Applied Optoelectronics, Inc. AAOI
Set alert
62.50 USD -6.55 -9.49%
At close · Nov 2
63.85 +1.35 +2.16%
After hours · Nov 2, 7:32 PM ET
61.88 Day range 71.58
18.50 52-week range 233.67
- YTD
- +79.29%
- 1 year
- +75.76%
- Open
- 70.53
- Prev close
- 69.05
- Mkt cap
- 5.31B
- Vol
- 15.04M
- Avg vol
- 10.47M
- EPS
- -0.75
- P/E
- 0.00
- Div yield
- 0.00%
More statistics
- Low
- 61.88
- High
- 71.58
- Forward P/E
- 13.58
- Beta
- 3.99
- Short ratio
- 1.65
- Inst. own
- 65.07%
- Dividend
- 0.00
- Ex-div date
- Earnings
- Nov 5, 2026
- 50-d avg
- 98.76
- 200-d avg
- 114.18
- 1y target
- 156.00
5D chart
Events in this range
- Oct 27, 2026Rating: Needham · Buy → Buy
Signals (114)
| Name | Time | Ago |
|---|---|---|
| SMA: Bearish | Nov 2, 3:20 PM | 4 hours ago |
| SMA: Bullish | Nov 2, 3:15 PM | 4 hours ago |
| SMA: Bearish | Nov 2, 3:10 PM | 4 hours ago |
| SMA: Bullish | Nov 2, 2:50 PM | 4 hours ago |
| MACD: Buy Signal | Nov 2, 2:30 PM | 5 hours ago |
| RSI: Oversold | Nov 2, 1:20 PM | 6 hours ago |
| RSI: Oversold | Nov 2, 12:40 PM | 6 hours ago |
| SMA: Bearish | Nov 2, 11:20 AM | 8 hours ago |
| SMA: Bullish | Nov 2, 11:15 AM | 8 hours ago |
| SMA: Bearish | Nov 2, 11:10 AM | 8 hours ago |
| SMA: Bullish | Nov 2, 11:00 AM | 8 hours ago |
| SMA: Bearish | Nov 2, 10:55 AM | 8 hours ago |
| MACD: Sell Signal | Nov 2, 10:50 AM | 8 hours ago |
| SMA: Bearish | Nov 2, 10:45 AM | 8 hours ago |
| SMA: Bullish | Nov 2, 9:55 AM | 9 hours ago |
| SMA: Bearish | Nov 2, 9:50 AM | 9 hours ago |
| RSI: Overbought | Oct 30, 3:55 PM | 3 days ago |
| SMA: Bullish | Oct 30, 3:05 PM | 3 days ago |
| SMA: Bullish | Oct 30, 3:05 PM | 3 days ago |
| SMA: Bearish | Oct 30, 3:00 PM | 3 days ago |
| SMA: Bullish | Oct 30, 2:55 PM | 3 days ago |
| SMA: Bearish | Oct 30, 2:45 PM | 3 days ago |
| SMA: Bullish | Oct 30, 2:40 PM | 3 days ago |
| SMA: Bearish | Oct 30, 1:45 PM | 3 days ago |
| SMA: Bullish | Oct 30, 1:25 PM | 3 days ago |
| SMA: Bearish | Oct 30, 12:40 PM | 3 days ago |
| SMA: Bullish | Oct 30, 12:10 PM | 3 days ago |
| RSI: Oversold | Oct 30, 11:10 AM | 3 days ago |
| MACD: Buy Signal | Oct 30, 10:50 AM | 3 days ago |
| RSI: Oversold | Oct 30, 10:40 AM | 3 days ago |
| RSI: Oversold | Oct 30, 10:05 AM | 3 days ago |
| MACD: Sell Signal | Oct 30, 9:30 AM | 3 days ago |
| RSI: Oversold | Oct 30, 9:30 AM | 3 days ago |
| SMA: Bearish | Oct 29, 3:35 PM | 4 days ago |
| SMA: Bullish | Oct 29, 3:20 PM | 4 days ago |
| MACD: Buy Signal | Oct 29, 3:20 PM | 4 days ago |
| RSI: Oversold | Oct 29, 2:35 PM | 4 days ago |
| SMA: Bearish | Oct 29, 1:00 PM | 4 days ago |
| SMA: Bullish | Oct 29, 12:55 PM | 4 days ago |
