Applied Opt
$ 36.75
-1.13%
29 Dec - close price
- Market Cap 2,509,286,000 USD
- Current Price $ 36.75
- High / Low $ 39.22 / 36.25
- Stock P/E N/A
- Book Value 8.21
- EPS -3.42
- Next Earning Report 2026-02-19
- Dividend Per Share N/A
- Dividend Yield 0 %
- Next Dividend Date -
- ROA -0.04 %
- ROE -0.40 %
- 52 Week High 41.96
- 52 Week Low 9.71
About
Applied Optoelectronics, Inc. (AAOI) is a prominent provider of optical networking solutions, focusing on the design and manufacturing of advanced fiber optic products aimed at data centers, telecommunications, and cable television markets. Based in Sugar Land, Texas, the company utilizes its extensive technological expertise to cater to the escalated global demand for high-speed data transmission and connectivity. With a diverse product portfolio tailored to support the rapid growth in broadband and cloud computing, Applied Optoelectronics is strategically positioned to navigate and thrive in the dynamic optical networking landscape, making it an attractive opportunity for institutional investors.
Analyst Target Price
$36.60
Quarterly Earnings
| Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | Mar 2023 | Dec 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 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 | 2023-02-23 |
| Reported EPS | -0.09 | -0.16 | -0.02 | -0.02 | -0.21 | -0.28 | -0.31 | 0.04 | -0.05 | -0.21 | -0.25 | -0.19 |
| Estimated EPS | -0.0132 | -0.08 | -0.29 | -0.0175 | -0.17 | -0.29 | -0.29 | -0.01 | -0.05 | -0.28 | -0.18 | -0.3 |
| Surprise | -0.0768 | -0.08 | 0.27 | -0.0025 | -0.04 | 0.01 | -0.02 | 0.05 | 0 | 0.07 | -0.07 | 0.11 |
| Surprise Percentage | -581.8182% | -100% | 93.1034% | -14.2857% | -23.5294% | 3.4483% | -6.8966% | 500% | 0% | 25% | -38.8889% | 36.6667% |
Next Quarterly Earnings
| Dec 2025 | |
|---|---|
| Reported Date | 2026-02-19 |
| Fiscal Date Ending | 2025-12-31 |
| Estimated EPS | 0.1237 |
| Currency | USD |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: AAOI
2025-12-28 10:09:15
Applied Optoelectronics (AAOI) stock dropped 9.34% to $37.17 on Friday, December 27, 2025, after hitting a 52-week high, during a low-volume trading session. This volatility, attributed to profit-taking and investor concerns about Q4 outlook and operational costs, is occurring as the market prepares for Monday's open. Analysts maintain a "Hold" consensus, but with widely varying price targets, reflecting the company's rapid revenue growth versus continued unprofitability, making it a high-sensitivity stock related to AI data-center optical demand.
2025-12-27 12:09:13
Applied Optoelectronics (AAOI) stock experienced a significant 9.3% decline on Friday, closing at $37.17, amidst a quiet post-holiday market. This drop is attributed to re-emerging investor concerns regarding Q4 outlook, data-center shipment delays, and rising operational costs, despite recent positive announcements about 800G volume orders and new high-power lasers. Investors are now watching for potential buying opportunities or further repricing of risk as the market assesses the company's execution in high-speed data-center optics.
2025-12-27 07:09:13
Applied Optoelectronics stock experienced a pre-market decline of 9.7% due to profit-taking. This drop occurred after the stock recently reached a 52-week high. The article mentions this activity from Trefis.
2025-12-26 18:09:06
Applied Optoelectronics (AAOI) shares experienced a midday slump, dropping approximately 7.9% to $37.75 amidst broader market calm. This volatility is attributed to its high-beta profile linked to the AI data-center optical upgrade cycle, significant short interest, and sensitivity to analyst commentary. Investors are closely watching the company's progress with 800G data center transceivers, a new 400mW laser for silicon photonics, and its financial performance, weighed against analyst forecasts, potential dilution risks, and the Amazon warrant structure.
2025-12-24 17:09:19
This article identifies 10 Information Technology stocks that showed significant options activity, termed "whale alerts," during today's trading session. These alerts signify large-sum transactions by institutional investors, potentially indicating upcoming trading opportunities. The article details specific call and put options for companies like NVIDIA, Apple, Intel, and Broadcom, along with their sentiment, expiration dates, strike prices, and trading volumes.
2025-12-24 15:09:18
Applied Optoelectronics (AAOI) is experiencing rapid growth in its CATV and Internet Data Center segments due to DOCSIS 4.0 upgrades and AI-driven demand for bandwidth, yet it continues to face significant losses and cash burn. Despite improving gross margins and a strong balance sheet, the company's profitability remains under pressure, reflected in its negative operating margins and ROIC. Investors are weighing the potential for AI-driven growth and successful execution of 800G shipments against persistent unprofitability, customer concentration risks, and high stock volatility.
