AAOI
Applied Optoelectronics, Inc.
Set alert
69.05 USD -10.14 -12.80%
65.77 Day range 74.25
19.49 52-week range 223.10
- YTD
- +98.08%
- 1 year
- +96.89%
- Open
- 71.86
- Prev close
- 79.19
- Mkt cap
- 5.86B
- Vol
- 17.12M
- Avg vol
- 10.35M
- EPS
- -0.75
- P/E
- 0.00
- Div yield
- 0.00%
More statistics
- Low
- 65.77
- High
- 74.25
- Forward P/E
- 15.00
- Beta
- 3.84
- Short ratio
- 1.65
- Inst. own
- 63.98%
- Dividend
- 0.00
- Ex-div date
- Earnings
- Nov 5, 2026
- 50-d avg
- 99.96
- 200-d avg
- 114.01
- 1y target
- 156.00
Key statistics
- Market cap
- 5.86B
- Enterprise value
- 6.50B
- Trailing P/E
- 0.00
- Forward P/E
- 15.00
- PEG ratio
- 0.78
- Price / sales
- 9.84
- Price / book
- 3.49
- EPS (TTM)
- -0.75
- Beta
- 3.84
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Profit margin
- -9.57%
- Revenue (TTM)
- 595.97M
- Revenue growth
- 86.40%
- Free cash flow
- -887.05M
- Total cash
- 499.74M
- Total debt
- 300.14M
- Return on equity
- -5.45%
- Shares outstanding
- 84.91M
- Short % of float
- 19.88%
- 50-day average
- 99.96
- 200-day average
- 114.01
Analyst view
Consensus: buy
Buy
Price target (mean) 156.00 +125.9% upside
Now 69.05
- Target (low)
- 92.00
- Target (mean)
- 156.00
- Target (high)
- 220.00
Ratings (0m) 6 3 buy · 3 hold · 0 sell
- Strong buy2
- Buy1
- Hold3
- Sell0
- Strong sell0
Next earnings
Nov 5, 2026
Expected Nov 5, 2026. Consensus EPS estimate 0.14333.
Financials — quick view
AAOI Revenue — quarterly 191.92M
AAOI Net income — quarterly -22.78M
AAOI EPS — quarterly -0.28
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 5, 2026 | Sep 30, 2026 | 0.1422 | — | — | — |
| Aug 6, 2026 | Jun 30, 2026 | 0.01513 | 0.06 | +0.04 | +296.56% |
| May 7, 2026 | Mar 31, 2026 | -0.049 | -0.07 | -0.02 | -42.86% |
| Feb 26, 2026 | Dec 31, 2025 | -0.12 | -0.01 | +0.11 | +91.67% |
| Nov 6, 2025 | Sep 30, 2025 | -0.10 | -0.09 | +0.01 | +10.00% |
| Aug 7, 2025 | Jun 30, 2025 | -0.08 | -0.16 | -0.08 | -100.00% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 27, 2026 | Needham | main | Buy | Buy |
| Oct 15, 2026 | B. Riley Securities | main | Neutral | Neutral |
| Aug 7, 2026 | Rosenblatt | main | Buy | Buy |
| Aug 7, 2026 | Needham | main | Buy | Buy |
| Jul 22, 2026 | Needham | main | Buy | Buy |
| Jun 22, 2026 | Rosenblatt | main | Buy | Buy |
About Applied Optoelectronics, Inc.
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.
- Sector
- Technology
- Industry
- Communication Equipment
- Country
- United States
- Website
- ao-inc.com
News
- Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%
- Pinterest Posts Downbeat Q3 Results, Joins Intel, Roblox, Twilio And Other Big Stocks Moving Lower In Friday’s Pre-Market Session
- Marvell Sinks 13%, Lumentum Jumps 6% on Reported Acquisition Talks; Coherent Holds Flat, Applied Optoelectronics Drops 3%
- AAOI's CATV Business Gains Momentum: Can It Beat LITE and COHR?
- Optical Stocks Climb as Analysts Flag AI Bottleneck: Lumentum Rises 4%, Applied Optoelectronics and Corning Gain 3%, Coherent Sits Out the Rally
- Needham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $170
- Lumentum Jumps 8% as StoneX Starts Coverage With $1,200 Target; Applied Optoelectronics and Coherent Climb 6%
- AAOI vs. CBRS: Which AI Infrastructure Stock Has an Edge Now?
- Top 3 Tech Stocks That Are Set To Fly In October
- Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BLACK RICHARD B | Director | Stock Gift | Sep 14, 2026 | 0 |
| CHANG HUNG-LUN FRED | Officer | Sale | Sep 7, 2026 | 249,276 |
| CHEN MIN-CHU MIKE | Director | Stock Award(Grant) | Jun 8, 2026 | 182,219 |
| DELANEY CYNTHIA | Director | Stock Award(Grant) | Jun 8, 2026 | 63,193 |
| KUO DAVID C. | Officer | Sale | Jun 11, 2026 | 149,078 |
| LIN CHE-WEI | Director | Purchase | Aug 13, 2025 | 253,506 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.63% | 6,450,270 | 445.39M | Jun 29, 2026 |
| Invesco Ltd. | 4.04% | 3,414,262 | 235.75M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.98% | 3,363,001 | 232.22M | Jun 29, 2026 |
| Marex Group Ltd. | 3.35% | 2,830,272 | 195.43M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.14% | 2,651,718 | 183.10M | Jun 29, 2026 |
| UBS Group AG | 2.50% | 2,111,464 | 145.80M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.86% | 2,420,119 | 167.11M | Jun 29, 2026 |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | 1.84% | 1,552,372 | 107.19M | Sep 29, 2026 |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | 1.62% | 1,369,547 | 94.57M | Jul 30, 2026 |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | 1.30% | 1,099,832 | 75.94M | Jul 30, 2026 |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | 1.27% | 1,071,126 | 73.96M | Jun 29, 2026 |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | 1.20% | 1,011,867 | 69.87M | Jul 30, 2026 |