AAOI

Applied Optoelectronics Inc (AAOI) | Rumor.io

Applied Optoelectronics

AAOI

Attention (50-day avg)0.49%

Attention rank (50-day avg)#36

Bullish sentiment (50-day avg)74%

Price to earnings ratio-151.3

Market capitalization8.2B

Earnings per share-0.77

Dividend yield (TTM)—

Revenue (annual)455.7M

Net income (annual)-38.2M

Social

What share of all stock conversation is about AAOI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.4% +0.06	0.33% +0.12	0.26% -0.58	0.21% +0.21

Sep 30

$AAOI's demand is strong, with 800G being sold out and 1.6T already ordered before the ramp begins, and capacity is expected to triple by year-end.
Q2 revenue hit $191.9M, up 86% YoY, and management is optimistic about the company's ability to turn demand into shipments.
The company has shipped its one-millionth 1.8 GHz HFC amplifier and is demonstrating working hardware for its next-generation 3.0 GHz Quantum30 architecture.

Generated by AI

Sentiment

Of the messages about AAOI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	86.9% +19.65	70.99% -16.18	81.2% +6.67	81.51% -6.95
Bearish	13.1% -19.65	29.01% +16.18	18.8% -6.67	18.49% +6.95

Bullish· Sep 30

$AAOI has seen significant demand, with 800G units sold out and 1.6T orders already received before the ramp begins, setting the stage for a strong future.
The company is poised for a significant capacity expansion, with capacity set to triple by year-end, positioning $AAOI for a major increase in production and shipments.
$AAOI's revenue has already shown impressive growth, with Q2 revenue hitting $191.9M, up 86% YoY, and management expects to reach $255-290M in Q3 and $1.1B in FY26.

Bearish· Sep 29

The downtrend for Applied Optoelectronics, Inc. (AAOI) remains intact, with the $88 level area potentially acting as local support for a swing trade.
The stock's relative strength within the optics sector is declining, and it's recommended to sell and invest in stronger stocks.
A bearish scenario for AAOI is that its demand will outrun its capacity into mid-2027, leading to a decline in the stock's price.

Generated by AI

Topics

Of the messages about AAOI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	5.56%	13.38%	18.31%	29.64%
Announcements	67.17%	37.9%	37.1%	16.91%
Technical Analysis	27.27%	48.35%	37.58%	30.11%
Analysts	0%	0%	3.88%	17.46%
Earnings	0%	0%	3.04%	5.77%
Controversies	0%	0.37%	0.09%	0.11%

Earnings· Aug 7

Applied Optoelectronics, Inc. ($AAOI) reported record-breaking Q2 2026 results, with revenue increasing 86% year-over-year to $191.9 million and non-GAAP net income of $5.5 million, marking a return to profitability.
The company's earnings call was highly bullish, with management guiding Q4 revenue to surpass $500 million, representing a 60% sequential growth from Q3 to Q4, and expecting demand to exceed production capacity through mid-2027.
Despite a conservative Q3 EPS outlook, the company's strong Q2 results and forward guidance have investors optimistic about the photonics sector's prospects, with many analysts and investors expecting a significant rally in the company's stock price.

Analysts· Aug 7

Analysts at Rosenblatt reiterated their Buy rating and Top Pick status for AAOI, with a maintained price target of $220, citing a very positive 2Q26 report despite capacity constraints.
Needham lowered its price target for AAOI to $190, citing soaring demand and vendor share shifts, but maintained its Buy rating, seeing multi-billion-dollar growth potential.
Raymond James lowered its price target for AAOI to $151 from $160, but kept an Outperform rating, citing strong demand and vendor share shifts, but noted capacity constraints and delayed margin timeline.

Announcements· Sep 8

AAOI shares surged 9% after a multibillion-dollar fiber infrastructure commitment from Verizon and Corning, signaling expanding AI connectivity demand.
The deal fuels a sector-wide rally in optical and photonics stocks, with fiber optic connectivity companies trading higher amid sympathy with Corning.
AAOI's vertically integrated U.S. laser-to-module business, along with its AI-driven connectivity solutions, makes it an attractive investment opportunity.

Controversies· Aug 5

Applied Optoelectronics, Inc. (AAOI) is facing a securities class action lawsuit filed by Rosen Law Firm, alleging potential wrongdoing in the company's financial practices.
Some investors express concern that the timing of the lawsuit is suspicious, suggesting that the lawyers involved may have shorted the stock before filing the lawsuit.
The company's stock price has dropped significantly (-34%) following the lawsuit, with some investors exploring potential recovery options through law firms such as Levi & Korsinsky.

