflection Triggers Massive Upside (AAOI) Seeking Alpha
Engineers Gate Manager LP Sells 18,999 Shares of Applied Optoelectronics, Inc. $AAOI MarketBeat
Applied Optoelectronics (AAOI) Stock Price Today: $98.16 Pluang
Applied Optoelectronics (NASDAQ: AAOI) director donates 2,200 shares to a charity Stock Titan
Key TakeawaysAAOI posted $191. 9 million in Q2 2026 revenue, up 86% year over year and its fifth straight record quarter, with Q3 guidance implying roughly 130% year-over-year growth at the midpoint.
Everyone’s Watching Applied Optoelectronic’s Revenue. Few Are Watching This Chart TIKR.com
CIEN Targets 30% Revenue Growth Through 2029 — Peers COHR, GLW And AAOI Rally After Guidance Yahoo Finance
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CIEN Targets 30% Revenue Growth Through 2029 — Peers COHR, GLW And AAOI Rally After Guidance Stocktwits
The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.
17 Stocks Short Sellers Are Loving Right Now Schaeffer's Investment Research
Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3% Yahoo Finance
Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3% 24/7 Wall St.
Coherent, Lumentum, and Applied Optoelectronics are surging together this morning with no shared headline, no analyst upgrade, and no product news to explain it, and the reason behind the correlated pop reveals something more telling than a simple good day for optics stocks.
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Houston Expansion Could Be A Big Move For Applied Optoelectronics Stock (AAOI) simplywall.st
COHR's 24% pullback creates a buying opportunity as AI-driven demand, capacity expansion and stronger margins support its long-term growth story.
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California State Teachers Retirement System Buys 15,128 Shares of Applied Optoelectronics, Inc. $AAOI MarketBeat
$AAOI stock is down 8% today. Here's what we see in our data. Quiver Quantitative
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$AAOI stock is down 8% today. Here's what we see in our data. Quiver Quantitative
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WINTON GROUP Ltd Purchases Shares of 12,239 Applied Optoelectronics, Inc. $AAOI MarketBeat
AAOI To Boost Optical Transceivers Production For Data Centers – Retail Sees Firm Deeply Positioning Itself In AI Infrastructure Supply Chain Stocktwits
Applied Optoelectronics (AAOI) Stock Looks Reasonable On Sales While Broader Checks Look Stretched simplywall.st
Applied Optoelectronics Expands Operations with Houston Facility Acquisition The Globe and Mail
AAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR? TradingView
Applied Optoelectronics (AAOI) Stock Looks Reasonable On Sales While Broader Checks Look Stretched simplywall.st
AAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR? TradingView
AAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR? finance.yahoo.com
Concurrent Investment Advisors LLC Sells 10,883 Shares of Applied Optoelectronics, Inc. $AAOI InsuranceNewsNet
Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.
Hsbc Holdings PLC Purchases 24,222 Shares of Applied Optoelectronics, Inc. $AAOI MarketBeat
Concurrent Investment Advisors LLC Sells 10,883 Shares of Applied Optoelectronics, Inc. $AAOI MarketBeat
Applied Optoelectronics Insider Sold Shares Worth $3,545,676, According to a Recent SEC Filing marketscreener.com
Applied Optoelectronics (NASDAQ: AAOI) buys Houston facility for offices, warehouse and light manufacturing Stock Titan
Applied Optoelectronics SVP Hung-Lun Chang Sells 32,172 Shares at $110.21 Average Price kalkinemedia.com
Applied Optoelectronics Insider Sold Shares Worth $421,320, According to a Recent SEC Filing marketscreener.com
Applied Optoelectronics(AAOI.US) Officer Sells US$3.55 Million in Common Stock Moomoo
Applied Optoelectronics (NASDAQ:AAOI) Insider Hung-Lun (Fred) Chang Sells 32,172 Shares MarketBeat
Insider Selling: Applied Optoelectronics (NASDAQ:AAOI) CFO Sells $421,320.00 in Stock MarketBeat
Applied Optoelectronics (AAOI) CFO cashes out 4,000 shares Stock Titan
Applied Optoelectronics Officer Sold Shares Worth Over $3.5M TradingView
Insider at Applied Optoelectronics (NASDAQ: AAOI) sells 32,172 shares at $110.21 Stock Titan
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LITE's Laser Growth Accelerates: Can It Challenge AVGO & AAOI? TradingView
APPLIED OPTOELECTRONICS UP 10.2%, LUMENTUM HOLDINGS UP 10.5%, COHERENT UP 11% webull.com
Form 144 | Applied Optoelectronics(AAOI.US) Officer Proposes to Sell 3.55 Million in Common Stocks Moomoo
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Thanks to the robust performance of AAOI stock, options traders are paying for heavy downside protection—which just might signal a near-term bullish take.
Form 144 | Applied Optoelectronics(AAOI.US) Officer Proposes to Sell 3.55 Million in Common Stocks 富途牛牛
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LITE's Laser Growth Accelerates: Can It Challenge AVGO & AAOI? Yahoo Finance
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Lumentum is scaling pump, EML and CW laser capacity as AI-driven optical demand rises, positioning it against Broadcom and Applied Optoelectronics.
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FN's AI Optical Growth Accelerates: Can It Challenge LITE & AAOI? tradingview.com
FN's AI Optical Growth Accelerates: Can It Challenge LITE & AAOI? Yahoo Finance
Fabrinet rides on surging AI data-center demand, with strong DCI, HPC and transceiver growth supporting its push against optical rivals.
Why Is Applied Optoelectronics Stock Surging Tuesday? Benzinga
FN's AI Optical Growth Accelerates: Can It Challenge LITE & AAOI? Zacks Investment Research
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AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait? Eastern Progress
AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait? Zacks Investment Research
AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait? Yahoo Finance
AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait? tradingview.com
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Applied Optoelectronics plunges 46.3% in three months as supply constraints and a rich valuation offset surging AI-driven demand for 800G and 1.6T products.
Applied Optoelectronics leads 2026 optics stocks with 203% gain amid AI datacenter boom. Pluang
Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent? aol.com
Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent? 24/7 Wall St.
Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent? Yahoo Finance
AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.
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Vertiv, Applied Optoelectronics, and Innodata entered September well below their 2026 highs despite strong operating growth. The pullbacks do not make them interchangeable bargains. Vertiv Holdings Co. (NYSE:VRT) sells power and cooling, Applied Optoelectronics, Inc. (NASDAQ:AAOI) supplies optical transceivers, and Innodata Inc. (NASDAQ:INOD) provides data engineering and model-evaluation services. Vertiv’s second-quarter sales rose 24% to […]
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys 52,728 Shares of Applied Optoelectronics, Inc. $AAOI MarketBeat
FirstWave Capital Management LLC Has $8.63 Million Stock Holdings in Applied Optoelectronics, Inc. $AAOI MarketBeat
Applied Optoelectronics, Inc. $AAOI Shares Sold by Wellington Management Group LLP MarketBeat
3 AI-Related Stocks Worth a Closer Look After Pullbacks TradingView
3 AI-Related Stocks Worth a Closer Look After Pullbacks Zacks Investment Research
3 AI-Related Stocks Worth a Closer Look After Pullbacks TradingView
3 AI-Related Stocks Worth a Closer Look After Pullbacks Yahoo! Finance Canada
Many AI-related stocks have seen major volatility in 2026, with several high-flying names pulling back sharply after huge runs earlier in the year.
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Applied Optoelectronics Inc (AAOI) Stock Up 5.2% but GF Value Sa GuruFocus
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$Applied Optoelectronics (AAOI.US)$ lets see CIEN earnings impact Moomoo
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HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is whether that gap is an opportunity or a warning sign.
Applied Optoelectronics (NASDAQ:AAOI) Stock Price Down 5.7% - What's Next? MarketBeat
Coherent's AI optics demand and margins are surging, but heavy capex, weak cash conversion and crowded product ramps keep execution risk elevated.
Applied Optoelectronics Stock Forecast — AAOI ($146.94) Rips 12.96% on Dell's $95B AI Backlog — $163.40 Consensus TradingNEWS
AAOI’s AI Exposure Tests Whether Revenue Growth Can Outrun Dilution Investing.com
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Applied Optoelectronics Falls After Disappointing Earnings Outlook TipRanks
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Applied Optoelectronics Inc (AAOI) Shares Fall 4.0% -- GF Value Says Still Overvalued GuruFocus
Two new industrial sites for Applied Optoelectronics (NASDAQ: AAOI) come with an option to buy later Stock Titan
Quantitative Investment Management LLC Buys Shares of 9,955 Applied Optoelectronics, Inc. $AAOI marketbeat.com
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A tiny photonics company just landed a massive purchase order from a hyperscaler supplier, and its balance sheet suddenly gives it years to prove whether that deal is the beginning of something enormous or just another false start.
Already knew that this will happen. Bought back all my AAOI shares dirt cheap at $103.8 at the very peak of the opening panic sales. Moomoo
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35,500 Shares in Applied Optoelectronics, Inc. $AAOI Purchased by SPX Gestao de Recursos Ltda MarketBeat
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Applied Optoelectronics (AAOI) Q1 2025 Earnings: Results, Market Reaction & History 24/7 Wall St.
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Applied Optoelectronics Inc (AAOI) Shares Fall 6.2% -- GF Value Says Still Overvalued GuruFocus
Will Datacenter Momentum Keep Powering Coherent's Growth? Yahoo Finance
COHR's datacenter sales surged 59% year over year to $1.62B in fiscal Q4, driving 34% revenue growth as AI infrastructure demand reshapes its mix.
The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and why one name carries an overhang the others do not.
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Optics Stocks Slide as AI Hardware Trade Cools: Applied Optoelectronics and Lumentum Fall 6%, Coherent Drops 5% 24/7 Wall St.
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Why Applied Optoelectronics (AAOI) Stock Is Down Today Quiver Quantitative
Massive Stock Offering Sends Applied Optoelectronics Sliding TipRanks
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Lumentum Climbs 4% as the AI Optics Trade Extends a Second Session, Coherent and Applied Optoelectronics Drift 24/7 Wall St.
Lumentum Climbs 4% as the AI Optics Trade Extends a Second Session, Coherent and Applied Optoelectronics Drift Yahoo Finance
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift sideways or lower. That divergence between one red-hot stock and a quiet sector tells investors something important about where this rally actually stands.
ASML or AAOI: Which Tech Stock Is Better-Placed at Present? Yahoo Finance
ASML's stronger price performance, favorable valuation and rising earnings estimates give it the edge over AAOI in this tech-stock faceoff.
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Applied Optoelectronics Stock Sank 14% Yesterday on a $600 Million Stock Sale. The Street Isn’t Cutting Its Target. TIKR.com
AAOI Benefits From Strong 800G Demand: Can It Beat LITE & COHR? Eastern Progress
AAOI Stock (Applied Optoelectronics, Inc.) AAOI Stock Analysis | June 29, 2026 Texas (1oGuOLL6hm) Mshale
Applied Optoelectronics already has more AI-optics demand than it can fulfill, and a potential U.S. ban on Chinese suppliers could make its race to expand capacity even more important.
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Applied Optoelectronics previously announced a US$600 million at-the-market equity offering, allowing the company to sell new common shares to fund general corporate needs, repay debt, and support capital spending plans. This move highlights management’s willingness to accept share dilution today in order to secure funding for capacity expansion and operational flexibility. Next, we’ll examine how this sizeable equity raise, and the potential dilution it brings, may alter Applied...
