News

Applied Optoelectronics (AAOI) Stock Looks Discounted On Its Huge Three Year Run

Applied Optoelectronics has gone through a wild few years in the market, and the swing in sentiment now puts a sharper spotlight on a simple question about its sales. After a very large multi year gain followed by a steep pullback, investors are asking whether the current share price still lines up with what the business is generating at the top line. Over the past 3 years, the stock has returned roughly 8.5x. This puts a lot of pressure on the sales base to justify how far the market has...

Yahoo·16:08AAOI▲+7.1%

AAOI vs. CBRS: Which AI Infrastructure Stock Has an Edge Now?

Applied Optoelectronics holds an edge over Cerebras in the AI infrastructure race, backed by surging optical demand, capacity expansion, and a stronger earnings outlook.

Yahoo·12:45AAOI▲+7.1%

54% Undervalued? Applied Optoelectronics (AAOI) Following Its $600 Million Equity Raise

Applied Optoelectronics (AAOI) recently took two significant steps that matter for shareholders. The firm raised about US$600 million through a follow on equity offering and also moved to block tokenized versions of its stock. Recent trading in Applied Optoelectronics has been volatile, with the share price down 9.75% over one day and 24.94% over the past week. The year-to-date share price return of 90.83% and 1-year total shareholder return of 121.35% point to strong momentum that has cooled...

Yahoo·14:12AAOI▲+7.1%

Applied Optoelectronics (AAOI) Completes $600 Million Follow On Equity Offering

Applied Optoelectronics (NasdaqGM:AAOI) completed a sizeable follow-on equity offering to issue new common shares to investors. The fresh capital increases the company’s equity base and changes the balance between shareholder ownership and cash on hand. The offering gives Applied Optoelectronics more funding flexibility for projects such as capacity, product development or potential partnerships. The follow-on equity issuance at Applied Optoelectronics sits alongside several other shifts in...

Yahoo·20:15AAOI▲+7.1%

Why Applied Optoelectronics Stock Plummeted This Week

When the Broadcom CEO talks, investors tend to listen.

Yahoo·13:56AAOI▲+7.1%

Applied Optoelectronics Announces Date of Third Quarter 2026 Financial Results Conference Call

Applied Optoelectronics, Inc. (NASDAQ: AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power AI, today announced that it will release financial results for its third quarter ended September 30, 2026, on Thursday, November 5, 2026.

Yahoo·16:10AAOI▲+7.1%

Applied Optoelectronics Stock Fell 12% on Hot Inflation. Opportunity or Falling Knife?

Key Takeaways for Applied OptoelectronicsFunding Scare: Applied Optoelectronics stock fell 11. 82% to $86.

Yahoo·07:01AAOI▲+7.1%

B. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $92

B. Riley Securities analyst David Kang maintains Applied Optoelectronics (NASDAQ:AAOI) with a Neutral and lowers the price target from $109 to $92.

Benzinga·05:23AAOI▲+7.1%

The Zacks Analyst Blog Highlights Innodata, Calix, Applied Optoelectronics and Palantir Technologies

Innodata, Calix and Applied Optoelectronics trade at discounts of over 45% to their 52-week highs, with AI-driven growth and substantial analyst price targets.

Yahoo·05:35AAOI▲+7.1%

AAOI, LITE, COHR Extend Sell-Off Overnight: AI Funding Fears Hit Optical Networking Trade, But Retail Bulls Eye Rebound

AI spending concerns rattle optical stocks after strong year-to-date gains amid robust demand for high-speed connectivity.

Yahoo·22:56AAOI▲+7.1%

Applied Optoelectronics (AAOI) Stock May Be Below Fair Value After Equity Offering

Applied Optoelectronics has become one of the more eye catching stories in optical components, with the share price moving sharply over recent years and fresh equity raised to fund expansion. With that backdrop, investors are left asking whether the current market value of the stock is supported by its sales base. Over the past 5 years, the share price has climbed about 13x, which places a strong focus on whether the revenue line can justify such a large re-rating. The recent completion of a...

Yahoo·13:15AAOI▲+7.1%

Applied Optoelectronics Is Unstoppable: Up 8% Today and 231% This Year, Is AAOI Stock Too Hot to Handle Now?