Macro· Aug 24

Applied Optoelectronics, Inc. (AAOI) reported record Q2 2026 revenue of $191.9 million, up 86.4% year over year, driven by data-center revenue growth of 140.4%.
The company's GAAP net loss was $22.8 million, despite the strong revenue growth, raising questions about the sustainability of the demand.
AAOI's setup is real, with the FCC's move to ban Chinese optical transceivers from U.S. networks creating a domestic replacement opportunity, but the numbers behind the growth are more nuanced.

Technical Analysis· Sep 29

The price of $AAOI has bounced off the 50WMA after a low-volume pullback, and the next target is to flip the 50DMA to support, with a stop loss if the 50WMA is lost.
A bullish divergence has been observed on the 4-hour chart, and the price has retested the 50WMA and 0.786 fib confluence, with a potential breakout to follow.
The daily MACD is flipping bullish, and the price has broken out of a bullish divergence, with a target of $458 and +350% upside potential.

Generated by AI

Community

Of the messages about AAOI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	92.2%	91.94%	90.44%	58.51%
Newcomers	7.8%	8.06%	9.56%	41.49%

Regulars· Sep 29

The 50WMA has provided a nice bounce for $AAOI, and a flip of the 50DMA to support is expected, with a target of 72% for Wave B.
$AAOI has shipped its one-millionth 1.8 GHz HFC amplifier, and demonstrated working hardware for its next-generation product, which may be worth paying attention to despite being outside the usual datacenter story.
The 3rd wave of Wave B is expected to follow after a nice reaction off the 50WMA and 0.786 fib confluence, with a daily MACD that is flipping bullish, adding to the confluence.

Newcomers· Sep 30

The company Applied Optoelectronics, Inc. (AAOI) has shipped its one-millionth 1.8 GHz HFC amplifier and is demonstrating working hardware for its next-generation 3.0 GHz Quantum30 architecture.
The stock price of AAOI has been holding above key diagonal supports but is below the 200-day moving average, with the price currently around $100.
AAOI has shown a strong bounce in price, moving from around $93.50 to $100.67, and may continue to rally if it breaks through the $105 level.

Generated by AI

News

AOI Marks 1 Millionth 1.8GHz Amplifier Shipped, Unveils New Broadband & Optical Product Demos at SCTE TechExpo 2026 – Company Announcement - FT.com

1d agoFinancial Times

Applied Optoelectronics: The Biggest Growth Phase Starts Now (NASDAQ:AAOI)

1d agoSeeking Alpha

Applied Optoelectronics Stock Slides Monday: What's Happening? - Applied Optoelectronics (NASDAQ:AAOI)

Applied Optoelectronics shares fall Monday afternoon, sliding alongside the broader fiber optic connectivity sector.

1d agoBenzinga

Optics Stocks Slide Despite Citi’s $11B Switching Forecast: Coherent and Applied Optoelectronics Drop 5%, Corning Falls 3%

Citi just painted a picture of an $11 billion optical switching market, yet Coherent, Applied Optoelectronics, and Corning are all falling sharply with no bad news in sight. Something else is driving this selloff, and it says a lot about where these stocks really stand.

1d agoYahoo Finance

Applied Optoelectronics (AAOI) Stock Looks Stretched As Its 13x Five Year Run Continues

Applied Optoelectronics has delivered a very long run in its share price, and that kind of move naturally raises the question of whether the current valuation is supported by its sales base. With the stock now trading around US$101, the key issue for you is how much revenue the business is generating to back up that market value. Over the past 5 years the share price has risen by about 13x, which puts the spotlight firmly on how much sales power is now implied in the valuation. The company’s...

5d agoYahoo Finance

Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?

5d agoYahoo Finance

Also Discussed

Investors talking about AAOI also mention

#	Name	Attention
1	Coherent Corp.COHR	0%-0.01
2	AXT Inc.AXTI	0.13%+0.05
3	Credo Technology Group Holding Ltd Ordinary SharesCRDO	0.09%-0.1
4	Lumentum Holdings Inc.LITE	0%-0.06
5	Viavi Solutions Inc.VIAV	0.01%-0.02
6	Marvell Technology Inc.MRVL	0.55%+0.33
7	Tradr 2X Long AAOI Daily ETFAAOX	0%0
8	Tower Semiconductor Ltd.TSEM	0.03%+0.03
9	Astera Labs, Inc.ALAB	0.05%+0.03
10	Leverage Shares 2x Long AAOI Daily ETFAAOG	0%new