Applied Optoelectronics (NASDAQ:AAOI) Stock Price Up 5.5% - Time to Buy? MarketBeat
AAOI Benefits From Strong 800G Demand: Can It Beat LITE & COHR? TradingView
AAOI Benefits From Strong 800G Demand: Can It Beat LITE & COHR? Yahoo Finance
Applied Optoelectronics Shares Gain 5% After Company Launches Third $600 Million ATM Program TechStock²
Applied Optoelectronics 800G revenues surge more than tenfold year over year as demand outpaces supply and capacity expansion targets further growth through mid-2027.
Why is Applied Optoelectronics stock rebounding today? By Investing.com Investing.com UK
Why is Applied Optoelectronics stock rebounding today? Investing.com
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Applied Optoelectronics (NasdaqGM:AAOI) announced a US$600 million at the market equity offering. The company plans to periodically sell newly issued shares into the open market under this program. The size of the offering has potential implications for existing shareholders due to possible dilution. This kind of funding move can put a spotlight on the broader group of companies building and supplying AI infrastructure, which you can explore further through 55 AI infrastructure...
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Why Applied Optoelectronics Stock Dived by Almost 14% on Monday AOL.com
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday The Globe and Mail
Applied Optoelectronics stock tumbles on $600M share offering Investing.com
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Applied Optoelectronics, PDD Holdings And 3 Stocks To Watch Heading Into Monday Sahm
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Applied Optoelectronics (AAOI) Stock Plunges 10% Following $600M Share Sale Announcement MoneyCheck
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Applied Optoelectronics Shares Drop 12% on $600M Equity Offering achmadnurhidayat.id
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Applied Optoelectronics stock tumbles on $600M share offering By Investing.com Investing.com South Africa
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Why Applied Optoelectronics Stock Dived by Almost 14% on Monday The Globe and Mail
Applied Optoelectronics Shares Drop 13.8% as $600 Million At-the-Market Offering Requires 20% More Shares TechStock²
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday The Globe and Mail
Applied Optoelectronics Inc (AAOI) Shares Fall 13.7% -- GF Value Says Still Overvalued GuruFocus
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday The Motley Fool
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday The Globe and Mail
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday Yahoo Finance
The company announced a new capital-raising effort.
The Shock Record Understates How Far Applied Optoelectronics Stock Can Fall Trefis
Its deepest decline across its full price history runs well past anything a catalogued market shock produced, and the next test sits inside a production ramp the company says is bounded by capacity and parts.
AAOI Stock Dips 10% Overnight After $600M Equity Offering Triggers Dilution Concerns TradingView
Applied Optoelectronics stock tumbles on $600M share offering Investing.com
Applied Optoelectronics stock tumbles on $600M share offering By Investing.com Investing.com South Africa
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On Aug. 24, 2026, blue chip strength offsets a tech sell-off driven by earnings anxiety and geopolitical uncertainty.
Applied Optoelectronics (NASDAQ:AAOI) Shares Gap Down - Here's Why MarketBeat
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AAOI Shares Tumble 14%, as Stock Offering Collides with Put Wall: Options Chatter Moomoo
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Applied Optoelectronics shares drop 12% after $600M equity raise plan sparks sector selloff Pluang
Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5% Yahoo Finance
Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5% 24/7 Wall St.
A surprise capital raise sent shockwaves through the AI optics trade Monday morning, pulling down not just one stock but an entire high-flying corner of the semiconductor market that had been one of 2026's biggest winners.
Tech stocks dragged on the S&P 500 and Nasdaq in early trading.
Market News: AI Hardware Complex Sells Off in Pre-Market — Optical Communication Leads Declines With AAOI Down 11.66% Binance
【US Pre-Market】Optical Communications and Storage Stocks Decline, AAOI Drops Over 12%, SanDisk Falls More Than 4%, Pinduoduo Rises 3% After Earnings TradingKey
Applied Optoelectronics, SanDisk, Seagate And Other Big Stocks Moving Lower In Monday’s Pre-Market Session Benzinga
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AAOI Shares Fall 12% After $600 Million Stock Plan Slashes $1.29 Billion in Value ts2.tech
Why is Applied Optoelectronics stock sliding today? Investing.com
Why Is Applied Optoelectronics Stock Sinking Monday? - Applied Optoelectronics (NASDAQ:AAOI) Benzinga
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Retail sentiment on Stocktwits slipped to ‘bearish’ on SPY and QQQ.
Applied Optoelectronics, PDD Holdings And 3 Stocks To Watch Heading Into Monday Benzinga
Applied Optoelectronics is among the fastest-growing optical networking companies, a sector that has drawn strong investor interest over the past year.
AAOI Stock Dips 10% Overnight After $600M Equity Offering Triggers Dilution Concerns Stocktwits
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Applied Optoelectronics (AAOI) Stock Plunges 10% on Third Major Capital Raise of 2026 Blockonomi
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16,820 Shares in Applied Optoelectronics, Inc. $AAOI Bought by Lisanti Capital Growth LLC MarketBeat
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Applied Optoelectronics and Lumentum both benefit from AI-driven optical networking demand, but the latter's stronger growth and rising estimates give it the edge.
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Prediction: The Tiny AI Stock Has a Massive Opportunity in Optical Computing 24/7 Wall St.
A tiny optical computing stock sits at the bleeding edge of AI infrastructure, trading at a fraction of its recent highs while holding a balance sheet that just eliminated its biggest existential risk. Whether its commercial bets pay off depends on one critical ramp now underway.
25,000 Shares in Applied Optoelectronics, Inc. $AAOI Acquired by Artemis Wealth Advisors LLC MarketBeat
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Applied Optoelectronics (NASDAQ:AAOI) is positioning its laser manufacturing and automated U.S.-based production capabilities as key differentiators as data-center customers expand AI infrastructure, according to Chief Financial Officer and Chief Strategy Officer Stefan Murry at the Rosenblatt Age o
Taiwanese American-Founded AOI Closes in on U.S. Laser Trio|Industry|2026-08-18 天下雜誌
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53,520 Shares in Applied Optoelectronics, Inc. $AAOI Purchased by Greenwoods Asset Management Hong Kong Ltd. MarketBeat
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Applied Optoelectronics aims for 170% revenue g... Pluang
Applied Optoelectronics Stock Soars 16% Following Fifth Straight Quarter of Record Revenue TIKR.com
Applied Optoelectronics is positioned for AI-driven optical networking growth as copper hits limits and demand for data center optics rises.
Moderately bullish activity in Applied Optoelectronics with shares up 0.35% TipRanks
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Applied Optoelectronics (AAOI) Stock Looks Reasonable On Fresh AI Demand News simplywall.st
Applied Optoelectronics (NASDAQ:AAOI) saw its share price increase by 15.53 percent on Friday to finish at $150.28 apiece, as investors began positioning portfolios in anticipation of major business updates. According to the company, Chief Finance and Strategy Officer Stefan Murry is set to present at Rosenblatt’s 6th annual technology summit on Tuesday, August 18. Investors […]
JANE STREET GROUP, LLC Trims Applied Optoelectronics Inc (AAOI) Position -- Stock Trades at 5.92 Times GF Value GuruFocus
Applied Optoelectronics (AAOI) is in focus after a multi-year supply agreement with Amazon, fresh third quarter 2026 revenue guidance, and second quarter earnings that highlighted higher sales alongside continued net losses. See our latest analysis for Applied Optoelectronics. The news around Applied Optoelectronics has coincided with intense share price swings, with a 1-day share price return of 15.53% and a 30-day share price return of 37.76%, while the 90-day share price return declined...
Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8% AOL.com
Applied Optoelectronics (AAOI) Rallies 6.86% to $139.0, Approaching Key Resistance at $145.95 - Price Surge Stocks careplusvn.com
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U.S. Market Close | Trump threatens to declare the Strait of Hormuz as U.S. territory; three major indices close slightly lower. Optical communication stocks strengthen: AAOI surges 15%, Lumentum rises over 5%; drone stock UMAC jumps 25%. news.futunn.com
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Applied Optoelectronics stock has delivered an extremely strong multi year run, yet its low overall value score suggests the current share price may already be baking in a lot of optimism. Over the past 5 years, Applied Optoelectronics has returned roughly 19x an initial investment, which puts extra focus on how much upside is realistically left from here. Recent excitement around demand for the company’s high speed optical products that support AI and cloud data centers can support elevated...
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Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week AOL.com
As traditional copper infrastructure gives way to high-speed optical transceivers, AAOI's vertical integration, expanding profit margins, and multi-year deals position it to capitalize on the AI boom.
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Applied Optoelectronics Inc Stock (AAOI) Moved Up by 14.63% on Aug 14: What Signal Does It Send? TradingKey
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Optics stocks are surging into the weekend with no confirmed catalyst behind the move, while Broadcom sells off sharply even as the broader market hits record highs. The divergence points to a trade worth understanding before Monday.
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A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why a handful of optical companies that spent a decade going nowhere are now posting the kind of share gains that make investors question everything they thought they knew about this space.
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Jim Cramer took a hard pass on one buzzy photonics name while steering investors toward two stocks already hauling in NVIDIA investment and posting triple-digit gains. Find out which companies made his short list and why their order books tell a very different story.
LandMark Optoelectronics posts surge in profit on silicon photonics demand digitimes
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Applied Optoelectronics (AAOI) Reported Q2 Results And New Guidance, Is The Valuation Too Rich? simplywall.st
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Lumentum's Blowout Quarter Ignites Photonics Rally Ahead of Coherent Results finance.biggo.com
Applied Optoelectronics CFO Stefan J. Murry Sells 4,000 Shares Under 10b5-1 Plan in August 2026 Kalkine Media
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Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally Yahoo Finance
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Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally 24/7 Wall St.
Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.
Applied Optoelectronics (AAOI) CFO Murry sells 4,000 shares under 10b5-1 plan Stock Titan
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Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through 24/7 Wall St.
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.
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(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak
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Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.
The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.
Lumentum's Upbeat Report Sparks Photonics Rally: Coherent's Earnings Up Next TradingView
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Applied Optoelectronics reports solid earnings, giving a boost to investors who hope it can be more than a meme stock.
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AI data centers are steering the shift from copper to optical connectivity, putting photonics at the center of investor attention.
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Coherent (COHR) Stock Is Tumbling Today After Massive Optics vs. Memory Debate on Social Media This Weekend AOL.com
A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.
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Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.
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The Applied Optoelectronics, Inc. (NASDAQ:AAOI) Second-Quarter Results Are Out And Analysts Have Published New Forecasts simplywall.st
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UNICOM Systems Inc. Buys 83,892 Shares of Applied Optoelectronics, Inc. $AAOI MarketBeat
Applied Optoelectronics (NASDAQ:AAOI) Stock Rating Upgraded by Wall Street Zen MarketBeat
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The latest price target work on Applied Optoelectronics reflects a modest reset, with the internal fair value estimate moving from US$157.30 to US$150.30. That shift sits alongside Street research that now spans everything from a relatively small US$2.50 change to a very large US$87.50 increase, which underlines how divided analysts are on the stock's risk and reward profile. As you read on, you will see how these price target moves feed into the evolving narrative around Applied...
Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics AOL.com
Applied Optoelectronics and Coherent Gain 7%, Lumentum Adds 5% as Risk-On Feeling Spreads to Optics Stocks AOL.com
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Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings? Eastern Progress
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Why is Applied Optoelectronics stock surging today? By Investing.com Investing.com Nigeria
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Applied Optoelectronics, Inc. Stock 12‑Month Price Target Cut to $159.58, Implies 28% Upside TradingView
Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings? Yahoo Finance
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Applied Optoelectronics Inc (AAOI) (Q2 2026) Earnings Call Highlights: Record Revenue and ... ca.finance.yahoo.com
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Applied Optoelectronics Inc (AAOI) (Q2 2026) Earnings Call Highlights: Record Revenue and ... Yahoo Finance
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Applied Optoelectronics Inc (AAOI) Stock Up 9.2% but GF Value Sa GuruFocus
Needham lowers Applied Optoelectronics price target on delayed margin goals Investing.com South Africa
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Applied Optoelectronics (A59) Q1 2024 Earnings Report - Results, Call & Slides TipRanks
Earnings call transcript: Applied Optoelectronics tops Q2 2026 forecasts By Investing.com Investing.com Nigeria
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Applied Optoelectronics price target raised to $120 from $57.50 at Northland tipranks.com
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Applied Optoelectronics Q2 Earnings Beat Estimates, Revenues Up Y/Y TradingView
Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings? TradingView
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.
