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Applied Optoelectronics

95.76 USD
-9.60
9.11%
At close Updated Sep 14, 4:00 PM EDT
Pre-market
After hours
96.97
+1.21
1.26%
1 day
-9.11%
5 days
-11.65%
1 month
-36.28%
3 months
-50.01%
6 months
1.8%
Year to date
141.82%
1 year
223.95%
5 years
1,228.16%
10 years
343.33%
 

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 meet 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: 4,691

News

Positive
Neutral
Negative
Sentiment 3-Months
Positive 52.8%
Neutral 30.6%
Negative 16.7%
Positive
Zacks Investment Research
3 days ago
AAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR?
Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.
AAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR?
Neutral
ETF Trends
4 days ago
Leveraged ETFs: From Megacaps to Micro Trends
Single-stock leveraged ETFs were unusual when they first arrived in the U.S. market just four years ago. Today, it might be hard to find a stock without one.
Leveraged ETFs: From Megacaps to Micro Trends
Neutral
Zacks Investment Research
7 days ago
AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait?
Applied Optoelectronics plunges 46.3% in three months as supply constraints and a rich valuation offset surging AI-driven demand for 800G and 1.6T products.
AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait?
Positive
24/7 Wall Street
7 days ago
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.
Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?
Negative
Zacks Investment Research
10 days ago
3 AI-Related Stocks Worth a Closer Look After Pullbacks
Many AI-related stocks have seen major volatility in 2026, with several high-flying names pulling back sharply after huge runs earlier in the year.
3 AI-Related Stocks Worth a Closer Look After Pullbacks
Positive
Zacks Investment Research
13 days ago
3 Lesser Discussed Stocks That Offer Meaningful AI Exposure
When investors think about artificial intelligence, NVIDIA usually steals the spotlight. But the AI boom extends far beyond GPUs, creating opportunities across data preparation, networking, and infrastructure.
3 Lesser Discussed Stocks That Offer Meaningful AI Exposure
Negative
24/7 Wall Street
17 days ago
Optics Stocks Slide as AI Hardware Trade Cools: Applied Optoelectronics and Lumentum Fall 6%, Coherent Drops 5%
The AI optical connectivity trade is cooling this Friday afternoon, with the same names that led August higher pulling back in unison.
Optics Stocks Slide as AI Hardware Trade Cools: Applied Optoelectronics and Lumentum Fall 6%, Coherent Drops 5%
Positive
Zacks Investment Research
19 days ago
ASML or AAOI: Which Tech Stock Is Better-Placed at Present?
ASML's stronger price performance, favorable valuation and rising earnings estimates give it the edge over AAOI in this tech-stock faceoff.
ASML or AAOI: Which Tech Stock Is Better-Placed at Present?
Positive
Zacks Investment Research
20 days ago
AAOI Benefits From Strong 800G Demand: Can It Beat LITE & COHR?
Applied Optoelectronics 800G revenues surge more than tenfold year over year as demand outpaces supply and capacity expansion targets further growth through mid-2027.
AAOI Benefits From Strong 800G Demand: Can It Beat LITE & COHR?
Positive
Seeking Alpha
20 days ago
Applied Optoelectronics: Investors Are Over-Discounting Growth Prospects
Applied Optoelectronics is positioned to benefit from the data center industry's shift to high-bandwidth optical transceivers, driven by AI infrastructure demand. I initiate AAOI with a 'Strong Buy' rating, citing robust demand, aggressive capacity expansion, and a roadmap aligned with 800G/1.6T/3.2T industry transitions. AAOI's valuation is compelling, with price-to-sales multiples compressing rapidly as revenue ramps, though heavy dilution from equity issuance is a key risk.
Applied Optoelectronics: Investors Are Over-Discounting Growth Prospects
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