Applied Optoelectronics, Inc (AAOI)

Currency in USD
48.320
-3.780(-7.26%)
Closed·
51.330+3.010(+6.23%)
·
Unusual Post-Market activity
AAOI is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
46.38951.990
52 wk Range
18.500233.670
Key Statistics
Prev. Close
48.32
Open
49.37
Day's Range
46.389-51.99
52 wk Range
18.5-233.67
Volume
13.41M
Average Volume (3m)
10.61M
1-Year Change
103.4526%
Book Value / Share
26.40
Fair Value
unlockUnlock
Fair Value Upside
unlockUnlock
AAOI Scorecardpro icon
Company’s Health
Unlock
Fair Value
Unlock Price
Fair Price
Upside
Price Target
109.000
Upside
+125.58%
Members' Sentiments
Bearish
Bullish
ProTips
Net income is expected to grow this year
Show more

Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 109.000
(+125.58% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
B.Riley
Hold45.00-6.87%92.00Maintain09-11-2026
B.Riley
Hold45.00-6.87%92.00Maintain06-11-2026
Rosenblatt
Buy115.00+138.00%220.00Maintain06-11-2026
Needham
Buy100.00+106.95%170.00Maintain06-11-2026
Northland
Buy120.00+148.34%-Upgrade02-11-2026

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
05-11-2026
EPS / Forecast
0.17 / 0.14
Revenue / Forecast
269.87M / 268.11M
EPS Revisions
Last 90 days

AAOI Income Statement

Compare AAOI to Peers and Sector

Metrics to compare
AAOI
Peers
Sector
Relationship
P/E Ratio
−133.8x53.0x10.5x
PEG Ratio
−1.560.030.01
Price/Book
2.0x2.4x2.4x
Price / LTM Sales
5.9x2.0x2.0x
Upside (Analyst Target)
125.6%24.1%54.3%
Fair Value Upside
Unlock0.2%13.0%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
24.47M27.00%1.27B
Other Institutional Investors
28.13M31.04%1.47B
Public Companies & Retail Investors
38.01M41.95%1.98B
Total
90.6M100.00%4.72B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.4.61%41,79,7742,17,766
Vanguard Capital Management, LLC4.25%38,51,9232,00,685

FAQ

What Is the AOI (AAOI) Share Price Today?

The AOI share price today is 48.320.

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

As of 11-11-2026, the AOI share price is 48.320, with a previous close of 48.320. The share price has ranged from 46.389 to 51.990 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 4.390B.

What Is the AOI (AAOI) Share Price Target?

The average 12-month share price target for AOI is 109.000, with a high estimate of 165 and a low estimate of 45. 4 analysts recommend buying, while 0 suggest selling, with an overall rating of Buy and +125.58% Upside potential.

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

The AOI EPS (TTM) is -0.42.

When Is the Next AOI Earnings Date?

AOI will release its next earnings report on 25-02-2027.

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 49.140. The pre-market share volume is 8,61,910.000, and the stock has changed by -2.960, or -5.680%.

What Is the AAOI After Hours Price?

AAOI's last after hours stock price is 51.330, the stock has changed by 3.010, or 6.230%.
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2026 - Fusion Media Limited. All Rights Reserved.