Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber optic networking products globally. The company is headquartered in Sugar Land, Texas.
| Revenue (TTM) | $595.97M |
| Gross Profit (TTM) | $172.33M |
| EBITDA | $-32.11M |
| Operating Margin | -12.90% |
| Return on Equity | -5.45% |
| Return on Assets | -2.72% |
| Revenue/Share (TTM) | $8.18 |
| Book Value | $19.77 |
| Price-to-Book | 5.15 |
| Price-to-Sales (TTM) | 10.77 |
| EV/Revenue | 14.07 |
| EV/EBITDA | 38.41 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 86.40% |
| Shares Outstanding | $84.91M |
| Float | $80.85M |
| % Insiders | 9.78% |
| % Institutions | 63.65% |
Volatility is currently expanding
Applied Optoelectronics stock dropped over 23% this week amid broader fears of slowing artificial intelligence infrastructure spending. Concerns about major technology companies facing capital constraints are hitting optical networking component suppliers across the industry.
SUGAR LAND, Texas, Oct. 15, 2026 /PRNewswire/ -- 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 third quarter ended September 30, 2026, on Thursday, November 5, 2026. AOI will host a conference call and webcast for analysts and investors to discuss its third quarter 2026 financial results and outlook for its fourth quarter 2026 at 4:30 p.m.
Optical suppliers tied to the artificial intelligence (AI) data center buildout are extending their slide as money shifts into defensive sectors. Applied Optoelectronics (NASDAQ:AAOI) stock is down 6% to $80.97 in early trading, leading the group lower.
Applied Optoelectronics Inc (NASDAQ:AAOI) stock is down 11.3% to trade at $86.71, as the AI infrastructure trade wobbles.
Optical networking suppliers are sliding again, and Applied Optoelectronics (NASDAQ:AAOI) stock is falling the most as doubts about how artificial intelligence (AI) infrastructure gets funded spread through the group. Applied Optoelectronics stock is at $88.
Optical connectivity stocks have handed some investors gains that dwarf the broader market this year, but a 9% pullback in just the past month signals the window for a clean exit may already be closing.
Lumentum's order book is booked solid through early 2029, yet its stock is leading the entire AI optics sector lower today.
INOD, CALX and AAOI are mid-cap AI stocks trading more than 45% below their 52-week highs, with brokerage price targets signaling massive near-term upside.
Optical component makers are staging a sharp rebound after a sold-out demand signal from Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) spread across the group. Lumentum stock is at $1,117.71, up 7% in morning trading.
Applied Optoelectronics has shed more than half its peak value in six months, weighed down by repeated share sales and a memory shortage that blindsided the market, yet one analyst still sees the stock doubling from here and has the
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on AAOI and any ticker you trade — then tracks every position and per-strategy win rate.