Applied Optoelectronics Inc

Technology
Communication Equipment

Applied Optoelectronics Inc. is a communications equipment company that designs, manufactures, and sells fiber-optic networking products for data centers, cable television broadband, telecommunications, and fiber-to-the-home networks. Applied Optoelectronics Inc.’s portfolio spans optical modules, lasers, photodiodes, transceivers, subassemblies, and related turn-key equipment used to move high-speed data across fiber-based networks. The company also provides hybrid fiber coaxial and broadband access products that support network operators and service providers in delivering reliable connectivity. Its products serve cloud and internet data center operators, cable and telecom equipment makers, and broadband infrastructure customers across multiple regions. Headquartered in Sugar Land, Texas, and incorporated in 1997, Applied Optoelectronics Inc. plays a specialized role in the global optical communications market by supplying hardware that underpins modern digital infrastructure.

Website

Location

13139 Jess Pirtle Boulevard

Sugar Land, TX, 77478

United States

Social

What share of all stock conversation is about AAOI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.4% +0.06	0.33% +0.12	0.26% -0.58	0.21% +0.21

Sep 30

$AAOI's demand is strong, with 800G being sold out and 1.6T already ordered before the ramp begins, and capacity is expected to triple by year-end.
Q2 revenue hit $191.9M, up 86% YoY, and management is optimistic about the company's ability to turn demand into shipments.
The company has shipped its one-millionth 1.8 GHz HFC amplifier and is demonstrating working hardware for its next-generation 3.0 GHz Quantum30 architecture.

Generated by AI

Sentiment

Of the messages about AAOI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	86.9% +19.65	70.99% -16.18	81.2% +6.67	81.51% -6.95
Bearish	13.1% -19.65	29.01% +16.18	18.8% -6.67	18.49% +6.95

Bullish· Sep 30

$AAOI has seen significant demand, with 800G units sold out and 1.6T orders already received before the ramp begins, setting the stage for a strong future.
The company is poised for a significant capacity expansion, with capacity set to triple by year-end, positioning $AAOI for a major increase in production and shipments.
$AAOI's revenue has already shown impressive growth, with Q2 revenue hitting $191.9M, up 86% YoY, and management expects to reach $255-290M in Q3 and $1.1B in FY26.

Bearish· Sep 29

The downtrend for Applied Optoelectronics, Inc. (AAOI) remains intact, with the $88 level area potentially acting as local support for a swing trade.
The stock's relative strength within the optics sector is declining, and it's recommended to sell and invest in stronger stocks.
A bearish scenario for AAOI is that its demand will outrun its capacity into mid-2027, leading to a decline in the stock's price.

Generated by AI

Topics

Of the messages about AAOI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	5.56%	13.38%	18.31%	29.64%
Announcements	67.17%	37.9%	37.1%	16.91%
Technical Analysis	27.27%	48.35%	37.58%	30.11%
Analysts	0%	0%	3.88%	17.46%
Earnings	0%	0%	3.04%	5.77%
Controversies	0%	0.37%	0.09%	0.11%

Earnings· Aug 7

Applied Optoelectronics, Inc. ($AAOI) reported record-breaking Q2 2026 results, with revenue increasing 86% year-over-year to $191.9 million and non-GAAP net income of $5.5 million, marking a return to profitability.
The company's earnings call was highly bullish, with management guiding Q4 revenue to surpass $500 million, representing a 60% sequential growth from Q3 to Q4, and expecting demand to exceed production capacity through mid-2027.
Despite a conservative Q3 EPS outlook, the company's strong Q2 results and forward guidance have investors optimistic about the photonics sector's prospects, with many analysts and investors expecting a significant rally in the company's stock price.

Analysts· Aug 7

Analysts at Rosenblatt reiterated their Buy rating and Top Pick status for AAOI, with a maintained price target of $220, citing a very positive 2Q26 report despite capacity constraints.
Needham lowered its price target for AAOI to $190, citing soaring demand and vendor share shifts, but maintained its Buy rating, seeing multi-billion-dollar growth potential.
Raymond James lowered its price target for AAOI to $151 from $160, but kept an Outperform rating, citing strong demand and vendor share shifts, but noted capacity constraints and delayed margin timeline.

Announcements· Sep 8

AAOI shares surged 9% after a multibillion-dollar fiber infrastructure commitment from Verizon and Corning, signaling expanding AI connectivity demand.
The deal fuels a sector-wide rally in optical and photonics stocks, with fiber optic connectivity companies trading higher amid sympathy with Corning.
AAOI's vertically integrated U.S. laser-to-module business, along with its AI-driven connectivity solutions, makes it an attractive investment opportunity.