Applied Optoelectronics has surged 231% this year and just posted 86% revenue growth, yet the company is still losing money and one bad quarter could unwind months of gains. Here is what investors need to weigh before chasing the hottest name in AI optics.

Yahoo·12:03AAOI▲+7.1%

Applied Digital, Bitdeer Technologies, ON Semiconductor And Other Big Stocks Moving Higher On Friday

U.S. stocks rose Friday; Applied Digital jumped 9.8% after adding 75 MW of AI capacity, while numerous tech stocks posted gains.

Benzinga·06:47

Applied Optoelectronics Is Up 205% This Year. Is It Too Late to Buy AAOI Stock Now?

Applied Optoelectronics has left its optical rivals and the broader chip sector in the dust this year, but the expansion driving that run is still under construction. Whether buyers step in now or wait depends on how much execution risk they are willing to accept.

Yahoo·14:55AAOI▲+7.1%

Applied Optoelectronics: The Biggest Test Is Still Ahead

Applied Optoelectronics revenue jumped 86% to $191.9 million, while data center revenue surged 140% as the 800G ramp accelerated. Click for more on AAOI stock.

SeekingAlpha·07:12AAOI▲+7.1%

Applied Optoelectronics: The Biggest Growth Phase Starts Now

Applied Optoelectronics' monthly 800G and 1.6T capacity should expand from roughly 200,000 units toward 650,000 by year-end. See why AAOI stock is a Strong Buy.

SeekingAlpha·20:55AAOI▲+7.1%

Optics Stocks Slide Despite Citi’s $11B Switching Forecast: Coherent and Applied Optoelectronics Drop 5%, Corning Falls 3%

Optics and photonics stocks are sliding together in afternoon trading, even as the freshest research on the group reads as a strong endorsement from Citi. Coherent (NYSE:COHR) stock is down 5% to $280.80, part of a retreat that has the look of crowded positions being trimmed after a big run. Also, Corning (NYSE:GLW) stock is […]

Yahoo·13:52AAOI7.1%

Applied Optoelectronics Stock Slides Monday: What's Happening?

Applied Optoelectronics shares fall Monday afternoon, sliding alongside the broader fiber optic connectivity sector.

Benzinga·12:22AAOI▲+7.1%

Applied Optoelectronics (AAOI) Stock Looks Stretched As Its 13x Five Year Run Continues

Applied Optoelectronics has delivered a very long run in its share price, and that kind of move naturally raises the question of whether the current valuation is supported by its sales base. With the stock now trading around US$101, the key issue for you is how much revenue the business is generating to back up that market value. Over the past 5 years the share price has risen by about 13x, which puts the spotlight firmly on how much sales power is now implied in the valuation. The company’s...

Yahoo·00:24AAOI▲+7.1%

Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?

AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.

Yahoo·11:23AAOI▲+7.1%

Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%

A joint AI optical interconnect demo named Lumentum as its author, yet Corning stock is outrunning everyone else in the session, and that inversion tells a story about how the market is repricing the fiber layer of AI infrastructure.

Yahoo·12:46AAOI▲+7.1%

Applied Optoelectronics (AAOI): Hyperscaler Capex Surge Fuels Unprecedented Demand for Optical Infrastructure

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]

Yahoo·09:56AAOI

Applied Optoelectronics's Upcoming Growth Inflection Triggers Massive Upside

Applied Optoelectronics (AAOI) Buy thesis: booming 800G/1.6T transceiver demand, earnings beat, and 3x forward sales valuation. See more details here.

SeekingAlpha·04:59AAOI▲+7.1%

Everyone’s Watching Applied Optoelectronic’s Revenue. Few Are Watching This Chart

Key TakeawaysAAOI posted $191. 9 million in Q2 2026 revenue, up 86% year over year and its fifth straight record quarter, with Q3 guidance implying roughly 130% year-over-year growth at the midpoint.

Yahoo·13:22

GlobalFoundries And Marvell Technology Expand Multi-Year Agreement To Increase Capacity For GFS's Silicon Germanium Technology At Its Burlington, Vermont, Facility To Support Demand For Optical Connectivity

Modern AI data centers operate as distributed compute systems, where performance depends not only on accelerators, but also on the high-speed interconnects that move data between them. As AI systems scale, moving data

Benzinga·04:39

Applied Optoelectronics (AAOI) Pulled Back Sharply, Is It Still Above Fair Value?

