APPLIED OPTOELECTRONICS, INC.
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Applied Optoelectronics (AAOI) reported Q2 revenue of $191.9M, up 86% YOY, with EPS of $0.06. Management guided Q3 revenue to $255M-$290M. Analysts expect 234% and 578% EPS growth in 2026 and 2027, respectively. AAOI stock has a consensus 'Moderate Buy' rating with a mean price target of $162.50.
ASML and Applied Optoelectronics (AAOI) are tech companies benefiting from AI and data center demand. ASML leads in EUV lithography, while AAOI focuses on fiber-optic networking. ASML's 2026 revenue is expected to rise 35.2%, with EPS up 56%. AAOI's revenue is projected to increase 128%, but earnings estimates have declined. ASML's stock has risen, while AAOI's has fallen. ASML trades at a lower forward P/E (32.18x) than AAOI (43.21x).
APPLIED OPTOELECTRONICS, INC. (AAOI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On August 18, 2026, the Board of Directors of Applied Optoelectronics, Inc. (the “Company”) approved and adopted an updated form of indemnification agreement (the “Indemnification Agreement”). The Company expects to enter into
Over the past 7 days, alphai's AI scored 13 news stories mentioning AAOI (APPLIED OPTOELECTRONICS, INC.). Coverage has skewed bearish: 2 bullish, 5 neutral, and 6 bearish.
Recent AAOI coverage spans corporate actions, earnings and financial news.
In the last 30 days, AAOI insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($2.1M). The most active reporter was Yeh Shu-Hua (Joshua), *** See Remarks, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Strong earnings beat and upbeat guidance may drive further upside, but high valuation and cash burn pose risk.
No direct catalyst; the content reiterates known trends.
The updated indemnification agreement may improve director/officer recruitment and reduce litigation risk.
Potential equity offering suggests capital need and may dilute shareholders.
Dilution from the large equity raise pressures AAOI price.
alphai scores every news story that mentions AAOI with an AI model for sentiment and relevance, and aggregates insider trades from APPLIED OPTOELECTRONICS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Applied Optoelectronics (AAOI) reported Q2 revenue of $191.9M, up 86% YOY, with EPS of $0.06. Management guided Q3 revenue to $255M-$290M. Analysts expect 234% and 578% EPS growth in 2026 and 2027, respectively. AAOI stock has a consensus 'Moderate Buy' rating with a mean price target of $162.50.
2 min readASML and Applied Optoelectronics (AAOI) are tech companies benefiting from AI and data center demand. ASML leads in EUV lithography, while AAOI focuses on fiber-optic networking. ASML's 2026 revenue is expected to rise 35.2%, with EPS up 56%. AAOI's revenue is projected to increase 128%, but earnings estimates have declined. ASML's stock has risen, while AAOI's has fallen. ASML trades at a lower forward P/E (32.18x) than AAOI (43.21x).
2 min readAPPLIED OPTOELECTRONICS, INC. (AAOI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On August 18, 2026, the Board of Directors of Applied Optoelectronics, Inc. (the “Company”) approved and adopted an updated form of indemnification agreement (the “Indemnification Agreement”). The Company expects to enter into
1 min readU.S. futures decline ahead of Nvidia (NVDA) earnings and Fed Chair Kevin Warsh's speech. Tech stocks underperform, with memory and semiconductor stocks falling. Alibaba (BABA) raises $10.2B in Hong Kong, while PDD Holdings (PDD) gains 2% on earnings. Regenxbio (RGNX) drops 25% after FDA clinical hold. Treasury bond buybacks and inflation data are key focuses this week.
3 min readApplied Optoelectronics (AAOI) dropped 12% after announcing a $600M equity offering, dragging peers Lumentum (LITE) and Coherent (COHR) down 5%. Corning (GLW) fell 3%, while the SOXX ETF declined 2%. AAOI's offering aims to fund expansion and debt repayment, with proceeds earmarked for general corporate purposes.
2 min readApplied Optoelectronics (AAOI) shares fell 11.9% to $109.99 in pre-market trading after announcing a $600M equity offering. Other stocks moving lower include RF Acquisition Corp II (RFAI), Zerostack (ZSTK), ZKH Group (ZKH), and several others.
1 min readApplied Optoelectronics (AAOI) shares dropped 12.3% in pre-market trading after announcing a $600M stock offering, its third in 2026. The company has raised $1.05B this year, issuing nearly 7.8M shares. AAOI's stock is down 17% since August 14, amid concerns over dilution and lack of profitability, despite positive analyst ratings and revenue growth.
2 min readApplied Optoelectronics (AAOI) shares are up 5% in premarket trading, nearing a ninth straight gain. The stock has nearly doubled this month and quadrupled this year. The company bought a Texas property for $58.4M and secured $124M in data center orders. Retail sentiment is high, with bulls and bears debating the rally's sustainability. Citron Research shorted the stock, citing fundamentals.
1 min readApplied Optoelectronics (AAOI) shares fell 10.2% in after-hours trading after announcing a $600 million stock-sale program, representing 5.7% of its equity value. The company has raised $1.1 billion since March via similar offerings. The funds will support capacity expansion, but frequent issuances may dilute shares. CEO Thompson Lin noted strong demand for its products, with revenue growing for five consecutive quarters.
2 min readApplied Optoelectronics has agreed to sell up to $100 million of its common stock through an at-the-market equity offering with Raymond James and Needham & Company. The company plans to use proceeds for working capital and general corporate purposes, according to the agreement.
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