Applied Opt
$ 142.55
-2.62%
15 Apr - close price
- Market Cap 11,072,590,000 USD
- Current Price $ 142.55
- High / Low $ 145.99 / 135.10
- Stock P/E N/A
- Book Value 9.79
- EPS -0.63
- Next Earning Report 2026-05-14
- Dividend Per Share N/A
- Dividend Yield 0 %
- Next Dividend Date -
- ROA -0.04 %
- ROE -0.08 %
- 52 Week High 155.40
- 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
$90.30
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 | -0.01 | -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 | 0.0984 | -0.08 | -0.08 | 0.27 | -0.0025 | -0.04 | 0.01 | -0.02 | 0.05 | 0 | 0.07 | -0.07 |
| Surprise Percentage | 90.7749% | -800% | -100% | 93.1034% | -14.2857% | -23.5294% | 3.4483% | -6.8966% | 500% | 0% | 25% | -38.8889% |
Next Quarterly Earnings
| Mar 2026 | |
|---|---|
| Reported Date | 2026-05-14 |
| Fiscal Date Ending | 2026-03-31 |
| Estimated EPS | -0.1 |
| Currency | USD |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: AAOI
2026-04-15 14:09:00
Shares of Applied Optoelectronics (NASDAQ:AAOI) fell 6.2% after CFO Stefan J. Murry sold 4,000 shares for $546,000 under a Rule 10b5-1 plan. Despite beating EPS estimates and growing revenue by 33.9% year-over-year, the company issued negative Q1 guidance. Analysts have mixed ratings with an average price target significantly below the current stock price, and institutional ownership remains high after substantial Q4 purchases.
2026-04-15 08:40:21
Applied Optoelectronics (AAOI) stock surged approximately 45% in early trading following a significant positive development. The company announced a strategic realignment to focus on the Artificial Intelligence data center market, indicating strong future growth potential. This shift comes as a major AI client has successfully qualified AAOI's 400G and 800G products, leading to initial high-volume orders.
2026-04-15 06:40:21
Zacks Investment Ideas highlights several companies including Micron, SanDisk, Blue Owl Capital, Moody's, and Applied Optoelectronics, focusing on why recent uncertainties that caused AI stock stagnation have dissipated. The article discusses geopolitical concerns, energy and memory constraints for AI, and private credit fears, asserting that these issues are no longer major obstacles. It also identifies three AI stocks with fresh catalysts, Bloom Energy and Fastly, for potential investment.
2026-04-14 21:39:05
Applied Optoelectronics (NASDAQ:AAOI) CFO Stefan Murry sold 4,000 shares of the company's stock on April 10th for $546,000 under a pre-arranged Rule 10b5-1 plan, reducing his stake by 1.43%. The stock traded down 4.4% on heavy volume following the disclosure, nearing its 52-week high, and the company recently beat EPS estimates but issued cautious Q1 2026 guidance. Analysts have an average "Hold" rating with a consensus price target significantly lower than its current trading price.
2026-04-14 19:39:04
APPLIED OPTOELECTRONICS, INC. CFO Stefan J. Murry sold 4,000 shares of company stock in a pre-arranged open-market transaction. The sale, executed under a Rule 10b5-1 trading plan, occurred at a weighted average price of $136.5035 per share, totaling approximately $546,014. Following the transaction, Murry directly holds 276,070 shares of AAOI common stock.
2026-04-14 12:39:05
Oak Ridge Investments LLC initiated a new position in Applied Optoelectronics, Inc. (AAOI) during Q4, acquiring 45,854 shares valued at approximately $1.6 million. Institutional investors now hold 61.7% of the stock, with Vanguard Group Inc. significantly increasing its stake. AAOI reported strong Q4 revenue growth of 33.9% year-over-year to $134.27 million and surpassed EPS estimates, though recent insider activity has seen net selling.
