Applied Optoelectronics

AAOI

Market cap $8.22B

SUGAR LAND, Texas, July 16, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power AI, today announced that it will release financial results for its second quarter ended June 30, 2026, on Thursday, August 6, 2026.

Applied Optoelectronics expands its Texas campus to scale 800G and 1.6T transceiver output as hyperscale AI demand outpaces capacity through mid-2027.

Applied Optoelectronics is seeing strong AI data center demand, but MaxLinear's broader product momentum, hyperscaler adoption, and earnings consistency give it an edge.

Shares of Applied Optoelectronics (NASDAQ:AAOI) are sliding Wednesday afternoon, down 12% to $110 and change, as investors pull back from the highest-beta corners of the AI optics trade.

The first 2X short ETFs on Applied Optoelectronics and Oracle are now available Funds represent first-to-market inverse strategies on Applied Optoelectronics and Oracle Corporation NEW YORK, July 15, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched two new leveraged ETFs on the stocks of Applied Optoelectronics and Oracle Corporation. The Cboe-listed funds seek to deliver two times short (-200%) the daily performance of their underlying target stocks.

Shares of Applied Optoelectronics (NASDAQ:AAOI) jumped 6% to $119.10 in early trading Tuesday, rebounding from a rough Monday session on fresh news of a major Texas manufacturing expansion.

Applied Optoelectronics (AAOI) offers an asymmetric entry point after a sharp post-earnings correction, with shares now trading at attractive valuations. Despite a Q1 revenue miss and ambiguous capex guidance, AAOI raised its CY26 revenue outlook by 10% to $1.1B, now implying 141% growth. Forward multiples have compressed to 8.4x CY26 sales, while gross margins are guided to expand by 1000 bps to ~40%, supporting a bullish risk/reward.

SUGAR LAND, Texas, July 14, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced it has begun construction on its two adjacent properties in Pearland, Texas, adding nearly 400,000 square feet of manufacturing capacity. The buildout of these properties, located at 14621 Kirby Drive and 11555 N.

Despite the AI bottleneck trade selling off in July, the S&P 500 refused to break. During this time, I added into 5 of my existing positions in the portfolio. I added to Meta (META), making it an 8% portfolio position, leveraging new AI cloud initiatives, model released and strong price action, with 24% upside to Wall Street targets. I also increased my stake in Mercado Libre (MELI) 6.5% allocation, capitalizing on accelerating revenue and attractive risk-reward, despite recent margin pressures and EPS misses.

AI optical market TAM is projected to grow at 35-40% CAGR over the next two years, driven by rapid adoption in AI data centers. Lumentum, Applied Optoelectronics, and Marvell Technologies are well-positioned AI optical stocks with attractive valuations and robust growth prospects. Lumentum and Applied Optoelectronics offer compelling forward revenue multiples (6x and 9x, respectively), with accelerating revenues and margin expansion supporting bullish outlooks.