Applied Optoelectronics, Inc.· AAOI
🇺🇸 US · LargeBroad USNASDAQ
- Price
- $131.63
- Day
- +19.44%
- Mkt Cap
- $10.56B
- 52W Range
- $18.50 – $233.67
- Volume
- 20.34M
- Beta
- 3.69
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Applied Optoelectronics heads into Q2 earnings with AI-driven 800G demand and CATV growth, but valuation and production constraints loom.
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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.
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Shares of Applied Optoelectronics (NASDAQ:AAOI) are surging Tuesday morning, with the stock up 17% to $129.34 after a report that the U.S.
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Applied Optoelectronics is rated 'Buy' ahead of Q2 earnings, with expectations of strong guidance and a production ramp driving near-term upside. AAOI's proprietary MBE technology and high-temperature-tolerant lasers position it as a key supplier for hyperscaler AI data center clusters, with 800G transceivers leading growth. Production capacity is set to grow from 100K to over 900K units/month by Q4 2027, with over 50% US-based output, supporting a bullish long-term thesis.
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Applied Optoelectronics (NASDAQ:AAOI) is up 13.34% in Monday trading, and the setup behind that surge is why this move has staying power well beyond a single session.
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Applied Optoelectronics has fallen more than 60% from its peak despite management insisting demand exceeds current manufacturing capacity by hundreds of millions. The June optical selloff was driven by delayed CPO adoption fears, although AAOI's current growth depends primarily on 800G transceivers. Management expects a 60-80% sequential revenue ramp as Texas manufacturing expands, making August 6 a crucial execution milestone.
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Shares of Coherent (NYSE:COHR | COHR Price Prediction) are down 11% to $241.62 midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock falling 10% to $87.89 and Lumentum (NASDAQ:LITE) stock off 9% to $644.56.
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With AI capex dominating market sentiment, tech leaders are tempting the bulls. Speaking at the RAISE Summit, Lumentum CEO Michael Hurlston warned that the next AI infrastructure bottleneck is indium phosphide (InP), a niche semiconductor material.
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While investors have recognized Applied Optoelectronics's role in AI infrastructure, I believe the market still underestimates the scale of the business the management is building. The investment case is remarkably simple: management either executes on its manufacturing expansion—or it doesn't. If execution succeeds, AAOI's long-term earnings power could be several times higher than what today's valuation implies.
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Andar Capital Management HK Ltd purchased a new stake in Applied Optoelectronics, Inc. (NASDAQ: AAOI) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 134,000 shares of the semiconductor company's stock, valued at approximately $11,335,000. Applied Optoelectronics makes up 9.7% of Andar
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Applied Optoelectronics sees surging demand for AI-driven optical networking products as it expands U.S. manufacturing, but intensifying competition could test its momentum.
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