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Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree

Coherent, Applied Optoelectronics, and Lumentum shares saw significant drops of 11%, 10%, and 9% respectively, driven by profit-taking and investor skepticism regarding sustained AI spending. Alphabet's recent Q2 capital expenditures of $44.92 billion and negative free cash flow of -$5.86 billion fueled doubts about …

JAT Capital Mgmt LP Sells 61,486 Shares of Applied Optoelectronics, Inc. $AAOI

JAT Capital Management LP significantly reduced its stake in Applied Optoelectronics (NASDAQ:AAOI) by selling 61,486 shares during the first quarter, retaining 10,014 shares valued at $847,000. Despite this, other institutional investors increased their holdings. Analyst sentiment for AAOI is mixed with a consensus "Hold" …

16,193 Shares in Applied Optoelectronics, Inc. $AAOI Purchased by Maverick Capital Ltd.

Maverick Capital Ltd. recently purchased 16,193 shares of Applied Optoelectronics (NASDAQ:AAOI) worth approximately $1.37 million. Institutional investors hold 61.7% of the company, while analyst sentiment is mixed with a consensus "Hold" rating and an average price target of $141.80. Despite insider selling activity totaling …

Castleark Management LLC Makes New Investment in Applied Optoelectronics, Inc. $AAOI

Castleark Management LLC has made a new investment in Applied Optoelectronics, Inc. (AAOI), purchasing 25,700 shares valued at approximately $2.17 million. Other institutional investors have also significantly increased their stakes in the semiconductor company. Despite mixed analyst ratings and an average price target of …

BlackRock (AAOI holder) discloses 5.4% beneficial stake in Applied Optoelectronics

BlackRock, Inc. has filed an amended ownership statement revealing a 5.4% beneficial stake in Applied Optoelectronics, Inc. common stock as of June 30, 2026. This equates to 4,342,797 shares, with BlackRock holding sole voting power over 4,167,570 shares and sole dispositive power over all …

AAOI|Applied Optoelectronics Inc|Price:97.810|Chg%:-2.340

This article provides a comprehensive stock analysis of Applied Optoelectronics Inc (AAOI) from TradingKey, highlighting its strong fundamentals and high growth potential despite a recent weak market performance. It notes the company's valuation as fairly valued within its industry, significant institutional ownership, and a …

Applied Optoelectronics Inc (AAOI) Valuation: PE, PB & Fair Value Analysis

This article provides a valuation analysis of Applied Optoelectronics Inc (AAOI), detailing its current valuation score, market performance, and financial ratios. As of the update on July 27, 2026, AAOI's valuation score is 9.16, ranking 17th in its industry, with a P/E ratio of …

Swiss National Bank Has $10.85 Million Stake in Applied Optoelectronics, Inc. $AAOI

The Swiss National Bank increased its stake in Applied Optoelectronics (AAOI) by 9.8% in Q1, bringing its total holdings to 128,300 shares valued at $10.85 million. Despite this institutional interest, company insiders have sold a significant number of shares, largely to cover tax obligations …

Rice Hall James & Associates LLC Has $8.32 Million Stock Holdings in Applied Optoelectronics, Inc. $AAOI

Rice Hall James & Associates LLC significantly reduced its stake in Applied Optoelectronics (NASDAQ:AAOI) by 42.7% in the first quarter, though still holding 98,318 shares valued at $8.32 million. Despite a 51.3% year-over-year revenue increase, Applied Optoelectronics missed Q1 EPS and revenue estimates and …

Net income of Applied Optoelectronics, Inc. Shs Thailand Depositary Receipts Repr 1 Sh – SET:AAOI03

The article focuses on the net income of Applied Optoelectronics, Inc. Shares Thailand Depositary Receipts, traded on the Stock Exchange of Thailand under the ticker AAOI03. It indicates that financial data for this entity is available, though the market was closed with no trades …

Applied Optoelectronics Inc (AAOI) Earnings Forecast: Future EPS & Revenue Growth Estimates

The article provides an earnings forecast for Applied Optoelectronics Inc (AAOI), detailing its current earnings forecast score, average price target, and analyst ratings. It highlights that the company ranks 42 out of 60 in the Electronic Equipment & Parts industry with an average price …

Should Applied Optoelectronics’ Pearland Capacity Expansion Reshape AAOI’s AI Infrastructure Investment Narrative?

