AAOI icon

Applied Optoelectronics

28.63 USD
-0.79
2.69%
At close Jul 18, 4:00 PM EDT
After hours
28.34
-0.29
1.01%
1 day
-2.69%
5 days
1.38%
1 month
44.82%
3 months
184.88%
6 months
-5.04%
Year to date
-19.58%
1 year
175.29%
5 years
138.19%
10 years
54.09%
 

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 7,321 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
37%
downside
Avg. target
$24
16%
downside
High target
$30
5%
upside

2 analyst ratings

positive
100%
neutral
0%
negative
0%
Rosenblatt
Mike Genovese
5%upside
$30
Buy
Maintained
26 Jun 2025
Raymond James
Simon Leopold
37%downside
$18
Outperform
Maintained
9 May 2025

Financial journalist opinion

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

Neutral
GlobeNewsWire
2 days ago
Applied Optoelectronics Announces Date of Second Quarter 2025 Financial Results Conference Call
SUGAR LAND, Texas, July 17, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced that it will release financial results for its second quarter ended June 30, 2025, on Thursday, August 7, 2025.
Applied Optoelectronics Announces Date of Second Quarter 2025 Financial Results Conference Call
Positive
The Motley Fool
3 weeks ago
Why Investors Were Piling Into Applied Optoelectronics Stock This Week
Applied Optoelectronics (AAOI 5.87%) stock was the beneficiary of an analyst's price target raise over the course of the week, so it was little wonder the shares were doing well. According to data compiled by S&P Global Market Intelligence, they were trading more than 18% higher week to date as of very early Friday morning.
Why Investors Were Piling Into Applied Optoelectronics Stock This Week
Positive
The Motley Fool
4 weeks ago
Why Applied Optoelectronics Stock Skyrocketed Today
Applied Optoelectronics (AAOI 18.61%) stock soared higher again in Friday's trading. The tech specialist's share price rose 18.6% in the daily session despite a 0.2% decline for the S&P 500 (^GSPC -0.22%) and a 0.5% fall for the Nasdaq Composite (^IXIC -0.51%).
Why Applied Optoelectronics Stock Skyrocketed Today
Positive
Zacks Investment Research
1 month ago
Applied Optoelectronics (AAOI) Moves 17.8% Higher: Will This Strength Last?
Applied Optoelectronics (AAOI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Applied Optoelectronics (AAOI) Moves 17.8% Higher: Will This Strength Last?
Positive
The Motley Fool
1 month 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
1 month 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
1 month 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
2 months 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
2 months 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
2 months 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
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