Applied Optoelectronics

AAOI

Market cap $1.99B

Analysts expect Applied Optoelectronics' revenue to spike 666% by 2027 on data center and AI demand, as well as deals with Amazon and Charter.

SUGAR LAND, Texas, Oct. 16, 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 third quarter ended September 30, 2025, on Thursday, November 6, 2025.

Sandisk (SNDK) and Carvana (CVNA) have been high-flying throughout the year, with @ProsperTradingAcademy's Mike Shorr highlighting what makes them worth watching. He rounds out the Big 3 with another stock he sees standing as an undervalued play: Applied Optoelectronics (AAOI).

AOI will highlight its 100G VCSEL technology with demonstration of an 800G OSFP 2xSR4 multimode optical transceiver at ECOC 2025 in Copenhagen, Denmark.

On Sept. 9, one of the world's biggest tech stocks, Oracle NYSE: ORCL, provided key information that blew investors away. Shares closed up by 36% on Sept.

AOI adds four new QuantumLink™ software modules, boosting visibility, predictive diagnostics, and automated controls to optimize HFC network performance.

Applied Optoelectronics reported weaker-than-expected second quarter results with elevated operating expenses and record cash outflows. The company continues to build capacity for its high-speed transceiver offerings, with production expected to ramp up over the next couple of quarters. In combination with projected strength in CATV demand, 2026 is expected to represent an inflection point for the company's business.

I know, I know. Applied Optoelectronics (AAOI 6.59%) isn't exactly down in the dumps.

Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Chih-Hsiang Lin - Founder, Chairman, President & CEO Lindsay Grant Savarese - Corporate Participant Investor Relations - Corporate Participant Stefan J. Murry - CFO & Chief Strategy Officer Conference Call Participants Ku Kang - B.

Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to a loss of $0.28 per share a year ago.