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Pharma Bro Shkreli Bets Against AAOI — ‘Commodity Bottleneck Doesn’t Make A Great Company’ Stocktwits
AAOI's Q2 earnings beat estimates as revenues surge 86.4%, fueled by datacenter, CATV, and rapid 800G growth.
AAOI's record Q2 revenues and surging AI-driven demand fuel growth, but supply constraints, competition and valuation concerns cloud the outlook.
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AAOI Stock Surges On AI Optics Demand And Record Q2 Beat StocksToTrade
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Rosenblatt reiterates Buy on Applied Optoelectronics stock at $220 Investing.com
Applied Optoelectronics (NasdaqGM: AAOI) is in focus after reports that the US administration plans to ban imports of Chinese-made data center components, including optical transceivers. The proposed restrictions would target Chinese suppliers of AI hardware used in US data centers and would affect optical modules that link high performance servers. Market attention is turning to US based optical transceiver vendors that produce 800G AI modules as data center operators review sourcing...
Applied Optoelectronics Q2 Earnings Beat Estimates, Revenues Up Y/Y Zacks Investment Research
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Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings? Zacks Investment Research
U.S. Market Movement | Optical Communication Stocks Rise Broadly, with Applied Optoelectronics (AAOI.US) Up Over 12% Moomoo
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Applied Optoelectronics (AAOI.US) Q2 Earnings Call: AI-related demand remains strong; capacity and key component supply are the primary constraints on near-term growth. 富途牛牛
Applied Optoelectronics: AI Optics Demand To Outpace Capacity Through Mid-2027 As Output Targets 650,000 Units Monthly Pulse 2.0
This AI Stock Is Surging. Can It Shake the ‘Meme Stock’ Label? Barron's
Applied Optoelectronics, Inc. recently reported second-quarter 2026 results showing sales rising to US$191.92 million from US$102.95 million a year earlier, while net loss widened to US$22.78 million and basic and diluted loss per share from continuing operations increased to US$0.28 from US$0.16. Despite higher losses, the company highlighted record revenue for the fifth consecutive quarter and strong demand for its next-generation 800G and 1.6T AI-focused optical transceivers, alongside...
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Rosenblatt reiterates Buy on Applied Optoelectronics stock at $220 Investing.com India
Applied Optoelectronics Inc (AAOI) (Q2 2026) Earnings Call Highl GuruFocus
Trending Industry Today: Applied Optoelectronics Leads Gains Pre-Market In Optical Communication Stocks Moomoo
Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8% Yahoo Finance
Applied Optoelectronics (NASDAQ:AAOI) has granted restricted stock unit awards to four newly hired employees under its 2023 Equity Inducement Plan, a move designed to support recruitment while complying with Nasdaq’s inducement award requirements. Key Investor TakeawaysApplied Optoelectronics (NASDAQ:AAOI) granted equity inducement awards covering 1,048 shares of common stock to four new employees.
Needham lowers Applied Optoelectronics price target on delayed margin goals Investing.com
Why is Applied Optoelectronics stock surging today? Investing.com
Applied Optoelectronics Stock Jumps After Impressive Q2 Earnings and Strong Future Guidance StockInvest.us
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Applied Optoelectronics (NASDAQ:AAOI) Shares Gap Up Following Strong Earnings MarketBeat
Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8% 24/7 Wall St.
A surprise earnings print just sent one optical networking stock surging past the broader semiconductor rally, and it is pulling the entire photonics sector along for the ride.
AAOI Stock Jumps As Earnings Beat Fuels AI Demand Story timothysykes.com
Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.
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Applied Optoelectronics Inc (AAOI) (Q2 2026) Earnings Call Highl GuruFocus
Rosenblatt reiterates Buy on Applied Optoelectronics stock at $220 By Investing.com Investing.com Canada
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AAOI Q2 Earnings Call Focuses on Capacity-Led 800G Ramp Zacks Investment Research
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Why Is Applied Optoelectronics Stock Soaring Friday? - Applied Optoelectronics (NASDAQ:AAOI) Benzinga
Applied Optoelectronics' New Employees Get Stock Awards Vesting Over 4 Years Stock Titan
Applied Optoelectronics jumps on Q2 results, guidance; Needham still sees $1B+ revenue (AAOI:NASDAQ) Seeking Alpha
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 that the Compensation Committee of its Board of Directors granted inducement awards for 1,048 shares of common stock to 4 new employees, with a grant date of July 31, 2026, pursuant to the Applied Optoelectronics, Inc. 2023 Equity Inducement Plan (the “Inducement Plan”). The Inducement Plan is used exc
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AAOI Stock: Revenue Is Booming, But Where Are the Profits? top1markets.com
AAOI Surges as Optical Communication Sector Sees Strong Demand GuruFocus
Needham lowers Applied Optoelectronics price target on delayed margin goals Investing.com Canada
Applied Optoelectronics (NASDAQ:AAOI) surges 14% premarket as production boosts lead margin gains TechStock²
Why is Applied Optoelectronics stock surging today? By Investing.com Investing.com Canada
Is Applied Optoelectronics (AAOI) Overvalued After Q2 Earnings? GuruFocus
Optical Module Leader Zhongji Innolight Plunges Over 6% Intraday as U.S. Rival AAOI's Tenfold Expansion Plan Casts Long Shadow finance.biggo.com
Why Is AAOI Stock Surging 10% Premarket? Stocktwits
Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.
AAOI Earnings: Down 65%, Facing Dilution… Why Am I Still Bullish With A PT Of $300 (NASDAQ:AAOI) Seeking Alpha
Applied Optoelectronics Revenue Jumps 86% on AI Boom, Sees Demand Outpacing Capacity Through Mid-2027 finance.biggo.com
AAOI revenue reaches record high, but profits trail behind kucoin.com
Applied Optoelectronics Inc (AAOI) (Q2 2026) Earnings Call Highlights: Record Revenue and ... Yahoo Finance UK
AAOI delivers fifth consecutive record quarter with 86% revenue surge, driven by explosive demand for 800G and 1.6T optical transceivers.
Applied Optoelectronics Q2 2026 Earnings Call Transcript MarketBeat
Applied Optoelectronics (NASDAQ:AAOI) Releases Quarterly Earnings Results, Beats Estimates By $0.04 EPS MarketBeat
Applied Optoelectronics (AAOI) delivered earnings and revenue surprises of +100.00% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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Applied Optoelectronics Forecasts Demand Will Outpace Capacity Through Mid-2027 Stock Titan
Q2 2026 Applied Optoelectronics Inc Earnings Call Transcript GuruFocus
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Applied Optoelectronics Stock (AAOI) Opinions on Upcoming Earnings Moomoo
Applied Optoelectronics | 10-Q: Q2 2026 Earnings Report Moomoo
Earnings Flash (AAOI) Applied Optoelectronics, Inc. Reports Q2 Revenue $191.9M, Vs. FactSet Est of $190.5M moomoo.com
Applied Optoelectronics Q2 revenue slightly beats estimates, non-GAAP profit returns TradingView
Applied Optoelectronics, Inc. reports results for the quarter ended June 30 - Earnings Summary TradingView
APPLIED OPTOELECTRONICS, INC. 2026: Revenue $191.92M, EPS ($0.28) — 10-Q Summary TradingView
Applied Optoelectronics reports Q2 2026 revenue $191.9M, returns to non-GAAP profit TradingView
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Transcript : Applied Optoelectronics, Inc., Q2 2026 Earnings Call, Aug 06, 2026 marketscreener.com
Q2 2026 Applied Optoelectronics Inc Earnings Call Transcript GuruFocus
Applied Optoelectronics, Inc. Provides Earnings Guidance for the Third Quarter of 2026 marketscreener.com
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Applied Optoelectronics, Inc. (AAOI) Q2 FY2026 earnings call transcript finance.yahoo.com
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Earnings Flash (AAOI) Applied Optoelectronics, Inc. Reports Q2 Revenue $191.9M, vs. FactSet Est of $190.5M marketscreener.com
Applied Optoelectronics falls on weak third quarter guidance Investing.com
Applied Optoelectronics Reports Second Quarter 2026 Results Yahoo FinanceThis AI Stock Is Surging. Can It Shake the ‘Meme Stock’ Label? Barron'sApplied Optoelectronics jumps on Q2 results, guidance; Needham still sees $1B+ revenue (AAOI:NASDAQ) Seeking AlphaApplied Optoelectronics Q2 Earnings Call Highlights MarketBeatApplied Optoelectronics Q2 revenue slightly beats estimates, non-GAAP profit returns TradingViewApplied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent A
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Applied Optoelectronics (NASDAQ:AAOI) Returns to Profitability but Shares Dip on Inline Revenue ChartMill
Earnings Flash (AAOI) Applied Optoelectronics, Inc. Reports Q2 Revenue $191.9M, Vs. FactSet Est of $190.5M Moomoo
Applied Optoelectronics (NASDAQ: AAOI) furnishes Q2 2026 results Stock Titan
Applied Optoelectronics falls on weak third quarter guidance Investing.com
BRIEF-Applied Optoelectronics, Inc. Q2 Revenue USD 191.9 Million Vs. IBES Estimate USD 190.5 Million TradingView
Earnings Flash (AAOI) Applied Optoelectronics, Inc. Posts Q2 Adjusted EPS $0.06 per Share, vs. FactSet Est of $0.02 marketscreener.com
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Applied Optoelectronics falls on weak third quarter guidance By Investing.com Investing.com South Africa
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Earnings call transcript: Applied Optoelectronics tops Q2 2026 forecasts Investing.com
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GUIDANCE: (AAOI) Applied Optoelectronics, Inc. Expects Q3 Revenue Range $255.0M - $290.0M Moomoo
Applied Optoelectronics Q2 Swings to Adjusted Earnings, Revenue Rises; Q3 Guidance Set Moomoo
Applied Optoelectronics (NASDAQ: AAOI) details Q2 2026 loss and growth investments Stock Titan
Applied Optoelectronics, Inc. (AAOI) Q2 FY2026 earnings call transcript Yahoo Finance
[AAOI Q2 2026 Earnings Call] Revenue Up 86% to $191.9M, Profit Returns; 1.6T Ramp Begins with $200M+ Orders finance.biggo.com
Applied Optoelectronics (NASDAQ:AAOI) Updates Q3 2026 Earnings Guidance MarketBeat
AAOI stock set to report Q2 earnings after market close today eciks.org
Applied Optoelectronics Q2 Earnings Call Highlights MarketBeat
Applied Optoelectronics Q2 revenue slightly beats estimates, non-GAAP profit returns TradingView
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Applied Optoelectronics Q2 Revenue Soars 86%, While Dilution and Margin Pressure Challenge Shares TechStock²
Applied Optoelectronics (NASDAQ:AAOI) reported record second-quarter revenue and a return to non-GAAP profitability as demand for data center networking products and CATV equipment continued to grow. Management said near-term sales remain constrained primarily by production capacity and the availabi
(AAOI) Applied Optoelectronics, Inc. Expects Q3 Revenue Range $255.0M - $290.0M marketscreener.com
Stocks to watch on Thursday after hours: LYFT, SEZL, AAOI (LYFT:NASDAQ) Seeking Alpha
Applied Optoelectronics slides amid mixed Q2 results, guidance (AAOI:NASDAQ) Seeking Alpha
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 announced financial results for its second quarter ended June 30, 2026. “Q2 was a pivotal quarter for AOI. We delivered record revenue for our fifth consecutive quarter and achieved an important milestone as we returned to non-GAAP profitability in the quarter. Further, we saw a strong volume ramp of our
The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar. AOL.com
The Trump Administration Could Soon Create the 'Mother of All' AI Bottlenecks. These Stocks Could Soar. 24/7 Wall St.