Applied Optoelectronics (AAOI) has drawn fresh attention after a sharp pullback, with the share price down about 37% over the past month and about 43% over the past 3 months. Short term momentum has clearly faded, with Applied Optoelectronics recording a 7 day share price return of down 14.6% and a 30 day share price return of down 36.6%. However, the year to date share price return is still up 140.6% and the 1 year total shareholder return is up 229.4%. Scan how Applied Optoelectronics...

Yahoo·18:14AAOI▲+7.1%

CIEN Targets 30% Revenue Growth Through 2029 — Peers COHR, GLW And AAOI Rally After Guidance

The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.

Yahoo·15:17AAOI7.1%

FN's AI Optical Growth Accelerates: Can It Challenge LITE & AAOI?

Fabrinet rides on surging AI data-center demand, with strong DCI, HPC and transceiver growth supporting its push against optical rivals.

Yahoo·13:18AAOI▲+7.1%

Why Is Applied Optoelectronics Stock Surging Tuesday?

Applied Optoelectronics (AAOI) stock surged over 9% after Corning and Verizon's major optical fiber deal boosted the sector.

Benzinga·08:33AAOI▲+7.1%

Roivant Sciences, Pharvaris, IonQ And Other Big Stocks Moving Higher On Tuesday

U.S. stocks fell Tuesday, but Roivant surged 16% on positive PH-ILD trial data. Pharvaris, Solaris, IonQ and quantum stocks also posted strong gains.

Benzinga·06:03

AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait?

Applied Optoelectronics plunges 46.3% in three months as supply constraints and a rich valuation offset surging AI-driven demand for 800G and 1.6T products.

Yahoo·12:28AAOI▲+7.1%

Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?

AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.

Yahoo·09:30AAOI▲+7.1%

These 3 AI Stocks Are Way Off Their Highs. Is the Pullback a Buying Opportunity?

Vertiv, Applied Optoelectronics, and Innodata entered September well below their 2026 highs despite strong operating growth. The pullbacks do not make them interchangeable bargains. Vertiv Holdings Co. (NYSE:VRT) sells power and cooling, Applied Optoelectronics, Inc. (NASDAQ:AAOI) supplies optical transceivers, and Innodata Inc. (NASDAQ:INOD) provides data engineering and model-evaluation services. Vertiv’s second-quarter sales rose 24% to […]

Yahoo·18:48AAOI▲+7.1%

3 AI-Related Stocks Worth a Closer Look After Pullbacks

Many AI-related stocks have seen major volatility in 2026, with several high-flying names pulling back sharply after huge runs earlier in the year.

Yahoo·19:01

12 Information Technology Stocks Moving In Friday's After-Market Session

Gainers Canaan (NASDAQ:CAN) shares rose 7.5% to $0.38 during Friday's after-market session. The company's market cap stands at $207.9 million. Gauzy (NASDAQ:GAUZ) shares rose 6.9% to $0.42. The company's

Benzinga·13:06

Applied Optoelectronics: Why The Recent Weakness Looks Like An Opportunity

Applied Optoelectronics is approaching 200,000 units of monthly manufacturing capacity for 800G and 1.6T products. Check out why AAOI stock is a buy.

SeekingAlpha·06:46AAOI▲+7.1%

Applied Optoelectronics, Inc. (AAOI) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript

Applied Optoelectronics, Inc. (AAOI) Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) August 18, 2026 11:00 AM EDTCompany...

SeekingAlpha·10:31AAOI▲+7.1%

Applied Optoelectronics: 170% Growth At Just 4x Sales Is Too Cheap To Ignore

Applied Optoelectronics targets over 170% y/y revenue growth in 2027, driven by surging demand for high-speed optical transceivers. Read more about AAOI stock.

SeekingAlpha·03:15AAOI▲+7.1%

AI's Laser Shortage: My Favorite Bottleneck To Buy

Severe laser chip shortage is boosting AI optical demand; click to see why Lumentum and Applied Optoelectronics could benefit.

