Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber optic networking products globally. The company is headquartered in Sugar Land, Texas.
| Revenue (TTM) | $747.22M |
| Gross Profit (TTM) | $215.22M |
| EBITDA | $-8.01M |
| Operating Margin | -0.53% |
| Return on Equity | -2.34% |
| Return on Assets | -1.54% |
| Revenue/Share (TTM) | $9.53 |
| Book Value | $24.94 |
| Price-to-Book | 2.38 |
| Price-to-Sales (TTM) | 5.70 |
| EV/Revenue | 6.32 |
| EV/EBITDA | 38.41 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 127.50% |
| Shares Outstanding | $84.91M |
| Float | $86.76M |
| % Insiders | 9.74% |
| % Institutions | 65.83% |
Volatility is currently expanding
AI optical stocks are rallying, and one laser maker is far ahead of the group as traders take a second look at a quarterly report they'd sold off hard. Coherent (NYSE:COHR | COHR Price Prediction) stock trades at $192.
Applied Optoelectronics' Q3 earnings beat estimates as datacenter and CATV sales surge, driven by 800G demand and record broadband equipment shipments.
AAOI sees accelerating 1.6T transceiver demand and a $1B-$1.5B hyperscaler deal, but component shortages and capacity delays pose challenges to its growth plans.
SUGAR LAND, Texas, Nov. 6, 2026 /PRNewswire/ -- 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 1,346 shares of common stock to 3 new employees, with a grant date of November 2, 2026, pursuant to the Applied Optoelectronics, Inc. 2023 Equity Inducement Plan (the "Inducement Plan"). The Inducement Plan is used exclusively for the grant of equity awards to individuals who were not previously employees of Applied Optoelectronics, or following a bona fide period of non-employment, as an inducement material to such individuals' entering into employment with Applied Optoelectronics, pursuant to Nasdaq Listing Rule 5635(c)(4).
Datacenter sales more than tripled from a year ago, and next-quarter guidance points to another big jump. Plans to add US manufacturing capacity in 2027 are taking longer because of electrical power and construction issues.
SUGAR LAND, Texas, Nov. 5, 2026 /PRNewswire/ -- 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 third quarter ended September 30, 2026. "We are pleased to have generated record revenue for our sixth consecutive quarter and to have returned to GAAP profitability in Q3," said Dr. Thompson Lin, AOI's Founder, President and Chief Executive Officer.
AI optical stocks are falling for a second straight session, and strong earnings across the group aren't slowing the selling. Applied Optoelectronics (NASDAQ:AAOI) stock recently traded at $50, down 16%.
Applied Optoelectronics' AI-driven demand and capacity expansion fuel growth prospects ahead of Q3 earnings, but supply constraints and valuation pose risks.
Applied Optoelectronics remains a 'Buy' ahead of Q3 earnings, despite a 30% drop since my initial recommendation. AAOI's record Q2 revenue and profitability were overshadowed by an ATM equity raise, customer supply chain issues, and high GAAP losses. Capacity expansion is on track, with management targeting 650,000 units/month by FY2026 and strong demand outpacing supply through mid-2027.
Optical networking stocks are bouncing back from a steep slide, and Coherent (NYSE:COHR | COHR Price Prediction) is leading the charge one day before its next earnings report. Coherent stock is at $210.98, up 6% in the morning session.
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