Market Cap 9.81B
Revenue (ttm) 455.72M
Net Income (ttm) -38.23M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE 191.80
Profit Margin -8.39%
Debt to Equity Ratio 0.04
Volume 6,738,000
Avg Vol 12,554,692
Day's Range N/A - N/A
Shares Out 80.24M
Stochastic %K 23%
Beta 3.69
Analysts Sell
Price Target $159.42

Company Profile

Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and interne...

Industry: Communication Equipment
Sector: Technology
Phone: 281 295 1800
Address:
13139 Jess Pirtle Boulevard, Sugar Land, United States
MarketsParadise
MarketsParadise Jul. 11 at 7:40 PM
Keep an eye on ticker NIXX. NIXX on a huge discount right now, don't miss this opportunity! $KEEL $APLD $TE $AAOI K
0 · Reply
Prophetus1
Prophetus1 Jul. 11 at 6:14 PM
$AAOI 233 to 115 is a little pullback?
0 · Reply
FibonacciTrader_
FibonacciTrader_ Jul. 11 at 5:42 PM
2026 top performers watchlist The momentum leaders continue to come from AI infrastructure, semiconductors, and next-generation technology: $AAOI -+244% $MU -+243% $WDC -+238% $INTC -+198% $ARM -+196% These moves show where capital has been flowing as AI demand, memory cycles, and chip innovation remain major market themes. Strong trends create opportunities, but staying focused on fundamentals, catalysts, and risk management is what separates sustainable winners from short-term momentum.
0 · Reply
SpectrumSigma
SpectrumSigma Jul. 11 at 1:33 PM
$AAOI still looks set up well here. Rosenblatt is calling for a 2Q26 beat/raise, with 800G shipments to $AMZN and $ORCL pushing revenue above $200M, then roughly $300M in 3Q26. Gross margins still trending higher. AI optics demand keeps tightening, CPO transition, supply sold out at a lot of Western names through 2027-2028. $AAOI’s vertical integration stands out. $AMZN remains the key customer, and $AMD rumor adds another possible leg.
0 · Reply
Grogu007
Grogu007 Jul. 10 at 11:51 PM
$AAOI I closed my position, bought at $180 then at $160 then at $140. I am a bag holder, saw some evidence that some chinese bankers manipulated a pump, also recovery did not happen with semi stocks. time to take a loss
5 · Reply
MandelbrotMarkets
MandelbrotMarkets Jul. 10 at 10:58 PM
$AAOI was one of the strongest names today, pushing into that $128 call wall this week but getting rejected. If broad market strength holds, a clean break tomorrow could open $135+. If not, I’d still expect another attempt next week. Still bullish. 🔥
0 · Reply
SpudZone
SpudZone Jul. 10 at 10:51 PM
For those looking to join our trading community and learn about price action analysis. We have 1,000s of traders, great place to interact and learn. Feel free to sign up below. https://launchpass.com/spud-zone/premium. Some incredible trading opportunities this week on names like $NVDA $AAOI $BE $NBIS and many more. Study study study! Have a great weekend all!
1 · Reply
Deliver1
Deliver1 Jul. 10 at 10:33 PM
$AAOI Post of interest: https://x.com/DollarCostAvg/status/2075054513015198011
0 · Reply
SJ_Impetus
SJ_Impetus Jul. 10 at 9:50 PM
https://investrade.com/mid-morning-look-july-09-2026/ Optical stocks surged after positive Rosenblatt analyst comments saying for $LITE , they view the recent weakness as a buying opportunity as demand remains incredibly strong, supply is constrained and meaningfully below demand and scale up CPO is a massive content gain opportunity for Optical over multiple years. For $AAOI the firm expects to beat and raise and for 2Q26 to mark a watershed quarter where this starts happening consistently.
0 · Reply
markwyatt
markwyatt Jul. 10 at 9:38 PM
$AAOI looks like March resistance ($120) just became the current floor.
0 · Reply
Latest News on AAOI
Applied Optoelectronics management to meet with Needham

