Applied Optoelectronics, Inc (AAOI)

Currency in USD
50.150
-9.120(-15.39%)
Real-time Data·
Earnings results expected today
AAOI is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
45.88056.890
52 wk Range
18.500233.670
Key Statistics
Prev. Close
59.27
Open
56.8
Day's Range
45.88-56.89
52 wk Range
18.5-233.67
Volume
12.54M
Average Volume (3m)
10.44M
1-Year Change
58.41%
Book Value / Share
20.79
Fair Value
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Fair Value Upside
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AAOI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
156.000
Upside
+211.07%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year
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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Strong Sell

Analyst Ratings

4 Buy
2 Hold
0 Sell
Ratings:
6 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 156.000
(+211.07% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Northland
Buy120.00+140.00%-UpgradeNov 02, 2026
B.Riley
Hold92.00+84.00%109.00MaintainOct 15, 2026
Raymond James
Buy178.00+256.00%151.00MaintainAug 11, 2026
Rosenblatt
Buy220.00+340.00%-MaintainAug 07, 2026
Needham
Buy190.00+280.00%220.00MaintainAug 07, 2026

Applied Optoelectronics, Inc Earnings Call Summary for Q2/2026

  • Applied Optoelectronics posted Q2 revenue of $191.9M, up 86% YoY, with adjusted EPS of $0.06 beating consensus of $0.02 despite shares falling 3.6%.
  • Company guided Q3 revenue to $255M-$290M and reaffirmed 2026 full-year revenue target of $1.1B, representing 137% annual growth.
  • Management cited production capacity constraints as primary revenue limiter, with demand for 800G and 1.6 terabit products exceeding current output capabilities.
  • Capital expenditures reached $565.5M as firm expands Texas manufacturing to maintain position as largest U.S. optical transceiver maker for AI infrastructure.
  • Supply chain bottlenecks in lasers and DSPs persist; customer concentration and $1.9M tariff impact present near-term risks to profitability targets.
Last Updated: 06/08/2026, 22:46
Read Full Transcript

Earnings

Latest Release
Aug 06, 2026
EPS / Forecast
0.06 / 0.02
Revenue / Forecast
191.9M / 190.48M
EPS Revisions
Last 90 days

AAOI Income Statement

Compare AAOI to Peers and Sector

Metrics to compare
AAOI
Peers
Sector
Relationship
P/E Ratio
−94.2x53.4x11.0x
PEG Ratio
−1.260.030.01
Price/Book
3.2x2.6x2.4x
Price / LTM Sales
9.0x2.0x2.1x
Upside (Analyst Target)
229.0%54.0%48.2%
Fair Value Upside
Unlock3.4%10.8%Unlock

Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
24.40M26.93%1.45B
Other Institutional Investors
27.75M30.63%1.64B
Public Companies & Retail Investors
38.45M42.44%2.28B
Total
90.6M100.00%5.37B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.4.61%4,179,774247,735
Vanguard Capital Management, LLC4.25%3,851,923228,303

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FAQ

What Is the AOI (AAOI) Stock Price Today?

The AOI stock price today is 50.150 USD.

What Stock Exchange Does AOI Trade On?

AOI is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for AOI?

The stock symbol for AOI is "AAOI."

What Is the AOI (AAOI) Afterhours Price Today? (Afterhours variable test: 58.670) Current Date: Nov 05, 2026

After hours price: 58.670. After hours price change (units): -0.600. Price change percentage: -1.010%

What Is the AOI Market Cap?

As of today, AOI market cap is 5.370B USD.

What Is AOI's Earnings Per Share (TTM)?

The AOI EPS (TTM) is -0.78.

When Is the Next AOI Earnings Date?

AOI will release its next earnings report on Nov 05, 2026.

From a Technical Analysis Perspective, Is AAOI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has AOI Stock Split?

AOI has split 0 times.

How Many Employees Does AOI Have?

AOI has 4691 employees.

What is the current trading status of AOI (AAOI)?

As of Nov 05, 2026, AOI (AAOI) is trading at a price of 50.150 USD, with a previous close of 59.270 USD. The stock has fluctuated within a day range of 45.880 USD to 56.890 USD, while its 52-week range spans from 18.500 USD to 233.670 USD.

What Is AOI (AAOI) Price Target According to Analysts?

The average 12-month price target for AOI is 156.000 USD, with a high estimate of 220 USD and a low estimate of 92 USD. 4 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +211.07% Upside potential.

What Is the AAOI Premarket Price?

AAOI's last pre-market stock price is 56.900 USD. The pre-market share volume is 787,380.000, and the stock has decreased by -2.370, or -4.000%.

What Is the AAOI After Hours Price?

AAOI's last after hours stock price is 58.670 USD, the stock has decreased by -0.600, or -1.010%.
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