Applied Optoelectronics (AAOI) reported a 127.5% revenue increase in Q3 to $269.9 million, driven by a 254% jump in data center sales despite product transition challenges. The company disclosed a $400–450 million order backlog but faces near-term processor shortages delaying shipments. Manufacturing delays have pushed the target of achieving a $471 million monthly revenue run-rate to late 2027, although strong commitments from hyperscalers support long-term growth. AAOI trades at 4.5 times estimated 2026 revenue, with potential margin improvements and capacity expansions expected to enhance earnings per share and valuation multiples.
Applied Optoelectronics (AAOI) shares have gained 6.91% in the last day, trading at USD 50.13 on Pluang. Despite the recent selloff mentioned in the article, the stock remains well below its 52-week high of USD 223.10. These figures are current as of Nov 07, 2026 22:41 WIB.
Coherent's stock surged 13% after it reported better-than-expected Q1 FY2027 revenue and earnings, and announced a $20 billion long-term AI optics deal starting in 2028. Despite a recent 43% drop, the company remains the last independent laser maker ...
Applied Optoelectronics, Inc. granted inducement awards of 1,346 restricted stock units to three new employees on November 2, 2026. These awards, part of the 2023 Equity Inducement Plan, vest over four years and are designed to attract new talent. Th...
Applied Optoelectronics reported a record $269.9 million revenue for Q3 2026, marking its sixth consecutive quarter of growth and a return to GAAP profitability with a net income of $6.3 million. The company is scaling manufacturing for high-demand A...
AI optical stocks including Applied Optoelectronics, Coherent, and Lumentum fell sharply by 13-16% over two days despite strong earnings reports and raised revenue guidance. The selloff is driven by investor concerns following a Democratic sweep in C...
Applied Optoelectronics (AAOI) remains a 'Buy' ahead of its Q3 earnings despite a 30% decline since the initial recommendation. The company posted record Q2 revenue and profits but faced challenges from an equity raise, supply chain issues, and high ...