2026-05-11T23:32:57.000Z - 2 months ago

Applied Optoelectronics management to meet with Needham


Applied Optoelectronics rises 23.5%

2026-05-11T18:18:01.000Z - 2 months ago

Applied Optoelectronics rises 23.5%


Applied Optoelectronics Proxy statement: Proxy filing

May 8, 2026, 8:00 AM EDT - 2 months ago

Applied Optoelectronics Proxy statement: Proxy filing


Applied Optoelectronics Earnings Call Transcript: Q1 2026

May 7, 2026, 4:30 PM EDT - 2 months ago

Applied Optoelectronics Earnings Call Transcript: Q1 2026


Applied Optoelectronics Earnings release: Q1 2026

May 7, 2026, 4:30 PM EDT - 2 months ago

Applied Optoelectronics Earnings release: Q1 2026


Applied Optoelectronics Quarterly report: Q1 2026

May 7, 2026, 4:30 PM EDT - 2 months ago

Applied Optoelectronics Quarterly report: Q1 2026


Applied Optoelectronics Reports First Quarter 2026 Results

May 7, 2026, 4:10 PM EDT - 2 months ago

Applied Optoelectronics Reports First Quarter 2026 Results


Applied Optoelectronics Proxy statement: Proxy filing

Apr 24, 2026, 8:00 AM EDT - 2 months ago

Applied Optoelectronics Proxy statement: Proxy filing


Applied Optoelectronics Proxy statement: Proxy filing

Apr 24, 2026, 8:00 AM EDT - 2 months ago

Applied Optoelectronics Proxy statement: Proxy filing


Applied Optoelectronics Proxy statement: Proxy filing

Apr 14, 2026, 8:00 AM EDT - 3 months ago

Applied Optoelectronics Proxy statement: Proxy filing


Applied Optoelectronics Transcript: Status update

Mar 17, 2026, 7:00 PM EDT - 4 months ago

Applied Optoelectronics Transcript: Status update


Applied Optoelectronics Press release: Status update

Mar 17, 2026, 7:00 PM EDT - 4 months ago

Applied Optoelectronics Press release: Status update


Applied Optoelectronics Slides: Status update

Mar 17, 2026, 7:00 PM EDT - 4 months ago

Applied Optoelectronics Slides: Status update


The Big 3: AMZN, AAOI, CVX

Mar 6, 2026, 1:00 PM EST - 4 months ago

The Big 3: AMZN, AAOI, CVX

AMZN CVX


How Applied Optoelectronics became the latest viral AI stock

Mar 2, 2026, 1:38 PM EST - 4 months ago

How Applied Optoelectronics became the latest viral AI stock


Applied Optoelectronics Earnings Call Transcript: Q4 2025

Feb 26, 2026, 4:30 PM EST - 4 months ago

Applied Optoelectronics Earnings Call Transcript: Q4 2025


Applied Optoelectronics Annual report: Q4 2025

Feb 26, 2026, 4:30 PM EST - 4 months ago

Applied Optoelectronics Annual report: Q4 2025


Applied Optoelectronics Earnings release: Q4 2025

Feb 26, 2026, 4:30 PM EST - 4 months ago

Applied Optoelectronics Earnings release: Q4 2025


Applied Optoelectronics to Host Investor Session at OFC

