Applied Opt
$ 135.63
9.19%
07 Aug - close price
- Market Cap 11,470,126,000 USD
- Current Price $ 135.63
- High / Low $ 149.35 / 130.50
- Stock P/E N/A
- Book Value 14.01
- EPS -0.65
- Next Earning Report -
- 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 18.50
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
$150.30
Quarterly Earnings
| Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-08-06 | 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 |
| Reported EPS | -0.21 | -0.07 | -0.04 | -0.09 | -0.21 | -0.02 | -0.02 | -0.21 | -0.28 | -0.31 | 0.04 | -0.05 |
| Estimated EPS | -0.02 | -0.05 | -0.16 | -0.09 | -0.11 | -0.04 | -0.0175 | -0.17 | -0.29 | -0.29 | -0.01 | -0.05 |
| Surprise | -0.19 | -0.02 | 0.12 | 0 | -0.1 | 0.02 | -0.0025 | -0.04 | 0.01 | -0.02 | 0.05 | 0 |
| Surprise Percentage | -950% | -40% | 75% | 0% | -90.9091% | 50% | -14.2857% | -23.5294% | 3.4483% | -6.8966% | 500% | 0% |
Next Quarterly Earnings
| Reported Date |
| Fiscal Date Ending |
| Estimated EPS |
| Currency |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: AAOI
2026-08-07 02:41:01
Applied Optoelectronics (AAOI) reported Q2 earnings of $0.06 per share, significantly exceeding the Zacks Consensus Estimate of $0.03 per share, and revenues of $191.92 million, also surpassing estimates. The company's stock has seen a substantial increase of 268.8% year-to-date. While the earnings outlook is mixed with a Zacks Rank #3 (Hold), the electronics-semiconductors industry remains strong.
2026-08-06 08:17:24
Dimensional Fund Advisors LP reduced its stake in Applied Optoelectronics, Inc. by 25.9% in Q1, selling 108,325 shares, though other institutional investors increased their holdings. Insider transactions also showed significant share sales by the CEO and a director, primarily for tax obligations. Despite the sales, analysts have mixed ratings on AAOI, with a consensus "Hold" and a target price of $141.80, while the company reported mixed financial results.
2026-08-06 07:17:24
The California State Teachers Retirement System significantly increased its stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 23.2% in the first quarter, now owning 70,464 shares valued at $5,961,000. Other institutional investors also adjusted their holdings, with 61.70% of the stock owned by institutional investors and hedge funds. The semiconductor company's stock opened at $128.56, and analysts have issued a consensus "Hold" rating with an average price target of $141.80, despite recent insider selling by executives to cover tax obligations.
2026-08-05 11:41:01
Shares of Applied Optoelectronics (AAOI), Coherent (COHR), and Lumentum (LITE) surged following a report that the U.S. government is drafting a ban on Chinese optical transceivers for data centers. The potential ban aims to protect U.S. AI infrastructure and would benefit domestic and non-Chinese optical suppliers. This news amplified existing momentum from AI data center demand, with AAOI up 216% year-to-date.
2026-08-05 00:12:24
Shu-Hua (Joshua) Yeh, an insider at Applied Optoelectronics (NASDAQ:AAOI), sold 4,715 shares of the company's stock for approximately $596,448 on August 4th, reducing his total ownership by 1.21%. This sale was part of a pre-arranged Rule 10b5-1 trading plan and follows several other significant sales by Yeh in recent months. Despite the insider selling and a quarterly EPS loss, AAOI shares increased by 19.4% to $131.63, driven by investor enthusiasm for AI-related optical products and potential restrictions on Chinese components.
2026-08-04 20:12:24
Applied Optoelectronics (NASDAQ: AAOI) announced that its CFO and CSO, Stefan Murry, will participate in a virtual fireside chat at Rosenblatt's 6th Annual Technology Summit on August 18, 2026, at 11:00 a.m. Eastern Time. A recording of the presentation will be made available on the company’s investor relations website. The announcement provides context on past market reactions to company events and key metrics for the upcoming summit.
