Applied Optoelectronics: Momentum Is Real, And Estimates Still Look Too Low [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
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Source: Seeking Alpha
Since March 9, the company has announced an initial 1.6T order worth over $200M, followed by more than $124M of 800G orders from one hyperscale customer. The broader market is also moving in AAOI's direction, as NVIDIA and Broadcom continue to signal that optics are becoming increasingly critical to AI infrastructure. The stock has already run hard, so this is not a low-risk setup. Dilution, high beta, and geopolitical pressure remain important risks. FactoryTh/iStock via Getty Images Introduction Applied Optoelectronics, Inc. ( AAOI ) has been one of the stronger performers in the market this year, with the stock up nearly 3x while the S&P 500 is down more than 3%. Applied Optoelectronics is This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AA
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AAOI
News
- Applied Optoelectronics (AAOI) was upgraded by <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=AAOI&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> from "MarketBeat
- Applied Optoelectronics (AAOI) Is Up 5.8% After Major 800G Transceiver Order Expansion - What's Changed [Yahoo! Finance]Yahoo! Finance
- Is It Too Late To Consider Applied Optoelectronics (AAOI) After Its Surging Share Price? [Yahoo! Finance]Yahoo! Finance
- How The Growth Story For Applied Optoelectronics (AAOI) Is Shifting With 1.6T Cloud Orders [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics (AAOI) Climbs 20% on Higher 800G Transceiver Demand [Yahoo! Finance]Yahoo! Finance
AAOI
Earnings
- 2/26/26 - Beat
AAOI
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/23/26 - Form SCHEDULE
- 3/23/26 - Form 4
- AAOI's page on the SEC website