2 ‘AI Bottleneck Stocks' That Could Continue Their Heroic Run For Investors – AAOI + MU [Yahoo! Finance]
Applied Optoelectronics, Inc. (AAOI)
Last applied optoelectronics, inc. earnings: 2/27 04:10 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investors.ao-inc.com/investor-relations
Company Research
Source: Yahoo! Finance
the company is investing $100B in a New York megafab operational by 2030 and $20B in FY26 capex to capture AI memory demand. Applied Optoelectronics (AAOI) delivered FY25 revenue of $455.7M (83% YoY growth) with data center revenue accelerating to $195M annually, and management projects $4B+ revenue for FY27 while expanding laser capacity 350% by end of 2027 to supply optical connectivity for AI infrastructure. Agentic AI adoption is driving exponential token consumption growth (estimated at 32-50 trillion monthly/daily) that requires massive increases in memory, storage, and optical interconnection capacity, positioning both Micron's HBM chips and Applied Optoelectronics' transceivers and lasers as critical bottleneck solutions in data center buildout. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE In this article, I will explore the impressive FY25 growth of Micron and Applied Optoelectronics. These companies could extend during FY26
Show less
Read more
Impact Snapshot
Event Time:
AAOI
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
AAOI alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
AAOI alerts
High impacting Applied Optoelectronics, Inc. news events
Weekly update
A roundup of the hottest topics
AAOI
News
- Applied Optoelectronics leads all large-cap IT stocks in YoY CapEx growth [Seeking Alpha]Seeking Alpha
- How Applied Optoelectronics' 388,000-Square-Foot Pearland Expansion (AAOI) Has Changed Its Investment Story [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics (AAOI) Climbs 17.7% Ahead of Upbeat Earnings [Yahoo! Finance]Yahoo! Finance
- Is Applied Optoelectronics, Inc. (AAOI) A Good Stock To Buy Now? [Yahoo! Finance]Yahoo! Finance
- 4 Hot AI Stocks You May Not Have Heard Of: Should You Invest? [Yahoo! Finance]Yahoo! Finance
AAOI
Earnings
- 2/26/26 - Beat
AAOI
Sec Filings
- 4/24/26 - Form ARS
- 4/24/26 - Form DEFA14A
- 4/24/26 - Form DEF
- AAOI's page on the SEC website