Applied Optoelectronics, Inc. (AAOI)
Automate Your Wheel Strategy on AAOI
With Tiblio's Option Bot, you can configure your own wheel strategy including AAOI - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.
Start Your Free Trial NowNews
Coherent, Lumentum, and AAOI Jump in Premarket Trading Wednesday
Published: March 04, 2026 by: 24/7 Wall Street
Sentiment: Negative
The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) all pushing higher after a rough Tuesday session.
Read More
How Applied Optoelectronics became the latest viral AI stock
Published: March 02, 2026 by: Market Watch
Sentiment: Positive
Shares of the optical-networking provider have nearly tripled so far this year as AI players seek out high-bandwidth, low-latency connectivity products.
Read More
March Momentum: Why U.S. Equities are Primed for a Rally
Published: March 02, 2026 by: Zacks Investment Research
Sentiment: Neutral
While February tested investor patience with its choppy action and internal weakness, the data entering March tells a vastly different story.
Read More
I Was Early On Applied Optoelectronics, Here's What's Next
Published: March 02, 2026 by: Seeking Alpha
Sentiment: Positive
I turned bullish on Applied Optoelectronics in November when it was trading at $24, identifying the 800G inflection before consensus reset expectations. AAOI exited 2025 with 90,000 monthly 800G capacity, targeting over 500,000 units by the end of 2026. Vertical integration of indium phosphide lasers supports a path toward 35–38% gross margins by 2027.
Read More
Applied Optoelectronics, Inc. (AAOI) Q4 2025 Earnings Call Transcript
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Neutral
Applied Optoelectronics, Inc. (AAOI) Q4 2025 Earnings Call Transcript
Read More
AAOI's 10x Moment: $456M in 2025, $378M Per Month by Next Year
Published: February 27, 2026 by: 24/7 Wall Street
Sentiment: Positive
Applied Optoelectronics (AAOI) delivered a strong Q4 2025 earnings beat after the close Thursday, and the stock responded decisively.
Read More
Is Applied Optoelectronics (AAOI) Outperforming Other Computer and Technology Stocks This Year?
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive
Here is how Applied Optoelectronics (AAOI) and Apple (AAPL) have performed compared to their sector so far this year.
Read More
Applied Optoelectronics (AAOI) Moves 21.0% Higher: Will This Strength Last?
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive
Applied Optoelectronics (AAOI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Read More
Applied Optoelectronics' Breakout Is Just Beginning
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Positive
Applied Optoelectronics is up roughly 22% since December coverage and nearly 90% since my November inflection point call. AAOI stock reclaimed and held above its 50-week and 200-week moving averages, signaling a structural breakout rather than late-cycle momentum. RSI remains in the mid-60s, indicating strong demand without speculative excess or typical exhaustion seen in AI momentum trades.
Read More
Applied Optoelectronics: The Breakout Nobody Is Watching
Published: December 26, 2025 by: Seeking Alpha
Sentiment: Neutral
Applied Optoelectronics, Inc. secured its first 800G hyperscaler volume order, removing qualification risk and confirming real demand beyond pilot or trial deployments. Q3 revenue miss was timing-related, with $6.6 million of shipped 400G revenue deferred into Q4 recognition. AAOI management guided Q4 revenue of $125–140 million, including $25–40 million sequential data center revenue growth.
Read More
Overlooked Stock: Applied Optoelectronics
Published: December 23, 2025 by: Schwab Network
Sentiment: Positive
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.
Read More
Applied Optoelectronics, Inc. (AAOI) Q3 2025 Earnings Call Transcript
Published: November 07, 2025 by: Seeking Alpha
Sentiment: Neutral
Applied Optoelectronics, Inc. ( AAOI ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Lindsay Savarese - Investor Relations Chih-Hsiang Lin - Founder, Chairman, President & CEO Stefan Murry - CFO & Chief Strategy Officer Conference Call Participants Simon Leopold - Raymond James & Associates, Inc., Research Division George Notter - Wolfe Research, LLC Michael Genovese - Rosenblatt Securities Inc., Research Division Ryan Koontz - Needham & Company, LLC, Research Division Timothy Savageaux - Northland Capital Markets, Research Division Presentation Operator Good afternoon. I will be your conference operator today.