Controversies· Aug 5

Applied Optoelectronics, Inc. (AAOI) is facing a securities class action lawsuit filed by Rosen Law Firm, alleging potential wrongdoing in the company's financial practices.
Some investors express concern that the timing of the lawsuit is suspicious, suggesting that the lawyers involved may have shorted the stock before filing the lawsuit.
The company's stock price has dropped significantly (-34%) following the lawsuit, with some investors exploring potential recovery options through law firms such as Levi & Korsinsky.

Macro· Aug 24

Applied Optoelectronics, Inc. (AAOI) reported record Q2 2026 revenue of $191.9 million, up 86.4% year over year, driven by data-center revenue growth of 140.4%.
The company's GAAP net loss was $22.8 million, despite the strong revenue growth, raising questions about the sustainability of the demand.
AAOI's setup is real, with the FCC's move to ban Chinese optical transceivers from U.S. networks creating a domestic replacement opportunity, but the numbers behind the growth are more nuanced.

Technical Analysis· Sep 29

The price of $AAOI has bounced off the 50WMA after a low-volume pullback, and the next target is to flip the 50DMA to support, with a stop loss if the 50WMA is lost.
A bullish divergence has been observed on the 4-hour chart, and the price has retested the 50WMA and 0.786 fib confluence, with a potential breakout to follow.
The daily MACD is flipping bullish, and the price has broken out of a bullish divergence, with a target of $458 and +350% upside potential.

Generated by AI

Community

Of the messages about AAOI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	92.2%	91.94%	90.44%	58.51%
Newcomers	7.8%	8.06%	9.56%	41.49%

Regulars· Sep 29

The 50WMA has provided a nice bounce for $AAOI, and a flip of the 50DMA to support is expected, with a target of 72% for Wave B.
$AAOI has shipped its one-millionth 1.8 GHz HFC amplifier, and demonstrated working hardware for its next-generation product, which may be worth paying attention to despite being outside the usual datacenter story.
The 3rd wave of Wave B is expected to follow after a nice reaction off the 50WMA and 0.786 fib confluence, with a daily MACD that is flipping bullish, adding to the confluence.

Newcomers· Sep 30

The company Applied Optoelectronics, Inc. (AAOI) has shipped its one-millionth 1.8 GHz HFC amplifier and is demonstrating working hardware for its next-generation 3.0 GHz Quantum30 architecture.
The stock price of AAOI has been holding above key diagonal supports but is below the 200-day moving average, with the price currently around $100.
AAOI has shown a strong bounce in price, moving from around $93.50 to $100.67, and may continue to rally if it breaks through the $105 level.

Generated by AI

Applied Optoelectronics

Social

Sep 30

Bullish· Sep 30

Bearish· Sep 29

Earnings· Aug 7

Analysts· Aug 7

Announcements· Sep 8

Controversies· Aug 5

Macro· Aug 24

Technical Analysis· Sep 29

Regulars· Sep 29

Newcomers· Sep 30

AOI Marks 1 Millionth 1.8GHz Amplifier Shipped, Unveils New Broadband & Optical Product Demos at SCTE TechExpo 2026 – Company Announcement - FT.com

Applied Optoelectronics: The Biggest Growth Phase Starts Now (NASDAQ:AAOI)

Applied Optoelectronics Stock Slides Monday: What's Happening? - Applied Optoelectronics (NASDAQ:AAOI)

Optics Stocks Slide Despite Citi’s $11B Switching Forecast: Coherent and Applied Optoelectronics Drop 5%, Corning Falls 3%

Applied Optoelectronics (AAOI) Stock Looks Stretched As Its 13x Five Year Run Continues

Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?

Also Discussed

Applied Optoelectronics Inc

Company Information

Location

AOI Marks 1 Millionth 1.8GHz Amplifier Shipped, Unveils New Broadband & Optical Product Demos at SCTE TechExpo 2026 – Company Announcement - FT.com

Applied Optoelectronics: The Biggest Growth Phase Starts Now (NASDAQ:AAOI)

Applied Optoelectronics Stock Slides Monday: What's Happening? - Applied Optoelectronics (NASDAQ:AAOI)

Optics Stocks Slide Despite Citi’s $11B Switching Forecast: Coherent and Applied Optoelectronics Drop 5%, Corning Falls 3%

Applied Optoelectronics (AAOI) Stock Looks Stretched As Its 13x Five Year Run Continues

Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?

Also Discussed

Social

Sep 30

Bullish· Sep 30

Bearish· Sep 29

Earnings· Aug 7

Analysts· Aug 7

Announcements· Sep 8

Controversies· Aug 5

Macro· Aug 24

Technical Analysis· Sep 29

Regulars· Sep 29

Newcomers· Sep 30