AAOI

$86.33

Post-MarketAs of Mar 17, 8:00 PM UTC

Applied Optoelectronics, Inc.

Intraday

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Recent News

The Wall Street Journal
Mar 17, 2026

Nvidia Says It Will Use Both Copper and Optical Networking

Shares of fiber-optic companies tumbled early Tuesday after Nvidia chief executive Jensen Huang said the company intends to use both copper and optical networking—not one at the expense of the other. “For everybody who is in our ecosystem, we need a lot more capacity,” Huang said at Nvidia's GTC conference in San Jose, Calif., on Monday. Corning, Lumentum, Coherent, and Applied Optoelectronics all fell by more than 5% Tuesday morning before recovering some.

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Insider Monkey
Mar 13, 2026

Applied Optoelectronics’ (AAOI) Mega $200 Million Deal Catches Analyst Attention

Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the 11 Best Day Trading Stocks to Buy Now. Financial firm Rosenblatt discussed Applied Optoelectronics, Inc. (NASDAQ:AAOI)’s shares on March 9th, according to The Fly. It raised the firm’s share price target to $140 from $125 and kept a Buy rating on the stock. The coverage came after […]

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Motley Fool
Mar 12, 2026

Stock Market Today, Mar. 12: Ondas Jumps on Palantir Partnership

Today, March 12, 2026, a new AI-driven defense platform linking drones, balloons, and ground robots is reshaping this stock’s narrative.

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Simply Wall St.
Mar 11, 2026

Applied Optoelectronics’ 1.6T Hyperscale Win Tests AI Growth And Risks

Applied Optoelectronics (NasdaqGM:AAOI) has received its first major hyperscale customer volume order for 1.6T AI data center transceivers. The order comes from a long term hyperscale customer and is set to reinstate that customer as a top account. The deal highlights growing demand for high speed optical connectivity tailored to AI workloads and supports U.S. based optical manufacturing capacity. Applied Optoelectronics, trading at $120.49, has seen very large share price gains over the...

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Zacks
Mar 11, 2026

Zacks Investment Ideas feature highlights Applied Optoelectronics, IREN, QQQ, NVIDIA, Broadcom and Nebius

Applied Optoelectronics, IREN, QQQ, NVIDIA, Broadcom and Nebius have been highlighted in this Investment Ideas article.

NEUTRAL
Neutral flow. Standard news cycle with no clear sentiment tilt.