| SMA: Bearish | Oct 29, 12:45 PM | 4 days ago |
| SMA: Bullish | Oct 29, 12:35 PM | 4 days ago |
| SMA: Bearish | Oct 29, 12:30 PM | 4 days ago |
| SMA: Bearish | Oct 29, 12:25 PM | 4 days ago |
| MACD: Sell Signal | Oct 29, 12:25 PM | 4 days ago |
| SMA: Bullish | Oct 29, 11:55 AM | 4 days ago |
| SMA: Bearish | Oct 29, 11:50 AM | 4 days ago |
| SMA: Bullish | Oct 29, 11:00 AM | 4 days ago |
| SMA: Bullish | Oct 29, 11:00 AM | 4 days ago |
| SMA: Bearish | Oct 29, 10:55 AM | 4 days ago |
| SMA: Bullish | Oct 29, 10:50 AM | 4 days ago |
| SMA: Bearish | Oct 29, 10:45 AM | 4 days ago |
| SMA: Bearish | Oct 29, 10:45 AM | 4 days ago |
| SMA: Bullish | Oct 29, 10:15 AM | 4 days ago |
| MACD: Buy Signal | Oct 29, 10:15 AM | 4 days ago |
| SMA: Bullish | Oct 29, 10:05 AM | 4 days ago |
| RSI: Oversold | Oct 29, 9:45 AM | 4 days ago |
| SMA: Bearish | Oct 29, 9:30 AM | 4 days ago |
| SMA: Bearish | Oct 29, 9:30 AM | 4 days ago |
| MACD: Sell Signal | Oct 29, 9:30 AM | 4 days ago |
| RSI: Overbought | Oct 28, 3:55 PM | 5 days ago |
| SMA: Bullish | Oct 28, 3:40 PM | 5 days ago |
| MACD: Buy Signal | Oct 28, 3:40 PM | 5 days ago |
| RSI: Overbought | Oct 28, 3:40 PM | 5 days ago |
| MACD: Sell Signal | Oct 28, 3:30 PM | 5 days ago |
| SMA: Bearish | Oct 28, 3:20 PM | 5 days ago |
| RSI: Overbought | Oct 28, 2:30 PM | 5 days ago |
| MACD: Buy Signal | Oct 28, 2:25 PM | 5 days ago |
| SMA: Bullish | Oct 28, 2:15 PM | 5 days ago |
| SMA: Bullish | Oct 28, 2:15 PM | 5 days ago |
| SMA: Bearish | Oct 28, 2:05 PM | 5 days ago |
| SMA: Bullish | Oct 28, 1:50 PM | 5 days ago |
| SMA: Bearish | Oct 28, 1:45 PM | 5 days ago |
| SMA: Bullish | Oct 28, 1:40 PM | 5 days ago |
| SMA: Bearish | Oct 28, 1:25 PM | 5 days ago |
| SMA: Bearish | Oct 28, 1:05 PM | 5 days ago |
| SMA: Bullish | Oct 28, 12:50 PM | 5 days ago |
| SMA: Bearish | Oct 28, 12:45 PM | 5 days ago |
| SMA: Bearish | Oct 28, 12:15 PM | 5 days ago |
| SMA: Bullish | Oct 28, 12:10 PM | 5 days ago |
| MACD: Sell Signal | Oct 28, 12:00 PM | 5 days ago |
| SMA: Bearish | Oct 28, 11:50 AM | 5 days ago |
| MACD: Buy Signal | Oct 28, 11:05 AM | 5 days ago |
| SMA: Bullish | Oct 28, 10:55 AM | 5 days ago |
| MACD: Sell Signal | Oct 28, 10:20 AM | 5 days ago |
| SMA: Bearish | Oct 28, 10:05 AM | 5 days ago |
| SMA: Bullish | Oct 28, 9:50 AM | 5 days ago |
| SMA: Bearish | Oct 28, 9:45 AM | 5 days ago |
| MACD: Buy Signal | Oct 28, 9:30 AM | 5 days ago |
| RSI: Overbought | Oct 28, 9:30 AM | 5 days ago |
| SMA: Bullish | Oct 27, 3:55 PM | 6 days ago |
| SMA: Bullish | Oct 27, 3:55 PM | 6 days ago |
| SMA: Bearish | Oct 27, 3:50 PM | 6 days ago |
