Applied Optoelectronics: The Breakout Nobody Is Watching [Seeking Alpha]
Applied Optoelectronics, Inc. (AAOI)
Last applied optoelectronics, inc. earnings: 2/27 04:10 pm
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US:NASDAQ Investor Relations:
investors.ao-inc.com/investor-relations
Company Research
Source: Seeking Alpha
Q3 revenue miss was timing-related, with $6.6 million of shipped 400G revenue deferred into Q4 recognition. AAOI management guided Q4 revenue of $125–140 million, including $25–40 million sequential data center revenue growth. Shipment capacity is ramping from 10–20k units monthly to ~100k by year-end and ~200k by mid-2026. AAOI's valuation reflects execution risk, trading near 6x FY25 sales and ~3.6x FY26 sales if ramp materializes. Dimensions/E+ via Getty Images Investment Thesis For so long, Applied Optoelectronics, Inc. ( AAOI ) was a ticker based on a transition narrative that had nothing to prove itself but was just somewhere in between traditional optics and what it This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AAOI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking A
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AAOI
News
- Taking Stock of Applied Optoelectronics (AAOI) Valuation After New AI Laser and 800G Transceiver Milestones [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics (NASDAQ:AAOI) had its "buy" rating reaffirmed by analysts at Rosenblatt Securities. They now have a $50.00 price target on the stock.MarketBeat
- AOI Introduces New Ultra High-Power Semiconductor Laser to Support Silicon Photonics and CPOGlobeNewswire
- Applied Optoelectronics (AAOI) Climbs 20.6% on Hyperscaler Order [Yahoo! Finance]Yahoo! Finance
- Why Applied Optoelectronics Stock Was Soaring This Week [Yahoo! Finance]Yahoo! Finance
AAOI
Earnings
- 11/6/25 - Beat
AAOI
Sec Filings
- 12/17/25 - Form 4
- 12/15/25 - Form 144
- 12/12/25 - Form 4
- AAOI's page on the SEC website