Applied Optoelectronics, Inc. AAOI
59.39 USD -4.58 (-7.17%)
Nov 4, 2026, 2:28 PM EST
57.29 Day range 64.13
19.49 52-week range 223.10
- YTD
- +70.35%
- 1 year
- +101.31%
- Market cap
- 5.04B
- Revenue (ttm)
- 595.97M
- Profit margin
- -9.57%
- EPS (ttm)
- -0.75
- Shares out
- 84.91M
- Forward P/E
- 13.90
- YTD return
- +70.35%
- 1-year return
- +101.31%
- Volume
- 11.25M
- Avg volume
- 10.36M
- Open
- 61.68
- Previous close
- 63.97
- Day's range
- 57.29 – 64.13
- 52-week range
- 19.49 – 223.10
- Beta
- 3.99
- Analysts
- Buy
- Price target
- 156.00 (+162.7%)
- Earnings date
- Nov 5, 2026
6M -121.17 (-67.10%)
Key statistics
- Enterprise value
- 5.09B
- PEG ratio
- 0.78
- Price / sales
- 9.11
- Price / book
- 3.24
- 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
- 97.51
- 200-day average
- 114.31
Analyst view
Consensus: buy
Buy
Price target (mean) 156.00 +162.7% upside
Now 59.39
- 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
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% 
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
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 | 412.62M | Jun 29, 2026 |
| Invesco Ltd. | 4.04% | 3,414,262 | 218.41M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.98% | 3,363,001 | 215.13M | Jun 29, 2026 |
| Marex Group Ltd. | 3.35% | 2,830,272 | 181.05M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.14% | 2,651,718 | 169.63M | Jun 29, 2026 |
| UBS Group AG | 2.50% | 2,111,464 | 135.07M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.86% | 2,420,119 | 154.82M | Jun 29, 2026 |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | 1.84% | 1,552,372 | 99.31M | Sep 29, 2026 |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | 1.62% | 1,369,547 | 87.61M | Jul 30, 2026 |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | 1.30% | 1,099,832 | 70.36M | Jul 30, 2026 |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | 1.27% | 1,071,126 | 68.52M | Jun 29, 2026 |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | 1.20% | 1,011,867 | 64.73M | Jul 30, 2026 |