Applied Optoelectronics (AAOI) Is Down 28.4% After Securing Major 1.6T AI Transceiver Order - What's Changed [Yahoo! Finance]
Applied Optoelectronics, Inc. (AAOI)
Last applied optoelectronics, inc. earnings: 2/27 04:10 pm
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US:NASDAQ Investor Relations:
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Source: Yahoo! Finance
OFC 2026, alongside a live 6.4T on-board optics demo powered by its 400mW external laser small form-factor pluggable. This follows a volume order of more than US$200,000,000 for its 1.6T data center transceivers from a long-term hyperscale customer, underlining its role in enabling high-bandwidth AI networking architectures such as NPO, CPO and OBO. We'll now examine how this hyperscale 1.6T transceiver win and AI-focused OFC product lineup could reshape Applied Optoelectronics' investment narrative. The future of work is here. Discover the 29 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. Applied Optoelectronics Investment Narrative Recap To own Applied Optoelectronics, you need to believe that AI data center demand will support sustained adoption of its high speed optics while the company manages heavy investment needs and customer concentration. The US$200,000,000 1.6T transceiver order looks like the key near
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News
- Applied Optoelectronics Rises 7% — NVIDIA's AI Data Centers Can't Get Enough of Its Lasers [Yahoo! Finance]Yahoo! Finance
- AOI Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026GlobeNewswire
- Applied Optoelectronics' (AAOI) Mega $200 Million Deal Catches Analyst Attention [Yahoo! Finance]Yahoo! Finance
- Tower Semiconductor: The Hidden AI Photonics Winner [Seeking Alpha]Seeking Alpha
- Zacks Investment Ideas feature highlights Applied Optoelectronics, IREN, QQQ, NVIDIA, Broadcom and Nebius [Yahoo! Finance]Yahoo! Finance
AAOI
Earnings
- 2/26/26 - Beat
AAOI
Sec Filings
- 3/16/26 - Form 144
- 3/12/26 - Form 8-K
- 3/12/26 - Form 424B5
- AAOI's page on the SEC website