Applied Opt (AAOI)

Currency in USD
122.190
-9.220(-7.02%)
Closed·
125.730+3.540(+2.90%)
·
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Fair Value
Day's Range
121.500138.560
52 wk Range
18.500233.670
Key Statistics
Prev. Close
122.19
Open
135.85
Day's Range
121.5-138.56
52 wk Range
18.5-233.67
Volume
12.35M
Average Volume (3m)
12.19M
1-Year Change
457.1819%
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
163.400
Upside
+33.73%
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
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 163.400
(+33.73% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Raymond James
Buy178.00+45.67%151.00Maintain11-08-2026
Rosenblatt
Buy220.00+80.05%-Maintain07-08-2026
Needham
Buy190.00+55.50%220.00Maintain07-08-2026
Raymond James
Buy160.00+30.94%-Maintain10-06-2026
B.Riley
Hold129.00+5.57%54.00Maintain08-05-2026

Applied Opt 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
−181.2x−5.9x12.3x
PEG Ratio
−2.590.030.01
Price/Book
6.2x2.7x2.4x
Price / LTM Sales
17.3x1.5x2.2x
Upside (Analyst Target)
35.5%80.0%35.2%
Fair Value Upside
Unlock17.7%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
21.73M25.70%3.37B
Other Institutional Investors
37.04M43.79%5.74B
Public Companies & Retail Investors
25.80M30.51%4.00B
Total
84.57M100.00%13.1B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.7.63%64,50,2709,99,082
Marex Group Limited5.30%44,86,2926,94,882

FAQ

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

The Applied Opt share price today is 122.190.

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

As of 20-08-2026, the Applied Opt share price is 122.190, with a previous close of 122.190. The share price has ranged from 121.500 to 138.560 today, while the 52-week range spans from 18.500 to 233.670.

What Is the Applied Opt Market Cap?

As of today, Applied Opt market cap is 10.330B.

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

The average 12-month share price target for Applied Opt is 163.400, with a high estimate of 220 and a low estimate of 109. 3 analysts recommend buying, while 0 suggest selling, with an overall rating of Buy and +33.73% Upside potential.

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

The Applied Opt EPS (TTM) is -0.788.

When Is the Next Applied Opt Earnings Date?

Applied Opt 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 Neutral.

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 After Hours Price?

AAOI's last after hours stock price is 125.730, the stock has changed by 3.540, or 2.900%.
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