Summary
Applied Optoelectronics: The AI Networking Dark Horse Wall Street Underestimates
Applied Optoelectronics, Inc. is emerging as a key beneficiary of accelerating AI data center scale-out, as higher GPU density and larger cluster deployments increase demand for networking bandwidth and optical transceivers. AAOI's expanding U.S.-based manufacturing capacity for mainstream 400G transceivers and emerging high-speed 800G and 1.6T transceivers are poised to enable a multi-fold growth runway. The company's upcoming Q4 earnings update later this week (February 26) will be a key telling tale as it kicks off expectations for 2026.
Applied Optoelectronics (NASDAQ:AAOI) Trading 7.4% Higher – Here’s What Happened
Applied Optoelectronics, Inc. (NASDAQ: AAOI - Get Free Report) rose 7.4% during mid-day trading on Friday. The company traded as high as $47.50 and last traded at $50.4460. Approximately 249,398 shares traded hands during trading, a decline of 95% from the average daily volume of 4,918,173 shares. The stock had previously closed at $46.98. Analyst
Is Applied Optoelectronics (AAOI) Outperforming Other Computer and Technology Stocks This Year?
Here is how Applied Optoelectronics (AAOI) and Apple (AAPL) have performed compared to their sector so far this year.
Applied Optoelectronics, Inc. (AAOI) FAQ
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Applied Optoelectronics, Inc. Profile
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Chih-Hsiang Lin CEO | NASDAQ (NMS) Exchange | 03823U102 CUSIP |
| US Country | 3,309 Employees | - Last Dividend | - Last Split | 26 Sep 2013 IPO Date |
Overview
Applied Optoelectronics, Inc. (AOI) is a leading company in the optic-fiber networking industry, well-known for designing, manufacturing, and selling a wide array of fiber-optic products. Established in 1997, AOI has grown its presence not just in the United States but also across Taiwan and China. With a robust portfolio catering to the needs of internet data center operators, cable television networks, telecom equipment manufacturers, and internet service providers, AOI has carved a niche for itself. The company operates through both direct and indirect sales channels, ensuring its advanced optical solutions are accessible to a broad spectrum of industries. Headquartered in Sugar Land, Texas, AOI's commitment to innovation and quality has positioned it as a key player in the fast-evolving fiber-optic networking sector.
Products and Services
Applied Optoelectronics, Inc. offers an extensive range of products and services designed to meet the diverse needs of the fiber-optic networking industry. These include:
- Optical Modules: These modules are essential for converting electrical signals into optical signals (and vice versa), enabling high-speed data transmission over fiber-optic cables. They are widely used in internet data centers and telecommunications.
- Optical Filters: AOI's optical filters play a crucial role in managing wavelengths in fiber optic systems, ensuring signal purity and improving the performance of optical networks.
- Lasers and Laser Components: Critical for generating the light that travels through fiber-optic cables, AOI's lasers and their components are recognized for their reliability and efficiency, supporting various communication and data transmission applications.
- Subassemblies: These are partly assembled components that are ready to be integrated into larger systems, offering flexibility and convenience to manufacturers by reducing production time and costs.
- Transmitters and Transceivers: Facilitating the transmission and reception of optical signals, these devices are fundamental in expanding network capabilities and enhancing connectivity solutions for service providers.
- Turn-Key Equipment: AOI provides comprehensive solutions that are fully prepared for immediate use, ensuring a quick and efficient setup of optical networks for its clients.
- Headend, Node, Distribution Equipment: These components are integral to the infrastructure of cable television and fiber-to-the-home systems, ensuring that signals are correctly distributed and managed across the network.
- Amplifiers: Amplifiers by AOI strengthen the optical signals in the network, ensuring long-distance transmission without loss of data integrity, which is paramount for both telecom and data center networks.
