AAOI icon

Applied Optoelectronics

15.47 USD
-1.45
8.57%
At close Jun 13, 4:00 PM EDT
After hours
15.52
+0.05
0.32%
1 day
-8.57%
5 days
-10.32%
1 month
-23.76%
3 months
-2.52%
6 months
-57.53%
Year to date
-56.54%
1 year
53.32%
5 years
71.32%
10 years
-18.79%
 

About: Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to complete turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.

Employees: 3,309

0
Funds holding %
of 7,296 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

58% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 38

7% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $25.7M

2.18% less ownership

Funds ownership: 64.08% [Q4 2024] → 61.9% (-2.18%) [Q1 2025]

5% less funds holding

Funds holding: 155 [Q4 2024] → 147 (-8) [Q1 2025]

18% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 39

58% less capital invested

Capital invested by funds: $1.13B [Q4 2024] → $478M (-$654M) [Q1 2025]

100% less funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 0 (-2) [Q1 2025]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$18
16%
upside
Avg. target
$24
55%
upside
High target
$30
94%
upside

2 analyst ratings

positive
100%
neutral
0%
negative
0%
Raymond James
Simon Leopold
16%upside
$18
Outperform
Maintained
9 May 2025
Rosenblatt
Mike Genovese
94%upside
$30
Buy
Maintained
22 Apr 2025

Financial journalist opinion

Based on 3 articles about AAOI published over the past 30 days

Positive
The Motley Fool
2 days ago
Why Applied Optoelectronics Stock Is Soaring Today
Shares of Applied Optoelectronics (AAOI 3.77%) are soaring today, up 7% as of 12:51 p.m. ET. The move comes as the S&P 500 and Nasdaq Composite were relatively flat.
Why Applied Optoelectronics Stock Is Soaring Today
Positive
Benzinga
3 days ago
What's Going On With Applied Optoelectronics Stock?
Applied Optoelectronics, Inc. AAOI shares climbed in Wednesday's extended trading after the company announced its first volume shipment of high-speed data center transceivers to a major hyperscale data center customer.
What's Going On With Applied Optoelectronics Stock?
Neutral
GlobeNewsWire
3 days ago
Applied Optoelectronics Announces First Volume Shipment of Data Center Transceivers to Recently Engaged Major Hyperscale Customer
SUGAR LAND, Texas, June 11, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (“AOI”) (Nasdaq: AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced the first volume shipment of high-speed data center transceivers to a recently re-engaged major hyperscale data center customer.
Applied Optoelectronics Announces First Volume Shipment of Data Center Transceivers to Recently Engaged Major Hyperscale Customer
Positive
Seeking Alpha
1 month ago
Applied Optoelectronics Reports Improved Q1 2025 Financial Performance As It Ramps Up Production
AAOI recently reported improved Q1-2025 financial results, with elevated revenue and higher profit margins. The company foresees increased demand for its products in the data center and CATV markets. AAOI has increased its US and Asian manufacturing capabilities to keep up with demand.
Applied Optoelectronics Reports Improved Q1 2025 Financial Performance As It Ramps Up Production
Neutral
The Motley Fool
1 month ago
Applied Optoelectronics Stock Soared on Monday
Investors see-sawed in their sentiment on Applied Optoelectronics (AAOI 23.93%) stock these past two trading days. The optical communications products specialist's shares were down 0.6% Friday, following the publication of its latest quarterly earnings report the day before, but soared 24% on Monday.
Applied Optoelectronics Stock Soared on Monday
Neutral
GlobeNewsWire
1 month ago
Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan
SUGAR LAND, Texas, May 12, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced that the Compensation Committee of its Board of Directors granted inducement awards for 11,860 shares of common stock to 5 new employees, with a grant date of May 9, 2025, pursuant to the Applied Optoelectronics, Inc. 2023 Equity Inducement Plan (the “Inducement Plan”).
Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan
Neutral
Seeking Alpha
1 month ago
Applied Optoelectronics, Inc. (AAOI) Q1 2025 Earnings Call Transcript
Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q1 2025 Results Conference Call May 8, 2025 4:30 PM ET Company Participants Lindsay Savarese - Investor Relations Thompson Lin - Founder, Chairman and Chief Executive Officer Stefan Murry - Chief Financial Officer and Chief Strategy Officer Conference Call Participants Simon Leopold - Raymond James Michael Genovese - Rosenblatt Securities Tim Savageaux - Northland Capital Markets Dave Kang - B. Riley Securities Operator Good afternoon.
Applied Optoelectronics, Inc. (AAOI) Q1 2025 Earnings Call Transcript
Negative
Zacks Investment Research
1 month ago
Applied Optoelectronics (AAOI) Reports Q1 Loss, Tops Revenue Estimates
Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to loss of $0.31 per share a year ago.
Applied Optoelectronics (AAOI) Reports Q1 Loss, Tops Revenue Estimates
Neutral
GlobeNewsWire
1 month ago
Applied Optoelectronics Reports First Quarter 2025 Results
SUGAR LAND, Texas, May 08, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced financial results for its first quarter ended March 31, 2025.
Applied Optoelectronics Reports First Quarter 2025 Results
Neutral
GlobeNewsWire
1 month ago
Applied Optoelectronics Announces Date of First Quarter 2025 Financial Results Conference Call
SUGAR LAND, Texas, April 17, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced that it will release financial results for its first quarter ended March 31, 2025, on Thursday, May 8, 2025.
Applied Optoelectronics Announces Date of First Quarter 2025 Financial Results Conference Call
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