Optics Stocks Slide as AI Hardware Trade Cools: Applied Optoelectronics and Lumentum Fall 6%, Coherent Drops 5%
The AI optical connectivity trade is cooling this Friday afternoon, with the same names that led August higher pulling back in unison.
AAOI - Applied Optoelectronics, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$184.00
DETAILS
HIGH:
$190.00
LOW:
$178.00
MEDIAN:
$184.00
CONSENSUS:
$184.00
UPSIDE:
73.21%
Stock News
ASML or AAOI: Which Tech Stock Is Better-Placed at Present?
ASML's stronger price performance, favorable valuation and rising earnings estimates give it the edge over AAOI in this tech-stock faceoff.
AAOI Benefits From Strong 800G Demand: Can It Beat LITE & COHR?
Applied Optoelectronics 800G revenues surge more than tenfold year over year as demand outpaces supply and capacity expansion targets further growth through mid-2027.
Applied Optoelectronics: Investors Are Over-Discounting Growth Prospects
Applied Optoelectronics is positioned to benefit from the data center industry's shift to high-bandwidth optical transceivers, driven by AI infrastructure demand. I initiate AAOI with a 'Strong Buy' rating, citing robust demand, aggressive capacity expansion, and a roadmap aligned with 800G/1.6T/3.2T industry transitions. AAOI's valuation is compelling, with price-to-sales multiples compressing rapidly as revenue ramps, though heavy dilution from equity issuance is a key risk.
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday
It's aiming to reap as much as $600 million. This isn't its first time at this particular rodeo, however.
Dow Rebounds as Tech Weakness Offsets Falling Bond Yields
Stocks are mixed at midday as the Dow and Nasdaq trade in opposite directions
Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5%
Applied Optoelectronics (NASDAQ:AAOI) stock is down 12% to $109.94 early Monday after the company disclosed a plan to raise $600 million through an at-the-market equity offering.
Applied Optoelectronics, SanDisk, Seagate And Other Big Stocks Moving Lower In Monday's Pre-Market Session
U.S. stock futures were mixed this morning, with the Nasdaq 100 futures falling over 100 points on Monday.
Deutsche Bank AG Purchases New Stake in Applied Optoelectronics, Inc. $AAOI
Deutsche Bank AG bought a new stake in Applied Optoelectronics, Inc. (NASDAQ: AAOI) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 50,726 shares of the semiconductor company's stock, valued at approximately $7,516,000. Deutsche Bank AG owned 0.06%
A Single Meta Data Center Will Require “8 Million Miles of Fiber.” These Stocks Are Cashing In On the 802 Data Centers Currently Under Construction
The most vivid number in the AI infrastructure buildout is a length of glass. Dr.
Applied Optoelectronics: Why The Recent Weakness Looks Like An Opportunity
I reiterate Applied Optoelectronics as a Buy with a revised $228 price target, reflecting 87% upside from the current price of $122. Q2 2026 results confirmed a rapid revenue ramp, with 800G and 1.6T product cycles driving significant upside to previous growth assumptions. Management now expects Q4 2026 total revenue to exceed $500 million, implying a 2027 annualized run rate above $2 billion.
AAOI vs. Lumentum: Which Optical Networking Stock Is the Better Buy?
Applied Optoelectronics and Lumentum both benefit from AI-driven optical networking demand, but the latter's stronger growth and rising estimates give it the edge.
Bank of America Corp DE Has $20.38 Million Position in Applied Optoelectronics, Inc. $AAOI
Bank of America Corp DE decreased its holdings in Applied Optoelectronics, Inc. (NASDAQ: AAOI) by 26.1% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 240,886 shares of the semiconductor company's stock after selling 84,956 shares during the quarter. Bank of America
Applied Optoelectronics, Inc. (AAOI) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript
Applied Optoelectronics, Inc. (AAOI) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript
Applied Optoelectronics Bets on U.S. Laser Capacity to Capture AI Data Center Demand
Applied Optoelectronics NASDAQ: AAOI is positioning its laser manufacturing and automated U.S.-based production capabilities as key differentiators as data-center customers expand AI infrastructure, according to Chief Financial Officer and Chief Strategy Officer Stefan Murry at the Rosenblatt Age of AI Tech Summit.
Applied Optoelectronics Inc (AAOI) Stock Up 3.1% but GF Value Says Overvalued -- GF Score: 59/100
On August 17, 2026, Applied Optoelectronics Inc (AAOI) shares rose 3.1% to a current price of $154.89, within a 52-week range of $18.50 to $233.67. This sharp i
Applied Optoelectronics: 170% Growth At Just 4x Sales Is Too Cheap To Ignore
Applied Optoelectronics targets over 170% y/y revenue growth in 2027, driven by surging demand for high-speed optical transceivers. AAOI expects 2026 revenue around $1.1 billion, with 800G and 1.6T products exceeding production capacity into mid-2027. Despite rapid profitability improvement and trading at 4x next year's sales, AAOI faces significant dilution risk due to heavy capex needs.
The Optical Shift: Why AAOI is Built for the AI Boom
As traditional copper infrastructure gives way to high-speed optical transceivers, AAOI's vertical integration, expanding profit margins, and multi-year deals position it to capitalize on the AI boom.
AAOI Rides on Datacenter & CATV Growth: Can It Beat LITE and COHR?
Applied Optoelectronics' datacenter and CATV growth, manufacturing expansion, and product innovation are fueling momentum against LITE and COHR.
Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week
Optics stocks are climbing through Friday's midday session, and the character of the move matters.
Price Targets
Applied Optoelectronics (AAOI) PT Raised to $178 at Raymond James
$178.00
(was $132.81)
Simon Leopold
·
Raymond James
Applied Optoelectronics price target lowered to $151 from $160 at Raymond James
$151.00
(was $136.48)
Raymond James
Applied Optoelectronics (AAOI) PT Lowered to $190 at Needham
$190.00
(was $124.22)
Ryan Koontx
·
Needham
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