Feb 17, 2026, 4:15 PM EST - 5 months ago

Applied Optoelectronics to Host Investor Session at OFC


Overlooked Stock: Applied Optoelectronics

Dec 23, 2025, 6:00 PM EST - 7 months ago

Overlooked Stock: Applied Optoelectronics


Applied Optoelectronics Slides: Investor presentation

Nov 13, 2025, 7:00 AM EST - 8 months ago

Applied Optoelectronics Slides: Investor presentation


Applied Optoelectronics Earnings Call Transcript: Q3 2025

Nov 6, 2025, 4:30 PM EST - 8 months ago

Applied Optoelectronics Earnings Call Transcript: Q3 2025


Applied Optoelectronics Quarterly report: Q3 2025

Nov 6, 2025, 4:30 PM EST - 8 months ago

Applied Optoelectronics Quarterly report: Q3 2025


Applied Optoelectronics Earnings release: Q3 2025

Nov 6, 2025, 4:30 PM EST - 8 months ago

Applied Optoelectronics Earnings release: Q3 2025


Applied Optoelectronics Slides: Q3 2025

Nov 6, 2025, 4:30 PM EST - 8 months ago

Applied Optoelectronics Slides: Q3 2025


Applied Optoelectronics Reports Third Quarter 2025 Results

Nov 6, 2025, 4:10 PM EST - 8 months ago

Applied Optoelectronics Reports Third Quarter 2025 Results


AOI Announces Expansion in the City of Sugar Land

Oct 28, 2025, 7:00 AM EDT - 9 months ago

AOI Announces Expansion in the City of Sugar Land


The Big 3: SNDK, AAOI, CVNA

Sep 29, 2025, 1:00 PM EDT - 10 months ago

The Big 3: SNDK, AAOI, CVNA

CVNA SNDK


Applied Optoelectronics Earnings Call Transcript: Q2 2025

Aug 7, 2025, 4:30 PM EDT - 1 year ago

Applied Optoelectronics Earnings Call Transcript: Q2 2025


Applied Optoelectronics Quarterly report: Q2 2025

Aug 7, 2025, 4:30 PM EDT - 1 year ago

Applied Optoelectronics Quarterly report: Q2 2025


Applied Optoelectronics Earnings release: Q2 2025

Aug 7, 2025, 4:30 PM EDT - 1 year ago

Applied Optoelectronics Earnings release: Q2 2025


Applied Optoelectronics Reports Second Quarter 2025 Results

Aug 7, 2025, 4:10 PM EDT - 1 year ago

Applied Optoelectronics Reports Second Quarter 2025 Results


Applied Optoelectronics Proxy statement: Proxy Filing

Jun 2, 2025, 8:00 AM EDT - 1 year ago

Applied Optoelectronics Proxy statement: Proxy Filing


Applied Optoelectronics Earnings Call Transcript: Q1 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Applied Optoelectronics Earnings Call Transcript: Q1 2025


Applied Optoelectronics Quarterly report: Q1 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Applied Optoelectronics Quarterly report: Q1 2025


Applied Optoelectronics Earnings release: Q1 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Applied Optoelectronics Earnings release: Q1 2025


