AAOI Applied Optoelectronics, Inc.

Mentions (63)

• 4chan /biz/biz·12h ago·Neutral

  >AAOI

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• News (RSS)investing·21h ago·Neutral

  Applied Optoelectronics completes $600M at-the-market equity offering

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• Newsprnewswire.com·1d ago·Negative

  …lectronics Announces Completion of Previously Announced At the Market Offering SUGAR LAND, Texas, Oct. 5, 2026 /PRNewswire/ -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power AI, today announced that it has completed its previously disclosed $600 million "at-the-market" equity offering program (the "ATM Program"). AOI disclosed on August 21, 2026 that it filed a prospectus supplement with the U.S. Securities and …

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• News247wallst.com·3d ago·Positive

  Applied Optoelectronics Is Unstoppable: Up 8% Today and 231% This Year, Is AAOI Stock Too Hot to Handle Now? The optics trade is running hot again. Applied Optoelectronics (NASDAQ:AAOI) stock is leading it as buying spreads across the companies building high-speed connections for artificial intelligence data centers.

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• 4chan /biz/biz·4d ago·Neutral

  >>62744452 But I was right, and I netted myself £500 in the space of 4 days that I wouldn't have had otherwise. I'm not 100% sold on AAOI's fundamentals and their long term prospects are massively dependent on management being able to scale up their operations. But that doesn't really matter when you have a short time horizon, price action does.

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• 4chan /biz/biz·4d ago·Neutral

  >>62744425 That's always a risk, just like with any investment. But basically just by reading the charts you can get a sense of when a stock is cheap, and how likely it is to go higher. Like with AAOI - the 3 month low was actually at $76. But that was on the back of the whole Korea deleveraging event. Since then it has traded pretty consistently at lows of around $90 but frequently going above $102, so it seemed pretty safe.

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• 4chan /biz/biz·4d ago·Negative

  >>62744353 It varies. I've got a whole bunch of stocks on my watchlist. When I spot one that's dropped an acceptable amount I'll drop anywhere from 3-5k on it and then just wait for it to go up. I've recently done this with AAOI, got in on Monday at $95, sold today at $104. Going to repeat the same play with ONDS, got in today at $7.23, will sell when it goes back to $8ish.

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• News247wallst.com·4d ago·Positive

  Applied Optoelectronics Is Up 205% This Year. Is It Too Late to Buy AAOI Stock Now? Few hardware names have kept pace with Applied Optoelectronics (NASDAQ:AAOI) stock this year.

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• News (RSS)seekingalpha·5d ago·Neutral

  Applied Optoelectronics: The Biggest Test Is Still Ahead

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• 4chan /biz/biz·5d ago·Neutral

  Could've sold AAOI yesterday for an easy 8% gain in 24hrs. But I held and now it's heading right back down to my average.

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• Newsseekingalpha.com·5d ago·Neutral

  Applied Optoelectronics: The Biggest Test Is Still Ahead Applied Optoelectronics revenue jumped 86% to $191.9 million, while data center revenue surged 140% as the 800G ramp accelerated. Management targets 650,000 monthly, 800G, and 1.6T capacity by year-end, with demand exceeding supply into mid-2027. The 1.6T ramp could contribute $70 million to $80 million in Q4, potentially doubling sequentially during Q1 2027.

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• Newsprnewswire.com·7d ago·Neutral

  AOI Marks 1 Millionth 1.8GHz Amplifier Shipped, Unveils New Broadband & Optical Product Demos at SCTE TechExpo 2026 ATLANTA, Sept. 29, 2026 /PRNewswire/ -- SCTE TECHEXPO— AOI (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today unveiled the demonstrations, new product arrivals, milestone celebrations, and speaker activity it brings to the SCTE TechExpo 2026 in Atlanta, September 29 – October 2.

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• News (RSS)seekingalpha·7d ago·Neutral

  Applied Optoelectronics: The Biggest Growth Phase Starts Now

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• Newsseekingalpha.com·7d ago·Neutral

  Applied Optoelectronics: The Biggest Growth Phase Starts Now Applied Optoelectronics expects roughly $1.1 billion in 2026 revenue as 800G demand accelerates and production remains constrained by available capacity. Monthly 800G and 1.6T capacity should expand from roughly 200,000 units toward 650,000 by year-end. Initial 1.6T orders exceed $200 million, with Q4 revenue expected at $70 million to $80 million before further scaling.

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• Newsbenzinga.com·7d ago·Positive

  Applied Optoelectronics Stock Slides Monday: What's Happening? Applied Optoelectronics, Inc. (NASDAQ:AAOI) shares are falling Monday afternoon, sliding alongside the broader fiber optic connectivity sector as surging Treasury yields spark concerns over a potential slowdown in enterprise AI infrastructure spending.