China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.
Earnings Option: AAOI Bet History Moomoo
Applied Optoelectronics Stock (AAOI) Opinions on Upcoming Earnings Quiver Quantitative
Dimensional Fund Advisors LP Sells 108,325 Shares of Applied Optoelectronics, Inc. $AAOI MarketBeat
Applied Optoelectronics, Inc. $AAOI Shares Bought by California State Teachers Retirement System MarketBeat
Applied optoelectronics senior vice president sells $800,280 in shares Investing.com
Applied Optoelectronics SVP Yeh sells $2.05 million in AAOI shares. Investing.com
Optical stocks are surging pre-market: $LITE $COHR $AAOI OKX
Optical stocks are surging pre-market: $LITE $COHR $AAOI OKX
Applied Optoelectronics (AAOI) Is Up 25.0% After AI Transceiver Demand Boosts Profit Outlook webull.com
AAOI Q2'26 Earnings: EPS estimate is 0.02 USD TradingView
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Applied Optoelectronics (AAOI) Insider Shu-hua Yeh Sells 4,715 S GuruFocus
Applied Optoelectronics (AAOI) Insider Shu-hua Yeh Sells 4,715 S GuruFocus
Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban can be executed without damaging the AI infrastructure buildout it is meant to protect.
Should You Buy, Sell or Hold AAOI Stock Ahead of Q2 Earnings? Eastern Progress
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Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics Yahoo Finance
Applied Optoelectronics Inc expected to post earnings of 2 cents a share - Earnings Preview TradingView
S&P 500 Futures Climb In Premarket Trading; Coherent, Applied Optoelectronics Lead Moomoo
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AAOI stock surges 17.6% ahead of August 6 earnings, projects return to profit eciks.org
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Applied Optoelectronics Inc (AAOI) Shares Surge 16.9% -- What GF Score of 46 Tells Investors GuruFocus
AAOI (AAOI) investor Hu-Hua Yeh plans 4,715-share stock sale after recent trades stocktitan.net
AAOI Stock Slides As AI Expansion And ETF Trading Heat Up StocksToTrade
Applied Optoelectronics (AAOI) grants 9,251 RSUs to its CEO Stock Titan
Applied Optoelectronics (NASDAQ: AAOI) SVP sells 4,715 shares under plan Stock Titan
Applied Optoelectronics (NASDAQ:AAOI) Insider Shu-Hua (Joshua) Yeh Sells 4,715 Shares of Stock MarketBeat
Applied Optoelectronics Inc expected to post earnings of 2 cents a share - Earnings Preview TradingView
Should You Buy, Sell or Hold AAOI Stock Ahead of Q2 Earnings? Yahoo Finance
Should You Buy, Sell or Hold AAOI Stock Ahead of Q2 Earnings? tradingview.com
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Applied Optoelectronics (AAOI) Is Up 25.0% After AI Transceiver Demand Boosts Profit Outlook simplywall.st
Applied Optoelectronics CFO to Lead Virtual Fireside Chat Stock Titan
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 announced that AOI management will virtually present via a fireside chat format at the following investor conference: Event: Rosenblatt's 6th Annual Technology SummitDate: Tuesday, August 18th, 2026Time: 11:00am a.m. Eastern Time / 10:00 a.m. Central TimePresenter: Stefan Murry, Chief Financial Officer a
Applied Optoelectronics heads into Q2 earnings with AI-driven 800G demand and CATV growth, but valuation and production constraints loom.
COHR, LITE, POET, AAOI, MRVL Stocks Gain On Trump’s Reported China Ban On Data Center Import Parts Yahoo Finance
AAOI Stock Slides As AI Expansion Meets Surging Volatility StocksToTrade
Applied Optoelectronics (AAOI) Is Up 25.0% After AI Transceiver Demand Boosts Profit Outlook simplywall.st
Applied Optoelectronics surges as China transceiver crackdown talk boosts U.S. optics names | AAOI Stock News Quiver Quantitative
Marvell stock rises along with Corning, Lumentum, and Coherent following a report about plans to restrict Chinese data-center components.
Why is Applied Optoelectronics stock surging today? Investing.com
COHR, LITE, POET, AAOI, MRVL Stocks Gain On Trump’s Reported China Ban On Data Center Import Parts TradingView
Applied Optoelectronics (NASDAQ:AAOI) Soars, Points to $1.8 Billion Added Value Ahead of Q2 Review TechStock²
Why is Applied Optoelectronics stock surging today? Investing.com
Will Applied Optoelectronics (AAOI) Stock Rise or Fall After Earnings? TipRanks
Applied Optoelectronics Shares Jump Following Proposed Ban on Chinese AI Hardware Benzinga
Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics 24/7 Wall St.
Applied Optoelectronics Stock Climbs on EML Shortage Immunity Before Q2 Report techtimes.com
A reported U.S. ban on Chinese data center optical hardware sent a handful of domestic suppliers rocketing higher, but the proposal is still a draft and could be softened or dropped entirely before the year-end enforcement target.
Why is Applied Optoelectronics stock surging today? By Investing.com Investing.com Australia
Optical Communication Stocks Rally as Trump Administration Plans to Ban Chinese Modules; Lumentum Surges Over 13% TradingKey
COHR, LITE, POET, AAOI, MRVL Stocks Gain On Trump’s Reported China Ban On Data Center Import Parts Stocktwits
S&P 500 Futures Climb in Premarket Trading; Coherent, Applied Optoelectronics Lead Barron's
Why is Applied Optoelectronics stock surging today? By Investing.com Investing.com Canada
U.S. optical component stocks surged following a Reuters report that the Trump administration is drafting a ban on U.S. imports of new Chinese data center hardware. Applied Optoelectronics jumped 16%, Coherent gained 13%, Lumentum rose 11%, and Corning climbed 8%. According to four sources familiar with the matter, the Federal Communications Commission (FCC) is preparing restrictions against new Chinese optical transceivers—the critical hardware that routes data over fiber-optic cables inside AI
Applied Optoelectronics Inc (AAOI) Shares Surge 16.9% -- What GF Score of 46 Tells Investors GuruFocus
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U.S. stocks movement | Optical communication concept stocks broadly rising; Applied Optoelectronics (AAOI.US) surges over 11% Bitget
AAOI Stock Slides As Volatility And AI Expansion Collide timothysykes.com
AAOI Stock Just Popped 15%: 3 Reasons Applied Optoelectronics Could Keep Climbing Yahoo Finance
Money left oil and autos for optics today: Applied Optoelectronics closed up 16.8% at $110.13, with Coherent… 247wallst.com
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AAOI Stock Slides As AI Expansion And New ETFs Stoke Volatility StocksToTrade
Applied Optoelectronics (NASDAQ:AAOI) grew its share prices by as much as 17.6 percent on Monday to $110.95 apiece, as investors resumed buying positions ahead of an expected strong earnings performance in the second quarter of the year. For the period, the company is expected to report a 75 to 92 percent jump in revenues to […]
AAOI Stock Just Popped 15%: 3 Reasons Applied Optoelectronics Could Keep Climbing AOL.com
Optical Communication Stocks Rally Broadly, with Applied Optoelectronics (AAOI.US) Surging Over 11% Moomoo
Applied Optoelectronics (NASDAQ:AAOI) Shares Gap Down - Here's What Happened MarketBeat
AAOI Stock Just Popped 15%: 3 Reasons Applied Optoelectronics Could Keep Climbing 24/7 Wall St.
Applied Optoelectronics just cleared the hardest gate in optical networking, and the move that followed may be the smallest gain investors see all year. Here are the three structural forces now pushing AAOI toward a potential billion-dollar revenue year.
Coherent has surged on AI data center momentum and a blockbuster NVIDIA partnership, but a 28% single-month drop reveals just how violently this high-beta stock can swing. Here is what three distinct scenarios say about where a $1,000 stake could land by 2027.
Applied Optoelectronics (AAOI) Stock Jumps 15.3% Today 24/7 Wall St.
Applied Optoelectronics: Ramping Towards Billions (Earnings Preview) (NASDAQ:AAOI) Seeking Alpha
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Earnings Preview: AAOI to Report Financial Results Post-market on August 06 富途牛牛
BlackRock, Inc. Trims Applied Optoelectronics Inc (AAOI) Stake -- Shares Trade 366% Above GF Value GuruFocus
BlackRock, Inc. Trims Applied Optoelectronics Inc (AAOI) Stake -- Shares Trade 366% Above GF Value GuruFocus
Applied Optoelectronics and Coherent Gain 7%, Lumentum Adds 5% as Risk-On Feeling Spreads to Optics Stocks Yahoo Finance
Applied Optoelectronics Inc (AAOI) Stock Up 4.7% but GF Value Sa GuruFocus
Applied Optoelectronics Inc (AAOI) Stock Up 4.7% but GF Value Sa GuruFocus
Applied Optoelectronics and Coherent Gain 7%, Lumentum Adds 5% as Risk-On Feeling Spreads to Optics Stocks 24/7 Wall St.
Optics stocks are surging well past the broader semiconductor rally as AI data center demand sends valuations into triple-digit territory, but the gap between growth excitement and financial reality may be wider than investors realize.
Applied Optoelectronics (NASDAQ:AAOI) Shares Gap Up - Here's What Happened MarketBeat
AAOZ | Tradr 2X Short AAOI Stock Data, Price & News Quiver Quantitative
Sei Investments Co. Purchases 35,220 Shares of Applied Optoelectronics, Inc. $AAOI MarketBeat
STARTRADER today announced the launch of 31 new US Share CFDs and ETF CFDs, available on the trading platform from August 3 and on the STARTRADER app from August 5, spanning semiconductors, AI infrastructure, optical networking, and nuclear.
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Applied Optoelectronics (NASDAQ:AAOI) Shares Up 17.8% - Here's Why MarketBeat
Applied Optoelectronics (AAOI) Expected to Release Earnings on Thursday MarketBeat
First Trust Advisors LP Sells 25,745 Shares of Applied Optoelectronics, Inc. $AAOI marketbeat.com
Applied Optoelectronics (AAOI) Stock Looks Cheap On Cash Flow While Sales Look Rich simplywall.st
$Applied Optoelectronics (AAOI.US)$ saved myself the biggest L i couldve taken buying and selling stocks Moomoo
Applied Optoelectronics (AAOI) Stock Falls 13.2% in After-Hours Trading 24/7 Wall St.
Applied Optoelectronics Expects Record Level Q2 Revenue With Positive Outlook For FY2026 Seeking Alpha
$Applied Optoelectronics (AAOI.US)$ saved myself the biggest L i couldve taken buying and selling stocks Moomoo
Applied Optoelectronics Stock (AAOI) Opinions on AI-Driven Optical Networking Surge Quiver Quantitative
Applied Optoelectronics: A 60% Reset Opportunity (Rating Upgrade) (NASDAQ:AAOI) Seeking Alpha
Applied Optoelectronics (AAOI) Stock May Be 26% Undervalued On Cash Flow Yahoo Finance
Applied Optoelectronics stock has posted very large gains over the past three years, yet current valuation checks suggest the market price may still sit below the company’s estimated intrinsic value based on a Discounted Cash Flow (DCF) approach and on market multiples. Applied Optoelectronics has delivered an 11.54x return over the past three years, which puts a lot of focus on whether the current share price is keeping pace with the company’s fundamentals. The key support for valuation can...
