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Applied Optoelectronics, Inc. (AAOI)
$146.34+10.65 (+7.85%)
Market OpenUpdated 2:09 PM EDT
Applied Optoelectronics, Inc.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
Applied Optoelectronics, Inc. in the Technology sector is trading at $146.34 with a market capitalization of $15.2B. Wall Street consensus targets $151.30 (5 analysts), implying a +3.4% move over the next 12 months. The stock is currently 37% below its 52-week high of $233.67, remaining 81.6% above its 200-day moving average. On fundamentals, Piotroski 5/9 shows mixed financial quality, Altman Z in the safe zone. The Whystock Score of 100/100 reflects bullish alignment across trend, valuation and analyst targets.
Ecosystem Influences
Sell-side consensus broadly in line with current price
Long-term trend bullish (price vs 200-day SMA)
Oversold momentum (RSI 34) — potential for technical mean-reversion
Quarterly Financials
| Metric (USD) | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Total Revenue | $151.14M↑ | $134.27M↑ | $118.63M↑ | $102.95M↑ | $99.86M |
| Gross Profit | $43.92M↑ | $41.94M↑ | $33.26M↑ | $31.16M↑ | $30.54M |
| Operating Income | -$12.88M↓ | -$11.35M↑ | -$14.97M↓ | -$14.66M↓ | -$8.76M |
| Net Income | -$14.28M↓ | -$2.02M↑ | -$17.94M↓ | -$9.10M↑ | -$9.17M |
Peer Comparison
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Fundamentals
Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, trans...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$15.22B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
-
Beta
High-beta play. Expect amplified moves vs. the broad market.
3.76
Div Yield
Low to zero yield. Return is entirely dependent on price appreciation.
0.00%
ROE
Average efficiency. Growth may require heavy reinvestment.
-3.92%
Volume
Today's trading volume
7.07M
Recent News
Applied Optoelectronics (AAOI) Stock After Recent Pullback And Conflicting Valuation Signals
If you are wondering whether Applied Optoelectronics at around US$138.54 still represents value or has already run too far, this article will walk through the key valuation angles to help you frame that question. The stock has pulled back recently, with the share price down 14.4% over the past week and 22.0% over the past month, even after very strong gains of 249.8% year to date and 398.9% over the last year, as well as a very large 3 year and 5 year return. Recent coverage has focused on...
Applied Optoelectronics (AAOI) Lands Mediacom DOCSIS 4.0 Role And Expands AI Capacity
Applied Optoelectronics (NasdaqGM:AAOI) is supplying key optical networking technology for Mediacom's nationwide DOCSIS 4.0 broadband upgrades in the United States. The company is expanding manufacturing capacity through a partnership with ClassOne Technology to support rising optical demand from AI datacenter customers. These developments highlight Applied Optoelectronics' involvement in large scale broadband projects and its preparation for increased AI related network workloads. Applied...
Applied Optoelectronics (AAOI) Rallied on Robust Results and Winning Major Orders
Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the quarter as the market favored value stocks over growth. The Russell 2000 Growth Index fell 2.82% in the quarter, […]
Why Applied Optoelectronics’ (AAOI) Mediacom Work Points to Broader Bandwidth Upgrade Demand
Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the Best Fiber Optics Stocks to Buy for the AI Data Center Boom. On May 12, 2026, the company said it was working with Mediacom to accelerate DOCSIS 4.0 network upgrades and the expansion of fiber and coax infrastructure across the cable operator’s footprint. The project is not […]
Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR) stock is off 9% to $387, while Lumentum (NASDAQ:LITE) stock has slipped 8% to around $825. The selloff is sharp, but it arrives without a fresh company-specific catalyst from Applied ... Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?