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Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan

Applied Optoelectronics, Inc. (NASDAQ: AAOI) announced that its Compensation Committee granted inducement awards of 1,048 shares of common stock to four new employees on July 31, 2026. These awards, consisting of restricted stock units, vest over a four-year period and are part of the …

Optical Module Leader Zhongji Innolight Plunges Over 6% Intraday as U.S. Rival AAOI's Tenfold Expansion Plan Casts Long Shadow

Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

Applied Optoelectronics (AAOI) surged 13% after nearly doubling its Q2 revenue to $191.9 million and returning to profitability, driven by strong demand for optical networking products in AI data centers. Coherent (COHR) also gained 13% and Lumentum (LITE) added 8%, benefiting from a broader …

Applied Optoelectronics Inc (AAOI) (Q2 2026) Earnings Call Highlights: Record Revenue and ...

Applied Optoelectronics Inc (AAOI) reported record Q2 2026 revenue of $191.9 million, up 86% year-over-year, and returned to non-GAAP profitability. The company is experiencing strong demand for its 800G and 1.6T products, driven by AI infrastructure, and is strategically expanding its US-based manufacturing capacity. …

Applied Optoelectronics (AAOI) Surpasses Q2 Earnings and Revenue Estimates

Applied Optoelectronics (AAOI) reported Q2 earnings of $0.06 per share, significantly exceeding the Zacks Consensus Estimate of $0.03 per share, and revenues of $191.92 million, also surpassing estimates. The company's stock has seen a substantial increase of 268.8% year-to-date. While the earnings outlook is …

Applied Optoelectronics (NASDAQ: AAOI) furnishes Q2 2026 results

Applied Optoelectronics (NASDAQ: AAOI) reported its financial results for the second quarter ended June 30, 2026, through a press release issued on August 6, 2026. This information was furnished as Exhibit 99.1 in an 8-K filing, accompanied by an Inline XBRL cover page as …

Earnings call transcript: Applied Optoelectronics tops Q2 2026 forecasts

Key Points Interested in Applied Optoelectronics, Inc.? Here are five stocks we like better. Record growth and profitability: Second-quarter revenue reached $191.9 million, up 86% year over year, while non-GAAP net income was $5.5 million, or $0.06 per diluted share. Management said demand is …

Applied Opt earnings beat by $0.04, revenue topped estimates

Applied Optoelectronics, Inc. $AAOI Shares Bought by California State Teachers Retirement System

The California State Teachers Retirement System significantly increased its stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 23.2% in the first quarter, now owning 70,464 shares valued at $5,961,000. Other institutional investors also adjusted their holdings, with 61.70% of the stock owned by institutional investors …

Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics

Shares of Applied Optoelectronics (AAOI), Coherent (COHR), and Lumentum (LITE) surged following a report that the U.S. government is drafting a ban on Chinese optical transceivers for data centers. The potential ban aims to protect U.S. AI infrastructure and would benefit domestic and non-Chinese …

New report warns China transceiver ban would hurt U.S. AI giants

Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban …

Applied Optoelectronics (NASDAQ:AAOI) Insider Shu-Hua (Joshua) Yeh Sells 4,715 Shares of Stock

Shu-Hua (Joshua) Yeh, an insider at Applied Optoelectronics (NASDAQ:AAOI), sold 4,715 shares of the company's stock for approximately $596,448 on August 4th, reducing his total ownership by 1.21%. This sale was part of a pre-arranged Rule 10b5-1 trading plan and follows several other significant …

Applied Optoelectronics CFO to Lead Virtual Fireside Chat

Applied Optoelectronics (NASDAQ: AAOI) announced that its CFO and CSO, Stefan Murry, will participate in a virtual fireside chat at Rosenblatt's 6th Annual Technology Summit on August 18, 2026, at 11:00 a.m. Eastern Time. A recording of the presentation will be made available on …

Applied Optoelectronics (AAOI) Is Up 25.0% After AI Transceiver Demand Boosts Profit Outlook

Applied Optoelectronics to Present at Rosenblatt's 6th Annual Technology Summit

Applied Optoelectronics, Inc. (AOI) announced that its management will participate virtually in Rosenblatt's 6th Annual Technology Summit. Stefan Murry, CFO and CSO, will present in a fireside chat on August 18, 2026. A recording will be available on the company's investor relations website.

Applied Optoelectronics Shares Jump Following Proposed Ban on Chinese AI Hardware

Applied Optoelectronics (AAOI) shares surged after a report indicated the Trump administration plans to ban Chinese-made data center components, specifically optical transceivers. This proposed ban aims to mitigate national security risks and would force major cloud providers to shift procurement to domestic suppliers like …

Applied Optoelectronics Stock Climbs on EML Shortage Immunity Before Q2 Report

Applied Optoelectronics (AAOI) stock surged due to its unique Molecular Beam Epitaxy (MBE) laser manufacturing technology, which makes it immune to the EML laser shortage affecting rivals. This allows AAOI to continue producing transceivers for AI data centers, unlike competitors whose EML supply has …

Optical component stocks rally on proposed U.S. ban on Chinese tech

U.S. optical component stocks surged following a Reuters report that the Trump administration is drafting a ban on U.S. imports of new Chinese data center hardware. Applied Optoelectronics jumped 16%, Coherent gained 13%, Lumentum rose 11%, and Corning climbed 8%. According to four sources …

Applied Optoelectronics (NASDAQ:AAOI) Soars, Points to $1.8 Billion Added Value Ahead of Q2 Review

Applied Optoelectronics (NASDAQ:AAOI) saw its stock soar, adding an estimated $1.77 billion in equity value over two sessions, ahead of its Q2 earnings report. The company's shares climbed significantly, with premarket trading indicating further gains, driven by sector-wide positioning rather than new company-specific disclosures. …

AAOI Stock Slides As AI Buildout And Volatility Surge

Applied Optoelectronics Inc. (AAOI) is experiencing high volatility as it expands manufacturing to meet AI-driven demand for optical transceivers. Despite financial losses and negative free cash flow, the company's significant cash reserves and strategic investments in AI infrastructure are attracting active traders. The introduction …

Should You Buy, Sell or Hold AAOI Stock Ahead of Q2 Earnings?