| SMA: Bearish | Oct 27, 3:50 PM | 6 days ago |
| MACD: Sell Signal | Oct 27, 3:50 PM | 6 days ago |
| SMA: Bullish | Oct 27, 3:40 PM | 6 days ago |
| MACD: Buy Signal | Oct 27, 3:40 PM | 6 days ago |
| SMA: Bearish | Oct 27, 3:35 PM | 6 days ago |
| MACD: Sell Signal | Oct 27, 3:35 PM | 6 days ago |
| SMA: Bullish | Oct 27, 3:30 PM | 6 days ago |
| SMA: Bullish | Oct 27, 3:30 PM | 6 days ago |
| MACD: Buy Signal | Oct 27, 3:30 PM | 6 days ago |
| SMA: Bearish | Oct 27, 3:25 PM | 6 days ago |
| SMA: Bearish | Oct 27, 3:25 PM | 6 days ago |
| MACD: Sell Signal | Oct 27, 3:20 PM | 6 days ago |
| MACD: Buy Signal | Oct 27, 3:00 PM | 6 days ago |
| SMA: Bullish | Oct 27, 2:45 PM | 6 days ago |
| SMA: Bullish | Oct 27, 2:40 PM | 6 days ago |
| SMA: Bearish | Oct 27, 2:30 PM | 6 days ago |
| SMA: Bullish | Oct 27, 2:20 PM | 6 days ago |
| SMA: Bearish | Oct 27, 1:45 PM | 6 days ago |
| SMA: Bearish | Oct 27, 1:25 PM | 6 days ago |
| SMA: Bullish | Oct 27, 12:50 PM | 6 days ago |
| SMA: Bearish | Oct 27, 12:25 PM | 6 days ago |
| RSI: Overbought | Oct 27, 10:45 AM | 6 days ago |
Key statistics
- Market cap
- 5.31B
- Enterprise value
- 5.64B
- Trailing P/E
- 0.00
- Forward P/E
- 13.58
- PEG ratio
- 0.78
- Price / sales
- 8.90
- Price / book
- 3.16
- EPS (TTM)
- -0.75
- Beta
- 3.99
- 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
- 98.76
- 200-day average
- 114.18
Analyst view
Consensus: buy
Buy
Price target (mean) 156.00 +149.6% upside
Now 62.50
- 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
- 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%
- 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
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 | 403.14M | Jun 29, 2026 |
| Invesco Ltd. | 4.04% | 3,414,262 | 213.39M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.98% | 3,363,001 | 210.19M | Jun 29, 2026 |
| Marex Group Ltd. | 3.35% | 2,830,272 | 176.89M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.14% | 2,651,718 | 165.73M | Jun 29, 2026 |
| UBS Group AG | 2.50% | 2,111,464 | 131.97M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.86% | 2,420,119 | 151.26M | Jun 29, 2026 |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | 1.84% | 1,552,372 | 97.02M | Sep 29, 2026 |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | 1.62% | 1,369,547 | 85.60M | Jul 30, 2026 |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | 1.30% | 1,099,832 | 68.74M | Jul 30, 2026 |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | 1.27% | 1,071,126 | 66.95M | Jun 29, 2026 |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | 1.20% | 1,011,867 | 63.24M | Jul 30, 2026 |