AAOI Soared 251%, But PSI Quietly Doubled Your Money Too
You saw the chart. Applied Optoelectronics (NASDAQ:AAOI) went vertical this year, and your feed will not shut up about it.
AAOI - Applied Optoelectronics, Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$160.00
DETAILS
HIGH:
$160.00
LOW:
$160.00
MEDIAN:
$160.00
CONSENSUS:
$160.00
UPSIDE:
33.42%
Stock News
AAOI Benefits From Strong 800G Transceivers Demand: More Upside Ahead?
Applied Optoelectronics rides on surging 800G transceiver demand, expanding capacity and targeting major revenue growth as AI infrastructure needs accelerate through 2027.
AAOI Surges 247% YTD: Should You Buy, Sell, or Hold the Stock?
Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.
Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset
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.
Bullish Options Setup Emerges for Applied Optoelectronics
Subscribers to Schaeffer's Weekend Trader options recommendation service received this AAOI commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
AAOI Rides on Datacenter and CATV Businesses: More Growth Ahead?
AAOI's CATV momentum and AI-driven datacenter demand are fueling strong revenue growth, with management expecting gains through 2026.
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.
ClassOne Technology Secures Record Solstice® S8 Orders from Applied Optoelectronics, Highlighting Rapid Scale-up of Photonics for AI Datacenters
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 or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
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 Stock Pauses Wednesday: What's Going On?
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 Shares Are Climbing Monday: What's Driving The Action?
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: The Laser Bottleneck Winner
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: An Optical Supercycle Is Here
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.
Why Applied Optoelectronics Stock Is Rising Today
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.
Is AAOI Stock Worth Betting on at a Premium or Should Investors Wait?
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.
Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom
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 Shares Are Climbing Wednesday: What's Driving The Move?
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.
Spectrum Deploys AOI's Intelligent Network Management Software Across Its Connected 1.8GHz Amplifier Footprint
SUGAR LAND, Texas, June 10, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced it is providing Spectrum with its QuantumLink™ remote management software to serve as the control system for all connected 1.8GHz amplifiers across Spectrum's footprint. AOI's expanding relationship with Spectrum reflects the growing convergence of hardware and software within modern broadband networks.
Why I'm Buying The AAOI Dip
Nvidia reaffirmed pluggable optics through 2027, extending demand visibility for AAOI's 800G and 1.6T transceivers. AAOI disclosed over $324 million of hyperscaler orders and expects 2026 revenue to exceed $1.1 billion. Management stated demand exceeds manufacturing capacity through mid-2027, making production expansion the primary growth constraint.
Buy The Dip? Not So Fast.
When the Nasdaq shed more than 1,100 points on Friday — its worst single-day drop in over a year — the instinct for retail traders was to buy the dip.
Price Targets
Applied Optoelectronics price target raised to $160 from $72.50 at Raymond James
$160.00
(was $150.73)
Raymond James
Applied Optoelectronics price target raised to $45 from $35 at Northland
$45.00
(was $34.85)
Tim Savageaux
·
Northland Securities
Applied Optoelectronics price target raised to $43 from $38 at Needham
$43.00
(was $34.67)
Needham
Applied Optoelectronics (AAOI) PT Raised to $50 at Rosenblatt
$50.00
(was $34.71)
Mike Genovese
·
Rosenblatt Securities
Applied Optoelectronics price target raised to $35 from $30 at Northland
$35.00
(was $22.47)
Northland Securities
Applied Optoelectronics price target lowered to $30 from $50 at Northland
$30.00
(was $21.59)
Tim Savageaux
·
Northland Securities
Applied Optoelectronics price target raised to $25 from $18 at Raymond James
$25.00
(was $22.45)
Simon Leopold
·
Raymond James
Raymond James Upgrades Applied Optoelectronics (AAOI) to Outperform
$17.00
(was $12.29)
Simon Leopold
·
Raymond James
Northland Reiterates Outperform Rating on Applied Optoelectronics (AAOI)
$18.00
(was $11.23)
Tim Savageaux
·
Northland Securities
Applied Optoelectronics Set For Explosive Growth In AI Optical Tech By 2025, Says Bullish Analyst
$23.00
(was $17.62)
Mike Genovese
·
Rosenblatt Securities
B.Riley Upgrades Applied Optoelectronics (AAOI) to Buy, 'Based on Improving Demand and Margins'
$11.50
(was $6.59)
Dave Kang
·
B.Riley Financial
Northland Capital Markets Maintains Outperform on Applied Optoelectronics, Raises Price Target to $7.5
$7.50
(was $3.56)
Northland Securities