What's in Store for These 5 Semiconductor Stocks This Earnings Season?
Strong global chip sales set the stage for upbeat earnings from key semiconductor players, including LASR, AAOI, SYNA, NVMI and DIOD.
Applied Optoelectronics: Growing Hyperscaler Ties Bode Well For A Comeback
Applied Optoelectronics is rated a buy, driven by rapid revenue growth from hyperscaler clients and AI data center demand. AAOI's vertically integrated model and strategic partnerships with Microsoft, Oracle, Amazon, and Charter underpin its competitive edge and revenue acceleration. Key risks include high customer concentration and a premium valuation (EV/EBITDA 67.2), but margin expansion and new product ramps are promising.
The Market Is Sleeping On Applied Optoelectronics
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.
Applied Optoelectronics: Weak Quarter But Strong Medium-Term Outlook, Hold (Rating Upgrade)
Applied Optoelectronics reported weaker-than-expected second quarter results with elevated operating expenses and record cash outflows. The company continues to build capacity for its high-speed transceiver offerings, with production expected to ramp up over the next couple of quarters. In combination with projected strength in CATV demand, 2026 is expected to represent an inflection point for the company's business.
Applied Optoelectronics, Inc. (AAOI) Q2 2025 Earnings Call Transcript
Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Chih-Hsiang Lin - Founder, Chairman, President & CEO Lindsay Grant Savarese - Corporate Participant Investor Relations - Corporate Participant Stefan J. Murry - CFO & Chief Strategy Officer Conference Call Participants Ku Kang - B.
Applied Optoelectronics (AAOI) Reports Q2 Loss, Misses Revenue Estimates
Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to a loss of $0.28 per share a year ago.
Applied Optoelectronics (AAOI) Moves 17.8% 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 Reports Improved Q1 2025 Financial Performance As It Ramps Up Production
AAOI recently reported improved Q1-2025 financial results, with elevated revenue and higher profit margins. The company foresees increased demand for its products in the data center and CATV markets. AAOI has increased its US and Asian manufacturing capabilities to keep up with demand.
Applied Optoelectronics, Inc. (AAOI) Q1 2025 Earnings Call Transcript
Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q1 2025 Results Conference Call May 8, 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 Simon Leopold - Raymond James Michael Genovese - Rosenblatt Securities Tim Savageaux - Northland Capital Markets Dave Kang - B. Riley Securities Operator Good afternoon.
Applied Optoelectronics (AAOI) Reports Q1 Loss, Tops Revenue Estimates
Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to loss of $0.31 per share a year ago.
Should You Hold on to AAOI Stock Despite its 51% Decline in 3 Months?
Applied Optoelectronics gains from growing adoption of fiber-optics across AI and hyperscale computing markets, making the stock worth retaining.
Applied Optoelectronics Stock Soars on Amazon Deal Giving Option to Buy Shares
Applied Optoelectronics' (AAOI) stock is surging more than 50% in premarket trading after the optical products maker said it had struck a deal with Amazon (AMZN) that gives the tech giant the right to buy almost 8 million shares.
