Applied Opt (AAOI)

Currency in USD
38.507
-2.493(-6.08%)
Real-time Data·
AAOI is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
37.92041.200
52 wk Range
9.71141.960
Key Statistics
Prev. Close
41
Open
41
Day's Range
37.92-41.2
52 wk Range
9.711-41.96
Volume
1.73M
Average Volume (3m)
5.34M
1-Year Change
2.96%
Book Value / Share
8.96
Fair Value
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Fair Value Upside
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AAOI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
36.600
Downside
-4.95%
Members' Sentiments
Bearish
Bullish
ProTips
3 analysts have revised their earnings downwards for the upcoming period

Applied Opt News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Neutral
Technical Indicators
Sell
Moving Averages
Neutral

Applied Opt Company Profile

Applied Optoelectronics, Inc. designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China. It offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. The company sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Applied Opt Earnings Call Summary for Q3/2025

  • Applied Optoelectronics reported Q3 2025 loss of $0.09 per share, missing forecasts of $0.01, with revenue of $118.6M slightly below expectations, causing shares to drop 7.68% after hours.
  • Revenue grew 82% YoY and 15% QoQ with non-GAAP gross margin improving to 31% from 25% in Q3 2024, driven by strong demand in CATV and data center markets.
  • For Q4 2025, the company forecasts revenue between $125M-$140M, with CATV contributing $50M-$55M and expects significant 800G product shipments to begin.
  • Management projects profitability in 2026 with potential net profit exceeding $150M, while expanding manufacturing capabilities in Texas and Taiwan to meet AI-driven demand.
  • CEO highlighted 'crazy' customer demand for transceivers, with plans to increase production of 800G and 1.6T products by 8.5x by year-end despite shipping delays with hyperscale customers.
Last Updated: 2025-11-06, 05:50 p/m
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Compare AAOI to Peers and Sector

Metrics to compare
AAOI
Peers
Sector
Relationship
P/E Ratio
−17.0x−4.8x12.0x
PEG Ratio
0.45−0.060.01
Price/Book
4.8x1.9x2.4x
Price / LTM Sales
6.3x0.6x2.3x
Upside (Analyst Target)
4.9%109.4%23.9%
Fair Value Upside
Unlock0.3%4.7%Unlock

Analyst Ratings

4 Buy
1 Hold
1 Sell
Ratings:
6 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 36.600
(-4.95% Downside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Rosenblatt
Buy50.00+30.28%-MaintainDec 11, 2025
Needham
Buy43.00+12.04%38.00MaintainDec 11, 2025
Needham
Buy38.00-0.99%-MaintainNov 24, 2025
Northland
Buy35.00-8.81%30.00MaintainNov 17, 2025
B.Riley
Sell15.00-60.92%-DowngradeNov 10, 2025

Earnings

Latest Release
Nov 06, 2025
EPS / Forecast
-0.09 / -0.01
Revenue / Forecast
118.60M / 118.69M
EPS Revisions
Last 90 days

AAOI Income Statement

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FAQ

What Is the Applied Opt (AAOI) Stock Price Today?

The Applied Opt stock price today is 38.507

What Stock Exchange Does Applied Opt Trade On?

Applied Opt is listed and trades on the Nasdaq Stock Exchange stock exchange.

What Is the Stock Symbol for Applied Opt?

The stock symbol for Applied Opt is "AAOI."

What Is the Applied Opt Market Cap?

As of today, Applied Opt market cap is 2.64B.

What Is Applied Opt's Earnings Per Share (TTM)?

The Applied Opt EPS (TTM) is -2.88.

When Is the Next Applied Opt Earnings Date?

Applied Opt will release its next earnings report on Feb 19, 2026.

From a Technical Analysis Perspective, Is AAOI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Applied Opt Stock Split?

Applied Opt has split 0 times.

How Many Employees Does Applied Opt Have?

Applied Opt has 3309 employees.

What is the current trading status of Applied Opt (AAOI)?

As of Dec 26, 2025, Applied Opt (AAOI) is trading at a price of 38.507, with a previous close of 41.000. The stock has fluctuated within a day range of 37.920 to 41.200, while its 52-week range spans from 9.711 to 41.960.

What Is Applied Opt (AAOI) Price Target According to Analysts?

The average 12-month price target for Applied Opt is USD36.6, with a high estimate of USD50 and a low estimate of USD15. 4 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an -4.95% Downside potential.

What Is the AAOI Premarket Price?

AAOI's last pre-market stock price is 40.990. The pre-market share volume is 22,100.000, and the stock has decreased by -0.010, or -0.020%.
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