Read More
What's in Store for These 5 Semiconductor Stocks This Earnings Season?
Published: November 05, 2025 by: Zacks Investment Research
Sentiment: Positive
Strong global chip sales set the stage for upbeat earnings from key semiconductor players, including LASR, AAOI, SYNA, NVMI and DIOD.
Read More
The Market Is Sleeping On Applied Optoelectronics
Published: October 30, 2025 by: Seeking Alpha
Sentiment: Positive
Applied Optoelectronics secured a $4 billion, 10-year Amazon contract and requalified with another hyperscaler, likely Meta or Microsoft. The company is building a 210,000 sq. ft. Texas facility to produce over 200,000 800G units monthly by mid-2026. Q2 2025 revenue surged 137% year-over-year to $103 million, with data center sales up 30% and cable revenue eightfold.
Read More
3 Under-the-Radar Stocks Set to Benefit From Oracle's Boom
Published: September 16, 2025 by: MarketBeat
Sentiment: Positive
On Sept. 9, one of the world's biggest tech stocks, Oracle NYSE: ORCL, provided key information that blew investors away. Shares closed up by 36% on Sept.
Read More
1 Growth Stock Down 50% to Buy Right Now
Published: August 17, 2025 by: The Motley Fool
Sentiment: Negative
I know, I know. Applied Optoelectronics (AAOI 6.59%) isn't exactly down in the dumps.
Read More
Applied Optoelectronics (AAOI) Moves 17.8% Higher: Will This Strength Last?
Published: June 19, 2025 by: Zacks Investment Research
Sentiment: Positive
Applied Optoelectronics (AAOI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Read More
Applied Optoelectronics Q4: Top-Line Growth Overshadowed By Decline In Margins
Published: March 04, 2025 by: Seeking Alpha
Sentiment: Neutral
Applied Optoelectronics, Inc. reported strong Q4 sales growth but faced significant declines in efficiency and profitability, raising concerns about a sustainable turnaround. The company's CATV segment drove top-line growth, but gross margins and net income suffered due to one-time charges and operational inefficiencies. Macroeconomic uncertainties, including tariff wars, add volatility, making it difficult to confidently predict a near-term improvement in profitability.
Read More
Applied Optoelectronics, Inc. (AAOI) Q4 2024 Earnings Call Transcript
Published: February 26, 2025 by: Seeking Alpha
Sentiment: Neutral
Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q4 2024 Earnings Conference Call February 26, 2025 4:30 PM ET Company Participants Lindsay Savarese – Investor Relations Thompson Lin – Founder, Chairman and Chief Executive Officer Stefan Murry – Chief Financial Officer and Chief Strategy Officer Conference Call Participants Tim Savageaux – Northland Capital Markets Michael Genovese – Rosenblatt Securities Jeff Koche – Raymond James Dave Kang – B. Riley Securities Operator Good afternoon.
Read More
Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan
Published: February 21, 2025 by: GlobeNewsWire
Sentiment: Neutral
SUGAR LAND, Texas, Feb. 21, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced that the Compensation Committee of its Board of Directors granted inducement awards for 6,812 shares of common stock to 4 new employees, with a grant date of February 21, 2025, pursuant to the Applied Optoelectronics, Inc. 2023 Equity Inducement Plan (the “Inducement Plan”).
Read More
About Applied Optoelectronics, Inc. (AAOI)
- IPO Date 2013-09-26
- Website https://www.ao-inc.com
- Industry Semiconductors
- CEO Chih-Hsiang Lin
- Employees 3309