Applied Optoelectronics, Inc. (AAOI)
I Was Early On Applied Optoelectronics, Here's What's Next
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.
3 Reasons Applied Optoelectronics (AAOI) Is Up Another 33% Today
Every time I refresh pricing on Applied Optoelectronics (Nasdaq: AAOI) on Monday morning, the stock seems to be rising.
Undercovered Dozen: Blue Owl Capital, The Trade Desk, Applied Optoelectronics And More
The Undercovered Dozen series spotlights 12 less-covered stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between Feb. 20 and Feb. 26, offering fresh investment ideas. The series aims to inspire discussion and help investors discover overlooked opportunities in the market.
Buy Applied Optoelectronics, But Be Very Careful
Applied Optoelectronics (AOI) delivered a Q4 beat and issued bullish CY26 guidance, projecting a 3.5x jump in data center revenues. While consensus estimates still project $856M, AOI management targets $1B in CY26 revenue, with hyperscalers expected to contribute 70%, driven by 800G and 1.6T optical modules. Gross margin expansionary path from 31% to 40% is possible as AOI ramps higher-speed modules and expands capacity via aggressive capex.
Applied Optoelectronics Rallies On Record Revenue For Q4-2025
Applied Optoelectronics reported record revenue for Q4-2025, driven by high demand for its products in AI data center build-outs and the CATV markets. AOI gave positive forward guidance into 2026 and expects revenues to continue to increase. The company is increasing its manufacturing capacity to meet demand.
Applied Optoelectronics, Inc. (AAOI) Q4 2025 Earnings Call Transcript
Applied Optoelectronics, Inc. (AAOI) Q4 2025 Earnings Call Transcript
AAOI's 10x Moment: $456M in 2025, $378M Per Month by Next Year
Applied Optoelectronics (AAOI) delivered a strong Q4 2025 earnings beat after the close Thursday, and the stock responded decisively.
Applied Optoelectronics (AAOI) Reports Q4 Loss, Lags Revenue Estimates
Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to a loss of $0.02 per share a year ago.
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.
