Applied Optoelectronics, Inc. · NASDAQ (us_market)
Technology · Communication Equipment · United States
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.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-03-11$127.01 RISE2026-03-31$84.59 PEAK2026-05-13$223.10 63d | -33.4% 20d | Missed | Missed | — | — | +163.7% 43d | Missed |
DROP2025-10-27$37.22 RISE2025-11-20$19.49 PEAK2026-02-10$48.49 106d | -47.6% 24d | Missed | Missed | — | — | +148.8% 82d | Missed |
DROP2025-07-14$29.50 RISE2025-08-11$20.86 PEAK2025-10-27$37.22 105d | -29.3% 28d | Missed | Missed | — | — | +78.4% 77d | Missed |
DROP2024-12-26$40.94 RISE2025-04-21$10.05 PEAK2025-07-14$29.50 200d | -75.5% 116d | Missed | Missed | — | — | +193.5% 84d | Missed |
DROP2024-04-01$13.92 RISE2024-08-07$6.87 PEAK2024-10-17$19.00 199d | -50.6% 128d | Missed | Missed | — | — | +176.6% 71d | Missed |
DROP2023-12-19$23.01 RISE2024-04-30$9.85 PEAK2024-05-24$12.54 157d | -57.2% 133d | Missed | Missed | — | — | +27.3% 24d | Missed |
DROP2023-08-22$15.48 RISE2023-10-26$6.87 PEAK2023-12-14$23.19 114d | -55.6% 65d | Missed | Missed | — | — | +237.6% 49d | Missed |
DROP2023-02-23$3.04 RISE2023-05-15$1.64 PEAK2023-08-10$14.44 168d | -46.1% 81d | Missed | Missed | — | — | +780.5% 87d | Missed |
DROP2023-02-23$3.04 RISE2023-03-27$1.72 PEAK2023-06-20$5.20 117d | -43.4% 32d | Missed | Missed | — | — | +202.3% 85d | Missed |
DROP2022-09-16$3.76 RISE2022-12-28$1.74 PEAK2023-02-23$3.04 160d | -53.7% 103d | Missed | Missed | — | — | +74.7% 57d | Missed |
DROP2022-09-16$3.76 RISE2022-11-04$2.08 PEAK2023-02-02$2.82 139d | -44.7% 49d | Missed | Missed | — | — | +35.6% 90d | Missed |
DROP2022-03-08$3.73 RISE2022-07-11$1.50 PEAK2022-09-16$3.76 192d | -59.8% 125d | Missed | Missed | — | — | +150.7% 67d | Missed |
DROP2022-01-04$5.29 RISE2022-05-11$2.12 PEAK2022-05-19$2.48 135d | -59.9% 127d | Missed | Missed | — | — | +17.0% 8d | Missed |
DROP2021-11-04$8.64 RISE2022-03-14$3.02 PEAK2022-03-31$3.65 147d | -65.0% 130d | Missed | Missed | — | — | +20.9% 17d | Missed |
DROP2021-06-28$8.86 RISE2021-08-19$6.52 PEAK2021-11-04$8.64 129d | -26.4% 52d | Missed | Missed | — | — | +32.5% 77d | Missed |
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Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the best optical networking stocks to buy according to analysts. On May 12, Applied Optoelectronics, Inc. (NASDAQ:AAOI) announced it had been selected as the primary vendor to help Mediacom accelerate the upgrade and expansion of its fiber and coaxial network infrastructure. Mediacom is the fifth-largest cable operator in […]
Applied Optoelectronics posts record Q1-2026 revenue as AI/data center demand surges; guides to $1B+ in 2026. Stock up 848%. See more on AAOI stock.
Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names. Coherent (NYSE:COHR) is off 8% to about $346, and Lumentum (NASDAQ:LITE) is sliding 4% to around $829. The drops look dramatic on the day, yet they barely dent the year’s gains. AAOI stock is ... Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off
Jim Cramer has been circling POET Technologies (NASDAQ:POET) for months, intrigued by the pitch but refusing to bite. On the April 21, 2026 episode of Mad Money, he walked through the optical interposer story, the Lighteon collaboration, even the Wolfpack Research short report and the CFO rebuttal, and landed where institutional money tends to land ... Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money
The Russell 2000 just hit a record high. Regional banks stalled. AI-linked small-caps drove the rally instead.
