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 (AAOI) Moves 21.0% Higher: Will This Strength Last?
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.
Applied Optoelectronics' Breakout Is Just Beginning
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.
AAOI: A Critical Link in the AI Revolution
As the battle for AI supremacy intensifies among global tech leaders, the demand for robust, high-performance networking hardware has never been higher.
Is Applied Optoelectronics Stock a Buy or Sell After the Chief Legal Officer Dumped Over 12,000 Shares?
Chief Legal Officer David Kuo sold 12,500 shares for a transaction value of $501,875 on Dec. 23, 2025. The sale represented 8.71% of Mr.
Applied Optoelectronics: The Breakout Nobody Is Watching
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.
Applied Optoelectronics Reports Record Revenues For Q3 2025
Applied Optoelectronics, or AOI reported record revenues for Q3 2025 due to increased demand for its CATV products and its data center products. The company is expanding production capacities and expects higher revenues for Q4 and for 2026. There is an ongoing sector rally around AOI and other data center suppliers.
Applied Optoelectronics: 800G Inflection Point
AAOI reported record Q3 2025 revenue of $118.6 million, up 82% year-over-year and 15% sequentially, marking historic growth. The legacy CATV business surged to $70.6 million in sales, tripling year-over-year, driven by 1.8 GHz amplifier nodes with QuantumLink software. 800G optical modules are in final qualification with Tier 1 customers, with mass production expected in Q4 and capacity expanding 8.5× by 2025.
Applied Optoelectronics, Inc. (AAOI) Q3 2025 Earnings Call Transcript
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.
Applied Optoelectronics (AAOI) Reports Q3 Loss, Misses Revenue Estimates
Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to a loss of $0.21 per share a year ago.