Applied Optoelectronics Reports First Quarter 2025 Results

May 8, 2025, 4:10 PM EDT - 1 year ago

Applied Optoelectronics Reports First Quarter 2025 Results


Applied Optoelectronics Proxy statement: Proxy Filing

Apr 28, 2025, 8:00 AM EDT - 1 year ago

Applied Optoelectronics Proxy statement: Proxy Filing


Applied Optoelectronics Proxy statement: Proxy Filing

Apr 28, 2025, 8:00 AM EDT - 1 year ago

Applied Optoelectronics Proxy statement: Proxy Filing


Applied Optoelectronics Proxy statement: Proxy Filing

Apr 18, 2025, 8:00 AM EDT - 1 year ago

Applied Optoelectronics Proxy statement: Proxy Filing


Applied Optoelectronics Proxy statement: Proxy Filing

Apr 2, 2025, 8:00 AM EDT - 1 year ago

Applied Optoelectronics Proxy statement: Proxy Filing


Applied Optoelectronics Transcript: Status Update

Apr 1, 2025, 4:00 PM EDT - 1 year ago

Applied Optoelectronics Transcript: Status Update


Applied Optoelectronics Slides: Status Update

Apr 1, 2025, 4:00 PM EDT - 1 year ago

Applied Optoelectronics Slides: Status Update


Applied Optoelectronics Proxy statement: Proxy Filing

Mar 10, 2025, 8:00 AM EDT - 1 year ago

Applied Optoelectronics Proxy statement: Proxy Filing


Applied Optoelectronics Proxy statement: Proxy Filing

Feb 28, 2025, 7:00 AM EST - 1 year ago

Applied Optoelectronics Proxy statement: Proxy Filing


Applied Optoelectronics Earnings Call Transcript: Q4 2024

Feb 26, 2025, 4:30 PM EST - 1 year ago

Applied Optoelectronics Earnings Call Transcript: Q4 2024


Applied Optoelectronics Annual report: Q4 2024

Feb 26, 2025, 4:30 PM EST - 1 year ago

Applied Optoelectronics Annual report: Q4 2024


Applied Optoelectronics Earnings release: Q4 2024

Feb 26, 2025, 4:30 PM EST - 1 year ago

Applied Optoelectronics Earnings release: Q4 2024


Applied Optoelectronics Earnings Call Transcript: Q3 2024

Nov 7, 2024, 4:30 PM EST - 1 year ago

Applied Optoelectronics Earnings Call Transcript: Q3 2024


Applied Optoelectronics Quarterly report: Q3 2024

Nov 7, 2024, 4:30 PM EST - 1 year ago

Applied Optoelectronics Quarterly report: Q3 2024


Applied Optoelectronics Earnings release: Q3 2024

Nov 7, 2024, 4:30 PM EST - 1 year ago

Applied Optoelectronics Earnings release: Q3 2024


Applied Optoelectronics Earnings Call Transcript: Q2 2024

Aug 6, 2024, 4:30 PM EDT - 2 years ago

Applied Optoelectronics Earnings Call Transcript: Q2 2024


Applied Optoelectronics Quarterly report: Q2 2024

Aug 6, 2024, 4:30 PM EDT - 2 years ago

Applied Optoelectronics Quarterly report: Q2 2024


Applied Optoelectronics Earnings release: Q2 2024

Aug 6, 2024, 4:30 PM EDT - 2 years ago

Applied Optoelectronics Earnings release: Q2 2024


Applied Optoelectronics Slides: Q2 2024

Aug 6, 2024, 4:30 PM EDT - 2 years ago

Applied Optoelectronics Slides: Q2 2024


Applied Optoelectronics Reports Second Quarter 2024 Results

Aug 6, 2024, 4:05 PM EDT - 2 years ago

Applied Optoelectronics Reports Second Quarter 2024 Results


MarketsParadise
MarketsParadise Jul. 11 at 7:40 PM
Keep an eye on ticker NIXX. NIXX on a huge discount right now, don't miss this opportunity! $KEEL $APLD $TE $AAOI K
0 · Reply
Prophetus1
Prophetus1 Jul. 11 at 6:14 PM
$AAOI 233 to 115 is a little pullback?
0 · Reply
FibonacciTrader_
FibonacciTrader_ Jul. 11 at 5:42 PM
2026 top performers watchlist The momentum leaders continue to come from AI infrastructure, semiconductors, and next-generation technology: $AAOI -+244% $MU -+243% $WDC -+238% $INTC -+198% $ARM -+196% These moves show where capital has been flowing as AI demand, memory cycles, and chip innovation remain major market themes. Strong trends create opportunities, but staying focused on fundamentals, catalysts, and risk management is what separates sustainable winners from short-term momentum.
0 · Reply
SpectrumSigma
SpectrumSigma Jul. 11 at 1:33 PM
$AAOI still looks set up well here. Rosenblatt is calling for a 2Q26 beat/raise, with 800G shipments to $AMZN and $ORCL pushing revenue above $200M, then roughly $300M in 3Q26. Gross margins still trending higher. AI optics demand keeps tightening, CPO transition, supply sold out at a lot of Western names through 2027-2028. $AAOI’s vertical integration stands out. $AMZN remains the key customer, and $AMD rumor adds another possible leg.
0 · Reply
Grogu007
Grogu007 Jul. 10 at 11:51 PM
$AAOI I closed my position, bought at $180 then at $160 then at $140. I am a bag holder, saw some evidence that some chinese bankers manipulated a pump, also recovery did not happen with semi stocks. time to take a loss