My read is bottleneck: CEO Thompson Lin told analysts on May 7 that actual demand is $1.4-1.5B while the $1.1B FY2026 guide is capped by production capacity.
The latest update on Applied Optoelectronics centers on a sharp reset in modeled fair value, with the price target moving from about US$90.30 to about US$151.30 per share. Research pointing to over US$200m in 1.6T transceiver orders, expectations around large cloud customers, and several price target changes to levels such as US$140 and about US$151 is helping shape how analysts frame the risk and reward trade off. As you read on, you will see how this evolving narrative might matter for how...
Stocks were up sharply to end the week as NVIDIA’s forward guidance showed tangible demand to support AI infrastructure and overshadowed mixed retail reports
nLIGHT, Inc. (NASDAQ:LASR) is one of the 8 High Return Semiconductor Stocks to Buy Now. On May 8, 2026, Raymond James raised the firm’s price target on nLIGHT, Inc. (NASDAQ:LASR) to $100 from $75 and kept a Strong Buy rating on the shares. The firm said Q1 results cleared a high bar and strengthened confidence […]
AAOI's shares surge 635.5% in six months as 400G/800G demand builds ---- yet valuation, competition and uneven earnings add caution.
Fresh capital for AI photonic interconnects collides with mounting dilution, today, May 19, 2026.
President Trump said he delayed a planned attack on Iran, but Sandisk, Bloom Energy and other AI leaders still tumbled.
By Karen Roman POET Technologies Inc. (Nasdaq: POET) said it closed its direct offering by issuing about 19 million common shares in a sale totaling $400 million to a single […]
AAOI sits directly at AIâs bandwidth bottleneck, where hyperscaler demand, constrained optical supply, and laser integration could drive explosive growth.
AAOI stock is up 900% on AI optical transceiver demand.
AI, semiconductor and digital infrastructure names led last week's large-cap gainers as strong earnings, upbeat guidance and analyst optimism fueled broad investor momentum.
Applied Optoelectronics (AAOI) has transformed from a struggling mid-cap into a $12B AI infrastructure contender, earning a buy rating.
AAOI: -5% | Applied Optoelectronics shares are trading lower after the company announced it entered into an equity distribution to sell up to $600 million in common stock. FIG: 15% | Figma shares are
Applied Optoelectronics Inc: Applied Optoelectronics Inc - enters equity distribution agreement on May 14, 2026 - SEC filing Applied Optoelectronics Inc - may issue up to $600 million of common...
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| AAOI | -13.68% | +54.53% | +354.42% | +927.30% |
| XLK | +18.01% | +36.89% | +32.68% | +65.45% |
| Alpha (stock − sector) | -31.69% | +17.64% | +321.74% | +861.85% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| DEShaw | quant | 2.12M | $179.09M | 0.11% | Added+54.9% | 2026-03-31 |
| StateStreet | passive | 1.64M | $139.09M | 0.00% | Added+2.4% | 2026-03-31 |
| RenTech | quant | 565.3K | $47.82M | 0.07% | New | 2026-03-31 |
| TwoSigma | quant | 341.2K | $28.86M | 0.02% | Added+29.4% | 2026-03-31 |
| Citadel | multi-strat | 265.5K | $22.46M | 0.03% | New | 2026-03-31 |
| Wellington | fundamental | 257.7K | $21.80M | 0.00% | New | 2026-03-31 |
| Bridgewater | macro | 223.9K | $18.94M | 0.08% | New | 2026-03-31 |
