AAOI - Applied Optoelectronics, Inc.
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.
You saw the chart. Applied Optoelectronics (NASDAQ:AAOI) went vertical this year, and your feed will not shut up about it.
Applied Optoelectronics rides on surging 800G transceiver demand, expanding capacity and targeting major revenue growth as AI infrastructure needs accelerate through 2027.
Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.
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AAOI's CATV momentum and AI-driven datacenter demand are fueling strong revenue growth, with management expecting gains through 2026.
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.
KALISPELL, Mont., June 23, 2026 (GLOBE NEWSWIRE) -- ClassOne Technology, a leading global provider of advanced electroplating and wet processing tools for microelectronics manufacturing, today announced record follow-on orders from Applied Optoelectronics, Inc. (NASDAQ: AAOI) for multiple Solstice® S8 advanced single-wafer wet processing systems to support the company's expanding production of optical devices in Houston.
AAOI stands out over NVTS owing to a favorable valuation picture and the absence of near-term revenue pressure amid AI infrastructure demand.
Applied Optoelectronics Inc. (NASDAQ:AAOI) shares are trading flat on Wednesday as the market continues to digest a momentum-heavy "AI datacenter plumbing" trade in optical connectivity. Here's what investors need to know.
Applied Optoelectronics Inc. (NASDAQ:AAOI) shares are up over 9% on Monday as traders keep leaning into the AI datacenter "plumbing" narrative around optical connectivity and the idea that copper becomes a bottleneck at scale, even as the connectivity layer stays in focus. The move is also landing in a risk-on premarket tape, with the Nasdaq-100 up 2.07% and the S&P 500 up 1.25%.
Applied Optoelectronics shares have fallen to around $160 from a $233 peak despite no meaningful deterioration in core fundamentals. Management targets 800G/1.6T capacity growth from 100,000 units monthly to 930,000 units by mid-FY27. Vertical integration and in-house InP laser production reduce supply-chain constraints amid industry-wide laser shortages.
Applied Optoelectronics remains a buy as AI-driven demand for optical/photonics solutions far exceeds current supply. Growth is constrained by capacity, not demand, with major hyperscaler orders and significant manufacturing expansions underway to unlock further upside. Q2 guidance signals an 83% YoY revenue growth rate and an around breakeven EPS, despite ongoing gross margin softness.
Applied Optoelectronics is seeing rebound trading Wednesday despite bearish momentum for the broader market. The stock is rising as investors reassess opportunities in optical networking plays.
Applied Optoelectronics AAOI is trading at a premium, meaning investors are willing to pay more for the stock. Based on a forward 12-month Price/Sales (P/S), AAOI trades at 8.71x, compared with the Zacks Computer and Technology sector's 6.62x.
Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself.
Applied Optoelectronics Inc (NASDAQ:AAOI) shares are up during Wednesday morning as traders lean into the AI data-center plumbing narrative around optical connectivity, even with major index ETFs pointing lower in early trading. Here's what investors need to know.