Recent price moves and business snapshot Applied Optoelectronics (AAOI) has drawn fresh attention after recent trading left the stock at a last close of $88.14. The move comes alongside mixed shorter term returns and a strong longer term track record. Over the past day the stock declined 9.9%, and it is down 26.1% over the past week. The share price is also down 35.0% over the past month and 42.3% over the past 3 months, even though the year to date return stands at 122.6% and the 1 year...
Applied Optoelectronics Expects Record Level Revenue For Q2 With Positive Outlook For FY2026 Seeking Alpha
Applied Optoelectronics (AAOI) Stock Looks Cheap On Cash Flow While Sales Look Rich simplywall.st
Why Applied Optoelectronics (AAOI) Stock Is Down Today Quiver Quantitative
The Technical Signals Behind (AAOI) That Institutions Follow news.stocktradersdaily.com
Applied Optoelectronics (NASDAQ:AAOI) Insider Sells 1,285 Shares MarketBeat
Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree Yahoo Finance
Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree 24/7 Wall St.
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
JAT Capital Mgmt LP Sells 61,486 Shares of Applied Optoelectronics, Inc. $AAOI MarketBeat
16,193 Shares in Applied Optoelectronics, Inc. $AAOI Purchased by Maverick Capital Ltd. MarketBeat
BlackRock (AAOI holder) discloses 5.4% beneficial stake in Applied Optoelectronics Stock Titan
Applied Optoelectronics • Robinhood Token Price: AAOI/USD Live Price Chart, Market Cap & News Today CoinGecko
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How to sell Applied Optoelectronics Tokenized bStocks (AAOIB) via a crypto wallet Bitget
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Rice Hall James & Associates LLC Has $8.32 Million Stock Holdings in Applied Optoelectronics, Inc. $AAOI MarketBeat
Is Applied Optoelectronics (AAOI) Expensive Following Its Pearland Expansion For AI Transceivers? simplywall.st
Is Applied Optoelectronics (AAOI) Expensive Following Its Pearland Expansion For AI Transceivers? simplywall.st
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Should Applied Optoelectronics’ Pearland Capacity Expansion Reshape AAOI’s AI Infrastructure Investment Narrative? webull.com
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Applied Optoelectronics Inc (AAOI) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution TradingKey
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US stock movement | Optical communication concept stocks broadly decline, Applied Optoelectronics (AAOI.US) drops over 8% Bitget
Applied Optoelectronics, Inc. $AAOI Shares Sold by Allspring Global Investments Holdings LLC MarketBeat
Should Applied Optoelectronics’ Pearland Capacity Expansion Reshape AAOI’s AI Infrastructure Investment Narrative? simplywall.st
Should Applied Optoelectronics’ Pearland Capacity Expansion Reshape AAOI’s AI Infrastructure Investment Narrative? simplywall.st
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Applied optoelectronics SVP Yeh sells $154,225 in shares Investing.com UK
U.S. Stock Market Sees Broad Rally in the Optoelectronics Sector, Lumentum and AAOI Surge Over 7% Bitget
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Applied Optoelectronics (NASDAQ:AAOI) Stock Price Down 8.4% - Here's Why MarketBeat
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Optical Communication Stocks Decline Broadly, with Applied Optoelectronics (AAOI.US) Down Over 8% Moomoo
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COHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally TradingView
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A new generation of futuristic, high-flying tech stocks has been cut down roughly 65% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.
Needham lowers Applied Optoelectronics price target to $220 Bitget
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Applied optoelectronics SVP Yeh sells $154,225 in shares Investing.com
Applied Optoelectronics Inc (0HGV) Q3 2023 Earnings Report - Results, Call & Slides TipRanks
Applied Optoelectronics (AAOI) CEO surrenders 15,640 shares for tax withholding Stock Titan
Applied Optoelectronics (AAOI) CLO surrenders 3,264 shares for tax Stock Titan
Applied Optoelectronics (AAOI) insider surrenders 4,676 shares for taxes Stock Titan
Applied Optoelectronics (AAOI) CFO withholds 5,408 shares for tax obligations Stock Titan
Applied Optoelectronics (NASDAQ: AAOI) insider sale and tax share surrender Stock Titan
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Investor interest in all four has surged as hyperscalers ramp AI infrastructure spending.
AAOI Stock Surges 15% as AI Optical Transceiver Demand Accelerates TOP1markets
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Applied Optoelectronics Rallies 6%, Lumentum Climbs 5% as Texas Expansion Fuels AI Optics Trade AOL.com
AAOI Maintained by Needham -- Price Target Lowered to $220 GuruFocus
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Applied Optoelectronics inches up due to large Amazon backlog: analysts MSN
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AAOI Maintained by Needham -- Price Target Lowered to $220 GuruFocus
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Needham & Company LLC Issues Pessimistic Forecast for Applied Optoelectronics (NASDAQ:AAOI) Stock Price MarketBeat
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Applied Optoelectronics (AAOI) Soars 15.8% Ahead of Earnings; Hedge Fund Holdings More Than Triple Yahoo Finance
AAOI Stock Climbs As AI Expansion And Leveraged ETFs Stoke Volatility StocksToTrade
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AAOI Stock Draws Traders As AI Infrastructure Bets Escalate timothysykes.com
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Form 144 details AAOI (AAOI) insider’s planned and recent stock sales Stock Titan
Applied Optoelectronics rallied for a third consecutive day on Tuesday, jumping 15.76 percent to finish at $119.26 apiece, as investors began positioning their portfolios ahead of the results of its earnings performance in the second quarter of the year. 92% Revenue Growth Target for Q2 Applied Optoelectronics Inc. (NASDAQ:AAOI) is highly optimistic about its outlook […]
AAOI's Optical Networking Demand Rise: A Sign for More Upside? Yahoo Finance
U.S. Stocks Move | Optical Communication Stocks Rise Broadly, with Applied Optoelectronics (AAOI.US) Up Over 10% Moomoo
AAOI Stock Draws Traders As AI Infrastructure Bets Escalate timothysykes.com
Applied Optoelectronics sees surging demand for AI-driven optical networking products as it expands U.S. manufacturing, but intensifying competition could test its momentum.
AAOI's Optical Networking Demand Rise: A Sign for More Upside? Zacks Investment Research
Applied Optoelectronics (NASDAQ:AAOI) Shares Up 8.3% - Should You Buy? MarketBeat
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AAOI | Applied Optoelectronics: The Miniature Laser Company Becoming the Nervous System of AI Data Centers Bitget
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AAOI | Applied Optoelectronics: The Miniature Laser Company Becoming the Nervous System of AI Data Centers Bitget
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Receives Consensus Recommendation of "Hold" from Analysts MarketBeat
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AOI Boosts Optical Transceiver Output for AI, Data Center Infrastructure ET Datacenters
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LITE's record laser-chip shipments, expanding InP capacity and CPO push position it to capture surging AI optical-networking demand.
Applied Optoelectronics Slides After Weak Earnings Outlook TipRanks
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AI Infrastructure Manufacturer Building 400K SF Projects In Pearland Bisnow
Applied Optoelectronics expands Texas campus to support 800G and 1.6T transceiver production MSN
Applied Optoelectronics Inc (AAOI) Q3 2023 Earnings Report - Results, Call & Slides TipRanks
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Applied Optoelectronics expands Texas campus to support 800G and 1.6T transceiver production MSN
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AAOI vs. MXL: Which AI Data Center Infrastructure Stock Has an Edge? The Globe and Mail
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Applied Optoelectronics to Discuss Q3 Outlook on Aug. 6 Stock Titan
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 announced that it will release financial results for its second quarter ended June 30, 2026, on Thursday, August 6, 2026. AOI will host a conference call and webcast for analysts and investors to discuss its second quarter 2026 financial results and outlook for its third quarter 2026 at 4:30 p.m. Eastern
Applied Optoelectronics expands Texas campus to support 800G and 1.6T transceiver production MSN
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AAOI Expands Texas Manufacturing to Scale AI Optics Production tradingview.com
Applied Optoelectronics expands Texas campus to support 800G and 1.6T transceiver production MSN
AAOI Expands Texas Manufacturing to Scale AI Optics Production Zacks Investment Research
Applied Optoelectronics is seeing strong AI data center demand, but MaxLinear's broader product momentum, hyperscaler adoption, and earnings consistency give it an edge.
AAOI vs. MXL: Which AI Data Center Infrastructure Stock Has an Edge? Zacks Investment Research
Applied Optoelectronics expands Texas campus to support 800G and 1.6T transceiver production MSN
Applied Optoelectronics Falls 12%, Coherent and Lumentum Slide as AI Optics Trade Cools AOL.com
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Its history of deep, prolonged drops in market shocks is the real risk to weigh against today's AI-fueled growth story.
AOI Begins Expansion of Pearland Manufacturing Campus to Scale 800G and 1.6T Optical Transceiver Production Sahm
Applied optoelectronics CFO Murry sells $488k in shares By Investing.com Investing.com Nigeria
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Applied Optoelectronics Falls 12%, Coherent and Lumentum Slide as AI Optics Trade Cools AOL.com
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Applied Optoelectronics Falls 12%, Coherent and Lumentum Slide as AI Optics Trade Cools 24/7 Wall St.
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The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally are taking a breather or signaling something worse.
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Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched two new leveraged ETFs on the stocks of Applied Optoelectronics and Oracle Corporation. The Cboe-listed funds seek to deliver two times short (-200%) the daily performance of their underlying target stocks.
Insider Sell Alert: CFO Stefan Murry Sells Shares of Applied Opt GuruFocus
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Applied optoelectronics CFO Murry sells $488k in shares By Investing.com Investing.com India
Can 800G Transceivers Drive AAOI's Revenue Growth in 2026? qz.com
Applied Optoelectronics starts Pearland construction to begin transceiver production in 2027 The Business Journals
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Applied Optoelectronics (AAOI) Stock Looks Reasonable Despite A Very Large Five Year Run Yahoo Finance
Applied Optoelectronics stock has delivered a very large 5 year return, yet its valuation signals are mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to the current share price while the broader checks lean expensive. Over 5 years, the stock has returned about 15.9x, which means anyone looking at Applied Optoelectronics today is assessing a business that has already re rated dramatically. The planned expansion of its Texas facility to increase AI data center...
Why Applied Optoelectronics (AAOI) Is Up 9.6% After Major Onshore AI Transceiver Expansion News – And What's Next Yahoo Finance UK
Applied Optoelectronics, Inc. recently began construction on nearly 400,000 square feet of new manufacturing space at its Pearland, Texas campus to expand production of 800G and 1.6T optical transceivers used in AI and cloud data centers. This expansion deepens the company’s role in the AI infrastructure supply chain by bringing more high-end transceiver manufacturing onshore and closer to key customers. Next, we’ll examine how this large Pearland capacity build-out could reshape Applied...
What the Pearland expansion means for Applied Optoelectronics investors Applied Optoelectronics (AAOI) has broken ground on a nearly 400,000 square foot expansion in Pearland, Texas, aiming to lift output of its 800G and 1.6T optical transceivers for AI and cloud data centers. For investors, this kind of manufacturing buildout is important because it ties directly to the company’s ability to supply future demand for high speed optics that sit at the core of AI infrastructure and large scale...