Applied Optoelectronics, Inc. (AAOI) is expanding its manufacturing capacity in Pearland, Texas, to increase production of 800G and 1.6T optical transceivers for AI and cloud infrastructure, adding nearly 400,000 square feet. This move reinforces the company's commitment to scaling AI optics production, aiming for …

Applied Optoelectronics (NASDAQ:AAOI) Stock Price Down 8.4% - Here's Why

Applied Optoelectronics (NASDAQ:AAOI) shares dropped 8.4% on Friday, trading at $102.6640 after closing at $112.02. This decline occurred on significantly lower than average trading volume. The stock's performance follows mixed analyst ratings, a missed earnings estimate (posting -$0.07 EPS against a -$0.05 estimate despite …

Applied optoelectronics SVP Yeh sells $154,225 in shares

Shu-Hua (Joshua) Yeh, SVP and Asia General Manager at Applied Optoelectronics, Inc. (NASDAQ:AAOI), sold 1,285 shares for $154,225 on July 21, 2026, under a Rule 10b5-1 trading plan. Additionally, Yeh surrendered 4,709 shares valued at $561,595 on July 22, 2026, to cover tax-withholding obligations …

Applied Optoelectronics (AAOI) CFO withholds 5,408 shares for tax obligations

Applied Optoelectronics (AAOI) Chief Financial Officer Stefan J. Murry reported four tax-withholding dispositions on July 22, 2026, totaling 5,408 shares of common stock at a price of $119.26 per share. These shares were surrendered to the issuer to cover tax obligations stemming from the …

Applied Optoelectronics (AAOI) insider surrenders 4,676 shares for taxes

Chang Hung-Lun (Fred), Senior Vice President at Applied Optoelectronics (AAOI), surrendered 4,676 shares of common stock to the issuer on July 22, 2026. This action was taken to satisfy tax-withholding obligations related to the vesting of multiple restricted stock unit awards, with the shares …

Applied Optoelectronics (NASDAQ: AAOI) insider sale and tax share surrender

Applied Optoelectronics Senior Vice President and Asia General Manager, Yeh Shu-Hua (Joshua), reported selling 1,285 common shares at a weighted average price of $120.02 and surrendering 4,709 shares for tax withholding. The sale was executed under a Rule 10b5-1 trading plan. The surrendered shares …

Applied Optoelectronics (AAOI) CEO surrenders 15,640 shares for tax withholding

Applied Optoelectronics, Inc. President and CEO Thompson Lin reported surrendering a total of 15,640 shares of common stock at $119.26 per share in four separate transactions. These shares were surrendered to the company to cover tax-withholding obligations arising from the vesting of restricted stock …

AAOI: Applied Optoelectronics Inc Latest Stock Price, Analysis, News and Trading Ideas

This page provides the latest stock price, analysis, news, and trading ideas for Applied Optoelectronics Inc (AAOI). It includes financial metrics like market cap, volume, 52-week high/low, PE ratio, and EPS, along with recent news articles and community sentiment regarding the stock. The article …

Applied Optoelectronics (NasdaqGM:AAOI) Stock Forecast & Analyst Predictions

Applied Optoelectronics (AAOI) is projected for significant growth, with earnings and revenue expected to increase by 148.1% and 86.4% per annum, respectively, driven by strong demand for AI and cloud data center optical transceivers. The company is undergoing a major $300 million expansion of …

Needham & Company LLC Issues Pessimistic Forecast for Applied Optoelectronics (NASDAQ:AAOI) Stock Price

Needham & Company LLC reduced its price target for Applied Optoelectronics (NASDAQ:AAOI) from $260 to $220, while maintaining a "buy" rating, indicating an 84% potential upside. Analyst opinions on AAOI are mixed, with a consensus "Hold" rating and an average target of $141.80. The …

Form 144 APPLIED OPTOELECTRONICS For: 22 July By Investing.com

This article from Investing.com announces the filing of Form 144 for Applied Optoelectronics (AAOI) on July 22nd. Form 144 is filed with the SEC when company insiders intend to sell restricted or controlled securities. The brief notice indicates a forthcoming insider sale for the …

Applied Optoelectronics: The Investment Case Is Simpler Than It Looks (NASDAQ:AAOI)