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• Newszacks.com·12d ago·Positive

  FN Rides on Surging Data Center Demand: Can It Outpace AAOI & LITE? Fabrinet's surging data-center revenues, DCI growth and capacity expansion strengthen its position against optical rivals AAOI and LITE.

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• News (Marketaux)gurufocus.com·14d ago·Positive

  Applied Optoelectronics Inc (AAOI) Stock Up 3.3% but GF Value Says Overvalued -- GF Score: 61/100 On September 21, 2026, Applied [+286 characters]

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• News (RSS)yahoo·14d ago·Neutral

  Applied Optoelectronics (AAOI): Hyperscaler Capex Surge Fuels Unprecedented Demand for Optical Infrastructure

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• Newsseekingalpha.com·17d ago·Neutral

  Applied Optoelectronics Is Entering Its Most Important Growth Phase Applied Optoelectronics, Inc. expects demand to exceed capacity through mid 2027 as 800G and 1.6T optical deployments accelerate across hyperscalers. Q2 revenue surged 86% to $191.9 million, while management expects approximately $1.1 billion in revenue during 2026. Monthly 800G and 1.6T capacity could exceed 650,000 units by year-end and reach 930,000 during 2027.

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• Newsseekingalpha.com·17d ago·Positive

  Applied Optoelectronics's Upcoming Growth Inflection Triggers Massive Upside Applied Optoelectronics is rated 'Buy' due to strong end-market demand and a compelling forward valuation. AAOI's 1.6T and 800G optical transceivers are driving revenue inflection, with significant volume orders secured and shipments commencing. Recent financials show an 86.4% YoY revenue increase to $191.9M and adjusted EPS of $0.06, beating consensus.

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• 4chan /biz/biz·19d ago·Neutral

  I'm down 0.43% on my AAOI position, it's f****** over

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• Newsseekingalpha.com·19d ago·Neutral

  Applied Optoelectronics's Next Run Could Be Bigger AAOI targets 650,000 monthly units by year-end 2026 as 800G and 1.6T demand continues exceeding available capacity. Management's mid-2027 targets imply roughly $471 million monthly optical revenue, equivalent to $5.65 billion annualized before CATV. AAOI's vertical integration provides scarce laser capacity, while future CPO laser products could potentially generate gross margins near 60%.

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• 4chan /biz/biz·21d ago·Positive

  >>62689188 Dude the AAOI share evaluation is probably more accurately reflected in what it cost during the Iran War March phase rather than the euphoria of the summer bubble.

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• 4chan /biz/biz·21d ago·Neutral

  Slurped some AAOI at $98 and TSEM at $199

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• Newszacks.com·24d ago·Positive

  AAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR? Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.

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• News (RSS)seekingalpha·25d ago·Neutral

  Applied Optoelectronics Still Over Lumentum: Buying Back The Loser For A Better Reason

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• Newsetftrends.com·26d ago·Neutral

  Leveraged ETFs: From Megacaps to Micro Trends Single-stock leveraged ETFs were unusual when they first arrived in the U.S. market just four years ago. Today, it might be hard to find a stock without one.

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• 4chan /biz/biz·27d ago·Neutral

  High beta stocks are finally rippin again? Thinking about going in XE and FLNC, maybe AAOI if I feel like losing money

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• Newszacks.com·28d ago·Negative

  AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait? Applied Optoelectronics plunges 46.3% in three months as supply constraints and a rich valuation offset surging AI-driven demand for 800G and 1.6T products.

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• News (Marketaux)finance.yahoo.com·28d ago·Neutral

  Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent? Applied Optoelectronics</em[+203 characters]

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• Newszacks.com·31d ago·Negative

  3 AI-Related Stocks Worth a Closer Look After Pullbacks Many AI-related stocks have seen major volatility in 2026, with several high-flying names pulling back sharply after huge runs earlier in the year.

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• Newszacks.com·34d ago·Neutral

  3 Lesser Discussed Stocks That Offer Meaningful AI Exposure When investors think about artificial intelligence, NVIDIA usually steals the spotlight. But the AI boom extends far beyond GPUs, creating opportunities across data preparation, networking, and infrastructure.

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• News (RSS)seekingalpha·35d ago·Neutral

  Applied Optoelectronics: Strong Demand, Weak Margins, And Rising Execution Risk

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• News (RSS)yahoo·38d ago·Neutral

  Optics Stocks Slide as AI Hardware Trade Cools: Applied Optoelectronics and Lumentum Fall 6%, Coherent Drops 5%

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• Newszacks.com·41d ago·Positive

  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.