AOI Begins Expansion of Pearland Manufacturing Campus to Scale 800G and 1.6T Optical Transceiver Production Data Centre Magazine
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Applied optoelectronics CFO Murry sells $488k in shares By Investing.com Investing.com Canada
Why Applied Optoelectronics (AAOI) Is Up 9.6% After Major Onshore AI Transceiver Expansion News – And What's Next Yahoo Finance
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Insider Sell Alert: CFO Stefan Murry Sells Shares of Applied Opt GuruFocus
Applied optoelectronics CFO Murry sells $488k in shares By Investing.com Investing.com South Africa
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Applied optoelectronics CFO Murry sells $488k in shares By Investing.com Investing.com India
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Applied Optoelectronics Bets Big on AI With Nearly 400,000-Square-Foot Texas Expansion Yahoo FinanceApplied Optoelectronics Rallies 6%, Lumentum Climbs 5% as Texas Expansion Fuels AI Optics Trade 24/7 Wall St.Applied Optoelectronics: Hypergrowth Trapped Inside An Unrealistic Stock Price (AAOI) Seeking AlphaAOI Begins Expansion of Pearland Manufacturing Campus to Scale 800G and 1.6T Optical Transceiver Production GlobeNewswireApplied Optoelectronics (AAOI) Stock Looks Reasonable Despite A Ver
Applied Optoelectronics Insider Sold Shares Worth $488,360, According to a Recent SEC Filing marketscreener.com
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Applied Optoelectronics Jumps 7% on Nearly 400,000-Square-Foot Texas Factory Expansion for AI Optics finance.biggo.com
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AOI Begins Expansion of Pearland Manufacturing Campus to Scale 800G and 1.6T Optical Transceiver Production marketscreener.com
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Insider Selling: Applied Optoelectronics (NASDAQ:AAOI) CFO Sells $488,360.00 in Stock MarketBeat
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AOI Begins Expansion of Pearland Manufacturing Campus to Scale 800G and 1.6T Optical Transceiver Production GlobeNewswire
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Applied Optoelectronics Bets Big on AI With Nearly 400,000-Square-Foot Texas Expansion IPO Edge
Applied Optoelectronics Stock Rises on Texas AI Optics Expansion Benzinga
By Karen Roman Optical and HFC networking provider Applied Optoelectronics, Inc. (Nasdaq: AAOI) said it started constructing two adjacent properties in Pearland, Texas, to add nearly 400,000 square feet of […]
Applied Optoelectronics rallies 6%, Lumentum climbs 5% as Texas expansion fuels AI optics trade Crypto Briefing
Applied Optoelectronics Rallies 6%, Lumentum Climbs 5% as Texas Expansion Fuels AI Optics Trade Yahoo Finance
AAOI To Boost Optical Transceivers Production For Data Centers – Retail Sees Firm Deeply Positioning Itself In AI Infrastructure Supply Chain TradingView
The company said it has begun construction on its two adjacent properties in Pearland, Texas, to increase production of the critical data center component.
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Applied Optoelectronics expands Texas campus to support 800G and 1.6T transceiver production MSN
Applied Optoelectronics Rallies 6%, Lumentum Climbs 5% as Texas Expansion Fuels AI Optics Trade AOL.com
Applied Optoelectronics Rallies 6%, Lumentum Climbs 5% as Texas Expansion Fuels AI Optics Trade 24/7 Wall St.
A Pearland, Texas groundbreaking sent shockwaves through the AI optics sector Tuesday, lifting three optical transceiver stocks simultaneously and reigniting a trade that has already handed early investors triple-digit gains this year.
Applied Optoelectronics expands manufacturing capacity in Texas to meet AI transceiver demand Crypto Briefing
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AOI Begins Expansion of Pearland Manufacturing Campus to Scale 800G and 1.6T Optical Transceiver Production GlobeNewswire
Applied Optoelectronics Builds Texas Capacity for AI Data Links Stock Titan
Texas Construction Hat AOI Begins Expansion of Pearland Manufacturing Campus 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 has begun construction on its two adjacent properties in Pearland, Texas, adding nearly 400,000 square feet of manufacturing capacity. The buildout of these properties, located at 14621 Kirby Drive and 11555 N. Spectrum Boule
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Applied Optoelectronics Poised to Leverage Hyperscale AI Demand with $324M Optical Backlog - Forward Guidance Trends DonanımHaber
Applied Optoelectronics Poised to Benefit from Hyperscale AI Networking Demand Amid Expanding Optical Order Backlog - EPS Estimate Trend DonanımHaber
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Applied Optoelectronics Poised to Benefit From Hyperscale AI Networking Demand as Optical Backlog Expands - Preliminary Results dars.gov.et
Applied Optoelectronics (NASDAQ:AAOI) Shares Down 7.6% - What's Next? MarketBeat
Applied Optoelectronics Optical Backlog Positions Company for Hyperscale AI Networking Growth - Financial Health Score Bölüm Sonu Canavarı
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Applied Optoelectronics Poised to Benefit from Hyperscale AI Networking Demand Amid Expanding Optical Order Backlog - EPS Estimate Trend Bölüm Sonu Canavarı
Applied Optoelectronics Poised to Leverage Hyperscale AI Demand with $324M Optical Backlog - Revenue Growth Report DonanımHaber
Applied Optoelectronics Positioned to Leverage Hyperscale AI Networking Demand With Optical Backlog - Earnings Expansion Phase DonanımHaber
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Applied Optoelectronics Poised to Benefit from Hyperscale AI Networking Demand Amid Expanding Optical Order Backlog - Revenue Guidance Range DonanımHaber
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Applied Optoelectronics Appears Positioned to Benefit From Hyperscale AI Networking Demand With Growing Optical Order Backlog - Revenue Beat Analysis DonanımHaber
Applied Optoelectronics (AAOI) Leverages Expanding Optical Backlog to Address Hyperscale AI Networking Demand - One-Time Loss Impact DonanımHaber
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Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset AOL.com
Why Applied Optoelectronics (AAOI) Is Well Positioned to Capitalize on Hyperscale AI Networking Demand With Its Expanding Optical Order Backlog Yahoo Finance UK
Why Applied Optoelectronics (AAOI) Is Well Positioned to Capitalize on Hyperscale AI Networking Demand With Its Expanding Optical Order Backlog Yahoo Finance
Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 144.7%. On June 21, Rosenblatt Securities analyst Michael Genovese reiterated a Buy rating and maintained a $220 price target. The firm’s documented thesis has centered on Amazon-related 800G revenue, potential Oracle qualifications and […]
Can Applied Optoelectronics (AAOI) Justify Its Valuation As 800G AI Shipments Scale Up? simplywall.st
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Everyone is posting screenshots of the AI stock that tripled this year, and you never touched it. But your portfolio may have captured far more of that move than you realize, without the volatility that wiped out half the latecomers.
AAOI Benefits From Strong 800G Transceivers Demand: More Upside Ahead? Zacks Investment Research
Optical Communication Stocks Decline Broadly, with Applied Optoelectronics (AAOI.US) Down Over 6% 富途牛牛
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Tradr bets against Applied Optoelectronics and Oracle with new ETFs Stock Titan
Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch two single stock leveraged ETFs on Wednesday, July 15. The Cboe-listed funds seek to deliver two times short (-200%) the daily performance of a specific underlying stock.
ASML Holding N.V. (NASDAQ:ASML) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 6, 2026, Bernstein analyst David Dai raised the firm’s price target on ASML Holding N.V. (NASDAQ:ASML) to $2,623 from $1,971 and kept an Outperform rating on the shares. Dai said Bernstein is materially increasing its […]
Applied Optoelectronics Slides After Disappointing Quarterly Results TipRanks
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Credo Drops 15%, Lumentum 11%, and AAOI 7% In Optics Sell Off AOL.com
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AAOI Surges 247% YTD: Should You Buy, Sell, or Hold the Stock? Yahoo Finance
B. Riley cuts Applied Optoelectronics stock on network flattening risk By Investing.com Investing.com Nigeria
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B. Riley cuts Applied Optoelectronics stock on network flattening risk By Investing.com Investing.com Australia
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Moderately bullish activity in Applied Optoelectronics with shares up 2.19% TipRanks
B. Riley cuts Applied Optoelectronics stock on network flattening risk By Investing.com Investing.com South Africa
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Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.
B. Riley cuts Applied Optoelectronics stock on network flattening risk Investing.com UK
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B. Riley cuts Applied Optoelectronics stock on network flattening risk Investing.com
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AAOI stock pulls back from 8-year high as traders brace for Q4 earnings MSN
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Ariose Capital Management Ltd Buys Shares of 104,000 Applied Optoelectronics, Inc. $AAOI MarketBeat
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At the opening of the US stock market, optical communication concept stocks mostly fell, with AAOI, LITE, and COHR dropping over 1%. Bitget
Applied Optoelectronics (NASDAQ:AAOI) falls after $94M Houston cleanroom raises cash concerns TechStock²
AAOI stock pulls back from 8-year high as traders brace for Q4 earnings MSN
Applied Optoelectronics deadline puts $94 million cleanroom under AI optics spotlight Bez Kabli
Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset Yahoo Finance
Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset 24/7 Wall St.
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three. Coherent (NYSE:COHR) stock is off 10% to $331.57, while Lumentum (NASDAQ:LITE) stock is down 10% to $720.91. The moves interrupt some ... Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset
Applied Optoelectronics Stock Plummets 15% Thursday as Investors Rotate Out of Unprofitable Tech Benzinga
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$94.1M AAOI (NASDAQ: AAOI) cleanroom expansion targets 2027 completion Stock Titan
SonoTek (SOTK) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
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AAOI's CATV momentum and AI-driven datacenter demand are fueling strong revenue growth, with management expecting gains through 2026.
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Applied Optoelectronics, Inc. $AAOI Shares Sold by 1492 Capital Management LLC MarketBeat
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Applied Optoelectronics (AAOI) Stock After Recent Pullback And Conflicting Valuation Signals Yahoo Finance
If you are wondering whether Applied Optoelectronics at around US$138.54 still represents value or has already run too far, this article will walk through the key valuation angles to help you frame that question. The stock has pulled back recently, with the share price down 14.4% over the past week and 22.0% over the past month, even after very strong gains of 249.8% year to date and 398.9% over the last year, as well as a very large 3 year and 5 year return. Recent coverage has focused on...
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Applied Optoelectronics (AAOI) Stock After Sharp Pullback And Big Yearly Surge simplywall.st
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Applied Optoelectronics (NasdaqGM:AAOI) is supplying key optical networking technology for Mediacom's nationwide DOCSIS 4.0 broadband upgrades in the United States. The company is expanding manufacturing capacity through a partnership with ClassOne Technology to support rising optical demand from AI datacenter customers. These developments highlight Applied Optoelectronics' involvement in large scale broadband projects and its preparation for increased AI related network workloads. Applied...
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Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the quarter as the market favored value stocks over growth. The Russell 2000 Growth Index fell 2.82% in the quarter, […]
Why Applied Optoelectronics’ (AAOI) Mediacom Work Points to Broader Bandwidth Upgrade Demand Yahoo Finance
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Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the Best Fiber Optics Stocks to Buy for the AI Data Center Boom. On May 12, 2026, the company said it was working with Mediacom to accelerate DOCSIS 4.0 network upgrades and the expansion of fiber and coax infrastructure across the cable operator’s footprint. The project is not […]
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Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun? 24/7 Wall St.
Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun? Yahoo Finance
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR) stock is off 9% to $387, while Lumentum (NASDAQ:LITE) stock has slipped 8% to around $825. The selloff is sharp, but it arrives without a fresh company-specific catalyst from Applied ... Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
Applied Optoelectronics Shares Are Sliding Tuesday: What's Going On? Benzinga
ClassOne Technology Secures Record Solstice® S8 Orders from Applied Optoelectronics, Highlighting Rapid Scale-up of Photonics for AI Datacenters Yahoo Finance
Multiple follow-on orders position ClassOne at forefront of high-volume 6-inch InP photonics manufacturing as optical interconnect demand accelerates ClassOne received largest order in company history from Applied Optoelectronics AOI purchased multiple Solstice® S8 advanced single-wafer wet processing systems from ClassOne to support expanding production of optical devices vital for AI datacenters. KALISPELL, Mont., June 23, 2026 (GLOBE NEWSWIRE) -- ClassOne Technology, a leading global provider
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Applied Optoelectronics, Inc. $AAOI Shares Sold by Virtu Financial LLC MarketBeat
Is Applied Optoelectronics, Inc. (AAOI) A Good Stock To Buy Now? Yahoo Finance
Is AAOI a good stock to buy? We came across a bullish thesis on Applied Optoelectronics, Inc. on TradersPro’s Substack. In this article, we will summarize the bulls’ thesis on AAOI. Applied Optoelectronics, Inc.’s share was trading at $170.81 as of June 16th. AAOI’s forward P/E was 84.03 according to Yahoo Finance. Applied Optoelectronics, Inc. (AAOI) is […]
Applied Optoelectronics(AAOI.US) Officer Sells US$6.88 Million in Common Stock Moomoo
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AAOI (NASDAQ: AAOI) director sells 10,000 shares for $2.05M Stock Titan
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Applied Optoelectronics Stock Pauses Wednesday: What's Going On? - Applied Optoelectronics (NASDAQ:AAOI) Benzinga
Tech and semiconductor stocks dropped in regular trading on Tuesday, taking a breather after an early-week rally fueled by the U.S.-Iran peace deal.
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Applied Optoelectronics SVP Kuo sells $4.8m in AAOI stock Investing.com
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Applied Optoelectronics (NASDAQ: AAOI) doubles China bank credit line to RMB 500M Stock Titan
AAOI (AAOI) CEO Lin sells 59,000 shares and reports 86,655-share tax withholding Stock Titan
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AAOI (AAOI) officer David C. Kuo logs stock sale and tax withholding Stock Titan
Applied Optoelectronics (NASDAQ: AAOI) officer sells 34K shares, withholds 27K for taxes Stock Titan
Insider at Applied Optoelectronics (AAOI) reports 28,826-share stock sale Stock Titan
Applied Optoelectronics (NASDAQ:AAOI) Shares Down 7.9% - Should You Sell? MarketBeat
Rice Hall James & Associates LLC Trims Stock Holdings in Applied Optoelectronics, Inc. $AAOI MarketBeat
Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks Stealing the Spotlight from Wall Street Giants. Applied Optoelectronics ended two straight days of losses on Monday, surging 13.31 percent to end at $191.55 apiece, mirroring the rally in the broader market, while investors poured funds back into industries riding the AI boom. The stock […]
AAOI Stock Pops As Spectrum Deal Highlights Software Upside timothysykes.com
IQE signs multi-year indium phosphide supply agreement with Tower to strengthen optoelectronics and high-frequency communications布局 Bitget
Applied Optoelectronics (AAOI) Soars 13% as US-Iran Peace Deal Propels AI Stocks Yahoo Finance
AAOI Stock Pops As Spectrum Deal Highlights Software Upside timothysykes.com
Trending Industry Today: Applied Optoelectronics Leads Gains In Optical Communication Stocks Moomoo
Applied Optoelectronics (NASDAQ:AAOI) Shares Up 11.2% - Time to Buy? MarketBeat
AAOI Stock Pops As Spectrum QuantumLink Deal Fuels Software Story StocksToTrade
Applied Optoelectronics Shares Are Climbing Monday: What's Driving The Action? Benzinga
Applied Optoelectronics, Inc. (NASDAQ:AAOI) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. A caller asked for Cramer’s thoughts on the company and expressed interest in starting a position in the stock. He replied: No, no. I want you to, if you’re going to go that […]
Applied Optoelectronics Stock (AAOI) Opinions on AI Optical Networking Growth Quiver Quantitative
$AAOI stock fell 5% this week. Here's what we see in our data. Quiver Quantitative
Applied Optoelectronics Stock (AAOI) Opinions on AI Optical Networking Growth Quiver Quantitative
Applied Optoelectronics Stock: The Laser Bottleneck Winner (NASDAQ:AAOI) Seeking Alpha
AAOI (NASDAQ: AAOI) Form 144 shows 58,000-share sale; Citigroup brokered Stock Titan
Insider sale: AAOI filing reports proposed 34,000‑share sale (AAOI) Stock Titan
AAOI (NASDAQ: AAOI) plans resale of 28,826 shares via Citigroup on 06/12/2026 Stock Titan
Aaoi CFO Stefan Murry sells $685,800 in shares Investing.com
Applied Optoelectronics: An Optical Supercycle Is Here Seeking Alpha
APPLIED OPTOELECTRONICS (AAOI) director granted 1,166 RSUs under 2026 equity plan Stock Titan
APPLIED OPTOELECTRONICS (AAOI) director receives 1,166 RSUs under 2026 plan Stock Titan
While the rest of the market stumbled, one AI infrastructure player got a dose of very real, very good news.
30,812 Shares in Applied Optoelectronics, Inc. $AAOI Acquired by CenterBook Partners LP MarketBeat
AAOI Stock Jumps 8% as AI Optics Demand Accelerates; Can a 1,000% Rally Keep Going? FXLeaders
Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks Surviving Market Slaughter. Applied Optoelectronics jumped by 7.52 percent on Wednesday to finish at $175.13 apiece, as investors resumed buying positions in its stock amid strong investor optimism, fueled by the continued expansion of the artificial intelligence sector. Investor optimism can be partly attributed to […]
Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the 10 Best Performing Growth Stocks So Far in 2026. On May 8, Wolfe Research analyst George Notter reaffirmed its Peerperform rating on Applied Optoelectronics, Inc. (NASDAQ:AAOI). The research firm pointed to concerns about the company’s ability to keep up with strong demand from cloud providers. Applied Optoelectronics, […]
Recent performance snapshot Applied Optoelectronics (AAOI) has drawn attention after a strong year to date, with the stock up about 342% and the past 3 months showing total returns of roughly 65%. At a recent close of US$175.13 and a market value near US$13.1b, the company sits in a very different place than a year ago, when the 1 year total return was about 973%. See our latest analysis for Applied Optoelectronics. Across recent timeframes, momentum has cooled at the margin, with the 30 day...
AAOI Stock Rockets As Momentum, Insider Sales And New ETF Collide timothysykes.com
Applied Optoelectronics Shares Are Sliding Tuesday: What's Driving The Action? Sahm
Is Applied Optoelectronics (AAOI) One of the Best Performing Growth Stocks to Buy? Yahoo Finance
AAOI Stock Surges As Momentum, Insider Selling And Leverage Collide StocksToTrade
Is AAOI Stock Worth Betting on at a Premium or Should Investors Wait? Yahoo Finance
Why Applied Optoelectronics Stock Is Rising Today Yahoo Finance
AAOI Stock Surges As Insider Selling And ETF Launch Stir Volatility timothysykes.com
Why Applied Optoelectronics Stock Is Rising Today The Motley Fool
Is AAOI Stock Worth Betting on at a Premium or Should Investors Wait? TradingView
AAOI is up 367% YTD on AI data-center transceiver demand, yet trades at 8.71x forward sales. Should investors wait to buy?
Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom Yahoo Finance
Applied Optoelectronics (NASDAQ:AAOI) Shares Gap Up - What's Next? MarketBeat
Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom 24/7 Wall St.
AAOI Stock Surges As Insider Selling And Leveraged ETF Focus Traders StocksToTrade
Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up 7% to $174, while Lumentum (NASDAQ:LITE) shares are up 5% to $859 and Coherent (NYSE:COHR) stock is trading 2% higher near $363. The ... Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom
Raymond James reiterates Applied Optoelectronics stock rating on capacity expansion Investing.com
U.S. Stocks Move | Optical Communications Stocks Rebound; Applied Optoelectronics (AAOI.US) Rises Over 9% Moomoo
Investing.com -- Shares of Applied Optoelectronics (NASDAQ: AAOI) could have further room to run despite a more than 1,000% gain over the past year, according to Raymond James analyst Simon Leopold, who reiterated an Outperform rating and $160 price target following investor meetings with Chief Financial Officer Stefan Murry.
AAOI Stock Rockets As Momentum, Insider Sales And New ETF Collide timothysykes.com
Applied Optoelectronics Shares Are Climbing Wednesday: What's Driving The Move? Benzinga
Applied Optoelectronics Fell 17% Today. Here’s Where the Stock Could Head in 2026 TIKR.com
Spectrum rolls out AOI software to cut truck rolls, improve service reliability Stock Titan
Applied Optoelectronics (AAOI) Is A High Potential AI Networking Stock, Here’s Why You Should Buy It Yahoo Finance
Can You Ride Out the Plunge in Applied Optoelectronics Stock? Trefis
Applied Optoelectronics leads networking stocks down following report on CPO rollout delay MSN
Applied Optoelectronics (AAOI) Shares Drop 14% Amid Bearish Repo GuruFocus
Applied Optoelectronics (AAOI) Shares Drop 14% Amid Bearish Repo GuruFocus
Applied Optoelectronics leads networking stocks down following report on CPO rollout delay Seeking Alpha
Applied Optoelectronics Shares Are Sliding Tuesday: What's Driving The Action? Benzinga
Applied Optoelectronics Stock Trends Up 11% Despite Lingering Profitability Challenges and Net Losses TIKR.com
Trending Industry Today: Applied Optoelectronics Leads Losses In Optical Communication Stocks Moomoo
Applied Optoelectronics (NASDAQ:AAOI) Trading Down 7.1% After Insider Selling MarketBeat
AAOI Stock Rockets As Traders Brace For Higher Volatility timothysykes.com
AAOI Stock Rockets As Wall Street Focus And Volatility Spike StocksToTrade
AAOI Stock Surges As Leveraged Products And Insider Sales Draw Trader Focus timothysykes.com
AAOI Stock Rockets As Leveraged ETF And Insider Moves Stir Traders StocksToTrade
Applied Optoelectronics Stock Is Surging Monday: What's Driving The Action? Benzinga
AAOI Stock Forecast: Applied Optoelectronics Revenue Grew 42%, but Is the AI Opportunity Just Starting? TradingKey
$AAOI stock rose 11% this week. Here's what we see in our data. Quiver Quantitative
From 800G to 1.6T: Managing the Transition in High-Density AI Clusters AOI Newsroom
Applied Optoelectronics (AAOI) Soars 10% as Exec Highlights Growing Optics Technology Role Yahoo Finance
Applied Optoelectronics jumps as AI-optics order momentum and short-covering dynamics stay in focus Quiver Quantitative
Applied Optoelectronics Stock (AAOI) Opinions on NVIDIA's Copper Comments Impacting Optics Sector Quiver Quantitative
Applied Optoelectronics: The 800G And 1.6T Ramp Can Keep Driving The Stock Higher Seeking Alpha
Coherent Advances 16%, Lumentum Climbs 13%, Applied Optoelectronics Adds 8% as Optics Rally Broadens Yahoo Finance
Aehr Test Systems, Applied Optoelectronics, AXT And Other Big Stocks Moving Higher On Tuesday Benzinga
Applied Optoelectronics: Despite A Risk On Guidance, It's Bullish From Here Seeking Alpha
Applied Optoelectronics (AAOI) Climbs 17% as This Analyst is Bullish Yahoo Finance
5 Chip Stocks That Are Worth the Hype - Applied Optoelectronics (NASDAQ:AAOI), Analog Devices (NASDAQ:ADI Benzinga
Applied Optoelectronics Is Up 439% in 2026: Is It Outperforming Other Optics Stocks Like Lumentum and Coherent? 24/7 Wall St.
