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Applied Optoelectronics, Inc. (AAOI)
$111.55+6.02 (+5.70%)
After Hours$112.00+0.45 (+0.40%)· Last close Sep 8
Applied Optoelectronics, Inc.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
Applied Optoelectronics, Inc. in the Technology sector is trading at $111.55 with a market capitalization of $8.5B. Wall Street consensus targets $163.40 (5 analysts), implying a +46.5% move over the next 12 months. The stock is currently 52% below its 52-week high of $233.67, remaining 9.4% above its 200-day moving average. On fundamentals, Piotroski 4/9 shows mixed financial quality, Altman Z in the safe zone. The Whystock Score of 100/100 reflects bullish alignment across trend, valuation and analyst targets.
Ecosystem Influences
Sell-side targets imply +46.5% upside over 12 months
Long-term trend bullish (price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
Quarterly Financials
| Metric (USD) | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Total Revenue | $191.92M↑ | $151.14M↑ | $134.27M↑ | $118.63M↑ | $102.95M |
| Gross Profit | $53.21M↑ | $43.92M↑ | $41.94M↑ | $33.26M↑ | $31.16M |
| Operating Income | -$23.85M↓ | -$12.88M↓ | -$11.35M↑ | -$14.97M↓ | -$14.66M |
| Net Income | -$22.78M↓ | -$14.28M↓ | -$2.02M↑ | -$17.94M↓ | -$9.10M |
Peer Comparison
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Fundamentals
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, trans...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$8.51B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
-
Beta
High-beta play. Expect amplified moves vs. the broad market.
3.79
Div Yield
Low to zero yield. Return is entirely dependent on price appreciation.
0.00%
ROE
Average efficiency. Growth may require heavy reinvestment.
-3.42%
Volume
Today's trading volume
11.89M
Recent News
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.
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 […]
HPE Cannot Build AI Servers Fast Enough. Is the Stock Still Cheap?
HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is whether that gap is an opportunity or a warning sign.
This Little-Known AI Company Is Quietly Building for the Data Center Boom
A tiny photonics company just landed a massive purchase order from a hyperscaler supplier, and its balance sheet suddenly gives it years to prove whether that deal is the beginning of something enormous or just another false start.
Optics Stocks Slide as AI Hardware Trade Cools: Applied Optoelectronics and Lumentum Fall 6%, Coherent Drops 5%
The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and why one name carries an overhang the others do not.