Applied Optoelectronics, Inc.· AAOI
🇺🇸 US · MidBroad USNASDAQ
- Price
- $105.17
- Day
- +7.25%
- Mkt Cap
- $8.44B
- 52W Range
- $18.50 – $233.67
- Volume
- 9.85M
- Beta
- 3.78
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Most recent articles and analysis covering this company.
Applied Optoelectronics is rated 'Buy' due to strong end-market demand and a compelling forward valuation. AAOI's 1.6T and 800G optical transceivers are driving revenue inflection, with significant volume orders secured and shipments commencing. Recent financials show an 86.4% YoY revenue increase to $191.9M and adjusted EPS of $0.06, beating consensus.
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Applied Optoelectronics, Inc. expects demand to exceed capacity through mid 2027 as 800G and 1.6T optical deployments accelerate across hyperscalers. Q2 revenue surged 86% to $191.9 million, while management expects approximately $1.1 billion in revenue during 2026. Monthly 800G and 1.6T capacity could exceed 650,000 units by year-end and reach 930,000 during 2027.
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Engineers Gate Manager LP reduced its holdings in Applied Optoelectronics, Inc. (NASDAQ: AAOI) by 65.8% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,892 shares of the semiconductor company's stock after selling 18,999 shares during the quarter. Engineers Gate Manager
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Optics stocks are rebounding Wednesday morning without a fresh headline to point to, and the size of the group's move relative to the broader market is the story. The iShares Semiconductor ETF (NASDAQ:SOXX) is at $508.
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AAOI targets 650,000 monthly units by year-end 2026 as 800G and 1.6T demand continues exceeding available capacity. Management's mid-2027 targets imply roughly $471 million monthly optical revenue, equivalent to $5.65 billion annualized before CATV. AAOI's vertical integration provides scarce laser capacity, while future CPO laser products could potentially generate gross margins near 60%.
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Bond yields, oil prices, and inflation rhetoric have teamed up to make it tough for investors heading into fall.
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Applied Optoelectronics, Inc. (NASDAQ: AAOI - Get Free Report) insider Hung-Lun Chang sold 32,172 shares of the business's stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $110.21, for a total value of $3,545,676.12. Following the transaction, the insider directly owned 249,276 shares in the company,
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Hsbc Holdings PLC grew its holdings in Applied Optoelectronics, Inc. (NASDAQ: AAOI) by 460.2% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 29,485 shares of the semiconductor company's stock after purchasing an additional 24,222 shares during the quarter. Hsbc Holdings
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Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.
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Single-stock leveraged ETFs were unusual when they first arrived in the U.S. market just four years ago. Today, it might be hard to find a stock without one.
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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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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.
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