Applied Optoelectronics Inc.

3 days ago · seekingalpha.com

Applied Optoelectronics, Inc. expects demand to exceed capacity through mid 2027 as 800G and 1.6T optical deployments accelerate across hyperscalers. Q2 revenue surged 86% to $191.9 million, while management expects approximately $1.1 billion in revenue during 2026. Monthly 800G and 1.6T capacity could exceed 650,000 units by year-end and reach 930,000 during 2027.

3 days ago · seekingalpha.com

Applied Optoelectronics is rated 'Buy' due to strong end-market demand and a compelling forward valuation. AAOI's 1.6T and 800G optical transceivers are driving revenue inflection, with significant volume orders secured and shipments commencing. Recent financials show an 86.4% YoY revenue increase to $191.9M and adjusted EPS of $0.06, beating consensus.

3 days ago · defenseworld.net

Engineers Gate Manager LP reduced its holdings in Applied Optoelectronics, Inc. (NASDAQ: AAOI) by 65.8% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,892 shares of the semiconductor company's stock after selling 18,999 shares during the quarter. Engineers Gate Manager

5 days ago · seekingalpha.com

AAOI targets 650,000 monthly units by year-end 2026 as 800G and 1.6T demand continues exceeding available capacity. Management's mid-2027 targets imply roughly $471 million monthly optical revenue, equivalent to $5.65 billion annualized before CATV. AAOI's vertical integration provides scarce laser capacity, while future CPO laser products could potentially generate gross margins near 60%.

5 days ago · schaeffersresearch.com

Bond yields, oil prices, and inflation rhetoric have teamed up to make it tough for investors heading into fall.

10 days ago · zacks.com

Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.

11 days ago · etftrends.com

Single-stock leveraged ETFs were unusual when they first arrived in the U.S. market just four years ago. Today, it might be hard to find a stock without one.

14 days ago · zacks.com

Applied Optoelectronics plunges 46.3% in three months as supply constraints and a rich valuation offset surging AI-driven demand for 800G and 1.6T products.

17 days ago · zacks.com

Many AI-related stocks have seen major volatility in 2026, with several high-flying names pulling back sharply after huge runs earlier in the year.

20 days ago · zacks.com

When investors think about artificial intelligence, NVIDIA usually steals the spotlight. But the AI boom extends far beyond GPUs, creating opportunities across data preparation, networking, and infrastructure.