Applied Optoelectronics, Inc. AAOI
52.10 USD +1.97 (+3.93%)
At closeNov 10, 2026, 7:12 AM EST
49.99 -2.11 -4.05%
Pre-market · Nov 10, 7:12 AM ET
48.32 Day range 54.04
18.50 52-week range 233.67
- YTD
- +49.45%
- 1 year
- +82.36%
- Market cap
- 4.73B
- Revenue (ttm)
- 747.22M
- Profit margin
- -4.39%
- EPS (ttm)
- -0.38
- Shares out
- 90.77M
- Forward P/E
- 13.33
- YTD return
- +49.45%
- 1-year return
- +82.36%
- Volume
- 15.32M
- Avg volume
- 10.57M
- Open
- 50.65
- Previous close
- 50.13
- Day's range
- 48.32 – 54.04
- 52-week range
- 18.50 – 233.67
- Beta
- 3.99
- Analysts
- Buy
- Price target
- 109.00 (+109.2%)
- Earnings date
- Nov 5, 2026
5D -12.53 (-19.39%)
Key statistics
- Enterprise value
- 4.30B
- PEG ratio
- 0.78
- Price / sales
- 6.33
- Price / book
- 2.09
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 127.50%
- Free cash flow
- -1.31B
- Total cash
- 605.41M
- Total debt
- 350.20M
- Return on equity
- -2.34%
- Short % of float
- 18.74%
- 50-day average
- 92.96
- 200-day average
- 114.65
Analyst view
Consensus: buy
Buy
Price target (mean) 109.00 +109.2% upside
Now 52.10
- Target (low)
- 45.00
- Target (mean)
- 109.00
- Target (high)
- 165.00
Ratings (0m) 6 4 buy · 2 hold · 0 sell
- Strong buy2
- Buy2
- Hold2
- Sell0
- Strong sell0
Next earnings
Nov 5, 2026
Expected Nov 5, 2026. Consensus EPS estimate 0.5175.
Financials — quick view
AAOI Revenue — quarterly 269.88M
AAOI Net income — quarterly 6.30M
AAOI EPS — quarterly 0.07
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 |
|---|---|---|---|---|
| Nov 6, 2026 | B. Riley Securities | main | Neutral | Neutral |
| Nov 6, 2026 | Rosenblatt | main | Buy | Buy |
| Nov 6, 2026 | Needham | main | Buy | Buy |
| Oct 27, 2026 | Needham | main | Buy | Buy |
| Oct 15, 2026 | B. Riley Securities | main | Neutral | Neutral |
| Aug 7, 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
Consumer Tech (Oct 2-6): Big Earnings Dominate Headline, Meta, Google Face Political And Regulatory Pressure Over AI Expansion & More 
Applied Optoelectronics Says AI Demand Will Outrun Its Capacity Through 2027 
Applied Optoelectronics: The Selloff Changed My 2027 Playbook (Rating Upgrade) 
B. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $45 
Texas Roadhouse To Rally Around 11%? Here Are 10 Top Analyst Forecasts For Friday 
Rosenblatt Maintains Buy on Applied Optoelectronics, Lowers Price Target to $115 
Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan 
Needham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $100 
AOI Sales Up 127%, Gross Margin Stuck at 28%: Rapid Earnings Reaction 
Applied Optoelectronics Stock Tumbles Despite Q3 Earnings Beat
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 | 336.06M | Jun 29, 2026 |
| Invesco Ltd. | 4.04% | 3,414,262 | 177.88M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.98% | 3,363,001 | 175.21M | Jun 29, 2026 |
| Marex Group Ltd. | 3.35% | 2,830,272 | 147.46M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.14% | 2,651,718 | 138.15M | Jun 29, 2026 |
| UBS Group AG | 2.50% | 2,111,464 | 110.01M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.86% | 2,420,119 | 126.09M | Jun 29, 2026 |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | 1.84% | 1,552,372 | 80.88M | Sep 29, 2026 |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | 1.62% | 1,369,547 | 71.35M | Jul 30, 2026 |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | 1.30% | 1,099,832 | 57.30M | Jul 30, 2026 |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | 1.27% | 1,071,126 | 55.81M | Jun 29, 2026 |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | 1.20% | 1,011,867 | 52.72M | Jul 30, 2026 |