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• News (RSS)seekingalpha·42d ago·Neutral

  Applied Optoelectronics: Investors Are Over-Discounting Growth Prospects

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• Newsseekingalpha.com·42d ago·Positive

  …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.

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• Newsfool.com·42d ago·Neutral

  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.

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• News (Marketaux)finance.yahoo.com·42d ago·Positive

  Stock Market Midday, Aug. 24: Dow Edges Higher as Chip Weakness Pressures Nasdaq Today's biggest moves Applied [+297 characters]

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• 4chan /biz/biz·42d ago·Positive

  >>62625790 Too much uncertainty. You should be fishing for bottoms (average weekend activity for smiggers) like INTC, APP, maybe SNDK if you really love the mammaries. You can go with more niche positions like AAOI, ONDS, POET, MRVL. These are all much safer than holding SOXL for any period longer than a week.

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• 4chan /biz/biz·42d ago·Neutral

  >AAOI

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• News (RSS)zerohedge·42d ago·Neutral

  …’s biggest follow-on offering, underscoring its willingness to amass and spend vast sums to take the lead in global artificial intelligence. Applied Optoelectronics (AAOI) tumbles 12% after the company filed for a possible offering of shares. NVent Electric (NVT) slips 1% the maker of cabinets and racks for data centers agreed to buy Maverick Power for $1.75 billion. PDD Holdings ADRs (PDD) rise 2% after the owner of Temu reported second quarter earnings that beat the average analyst estimate. R…

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• Newsbenzinga.com·43d ago·Neutral

  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.

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• News247wallst.com·45d ago·Neutral

  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.

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• Newsseekingalpha.com·46d ago·Neutral

  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.

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• Newszacks.com·47d ago·Positive

  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.

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• Newsseekingalpha.com·48d ago·Positive

  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

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• Newsmarketbeat.com·48d ago·Neutral

  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.

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• 4chan /biz/biz·49d ago·Neutral

  >>62602782 LITE COHR AAOI GLW

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• News (RSS)zerohedge·49d ago·Neutral

  …ary second quarter revenue was $11.5 billion, an at least 14-fold increase versus the same period a year ago. Marvell Technology (MRVL) +2%, Applied Optoelectronics (AAOI) +2%, Sandisk (SNDK) +4% Diana Shipping (DSX) is up 9% after the company pulled its offer for all the outstanding shares in Genco Shipping & Trading it doesn’t already own. The company said that Genco’s board had unrealistic price expectations. EyePoint (EYPT) said its experimental treatment for an eye disease failed to meet it…

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• Newsseekingalpha.com·50d ago·Neutral

  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.

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• News (RSS)yahoo·52d ago·Neutral

  Applied Optoelectronics (AAOI) Expected to Announce Business Updates Next Week

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• 4chan /biz/biz·52d ago·Neutral

  >AAOI

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• Newszacks.com·52d ago·Positive

  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.

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• 4chan /biz/biz·54d ago·Neutral

  >>62586181 For me, it's AAOI GRRR IREN POET WOLF

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• Newsseekingalpha.com·55d ago·Neutral

  Carillon Eagle Small Cap Growth Fund Q2 2026 Portfolio Review Bloom Energy's stock performed well as market adoption for its fuel cell offering continued to gain steam among some of the largest participants in the global AI infrastructure buildout. The optical industry has seen unprecedented demand given the massive hyperscaler capital expenditure announcements. Karman's stock lagged after reporting a quarter that came in slightly below market expectations on organic growth.

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• Newszacks.com·56d ago·Positive

  Best-Performing Leveraged Single-Stock ETFs of Last Week Some single-stock ETFs soared last week as strong earnings, a rebound in tech and easing rate-hike fears fueled outsized gains.

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• News (Marketaux)insidermonkey.com·58d ago·Positive

  Q2 Earnings Blowouts: 37 Stock That Beat Expectations Applied Optoelectronics</em[+285 characters]

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• Newsinvestopedia.com·59d ago·Neutral

  These AI ‘Pick and Shovel' Plays Soared on Friday Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipation of a potential setback for overseas competition.

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• 4chan /biz/biz·59d ago·Neutral

  >AAOI

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• 4chan /biz/biz·59d ago·Neutral

  >AAOI's massive pumps after their huge dump

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• 4chan /biz/biz·60d ago·Negative

  >AAOI >earnings miss >stock dumps >correction: they smashed it >stock recovers

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• 4chan /biz/biz·60d ago·Neutral

  >AAOI

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