Tower Semiconductor: The Hidden AI Photonics Winner [Seeking Alpha]
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: Seeking Alpha
Over 70% of new silicon photonics capacity through 2026 is already reserved through 2028, signaling strong structural demand visibility. The PH18 platform supports 100G, 400G, 800G, and emerging 1.6T optical transceivers used in next-generation AI data center networking. A $920 million capacity expansion could drive revenue growth from $1.57 billion in 2025 to $2.84 billion by 2028. Gross margins could expand from about 23% today to nearly 40%, potentially tripling net profit as silicon photonics mix increases. Just_Super/E+ via Getty Images Investment Thesis Following my successful bullish call on Applied Optoelectronics ( AAOI ) and the explosive growth in photonics fueled by the demand from AI data center applications, my focus turned to the deeper layers of This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of TSEM, AAOI, NVDA either through stock ownership, options, or other derivatives. I wrote this article mysel
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 Rises 7% — NVIDIA's AI Data Centers Can't Get Enough of Its Lasers [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics (AAOI) Is Down 28.4% After Securing Major 1.6T AI Transceiver Order - What's Changed [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
- 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