SeekingAlpha·08:06AAOI▲+7.1%

Heartflow, Eton Pharmaceuticals, Nu Holdings And Other Big Stocks Moving Higher On Friday

U.S. stocks up, Dow Jones 0.1% higher. HeartFlow (HTFL) shares rise 26.5% on better-than-expected earnings. Other big gains include ETON, VALN, IMXI.

Benzinga·05:55

Carillon Eagle Small Cap Growth Fund Q2 2026 Portfolio Review

Bloom Energy's stock performed well as market adoption for its fuel cell offering continued to gain steam among some of the largest participants in the global AI infrastructure buildout.

SeekingAlpha·10:41

Consumer Tech (Aug 3-7): SpaceX Released Strong First Earnings, Meta Sued For Harming Children's Mental Health & More

Consumer Tech (Aug 3-7): SpaceX Released Strong First Earnings, Meta Sued For Harming Children's Mental Health & More

Benzinga·06:40

Applied Optoelectronics (AAOI) Stock Sees Modest Fair Value Cut As Analyst Targets Split

The latest price target work on Applied Optoelectronics reflects a modest reset, with the internal fair value estimate moving from US$157.30 to US$150.30. That shift sits alongside Street research that now spans everything from a relatively small US$2.50 change to a very large US$87.50 increase, which underlines how divided analysts are on the stock's risk and reward profile. As you read on, you will see how these price target moves feed into the evolving narrative around Applied...

Yahoo·22:11AAOI▲+7.1%

These AI ‘Pick and Shovel’ Plays Soared on Friday

Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipation of a potential setback for overseas competition.

Yahoo·16:42

Pharma Bro Shkreli Bets Against AAOI — ‘Commodity Bottleneck Doesn’t Make A Great Company’

In a post on X, the former hedge-fund manager and well-known short seller wrote that he is “shorting $AAOI on the pop,” adding that “one year of bottleneck on a commodity product does not make a great company.”

Yahoo·15:06AAOI▲+7.1%

Applied Optoelectronics (AAOI) Stands To Gain From Proposed US Ban On Chinese Transceivers

Applied Optoelectronics (NasdaqGM: AAOI) is in focus after reports that the US administration plans to ban imports of Chinese-made data center components, including optical transceivers. The proposed restrictions would target Chinese suppliers of AI hardware used in US data centers and would affect optical modules that link high performance servers. Market attention is turning to US based optical transceiver vendors that produce 800G AI modules as data center operators review sourcing...

Yahoo·14:13AAOI

S&P 500 Hits Record Highs, Palantir Jumps 27%: Stock Market Today

The S&P 500 and Dow set records as Palantir and Caterpillar earnings powered chips higher, while crude slid 5%.

Benzinga·09:07

12 Information Technology Stocks Moving In Tuesday's Intraday Session

Gainers Corvex (NASDAQ:MOVE) stock moved upwards by 44.6% to $15.56 during Tuesday's regular session. The company's market cap stands at $297.3 million. Backblaze (NASDAQ:BLZE) stock moved upwards by 37.45% to

Benzinga·09:05

Tuesday's pre-market session: top gainers and losers

As the US market prepares to open on Tuesday, let's get an early glimpse into the pre-market session and identify the stocks leading the pack in terms of gains and losses.

ChartMill·08:30

Applied Optoelectronics Shares Jump Following Proposed Ban on Chinese AI Hardware

Applied Optoelectronics stock is trading higher Tuesday morning, joining a broader rally across domestic fiber optic connectivity companies.

Benzinga·06:54AAOI▲+7.1%

MaxLinear shares are trading higher after Loop Capital upgraded its rating on the stock from Hold to Buy and raised its price target from $17 to $75.

12 Information Technology Stocks Moving In Tuesday's Pre-Market Session

Gainers Corvex (NASDAQ:MOVE) stock rose 99.2% to $21.44 during Tuesday's pre-market session. The market value of their outstanding shares is at $297.3 million. Bitdeer Techs (NASDAQ:BTDR) stock increased by 23.21%

Benzinga·04:05

Optical Cable shares are trading higher after the company reported a year-over-year increase in Q1 sales results.

Benzinga·02:07