Applied Opt (AAOI)

Currency in USD
113.280
-0.480(-0.42%)
Closed·
112.500-0.780(-0.69%)
·
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Fair Value
Day's Range
111.310118.895
52 wk Range
18.500233.670
Key Statistics
Prev. Close
113.76
Open
117.03
Day's Range
111.31-118.895
52 wk Range
18.5-233.67
Volume
5.88M
Average Volume (3m)
12.01M
1-Year Change
371.0187%
Book Value / Share
20.79
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
163.400
Upside
+44.24%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Applied Opt News & Analysis

Show more

Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 163.400
(+44.24% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Raymond James
Buy178.00+57.13%151.00MaintainAug 11, 2026
Rosenblatt
Buy220.00+94.21%-MaintainAug 07, 2026
Needham
Buy190.00+67.73%220.00MaintainAug 07, 2026
Raymond James
Buy160.00+41.24%-MaintainJun 10, 2026
B.Riley
Hold129.00+13.88%54.00MaintainMay 08, 2026

Applied Opt Earnings Call Summary for Q2/2026

  • Applied Optoelectronics posted Q2 revenue of $191.9M, up 86% YoY, with adjusted EPS of $0.06 beating consensus of $0.02 despite shares falling 3.6%.
  • Company guided Q3 revenue to $255M-$290M and reaffirmed 2026 full-year revenue target of $1.1B, representing 137% annual growth.
  • Management cited production capacity constraints as primary revenue limiter, with demand for 800G and 1.6 terabit products exceeding current output capabilities.
  • Capital expenditures reached $565.5M as firm expands Texas manufacturing to maintain position as largest U.S. optical transceiver maker for AI infrastructure.
  • Supply chain bottlenecks in lasers and DSPs persist; customer concentration and $1.9M tariff impact present near-term risks to profitability targets.
Last Updated: 08/07/2026, 05:46 AM
Read Full Transcript

Earnings

Latest Release
Aug 06, 2026
EPS / Forecast
0.06 / 0.02
Revenue / Forecast
191.9M / 190.48M
EPS Revisions
Last 90 days

AAOI Income Statement

Compare AAOI to Peers and Sector

Metrics to compare
AAOI
Peers
Sector
Relationship
P/E Ratio
−168.2x−6.0x12.3x
PEG Ratio
−2.250.030.01
Price/Book
5.8x2.7x2.4x
Price / LTM Sales
16.1x1.3x2.2x
Upside (Analyst Target)
56.5%99.9%34.6%
Fair Value Upside
Unlock19.1%5.4%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
21.73M25.70%2.47B
Other Institutional Investors
31.91M37.73%3.63B
Public Companies & Retail Investors
30.93M36.57%3.52B
Total
84.57M100.00%9.62B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.7.63%6,450,270733,783
Vanguard Capital Management, LLC4.55%3,851,923438,195

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FAQ

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

The Applied Opt stock price today is 113.280 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 9.670B USD.

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

The Applied Opt EPS (TTM) is -0.788.

When Is the Next Applied Opt Earnings Date?

Applied Opt will release its next earnings report on Nov 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 Sell.

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 Aug 27, 2026, Applied Opt (AAOI) is trading at a price of 113.280 USD, with a previous close of 113.760 USD. The stock has fluctuated within a day range of 111.310 USD to 118.895 USD, while its 52-week range spans from 18.500 USD to 233.670 USD.

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

The average 12-month price target for Applied Opt is 163.400 USD, with a high estimate of 220 USD and a low estimate of 109 USD. 3 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +44.24% Upside potential.

What Is the AAOI Premarket Price?

AAOI's last pre-market stock price is 116.896 USD. The pre-market share volume is 451,620.000, and the stock has decreased by 3.136, or 2.760%.

What Is the AAOI After Hours Price?

AAOI's last after hours stock price is 112.500 USD, the stock has decreased by -0.780, or -0.690%.
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