Applied Optoelectronics, Inc. (AAOI): A Bull Case Theory [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
We came across a bullish thesis on Applied Optoelectronics, Inc. on Value Degen's Substack's Substack by Unemployed Value Degen. In this article, we will summarize the bulls' thesis on AAOI. Applied Optoelectronics, Inc.'s share was trading at $26.34 as of September 25th. AAOI's forward P/E was 84.03 according to Yahoo Finance. Semiconductor l-n-r2tVRjxzFM8-unsplash Applied Optoelectronics (AAOI) stands out as a speculative yet compelling beneficiary of the ongoing data center buildout, which shows no sign of slowing until lenders or hyperscalers curb spending. With U.S. data center construction projected at 10GW annually through 2030, demand for optical transceivers is set to surge, supporting AAOI's growth trajectory. The company manufactures transceivers critical for converting fiber optic to electronic signals, a market expected to expand from $15 billion today to $35 billion by 2029. AAOI has been approved as a supplier for at least three hyperscalers—Microsoft, Meta, an
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 Stock Scores RS Rating Upgrade [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics Reports Record Revenues For Q3 2025 [Seeking Alpha]Seeking Alpha
- Applied Optoelectronics (AAOI) Soars 12.5% on Buy Reco [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics to Present at the Raymond James 2025 TMT & Consumer Conference [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics to Present at the Raymond James 2025 TMT & Consumer ConferenceGlobeNewswire
AAOI
Earnings
- 11/6/25 - Beat
AAOI
Sec Filings
- 12/3/25 - Form 8-K
- 12/1/25 - Form 4
- 11/7/25 - Form 8-K
- AAOI's page on the SEC website