Applied Optoelectronics Is Up 439% in 2026: Is It Outperforming Other Optics Stocks Like Lumentum and Coherent? finance.yahoo.com
Is Applied Optoelectronics (AAOI) One of the Best Optical Networking Stocks After Landing Mediacom’s 1-Million-Home Upgrade? Yahoo Finance
Applied Optoelectronics Sees Strong Demand From Data Centers And AI Computing (AAOI) Seeking Alpha
Applied Optoelectronics Stock (AAOI) Opinions on Optical Sector Weakness Quiver Quantitative
Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off Yahoo Finance
Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off 24/7 Wall St.
Applied Optoelectronics Stock (AAOI) Opinions on Optical Sector Weakness Quiver Quantitative
$AAOI stock is down 5% today. Here's what we see in our data. Quiver Quantitative
Applied Optoelectronics (NASDAQ:AAOI) Stock Price Down 5.5% - Should You Sell? MarketBeat
Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply 24/7 Wall St.
AAOI - Applied Optoelectronics Inc Stock Price and Quote Finviz
Have Applied Optoelectronics Insiders Been Selling Stock? simplywall.st
How The Applied Optoelectronics (AAOI) Story Is Shifting With Big Transceiver Orders And Targets Yahoo Finance
Applied Optoelectronics Stock (AAOI) Opinions on Recent Price Surge Quiver Quantitative
Applied Optoelectronics Up 635.5% in 6 Months: How to Play the Stock Yahoo Finance
Why Applied Optoelectronics Stock May Be Near a Turning Point Investing.com
AAOI slides 9.6% as $600M at-the-market program fuels dilution worries | AAOI Stock News Quiver Quantitative
Why Applied Optoelectronics Stock May Be Near a Turning Point MarketBeat
Why Applied Optoelectronics Stock May Be Near a Turning Point Yahoo Finance
Applied Optoelectronics is well-positioned for hyperscaler demand but faces execution challenges and potential disruption from copacked optics.
Applied Optoelectronics Slumps 10%, Lumentum Dives 9%, Coherent Drops 6% as AI Optics Profit-Takers Strike 24/7 Wall St.
Applied Optoelectronics Slumps 10%, Lumentum Dives 9%, Coherent Drops 6% as AI Optics Profit-Takers Strike Yahoo Finance
Applied Optoelectronics Stock (AAOI) Opinions on Earnings Capacity Ramp Quiver Quantitative
Jim Cramer on Applied Optoelectronics: “I Don’t Recommend Buying These Stocks Up Here” Yahoo Finance
This AI Infrastructure Stock Has Become One Of 2026’s Biggest Winners Stocktwits
Applied Optoelectronics Eyes 800G Ramp as Data Center Demand Tops Capacity Into 2027 MarketBeat
AAOI Stock Rockets As Analysts Hike AI-Driven Price Targets StocksToTrade
FN vs. AAOI: Which Stock Is Worth Buying Post Latest Earnings Results? TradingView
FN vs. AAOI: Which Stock Is Worth Buying Post Latest Earnings Results? Yahoo Finance
Optics Stock Rally Continues: Applied Optoelectronics Surges 8%, Lumentum and Coherent Rise 4% Yahoo Finance
Why Applied Optoelectronics (AAOI) Is Up 6.9% After Texas Grant And 800G Hyperscale Ramp Yahoo Finance
AAOI Stock Soars As Analysts Embrace AI Datacenter Ramp StocksToTrade
Applied Optoelectronics (AAOI) Earns New Rating, PT Upgrade, Soars 24% Yahoo Finance
Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire Yahoo Finance
Rosenblatt Raises PT on Applied Optoelectronics (AAOI) to $220 As Shares Reach All-Time High finance.yahoo.com
AAOI Stock Whipsaws As Analysts Hike AI-Driven Targets StocksToTrade
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Analysts Are Pretty Bullish On The Stock After Recent Results Yahoo Finance
AAOI Q1 Loss Wider Than Expected on Higher Costs, Revenues Jump Y/Y Yahoo Finance
Applied Optoelectronics Rides AI Datacenter Surge Despite Rich Valuation Yahoo Finance
800G Transceiver Demand Drives Record Revenue Growth at Applied Optoelectronics (AAOI) Yahoo Finance
AAOI Stock Rises Despite Q1 Miss – Here’s Why It Made It As The ‘Top Pick’ For This Analyst Stocktwits
Applied Optoelectronics (AAOI) Reports Q1 Loss, Misses Revenue Estimates Yahoo Finance
Earnings call transcript: Applied Optoelectronics Misses Q1 2026 EPS Forecast Investing.com
Applied Optoelectronics Q1 Earnings Call Highlights Yahoo Finance
Applied Optoelectronics starts 800G volume shipments, sees up to $198M Q2 Stock Titan
Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools Yahoo Finance
Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools 24/7 Wall St.
AAOI Stock Before Q1 Earnings: Smart Buy or Risky Move? TradingView
AAOI Stock Before Q1 Earnings: Smart Buy or Risky Move? Yahoo Finance
A Look At Applied Optoelectronics (AAOI) Valuation After Texas Grant And Large AI Transceiver Order Yahoo Finance
Applied Optoelectronics (AAOI) Soars to All-Time High Ahead of Earnings Yahoo Finance
Applied Optoelectronics jumps 12.8% as investors stay focused on AI-optics capacity expansion narrative Quiver Quantitative
POET Technologies rout spills over to optical peers despite strong YTD gains (POET:NASDAQ) Seeking Alpha
POET Stock Is Lighting Up — But These 3 AI Optics Plays Are Already Wired Ahead Stocktwits
POET stock is lighting up — but these 3 AI optics plays are already wired ahead MSN
Applied Optoelectronics (AAOI) Climbs 17.7% Ahead of Upbeat Earnings Yahoo Finance
Is Applied Optoelectronics, Inc. (AAOI) A Good Stock To Buy Now? Yahoo Finance
AAOI stock: Is Applied Optoelectronics More Than “the Latest Viral AI Stock”? CMC Markets
Can 800G Transceivers Drive AAOI's Revenue Growth in 2026? Yahoo Finance
Arista Networks stands out among optical/networking stocks entering Q1 earnings: Needham Seeking Alpha
A Look At Applied Optoelectronics (AAOI) Valuation After Major US Manufacturing Expansion For AI Data Center Demand Yahoo Finance
ASML vs. AAOI: Which Stock Leads the Data Center Supply Chain? Yahoo Finance
AAOI Stock Eyes Ninth Straight Gain Amid Data Center Boom, Retail Frenzy Builds stocktwits.com
Applied Optoelectronics (AAOI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Applied Optoelectronics Sees Surge in 800G Transceiver Demand Let's Data Science
Applied Optoelectronics Could Double Revenue to $1 Billion in 2026 Yahoo Finance
Is It Too Late to Buy Applied Optoelectronics Stock (AAOI)? 24/7 Wall St.
AAOI Stock On Track To Hit All-Time Highs After 40% Rally This Month – What’s Driving This Momentum? Stocktwits
POET: This Tiny Photonics Stock Could Explode (NASDAQ:POET) Seeking Alpha
AAOI is Overvalued at 6.68X PS: Buy, Sell or Hold the Stock? Yahoo Finance
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Applied Optoelectronics (AAOI) Is Up 5.8% After Major 800G Transceiver Order Expansion - What's Changed Yahoo Finance
Applied Optoelectronics (AAOI) Stock Soars 20% on $124M Hyperscale Customer Orders MEXC
How The Growth Story For Applied Optoelectronics (AAOI) Is Shifting With 1.6T Cloud Orders Yahoo Finance
Applied Optoelectronics (AAOI) Climbs 20% on Higher 800G Transceiver Demand Yahoo Finance
AAOI Stock Surges on $71M Deal: Too Late or Just Starting? EBC Financial Group
AOI Receives New Upsized Order for 800G Data Center Transceivers from Major Hyperscale Customer Yahoo Finance
A $71M data-center optics order more than doubles AOI backlog Stock Titan
Applied Optoelectronics (AAOI) Stock Jumps 18.9%: Will It Continue to Soar? Yahoo Finance
Applied Optoelectronics (AAOI) Stock Jumps 18.9%: Will It Continue to Soar? Zacks Investment Research
Huang praise for optoelectronics lifts South Korea optical semiconductor stocks - CHOSUNBIZ biz.chosun.com
Applied Optoelectronics (AAOI) Showcases AI Data Center Solutions and High-Speed Transceiver Portfolio Yahoo Finance
FN vs. AAOI: Which Optical Components Stock Should You Buy Right Now? Yahoo Finance
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FN vs. AAOI: Which Optical Components Stock Should You Buy Right Now? Zacks Investment Research
A Look At Applied Optoelectronics (AAOI) Valuation After New AI Data Center Networking Showcases Yahoo Finance
Applied Optoelectronics (AAOI) Is Down 28.4% After Securing Major 1.6T AI Transceiver Order - What's Changed Yahoo Finance
Applied Optoelectronics’ (AAOI) Mega $200 Million Deal Catches Analyst Attention Yahoo Finance
Applied Optoelectronics’ 1.6T Hyperscale Win Tests AI Growth And Risks Yahoo Finance
AAOI Stock Surges 129% in a Month: Should You Buy, Sell or Hold? Yahoo Finance
AAOI Stock Set For Highest Open In Over 8 Years As 800G Ramp Sparks Analyst Upgrade, Retail Buzz stocktwits.com
AAOI Stock Pulls Back From 8-Year High As Traders Brace For Q4 Earnings Stocktwits
Is Applied Optoelectronics (AAOI) Pricing Reflect Recent AI Infrastructure Hype Accurately Yahoo Finance
Applied Optoelectronics CFO Flags Laser Bottleneck as Hyperscalers Push 800G and 1.6T Optics MarketBeat
AAOI Stock (+22%) : Nvidia’s $4B Sector Bet Ignites Optical sympathy Trefis
A Look At Applied Optoelectronics' (AAOI) Valuation After Record Results And Strong AI Data Center Outlook Yahoo Finance
Applied Optoelectronics (AAOI) Is Up 63.0% After AI-Focused Revenue Guidance And Equity Offering News Event - Has The Bull Case Changed? Yahoo Finance
Applied Optoelectronics Secures 800G Order And Scales Texas For AI Demand Yahoo Finance
Did AI-Driven 800G Wins and Texas Expansion Just Shift Applied Optoelectronics' (AAOI) Investment Narrative? Yahoo Finance
Revenues Tell The Story For Applied Optoelectronics, Inc. (NASDAQ:AAOI) As Its Stock Soars 25% simplywall.st
USI Subsidiary Universal Optoelectronics Acquires Controlling Stake in Eugenlight Technologies, Advancing Optical Interconnect Industry Integration PR Newswire
Taking Stock of Applied Optoelectronics (AAOI) Valuation After New AI Laser and 800G Transceiver Milestones Yahoo Finance
Applied Optoelectronics Inc. Unveils New 400mW Narrow-Linewidth Pump Laser for AI Data Centers and Co-Packaged Optics Quiver Quantitative
Applied Optoelectronics invests $150M to onshore AI-fueled optical transceiver production SDxCentral
Why Applied Optoelectronics (AAOI) Is Up 17.6% After Launching 100G VCSEL for 800G Data Transceivers Yahoo Finance
Should You Hold on to AAOI Stock Despite its 51% Decline in 3 Months? Yahoo Finance
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