| FidelityFMR | fundamental | 17.7K | $1.49M | 0.00% | Trimmed-86.8% | 2026-03-31 |
| TRowePrice | fundamental | 1.73M | $146.54K | 0.02% | Trimmed-22.3% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-28 | DeLaney Cynthia | Director | S Open-market sale | 56,575 | $189.23 | −$10.71M |
| 2026-05-19 | Chang Hung-Lun (Fred) | *** See Remarks | S Open-market sale | 33,630 | $173.26 | −$5.83M |
| 2026-05-19 | Chang Hung-Lun (Fred) | *** See Remarks | F Tax withholding | 27,297 | $190.36 | −$5.20M |
| 2026-05-19 | Chang Hung-Lun (Fred) | *** See Remarks | A Grant / award | 224,199 | — | +$0 |
| 2026-05-19 | Kuo David C | *** See Remarks | S Open-market sale | 19,227 | $173.26 | −$3.33M |
| 2026-05-19 | Kuo David C | *** See Remarks | F Tax withholding | 19,064 | $190.36 | −$3.63M |
| 2026-05-19 | Kuo David C | *** See Remarks | A Grant / award | 156,583 | — | +$0 |
| 2026-05-19 | Lin Chih-Hsiang (Thompson) | President and CEO | S Open-market sale | 58,000 | $173.26 | −$10.05M |
| 2026-05-19 | Lin Chih-Hsiang (Thompson) | President and CEO | F Tax withholding | 86,655 | $190.36 | −$16.50M |
| 2026-05-19 | Lin Chih-Hsiang (Thompson) | President and CEO | A Grant / award | 711,743 | — | +$0 |
| 2026-05-19 | Murry Stefan J. | Chief Financial Officer | S Open-market sale | 33,000 | $173.26 | −$5.72M |
| 2026-05-19 | Murry Stefan J. | Chief Financial Officer | F Tax withholding | 30,330 | $190.36 | −$5.77M |
| 2026-05-19 | Murry Stefan J. | Chief Financial Officer | A Grant / award | 249,110 | — | +$0 |
| 2026-05-19 | Yeh Shu-Hua (Joshua) | *** See Remarks | S Open-market sale | 39,154 | $173.26 | −$6.78M |
| 2026-05-19 | Yeh Shu-Hua (Joshua) | *** See Remarks | F Tax withholding | 7,928 | $190.36 | −$1.51M |
| 2026-05-19 | Yeh Shu-Hua (Joshua) | *** See Remarks | A Grant / award | 192,170 | — | +$0 |
| 2026-05-13 | Murry Stefan J. | Chief Financial Officer | S Open-market sale | 4,000 | $159.53 | −$638.1K |
| 2026-04-24 | Yeh Shu-Hua (Joshua) | *** See Remarks | F Tax withholding | 686 | $150.57 | −$103.3K |
| 2026-04-24 | Yeh Shu-Hua (Joshua) | *** See Remarks | F Tax withholding | 861 | $150.57 | −$129.6K |
| 2026-04-24 | Yeh Shu-Hua (Joshua) | *** See Remarks | F Tax withholding | 609 | $150.57 | −$91.7K |
| 2026-04-24 | Yeh Shu-Hua (Joshua) | *** See Remarks | F Tax withholding | 2,553 | $150.57 | −$384.4K |
| 2026-04-24 | Kuo David C | *** See Remarks | F Tax withholding | 447 | $150.57 | −$67.3K |
| 2026-04-24 | Kuo David C | *** See Remarks | F Tax withholding | 567 | $150.57 | −$85.4K |
| 2026-04-24 | Kuo David C | *** See Remarks | F Tax withholding | 518 | $150.57 | −$78.0K |
| 2026-04-24 | Kuo David C | *** See Remarks | F Tax withholding | 2,053 | $150.57 | −$309.1K |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-06upcoming | 0.02 | — | — |
| 2026-05-07 | -0.05 | -0.07 | -44.84% |
| 2026-02-26 | -0.11 | -0.01 | +91.07% |
| 2025-11-06 | -0.09 | -0.28 | -194.74% |
| 2025-08-07 | -0.07 | -0.16 | -116.22% |
| 2025-05-08 | -0.04 | -0.02 | +46.67% |
| 2025-02-26 | -0.02 | -0.02 | -14.29% |
| 2024-11-07 | -0.17 | -0.21 | -25.37% |
| 2024-08-06 | -0.29 | -0.28 | +4.27% |
| 2024-05-09 | -0.29 | -0.31 | -5.98% |
| 2024-02-22 | — | 0.04 | — |
| 2023-11-09 | -0.05 | -0.05 | — |
| 2023-08-03 | -0.28 | -0.21 | +24.10% |
| 2023-05-04 | -0.18 | -0.25 | -36.37% |
| 2023-02-23 | -0.30 | -0.19 | +37.36% |
| 2022-11-03 | -0.29 | -0.26 | +9.57% |