Applied Opt (AAOI)

Currency in USD
180.570
+7.590(+4.39%)
Closed·
184.650+4.080(+2.26%)
·
Earnings results expected tomorrow
AAOI is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
174.200188.925
52 wk Range
12.557191.870
Key Statistics
Prev. Close
172.98
Open
175.27
Day's Range
174.2-188.925
52 wk Range
12.557-191.87
Volume
7.98M
Average Volume (3m)
10.91M
1-Year Change
1,195.3372%
Book Value / Share
10.75
Fair Value
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Fair Value Upside
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AAOI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
102.300
Downside
-43.35%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Applied Opt News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Buy
Technical Indicators
Buy
Moving Averages
Buy

Analyst Ratings

3 Buy
3 Hold
0 Sell
Ratings:
6 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 102.300
(-43.35% Downside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Needham
Buy190.00+5.22%130.00Maintain21/04/2026
Rosenblatt
Buy140.00-22.47%-Maintain24/03/2026
Rosenblatt
Buy140.00-22.47%125.00Maintain09/03/2026
Rosenblatt
Buy125.00-30.77%75.00Maintain27/02/2026
Northland
Hold---Downgrade27/02/2026

Applied Opt Earnings Call Summary for Q4/2025

  • Q4 2025 EPS of -$0.01 beat forecast of -$0.11; revenue of $134.3M exceeded estimates by 1.53%, up 34% year-over-year.
  • Data center segment revenue surged 69% YoY; non-GAAP gross margin reached 31.4%, surpassing guidance expectations.
  • Stock fell 7.62% after-hours to $53.69 despite earnings beat; trades near 52-week high with high volatility (beta 3.35).
  • Company expects positive EPS by Q2 2026; expanding capacity for 800G and 1.6T transceivers amid strong demand growth.
  • Key risks include supply chain constraints in laser components, tariff impacts, and competition; investing in U.S. manufacturing.
Last Updated: 27/02/2026, 09:50 am
Read Full Transcript

Earnings

Latest Release
26/02/2026
EPS / Forecast
-0.01 / -0.11
Revenue / Forecast
134.3M / 132.28M
EPS Revisions
Last 90 days

AAOI Income Statement

Compare AAOI to Peers and Sector

Metrics to compare
AAOI
Peers
Sector
Relationship
P/E Ratio
−378.1x4.6x13.1x
PEG Ratio
−4.49−0.010.01
Price/Book
19.7x5.3x2.4x
Price / LTM Sales
31.7x1.2x2.5x
Upside (Analyst Target)
−60.5%46.5%21.8%
Fair Value Upside
Unlock10.3%0.7%Unlock

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.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
24.10M30.10%4.17B
Other Institutional Investors
28.98M36.20%5.01B
Public Companies & Retail Investors
26.97M33.70%4.67B
Total
80.05M100.00%13.85B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.6.63%5,306,382917,898
The Vanguard Group, Inc.6.22%4,982,660861,901

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FAQ

What Is the Applied Opt (AAOI) Stock Price Today?

The Applied Opt stock price today is 180.570 USD.

What Stock Exchange Does Applied Opt Trade On?

Applied Opt is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for Applied Opt?

The stock symbol for Applied Opt is "AAOI."

What Is the Applied Opt Market Cap?

As of today, Applied Opt market cap is 14.450B USD.

What Is Applied Opt's Earnings Per Share (TTM)?

The Applied Opt EPS (TTM) is -0.640.

When Is the Next Applied Opt Earnings Date?

Applied Opt will release its next earnings report on 07/05/2026.

From a Technical Analysis Perspective, Is AAOI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Applied Opt Stock Split?

Applied Opt has split 0 times.

How Many Employees Does Applied Opt Have?

Applied Opt has 4691 employees.

What is the current trading status of Applied Opt (AAOI)?

As of 06/05/2026, Applied Opt (AAOI) is trading at a price of 180.570 USD, with a previous close of 172.980 USD. The stock has fluctuated within a day range of 174.200 USD to 188.925 USD, while its 52-week range spans from 12.557 USD to 191.870 USD.

What Is Applied Opt (AAOI) Price Target According to Analysts?

The average 12-month price target for Applied Opt is 102.300 USD, with a high estimate of 190 USD and a low estimate of 54 USD. 3 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an -43.35% Downside potential.

What Is the AAOI Premarket Price?

AAOI's last pre-market stock price is 176.420 USD. The pre-market share volume is 219,290.000, and the stock has decreased by 3.440, or 1.990%.

What Is the AAOI After Hours Price?

AAOI's last after hours stock price is 184.650 USD, the stock has decreased by 4.080, or 2.260%.
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