AAOI stock surges 17.6% ahead of August 6 earnings, projects return to profit

$100 Invested In Applied Optoelectronics 5 Years Ago Would Be Worth This Much Today

Applied Optoelectronics (NASDAQ: AAOI) has significantly outperformed the market over the last five years, with an annualized return of 72.82%. An initial investment of $100 in AAOI five years ago would now be valued at $1,431.30. This highlights the substantial impact of compounded returns …

Applied Optoelectronics (AAOI) Rockets 18% as Investors Eye Another Strong Quarter

Applied Optoelectronics (NASDAQ:AAOI) grew its share prices by as much as 17.6 percent on Monday to $110.95 apiece, as investors resumed buying positions ahead of an expected strong earnings performance in the second quarter of the year. For the period, the company is expected …

AAOI Stock Slides As AI Expansion And New ETFs Stoke Volatility

Applied Optoelectronics Inc. (AAOI) is experiencing significant stock volatility despite strong optimism surrounding its optical networking advancements for AI and cloud data centers. The company is expanding its manufacturing to scale production of 800G and 1.6T optical transceivers, signaling expected sustained demand. However, AAOI's …

AAOI Stock Just Popped 15%: 3 Reasons Applied Optoelectronics Could Keep Climbing

Applied Optoelectronics (AAOI) stock recently surged over 13% and is up 170% year-to-date, driven by strong performance in its datacenter segment. The company completed its first volume 800G hyperscale shipment and provided Q2 guidance signaling significant sequential revenue growth, with full-year 2026 revenue projected …

Optical Communication Stocks Rally Broadly, with Applied Optoelectronics (AAOI.US) Surging Over 11%

Optical communication stocks experienced a broad rally, with Applied Optoelectronics (AAOI.US) leading the gains with a surge of over 11%. This movement indicates strong investor interest and positive sentiment within the optical communications sector.

Applied Optoelectronics: Ramping Towards Billions (Earnings Preview) (NASDAQ:AAOI)

Applied Optoelectronics and Coherent Gain 7%, Lumentum Adds 5% as Risk-On Feeling Spreads to Optics Stocks

Quick Read Applied Optoelectronics and Coherent shares each gained 7% while Lumentum stock added 5%, all outpacing the SOXX semiconductor ETF's 1% gain as AI data center optimism lifted optics stocks. LightCounting forecasts that the AI cluster optics market will surge 60% to $26 …

Applied Optoelectronics Inc (AAOI) Technical Analysis: Support, Resistance, Indicators & Moving Averages

This article provides a technical analysis of Applied Optoelectronics Inc (AAOI), focusing on its price momentum, support and resistance levels, and various technical indicators. It notes that AAOI's price momentum score is 5.89, suitable for range-bound swing trading between resistance at 127.58 and support …

Applied Optoelectronics (AAOI) Expected to Release Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) is scheduled to release its Q2 2026 earnings after market close on Thursday, August 6th, with analysts anticipating earnings of $0.03 per share and revenue of $190.4780 million. The company previously missed Q1 2026 consensus estimates, reporting ($0.07) EPS against an …

First Trust Advisors LP Sells 25,745 Shares of Applied Optoelectronics, Inc. $AAOI

First Trust Advisors LP reduced its stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 10.6% in the first quarter, selling 25,745 shares. Despite this, other institutional investors have recently increased their holdings in the semiconductor company. Applied Optoelectronics reported a recent EPS miss and negative …

Applied Optoelectronics Stock (AAOI) Opinions on AI-Driven Optical Networking Surge

Discussions suggest Applied Optoelectronics (AAOI) is well-positioned in the AI-driven optical networking sector due to its vertically integrated operations, despite recent stock volatility. While analysts issue "Buy" ratings and high price targets, insider trading shows significant selling activity. The company reported strong Q1 2026 …

Applied Optoelectronics Inc (AAOI) Financial Health: Profitability & Balance Sheet Analysis

The article provides a financial health analysis of Applied Optoelectronics Inc (AAOI), detailing its current financial score of 8.01, which ranks 18th out of 60 in the Electronic Equipment & Parts industry. It highlights the company's robust financial status despite low operating efficiency, noting …

Applied Optoelectronics Expects Record Level Q2 Revenue With Positive Outlook For FY2026

Applied Optoelectronics (AAOI) is projected to report record Q2 revenue and has even higher expectations for Q3 and Q4, driven by strong demand from AI computing and datacenter buildouts. Despite a significant 288% increase in stock price over the past year, the author is …

Applied Optoelectronics (NASDAQ:AAOI) Insider Sells 1,285 Shares

Shu-Hua (Joshua) Yeh, an insider at Applied Optoelectronics (NASDAQ:AAOI), sold 1,285 shares of the company's stock for $154,225.70, retaining 392,922 shares. The sale was executed under a pre-arranged Rule 10b5-1 trading plan. The company's stock fell to $87.47, and it missed recent quarterly earnings …