Applied Opt
$ 162.88
-17.17%
09 Jun - close price
- Market Cap 15,778,938,000 USD
- Current Price $ 162.88
- High / Low $ 207.60 / 160.87
- Stock P/E N/A
- Book Value 14.01
- EPS -0.73
- Next Earning Report 2026-08-06
- Dividend Per Share N/A
- Dividend Yield 0 %
- Next Dividend Date -
- ROA -0.03 %
- ROE -0.06 %
- 52 Week High 233.67
- 52 Week Low 15.29
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
$151.30
Quarterly Earnings
| Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-05-07 | 2026-02-26 | 2025-11-06 | 2025-08-07 | 2025-05-08 | 2025-02-26 | 2024-11-07 | 2024-08-06 | 2024-05-09 | 2024-02-22 | 2023-11-09 | 2023-08-03 |
| Reported EPS | -0.07 | -0.01 | -0.09 | -0.16 | -0.02 | -0.02 | -0.21 | -0.28 | -0.31 | 0.04 | -0.05 | -0.21 |
| Estimated EPS | -0.05 | -0.1084 | -0.09 | -0.07 | -0.04 | -0.0175 | -0.17 | -0.29 | -0.29 | -0.01 | -0.05 | -0.28 |
| Surprise | -0.02 | 0.0984 | 0 | -0.09 | 0.02 | -0.0025 | -0.04 | 0.01 | -0.02 | 0.05 | 0 | 0.07 |
| Surprise Percentage | -40% | 90.7749% | 0% | -128.5714% | 50% | -14.2857% | -23.5294% | 3.4483% | -6.8966% | 500% | 0% | 25% |
Next Quarterly Earnings
| Jun 2026 | |
|---|---|
| Reported Date | 2026-08-06 |
| Fiscal Date Ending | 2026-06-30 |
| Estimated EPS | 0.02 |
| Currency | USD |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: AAOI
2026-06-09 22:31:08
Applied Optoelectronics (AAOI) stock fell 17% today due to profit-taking, insider selling, and valuation concerns, despite strong AI data center growth. The company reported record Q1 2026 revenue and raised its full-year outlook, with demand for 800G and 1.6T modules exceeding production capacity. While analysts have raised price targets, the stock's future performance hinges on continued shipments, capacity expansion, and improved profitability to justify its higher valuation.
2026-06-09 16:09:08
This article identifies Applied Optoelectronics as the leading decliner among optical communication stocks today. It is part of a trending industry update, indicating a notable downturn for the company within its sector.
2026-06-09 11:09:08
The author is buying Applied Optoelectronics (AAOI) due to an extended demand visibility for its 800G and 1.6T transceivers, reaffirmed by Nvidia. AAOI has over $324 million in hyperscaler orders and projects 2026 revenue to exceed $1.1 billion, with demand currently exceeding manufacturing capacity through mid-2027. Production expansion is the main constraint, with revenue expected to climb significantly from Q1 to Q4 as capacity ramps up.
2026-06-09 09:40:40
Havemeyer Place LP recently acquired a new position in Applied Optoelectronics, Inc. (NASDAQ:AAOI), purchasing 23,546 shares valued at approximately $821,000 in the fourth quarter. This move highlights continued institutional interest in the semiconductor company, with hedge funds and other investors collectively owning 61.7% of its stock. Despite recent insider share sales and a quarterly loss that missed revenue expectations, analysts maintain a mixed outlook with an average "Hold" rating and a consensus price target of $79.80.
2026-06-08 21:40:40
APPLIED OPTOELECTRONICS, INC. officer Yeh Shu-Hua (Joshua) sold 10,000 shares of common stock on June 4, 2026, in two blocks at weighted average prices of $205.39 and $204.75 per share, totaling over $2 million. Despite this sale, Yeh retains a substantial direct holding of 452,430 shares in the company. The transactions were open-market sales, with actual prices ranging from $203.93 to $206.00 per share, as detailed in the SEC Form 4 filing.
2026-06-08 21:39:25
Two senior officers at Applied Optoelectronics, Yeh Shu-Hua (Joshua) and Chang Hung-Lun (Fred), sold shares totaling over $2.9 million. Yeh Shu-Hua sold shares for $2,050,700, and Chang Hung-Lun sold shares for $800,280. Both transactions were reported via SEC Form 4 filings.