Form 144 details AAOI (AAOI) insider’s planned and recent stock sales

A shareholder of Applied Optoelectronics, Inc. (AAOI), Shu-Hua Yeh, has filed a Form 144 indicating intent to sell 1,285 shares of common stock valued at $154,237.52. The filing also reveals previous sales by the same shareholder, including 10,000 shares sold on June 5, 2026, …

Applied Optoelectronics (AAOI) Soars 15.8% Ahead of Earnings; Hedge Fund Holdings More Than Triple

Applied Optoelectronics (AAOI) saw its stock jump 15.76% ahead of its Q2 earnings release, fueled by optimistic revenue growth targets between 74% and 92% and a potential swing to net income. The company is expanding its Pearland, Texas manufacturing site to support demand for …

Applied Optoelectronics Inc (AAOI) drawdown deepens after 14.6% weekly fall

The communication-equipment stock is under clear weekly pressure, with longer-term returns still negative and confirmation signals mixed.

AAOI Stock Draws Traders As AI Expansion And ETFs Heat Up

Applied Optoelectronics Inc. (AAOI) stock is gaining significant attention from traders due to strong AI-driven optical demand, resulting in a 15.76% surge. The company is expanding its manufacturing campus to ramp up 800G and 1.6T optical transceiver production for AI and cloud data centers, …

AAOI's Optical Networking Demand Rise: A Sign for More Upside?

Applied Optoelectronics AAOI is benefiting from a significant surge in demand for optical networking products, particularly driven by the rapid expansion of AI infrastructure and hyperscale data centers. In the first quarter of 2026, both the data center and CATV (cable TV) businesses experienced …

U.S. Stocks Move | Optical Communication Stocks Rise Broadly, with Applied Optoelectronics (AAOI.US) Up Over 10%

Optical communication stocks saw broad gains in U.S. trading, led by Applied Optoelectronics (AAOI.US) which surged over 10%. This indicates a positive market sentiment towards the optical communication sector.

AAOI Stock Draws Traders As AI Infrastructure Bets Escalate

Applied Optoelectronics Inc. (AAOI) stock is attracting traders due to escalating bets on AI infrastructure, with shares up 15.04% amid strong demand for its fiber-optic components. The company is expanding its manufacturing capacity for 800G and 1.6T optical transceivers, a critical component for AI …

Andar Capital Management HK Ltd Takes $11.34 Million Position in Applied Optoelectronics, Inc. $AAOI

Andar Capital Management HK Ltd recently acquired an $11.34 million stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI), making it their fourth-largest holding. Other institutional investors have also adjusted their positions in the semiconductor company. Despite recent insider selling and a "Hold" consensus rating from analysts, …

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Receives Consensus Recommendation of "Hold" from Analysts

Analysts have issued a consensus "Hold" rating for Applied Optoelectronics (NASDAQ:AAOI), based on one sell, two hold, and three buy ratings, with an average 12-month price target of $113.80. The company reported mixed quarterly results, missing EPS estimates but showing a 51.3% year-over-year revenue …

Applied Optoelectronics (AAOI) Builds Texas Capacity On A Pricey AI Growth Narrative

Applied Optoelectronics (AAOI) is expanding its manufacturing capacity in Pearland, Texas, to support the growing demand for 800G and 1.6T optical transceivers for AI and cloud infrastructure. The company's stock has shown significant volatility but strong long-term performance, positioning it as a key supplier …

Does Applied Optoelectronics' (AAOI) Pearland Buildout Redefine Its Role In AI Infrastructure Supply Chains?

Applied Optoelectronics (AAOI) is expanding its manufacturing capacity by nearly 400,000 square feet in Pearland, Texas, to boost production of 800G and 1.6T optical transceivers for AI and cloud data centers. This buildout, funded by recent equity offerings totaling approximately $1.09 billion, aims to …

AAOI Expands Texas Manufacturing to Scale AI Optics Production

Applied Optoelectronics (AAOI) is expanding its Texas manufacturing campus by nearly 400,000 square feet to meet the escalating demand for artificial intelligence (AI) networking infrastructure. This expansion will significantly boost production of 800G and 1.6T optical transceivers for hyperscale AI data centers. The company …

Applied Optoelectronics Announces Date of Second Quarter 2026 Financial Results Conference Call

Applied Optoelectronics, Inc. (AOI) announced it will release its second-quarter 2026 financial results on Thursday, August 6, 2026. The company will host a conference call and webcast on the same day at 4:30 p.m. ET to discuss the results and provide an outlook for …