5 · Reply
MandelbrotMarkets
MandelbrotMarkets Jul. 10 at 10:58 PM
$AAOI was one of the strongest names today, pushing into that $128 call wall this week but getting rejected. If broad market strength holds, a clean break tomorrow could open $135+. If not, I’d still expect another attempt next week. Still bullish. 🔥
0 · Reply
SpudZone
SpudZone Jul. 10 at 10:51 PM
For those looking to join our trading community and learn about price action analysis. We have 1,000s of traders, great place to interact and learn. Feel free to sign up below. https://launchpass.com/spud-zone/premium. Some incredible trading opportunities this week on names like $NVDA $AAOI $BE $NBIS and many more. Study study study! Have a great weekend all!
1 · Reply
Deliver1
Deliver1 Jul. 10 at 10:33 PM
$AAOI Post of interest: https://x.com/DollarCostAvg/status/2075054513015198011
0 · Reply
SJ_Impetus
SJ_Impetus Jul. 10 at 9:50 PM
https://investrade.com/mid-morning-look-july-09-2026/ Optical stocks surged after positive Rosenblatt analyst comments saying for $LITE , they view the recent weakness as a buying opportunity as demand remains incredibly strong, supply is constrained and meaningfully below demand and scale up CPO is a massive content gain opportunity for Optical over multiple years. For $AAOI the firm expects to beat and raise and for 2Q26 to mark a watershed quarter where this starts happening consistently.
0 · Reply
markwyatt
markwyatt Jul. 10 at 9:38 PM
$AAOI looks like March resistance ($120) just became the current floor.
0 · Reply
Nasdaq_Frontier
Nasdaq_Frontier Jul. 10 at 9:15 PM
Opened Trades Today: $AAOI CSP $GOOGL Long Call (LEAPS) Rolled Trades Today: NONE Closed/Expired Trades Today: $NVDA CSP $MU CSP All trades will be posted in our community.
1 · Reply
Prophetus1
Prophetus1 Jul. 10 at 9:12 PM
$AAOI Any shorts at 120-121? 🤔
0 · Reply
NeverFadeTheOracle
NeverFadeTheOracle Jul. 10 at 8:23 PM
$AAOI Added back Lord help my soul
5 · Reply
Prophetus1
Prophetus1 Jul. 10 at 8:16 PM
$AAOI Might drop down to 117-118 in a few mins.
0 · Reply
Doozio
Doozio Jul. 10 at 8:13 PM
$AAOI ENTA 🐒🍌🧠⏰♾️
0 · Reply
sp122809
sp122809 Jul. 10 at 8:09 PM
$AAOI added at 116.2 today 140 coming next week
0 · Reply
Rossiest
Rossiest Jul. 10 at 7:53 PM
$AAOI in time we will have a ripper run for the ages.
0 · Reply
FibonacciTrader_
FibonacciTrader_ Jul. 10 at 7:49 PM
High-growth names catching my attention for the next few years Companies with aggressive growth expectations and interesting valuation setups: $ONDS - ~4.3x NTM Sales $AAOI - ~7.0x NTM Sales $IREN - ~8.4x NTM Sales $NBIS - ~10.4x NTM Sales $USAR - ~16.2x NTM Sales High growth always comes with higher volatility, but these are the types of companies traders watch when looking for exposure to emerging themes. I suggest you read my article over them. It is entirely free. You may be able to get some insight
0 · Reply
Bag_Authority
Bag_Authority Jul. 10 at 7:38 PM
$AAOI little pull back, rally, we start getting these we will be back north of 175 in no time
0 · Reply
WhaleTracker_
WhaleTracker_ Jul. 10 at 7:14 PM
A lesson every trader needs to understand: big moves create big ranges. Looking at $AAOI, the current price action is a great reminder that volatility after a major markup phase does not always mean a new trend is starting. Distribution ranges often expand in proportion to the previous advance, with a rough 10:1 relationship between the size of the move and the consolidation range. The mistake many traders make is chasing every breakout without understanding the bigger cycle. Price can move violently in both directions before the next real trend appears. Study the structure, respect the levels, and let price confirm the story.
1 · Reply
NeverFadeTheOracle
NeverFadeTheOracle Jul. 10 at 6:59 PM
$AAOI 118.50 fail Better buy at 114-115
1 · Reply
DeepSeaTurtle
DeepSeaTurtle Jul. 10 at 6:49 PM
$AAOI $LITE $COHR $SIVEF Optical stocks have been under pressure for the past 1–2 months, driven by CPO delay concerns and China capacity fears. Rosenblatt's takeaway is more constructive: Many short sellers reportedly don't have high conviction and may look to reduce positions in late July or early August. The longer-term thesis hasn't changed. As CPO adoption scales, companies tied to optical networking and photonics could remain key AI infrastructure beneficiaries. Short-term sentiment may stay volatile, but institutions could be waiting for better entry points rather than abandoning the sector.
3 · Reply