Applied Opt
$ 53.69
-7.62%
26 Feb - close price
- Market Cap 3,968,427,000 USD
- Current Price $ 53.69
- High / Low $ 58.98 / 52.85
- Stock P/E N/A
- Book Value 8.21
- EPS -3.57
- Next Earning Report 2026-02-26
- Dividend Per Share N/A
- Dividend Yield 0 %
- Next Dividend Date -
- ROA -0.04 %
- ROE -0.40 %
- 52 Week High 59.25
- 52 Week Low 9.71
About
Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber optic networking products globally. The company is headquartered in Sugar Land, Texas.
Analyst Target Price
$36.60
Quarterly Earnings
| Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | Mar 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-02-26 | 2025-11-06 | 2025-08-07 | 2025-05-07 | 2025-02-20 | 2024-11-07 | 2024-08-06 | 2024-05-09 | 2024-02-22 | 2023-11-09 | 2023-08-03 | 2023-05-04 |
| Reported EPS | 0 | -0.09 | -0.16 | -0.02 | -0.02 | -0.21 | -0.28 | -0.31 | 0.04 | -0.05 | -0.21 | -0.25 |
| Estimated EPS | -0.1084 | -0.01 | -0.08 | -0.29 | -0.0175 | -0.17 | -0.29 | -0.29 | -0.01 | -0.05 | -0.28 | -0.18 |
| Surprise | 0.1084 | -0.08 | -0.08 | 0.27 | -0.0025 | -0.04 | 0.01 | -0.02 | 0.05 | 0 | 0.07 | -0.07 |
| Surprise Percentage | 100% | -800% | -100% | 93.1034% | -14.2857% | -23.5294% | 3.4483% | -6.8966% | 500% | 0% | 25% | -38.8889% |
Next Quarterly Earnings
| Dec 2025 | |
|---|---|
| Reported Date | 2026-02-26 |
| Fiscal Date Ending | 2025-12-31 |
| Estimated EPS | -0.16 |
| Currency | USD |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: AAOI
2026-02-25 22:53:25
Applied Optoelectronics, Inc. has announced the launch of its new Quantum18 amplifiers, which are designed to support DOCSIS 4.0 upgrades. These amps offer 1.8 GHz support for next-generation bandwidth, aiming to provide a seamless integration solution for cable operators upgrading their infrastructure. The company positions these products as crucial for enhancing data speeds and meeting future demands in network capabilities.
2026-02-25 22:53:25
Applied Optoelectronics (AAOI) stock rose 28.1% after the company secured its first volume order for 800G data center transceivers from a hyperscale customer and broke ground on a new manufacturing facility. These developments are expected to significantly boost revenue and support the company's path to profitability in high-speed optics for AI and cloud computing, despite ongoing capital expenditure needs. Investors are closely watching these developments as potential proof points ahead of upcoming earnings and an industry conference.
2026-02-24 19:52:29
Investors have shown significant interest in Applied Optoelectronics (NASDAQ: AAOI) through unusual options activity, with a split sentiment between bullish and bearish trades. Benzinga's scanner identified 22 uncommon options trades, including both puts and calls, suggesting that some market participants may anticipate significant price movement for the stock. Analysts currently hold a consensus target price of $50.0 for AAOI, with one expert from Rosenblatt maintaining a Buy rating.
2026-02-23 21:25:55
Applied Optoelectronics (AAOI) is positioned to benefit significantly from the increasing demand for AI data center infrastructure, specifically due to higher GPU density and larger cluster deployments driving the need for advanced optical transceivers. The company's expanding U.S.-based manufacturing capacity for 400G, 800G, and 1.6T transceivers suggests a strong growth trajectory. Its upcoming Q4 earnings report will be crucial for insights into transceiver capacity ramp and demand signals, potentially leading to a valuation re-rate from current levels.
2026-02-23 13:42:49
Applied Optoelectronics (AAOI) stock dipped 1.7% in premarket trading after a 10% surge on Friday, as the company prepares to release its quarterly earnings on Thursday. Investors are focused on forecasts related to data center and broadband network spending. Analysts project a 12-cent loss per share and $131.6 million in revenue, while Rosenblatt Securities maintains a "buy" rating with a $50 price target.
2026-02-23 05:52:12
Applied Optoelectronics (AAOI) stock pulled back from an eight-year high after surging 10% on Friday, as investors await Q4 earnings and updates on its new U.S. manufacturing facility and AI data center product pipeline. Analysts expect a 31.2% increase in Q4 revenue to $131.56 million, driven by AI-based growth, and the company is expanding its Sugar Land, Texas, manufacturing facility with a potential investment of up to $300 million to become a major domestic supplier of optical transceivers for AI and data centers. Retail sentiment for AAOI is currently bullish, with high message volumes on Stocktwits.
