Applied Optoelectronics, Inc. (AAOI)
| Market Cap | 10.93B |
| Revenue (ttm) | 455.72M |
| Net Income (ttm) | -38.23M |
| Shares Out | 77.68M |
| EPS (ttm) | -0.64 |
| PE Ratio | n/a |
| Forward PE | 172.60 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 5,574,684 |
| Open | 138.65 |
| Previous Close | 145.78 |
| Day's Range | 135.40 - 146.90 |
| 52-Week Range | 11.87 - 173.41 |
| Beta | 3.22 |
| Analysts | Buy |
| Price Target | 66.80 (-52.51%) |
| Earnings Date | May 7, 2026 |
About AAOI
Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirec... [Read more]
Financial Performance
In 2025, Applied Optoelectronics's revenue was $455.72 million, an increase of 82.75% compared to the previous year's $249.37 million. Losses were -$38.23 million, -79.53% less than in 2024.
Financial StatementsAnalyst Forecast
According to 6 analysts, the average rating for AAOI stock is "Buy." The 12-month stock price target is $66.8, which is a decrease of -52.51% from the latest price.
News
AOI Expands Its Houston-Area Footprint to 900,000 Square Feet to Increase Capacity and Support Future Growth
SUGAR LAND, Texas, April 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced plan...
Citron Calls Applied Optoelectronics' Valuation 'Delusional'
Short interest in AAOI fell to 10.30 million shares from 10.56 million, representing 13.68% of the float. At an average daily volume of 14.45 million shares, it would take about one day to cover.
Applied Optoelectronics Shares Rise Over 7% After Key Trading Signal
Applied Optoelectronics Inc (NASDAQ:AAOI) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institut...
AOI Receives New Upsized Order for 800G Data Center Transceivers from Major Hyperscale Customer
SUGAR LAND, Texas, April 02, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it ...
Applied Optoelectronics Shares Jump 12% After Key Trading Signal
Applied Optoelectronics Inc (NASDAQ:AAOI) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institu...
AOI Receives New Order for 800G Data Center Transceivers from Major Hyperscale Customer
SUGAR LAND, Texas, March 23, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it ...
What's Going On With Applied Optoelectronics Stock?
The move comes as dilution fears linger after the company increased the size of its at-the-market equity program to $500 million from $250 million.
Applied Optoelectronics Transcript: Status update
AI-driven demand is fueling rapid expansion in high-speed optical transceivers, with manufacturing capacity and automation scaling to support projected $1 billion revenue in 2024 and significant growth through 2027. Vertical integration, in-house laser production, and customer-backed financing underpin supply chain resilience and competitive positioning.
AOI Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026
SUGAR LAND, Texas, March 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced pla...
AOI Receives First Volume Order of 1.6T Data Center Transceivers from Major Hyperscale Customer
Applied Optoelectronics Inc. (AOI) received its first volume order for 1.6T data center transceivers from one of its long-term major hyperscale customers.
These 6 stocks could be major winners of an upcoming optics ‘supercycle'
Optical components are becoming a critical chokepoint in AI infrastructure, as the data-center buildout drives strong demand for more efficient data-transfer methods.
The Big 3: AMZN, AAOI, CVX
A bull-led rally is coming to markets once they can storm past geopolitical uncertainty, says @Stockstotrade's Tim Bohen. Until then, he sees trading opportunities in Chevron (CVX), Applied Optoelectr...
Applied Optoelectronics Transcript: 47th Annual Raymond James Institutional Investor Conference
The company is scaling up automated U.S. production of high-speed optical transceivers to meet surging data center and AI-driven demand, with a focus on securing supply chain integrity and long-term customer agreements. Cable TV growth is expected through DOCSIS 4.0 deployments, and proprietary laser technology is a key differentiator.
How Applied Optoelectronics became the latest viral AI stock
Shares of the optical-networking provider have nearly tripled so far this year as AI players seek out high-bandwidth, low-latency connectivity products.
Applied Optoelectronics Stock Is Soaring Monday: What's Driving The Action?
Applied Optoelectronics Inc (NASDAQ: AAOI) shares are surging on Monday following last week's strong earnings report that exceeded expectations. Here's what investors need to know.
Applied Optoelectronics Rallies Over 40% On Q4 Beat, Q1 Outlook
Applied Optoelectronics Inc (NASDAQ: AAOI) is trading sharply higher Friday morning after the fiber-optic component maker posted stronger-than-expected fourth-quarter results and issued upbeat guidanc...
Applied Optoelectronics Earnings Call Transcript: Q4 2025
Record Q4 and 2025 results were driven by strong CATV and data center demand, with revenue up 83% year-over-year. 2026 revenue is projected to exceed $1 billion, led by 800G and 1.6T product ramps, though growth is limited by production capacity, not demand.
Applied Optoelectronics Reports Fourth Quarter and Full Year 2025 Results
SUGAR LAND, Texas, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...
Applied Optoelectronics to Present at the Raymond James & Associates' 47th Annual Institutional Investors Conference
SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...
Applied Optoelectronics to Host Investor Session at OFC
SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...
Applied Optoelectronics Announces Date of Fourth Quarter and Full Year 2025 Financial Results Conference Call
SUGAR LAND, Texas, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...
Overlooked Stock: Applied Optoelectronics
AAOI surged to a new 52-week high this week as demand for data centers continues. George Tsilis breaks down the company's growth in sales across.
Applied Optoelectronics to Present at the Raymond James 2025 TMT & Consumer Conference
SUGAR LAND, Texas, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...
Applied Optoelectronics Earnings Call Transcript: Q3 2025
Record Q3 revenue was driven by CATV strength, offsetting datacom shipment delays. Data center and 800G shipments are set to ramp in Q4, with significant CapEx and U.S. production expansion underway. 2026 targets include $300M+ CATV revenue and major growth in advanced transceivers.
Applied Optoelectronics Reports Third Quarter 2025 Results
SUGAR LAND, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, t...