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Applied Optoelectronics sees strong demand through 2027, with revenue set to exceed $1.1B in 2026.

Analyst Insights
09 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Applied Optoelectronics (AAOI) benefits from Nvidia's commitment to pluggable optics through 2027, boosting demand for its 800G and 1.6T transceivers. The company has secured over $324 million in hyperscaler orders and expects revenue to surpass $1.1 billion in 2026. Management highlights that demand currently outpaces manufacturing capacity until mid-2027, making production expansion the main growth limiter. Revenue is projected to grow from $151 million in Q1 to over $400 million by Q4 as capacity increases.

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