AAOI Applied Optoelectronics
US-made optical modules and lasers
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
AAOI · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-11-05EarningsBeat / raise
Reported EPS 0.17 vs 0.14 expected (+18.6% surprise).
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7
2026-08-06EarningsBeat / raise
Reported EPS 0.06 vs 0.02 expected (+300.0% surprise).
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6
2026-05-07EarningsMiss / cut
Reported EPS -0.07 vs -0.05 expected (-44.8% surprise).
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5
2026-02-26EarningsBeat / raise
Reported EPS -0.01 vs -0.11 expected (+91.1% surprise).
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4
2025-11-06EarningsMiss / cut
Reported EPS -0.09 vs -0.09 expected (-2.3% surprise).
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3
2025-08-07EarningsMiss / cut
Reported EPS -0.16 vs -0.07 expected (-116.2% surprise).
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2
2025-05-08EarningsBeat / raise
Reported EPS -0.02 vs -0.04 expected (+46.7% surprise).
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1
2025-02-26EarningsMiss / cut
Reported EPS -0.02 vs -0.02 expected (-14.3% surprise).
Latest headlines
Auto-updated daily- Applied Optoelectronics (AAOI) Stock Could Still Be Undervalued On Its Huge Five Year Run2026-11-12
- Applied Optoelectronics (AAOI) Just Soared 15.6% — This Company May Hold The Reason2026-11-11
- Applied Optoelectronics Surges 12%, Lumentum Jumps 11% as CoreWeave’s Results Revive AI Trade; Coherent Climbs 7%2026-11-11
- ETFs Are Selling Applied Optoelectronics (AAOI) on Nov. 92026-11-11
- Coherent Jumps 13% as Optical Stocks Extend AI Rebound; Lumentum Surges 11%, Applied Optoelectronics Rises 4%2026-11-09
- Applied Optoelectronics Lost 27% in a Week. Raymond James Sees 229% Upside From Here2026-11-08
- Applied Optoelectronics Says AI Demand Will Outrun Its Capacity Through 20272026-11-07
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-11-05 | 0.14 | 0.17 | +18.6% |
| 2026-08-06 | 0.02 | 0.06 | +300.0% |
| 2026-05-07 | -0.05 | -0.07 | −44.8% |
| 2026-02-26 | -0.11 | -0.01 | +91.1% |
| 2025-11-06 | -0.09 | -0.09 | −2.3% |
| 2025-08-07 | -0.07 | -0.16 | −116.2% |
| 2025-05-08 | -0.04 | -0.02 | +46.7% |
| 2025-02-26 | -0.02 | -0.02 | −14.3% |
| 2024-11-07 | -0.17 | -0.21 | −25.4% |
| 2024-08-06 | -0.29 | -0.28 | +4.3% |
| 2024-05-09 | -0.29 | -0.31 | −6.0% |
| 2024-02-22 | — | 0.04 | — |
| 2023-11-09 | -0.05 | -0.05 | — |
| 2023-08-03 | -0.28 | -0.21 | +24.1% |
| 2023-05-04 | -0.18 | -0.25 | −36.4% |
| 2023-02-23 | -0.3 | -0.19 | +37.4% |
| 2022-11-03 | -0.29 | -0.26 | +9.6% |
| 2022-08-04 | -0.3 | -0.28 | +5.9% |
| 2022-05-05 | -0.3 | -0.29 | +3.3% |
| 2022-02-24 | -0.21 | -0.2 | +7.0% |
| 2021-11-04 | -0.28 | -0.2 | +29.8% |
| 2021-08-05 | -0.18 | -0.15 | +17.8% |
| 2021-05-06 | -0.26 | -0.21 | +19.2% |
| 2021-02-25 | -0.23 | -0.2 | +13.8% |
About Applied Optoelectronics
Website ↗Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It 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.
Cluster scale pushes past copper. 800G→1.6T pluggables ramp now; co-packaged optics shift value toward the switch and laser.
What would prove us wrong. Weakens if transceiver ASP collapses with surplus module capacity.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| COHR Coherent | Lasers, InP capacity and optical transceivers | $232.1 | −1.04% | −11.9% | +25.7% | |
| LITE Lumentum | EML and CW lasers for 800G/1.6T | $624.6 | −3.61% | −30.3% | +69.5% | |
| FN Fabrinet | Precision optical manufacturing for transceivers | $353.8 | −4.11% | −10.0% | −22.3% | |
| 300308.SZ Zhongji Innolight | Largest 800G/1.6T transceiver maker | ¥508.9 | −6.11% | −26.6% | −16.4% | |
| 300502.SZ Eoptolink | High-speed optical modules | ¥205.6 | −4.38% | −37.9% | −33.1% | |
| CIEN Ciena | Coherent optics for data-centre interconnect | $294.0 | −0.69% | −18.2% | +25.7% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.