Applied Optoelectronics, Inc (AAOI)

Currency in USD
77.320
+0.580(+0.76%)
Closed·
73.650-3.670(-4.75%)
·
Earnings results expected in 14 days
AAOI is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
76.51281.320
52 wk Range
18.500233.670
Key Statistics
Prev. Close
77.32
Open
80.92
Day's Range
76.512-81.32
52 wk Range
18.5-233.67
Volume
7.89M
Average Volume (3m)
10.13M
1-Year Change
157.9483%
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
160.000
Upside
+106.93%
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

3 Buy
3 Hold
0 Sell
Ratings:
6 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 160.000
(+106.93% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
B.Riley
Hold92.00+18.99%109.00Maintain15-10-2026
Raymond James
Buy178.00+130.21%151.00Maintain11-08-2026
Rosenblatt
Buy220.00+184.53%-Maintain07-08-2026
Needham
Buy190.00+145.73%220.00Maintain07-08-2026
Raymond James
Buy160.00+106.93%-Maintain10-06-2026

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: 07-08-2026, 03:16 am
Read Full Transcript

Earnings

Latest Release
06-08-2026
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
−122.9x64.9x11.7x
PEG Ratio
−1.640.030.01
Price/Book
4.2x2.8x2.4x
Price / LTM Sales
11.8x2.2x2.2x
Upside (Analyst Target)
105.5%15.4%39.8%
Fair Value Upside
Unlock4.9%7.1%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
22.53M24.87%1.76B
Other Institutional Investors
31.67M34.95%2.48B
Public Companies & Retail Investors
36.40M40.18%2.85B
Total
90.6M100.00%7.09B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.7.12%64,50,2705,04,411
Vanguard Capital Management, LLC4.25%38,51,9233,01,220

FAQ

What Is the AOI (AAOI) Share Price Today?

The AOI share price today is 77.320.

What is the current AOI (AAOI) share price and day range?

As of 22-10-2026, the AOI share price is 77.320, with a previous close of 77.320. The share price has ranged from 76.512 to 81.320 today, while the 52-week range spans from 18.500 to 233.670.

What Is the AOI Market Cap?

As of today, AOI market cap is 7.010B.

What Is the AOI (AAOI) Share Price Target?

The average 12-month share price target for AOI is 160.000, with a high estimate of 220 and a low estimate of 92. 3 analysts recommend buying, while 0 suggest selling, with an overall rating of Buy and +106.93% Upside potential.

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 05-11-2026.

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.

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."

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 AAOI Premarket Price?

AAOI's last pre-market stock price is 81.320. The pre-market share volume is 4,10,890.000, and the stock has changed by 4.580, or 5.970%.

What Is the AAOI After Hours Price?

AAOI's last after hours stock price is 73.650, the stock has changed by -3.670, or -4.750%.
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