Applied Optoelectronics, Inc. AAOI
46.89 USD -12.38 (-20.89%)
At closeNov 5, 2026, 6:31 PM EST
40.78 -6.11 -13.03%
After hours · Nov 5, 6:31 PM ET
45.88 Day range 56.89
18.50 52-week range 233.67
- YTD
- +34.51%
- 1 year
- +48.81%
- Market cap
- 3.98B
- Revenue (ttm)
- 595.97M
- Profit margin
- -9.57%
- EPS (ttm)
- -0.75
- Shares out
- 84.91M
- Forward P/E
- 10.19
- YTD return
- +34.51%
- 1-year return
- +48.81%
- Volume
- 28.22M
- Avg volume
- 10.42M
- Open
- 56.74
- Previous close
- 59.27
- Day's range
- 45.88 – 56.89
- 52-week range
- 18.50 – 233.67
- Beta
- 3.99
- Analysts
- Buy
- Price target
- 156.00 (+232.7%)
- Earnings date
- Nov 5, 2026
30m -53.78 (-53.42%)
Key statistics
- Enterprise value
- 4.81B
- PEG ratio
- 0.78
- Price / sales
- 6.68
- Price / book
- 2.37
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 86.40%
- Free cash flow
- -887.05M
- Total cash
- 499.74M
- Total debt
- 300.14M
- Return on equity
- -5.45%
- Short % of float
- 19.88%
- 50-day average
- 95.56
- 200-day average
- 114.54
Analyst view
Consensus: buy
Buy
Price target (mean) 156.00 +232.7% upside
Now 46.89
- Target (low)
- 92.00
- Target (mean)
- 156.00
- Target (high)
- 220.00
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 0.14333.
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 Stock Tumbles Despite Q3 Earnings Beat 
Applied Optoelectronics Sees Q4 Adj EPS $0.48-$0.63 vs $0.56 Est; Sees Sales $385.000M-$420.000M vs $427.263M Est 
Applied Optoelectronics Q3 Adj. EPS $0.17 Beats $0.14 Estimate, Sales $269.875M Beat $268.109M Estimate 
VIX Spikes 39% as AI Tech Rout Wipes Out $2.2 Trillion: Stock Market Today 
Should You Buy, Sell, or Hold AAOI Stock Ahead of Q3 Earnings? 
Applied Optoelectronics Looks Great Ahead Of Earnings (Preview) 
Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up 
Applied Optoelectronics: Valuation Looks Increasingly Attractive 
Marvell Technology Confirms Will Acquire Lumentum For 4.5 MRVL Shares Per LITE Share In An All-Stock Deal Valuing LITE At $1,132/Share With An Implied EV Of $115B 
Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%
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 | 302.45M | Jun 29, 2026 |
| Invesco Ltd. | 4.04% | 3,414,262 | 160.09M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.98% | 3,363,001 | 157.69M | Jun 29, 2026 |
| Marex Group Ltd. | 3.35% | 2,830,272 | 132.71M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.14% | 2,651,718 | 124.34M | Jun 29, 2026 |
| UBS Group AG | 2.50% | 2,111,464 | 99.01M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.86% | 2,420,119 | 113.48M | Jun 29, 2026 |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | 1.84% | 1,552,372 | 72.79M | Sep 29, 2026 |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | 1.62% | 1,369,547 | 64.22M | Jul 30, 2026 |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | 1.30% | 1,099,832 | 51.57M | Jul 30, 2026 |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | 1.27% | 1,071,126 | 50.23M | Jun 29, 2026 |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | 1.20% | 1,011,867 | 47.45M | Jul 30, 2026 |