AAOI APPLIED OPTOELECTRONICS, INC.
Company Analysis
Latest News
Applied Optoelectronics Shareholders Approve 2026 Equity Plan Authorizing 2.5M Shares
Applied Optoelectronics, Inc. (AAOI) announced that its shareholders have approved the company's 2026 Equity Incentive Plan at the Annual Meeting of...
🔴 Applied Opt is trading 10% down today after insider sale and weak Broadcom AI outlook
Applied Opt is trading 10% down at $182.55 following a disclosed multimillion-dollar insider share sale and renewed pressure on AI hardware names. • The stock...
An AAOI Director Cashed Out $1.66 Million in Shares — Does the Insider Know Something the AI Bulls Don't?
Shares of Applied Optoelectronics plunged 8.6% to $185.38 on June 5 as two forces collided: a fresh insider-sale filing and a sector-wide rout triggered by...
🔴 Applied Opt is trading 8.6% down today following insider sale and broad semiconductor sell-off
Applied Opt is trading 8.6% down at $185.38 following a reported insider sale and a broader decline in the semiconductor sector. • A regulatory filing...
🔴 Applied Opt is trading 5% down today after an insider sale was reported
Applied Opt is trading at $192.73 (-5.0%) in pre-market as the stock gives back some of its recent gains. • The decline follows a new filing that showed...
🟢 Applied Opt is trading 11.3% up today as AI-optics momentum resumes after yesterday's pullback
Applied Opt is trading 11.3% up at $204.86, recovering from a 9% decline in the previous session as the volatile rally in AI data-center optics continues. •...
🔴 Applied Opt is trading 5.2% down today on profit-taking following a sharp AI-driven rally
Applied Opt is trading 5.2% down today at $174.54 as investors lock in gains following a significant multi-day rally fueled by data-center optics momentum and...
🔴 Applied Opt is trading 4.6% down today on profit-taking after multi-day AI optics rally
Applied Opt is trading 4.6% down at $193.00 as investors lock in gains following a sharp multi-day surge driven by strong Q1 results and AI-related...
🟢 Applied Opt is trading 4.2% up today on accelerating 800G AI optics demand
Applied Opt is trading 4.2% up at $210.91 in pre-market, extending a steep multi-day surge from $181.49 on May 22. • The move continues strong bullish...
🟢 Applied Opt is trading 7% up today on sustained AI optics momentum and 800G product demand
Applied Opt is trading 7% up at $198.73, extending a sharp multi-day rally fueled by enthusiasm for its role in AI data-center optics. • Investors continue to...
🟢 Applied Opt is trading 6% up today on hyperscale demand and AI optics momentum
Applied Opt is trading 6% up now at $196.71, extending a powerful multi-day rally driven by enthusiasm for its role in AI data center optics and hyperscale...
🟢 Applied Opt is trading 5.7% up today on continued AI data center optics momentum
Applied Opt is trading 5.7% up at $196.24 in pre-market, extending a sharp rally fueled by renewed enthusiasm for its AI data center optics exposure and large...
🟢 Applied Opt is trading 16.4% up today on hyperscale order momentum and AI infrastructure growth
Applied Opt is trading at $184.32 (16.4% up) on a surge of speculative interest in its AI data center optics story. • The move follows recent coverage...
AAOI Surges 10% on AI Data Center Fever — But Can a Still-Unprofitable Company Justify a $12 Billion Valuation?
Shares of Applied Optoelectronics jumped 9.8% to $173.91 on renewed enthusiasm for the company's role supplying the fiber-optic hardware that connects servers...
🟢 Applied Opt is trading 9.8% up today on AI data center optimism and high-speed transceiver demand
Applied Opt is trading 9.8% up at $173.91 following renewed optimism regarding AI data center build-outs and robust demand for its high-speed optical...
🟢 Applied Opt is trading 11.37% up today on AI data center optimism and high-speed transceiver demand
Applied Opt is trading at $176.43 (+11.37%) amid continued optimism surrounding AI data center build-outs and robust demand for high-speed optical...
🟢 Applied Opt is trading 4% up today on AI data center build-out optimism
Applied Opt is trading 4% up at $164.83, rebounding from last week’s pullback as traders continue to focus on the company's leverage to AI data center...
AAOI remains bullish for Serenity, citing AI infrastructure supply bottlenecks
Market commentator Serenity reiterated a bullish outlook on Applied Optoelectronics (AAOI). The company's market capitalization is currently approaching $13...
🔴 AAOI is trading 5.1% down today as capped 2026 revenue outlook triggers profit-taking
AAOI is trading 5.1% down at $160.44 as investors reassess the company's capacity-limited growth outlook following a massive multi-month rally. • The stock...
AAOI Caps 2026 Revenue at $1.1B, Leaving $400M Demand Unmet
An analysis published May 27, 2026, identifies production capacity as the primary revenue constraint for Applied Optoelectronics (AAOI). CEO Thompson Lin...