Applied Opt (AAOI)

Currency in USD
178.540
-2.030(-1.12%)
Closed·
175.500-3.040(-1.70%)
·
Earnings results expected today
AAOI is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
169.240187.930
52 wk Range
12.557191.870
Key Statistics
Prev. Close
180.57
Open
186.96
Day's Range
169.24-187.93
52 wk Range
12.557-191.87
Volume
9.11M
Average Volume (3m)
10.98M
1-Year Change
1,177.1102%
Book Value / Share
10.75
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
102.300
Downside
-42.70%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Applied Opt News & Analysis

Show more

Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 102.300
(-42.70% Downside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Needham
Buy190.00+6.42%130.00Maintain21-04-2026
Rosenblatt
Buy140.00-21.59%-Maintain24-03-2026
Rosenblatt
Buy140.00-21.59%125.00Maintain09-03-2026
Rosenblatt
Buy125.00-29.99%75.00Maintain27-02-2026
Northland
Hold---Downgrade27-02-2026

Applied Opt Earnings Call Summary for Q4/2025

  • Q4 2025 EPS of -$0.01 beat forecast of -$0.11; revenue of $134.3M exceeded estimates by 1.53%, up 34% year-over-year.
  • Data center segment revenue surged 69% YoY; non-GAAP gross margin reached 31.4%, surpassing guidance expectations.
  • Stock fell 7.62% after-hours to $53.69 despite earnings beat; trades near 52-week high with high volatility (beta 3.35).
  • Company expects positive EPS by Q2 2026; expanding capacity for 800G and 1.6T transceivers amid strong demand growth.
  • Key risks include supply chain constraints in laser components, tariff impacts, and competition; investing in U.S. manufacturing.
Last Updated: 27-02-2026, 04:20 am
Read Full Transcript

Earnings

Latest Release
26-02-2026
EPS / Forecast
-0.01 / -0.11
Revenue / Forecast
134.3M / 132.28M
EPS Revisions
Last 90 days

AAOI Income Statement

Compare AAOI to Peers and Sector

Metrics to compare
AAOI
Peers
Sector
Relationship
P/E Ratio
−373.9x4.6x13.0x
PEG Ratio
−4.30−0.010.01
Price/Book
19.5x6.1x2.4x
Price / LTM Sales
31.4x1.2x2.5x
Upside (Analyst Target)
−58.8%34.3%20.3%
Fair Value Upside
Unlock10.3%1.0%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
24.02M30.93%4.34B
Other Institutional Investors
29.17M37.55%5.27B
Public Companies & Retail Investors
24.48M31.52%4.42B
Total
77.68M100.00%14.03B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.6.83%53,06,3829,58,173
The Vanguard Group, Inc.6.41%49,82,6608,99,719

FAQ

What Is the Applied Opt (AAOI) Share Price Today?

The Applied Opt share price today is 178.540.

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

As of 07-05-2026, the Applied Opt share price is 178.540, with a previous close of 180.570. The share price has ranged from 169.240 to 187.930 today, while the 52-week range spans from 12.557 to 191.870.

What Is the Applied Opt Market Cap?

As of today, Applied Opt market cap is 14.290B.

What Is the Applied Opt (AAOI) Share Price Target?

The average 12-month share price target for Applied Opt is 102.300, with a high estimate of 190 and a low estimate of 54. 3 analysts recommend buying, while 0 suggest selling, with an overall rating of Buy and -42.70% Downside potential.

What Is Applied Opt's Earnings Per Share (TTM)?

The Applied Opt EPS (TTM) is -0.640.

When Is the Next Applied Opt Earnings Date?

Applied Opt will release its next earnings report on 07-05-2026.

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 Buy.

What Stock Exchange Does Applied Opt Trade On?

Applied Opt is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for Applied Opt?

The stock symbol for Applied Opt is "AAOI."

How Many Times Has Applied Opt Stock Split?

Applied Opt has split 0 times.

How Many Employees Does Applied Opt Have?

Applied Opt has 4691 employees.

What Is the AAOI Premarket Price?

AAOI's last pre-market stock price is 187.518. The pre-market share volume is 4,52,660.000, and the stock has changed by 6.948, or 3.850%.

What Is the AAOI After Hours Price?

AAOI's last after hours stock price is 175.500, the stock has changed by -3.040, or -1.700%.
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