$AAOI

Applied Optoelectronics (NASDAQ:AAOI) said manufacturing capacity, not technology, limits its ability to meet AI data-center laser demand. It ships small laser quantities for customer evaluation and plans wafer-size transition from 4-inch to 6-inch without a set timetable. It targets 650,000 800G units/month by year-end, gross margin exiting low-to-mid 30% (about 32% to 33%), and CPO margins above 60% by 2027.

Applied Optoelectronics (AAOI) shares fell about 4.9% in morning trading as investors took profits ahead of CFO Stefan Murry’s virtual fireside chat at Rosenblatt’s Technology Summit. The stock had risen ~15.5% Friday after the company’s Q2 results and Q3 revenue guidance were already known. Insider selling and a weaker Nasdaq also weighed.

US stock index futures rose at the open, led by tech and semiconductors. Nasdaq futures were up 0.5% after Anthropic reported preliminary Q2 revenue of $11.5 billion, at least 14-fold year over year, boosting AI optimism. The article also cites premarket moves in Mag 7, and company-specific updates including Diana Shipping, EyePoint, L3Harris, Macy’s, and Target Hospitality.

Applied Optoelectronics (NASDAQ:AAOI) shares rose 15.53% to $150.28 as investors looked ahead to business updates. CFO Stefan Murry will present Aug. 18 at Rosenblatt’s summit. Earlier, the company guided Q3 revenue to $255M-$290M and net income $10.1M-$24M. It cited new 1.6T and 800G transceiver orders and Texas facility expansion.

Applied Optoelectronics (NASDAQ: AAOI) shares rose about 14.7% after Q2 2026 revenue of $191.9M, slightly above consensus, with 86% YoY growth and adjusted EPS of $0.06 vs $0.02 estimate. Q3 guidance calls for $255M to $290M revenue and adjusted EPS $0.11 to $0.26. Analysts cited AI/data-center optics ramps and potential FCC action on Chinese transceiver imports.

Optics-related shares rose midday without a same-day press release. Corning (GLW) was up about 4.5%, Lumentum (LITE) up about 5%, Applied Optoelectronics (AAOI) up about 5%, and Coherent (COHR) up about 1.3%. The move followed recent earnings: Lumentum Q4 revenue $1.01B and Q1 FY27 guidance $1.225B-$1.275B; Coherent Q4 revenue $2.05B; AAOI cited demand outpacing capacity through mid-2027. Broadcom (AVGO) fell about 4.7% amid financing-risk commentary.

Applied Optoelectronics (AAOI) reported Q2 2026 datacenter revenue of $107.66M, up 140.4% YoY and 32.3% sequentially, and CATV revenue of $80.6M, up 43.8% YoY. AAOI said datacenter is 56% of total revenue and expects Q3 2026 revenue of $255M to $290M. It plans to ramp 800G/1.6T capacity to 650,000 units per month by year-end and 930,000 by 2027, competing with Lumentum (LITE) and Coherent (COHR).

Applied Optoelectronics (stock) rose about 13.6% in one session to around $148.13, briefly trading near $152. The move implies a valuation near $12.8 billion for the day. The article says traders will watch whether the shares hold around $148 into the close, indicating whether buying is sustained.

Applied Optoelectronics (AAOI) shares rose 17.1% to $152.35 after Q2 2026 results. Revenue was $191.9M vs $102.9M a year earlier, and non-GAAP EPS was $0.06 vs $0.01–$0.02 expected. Q3 revenue guidance was $255M–$290M, with a mid-2027 monthly data center revenue target near $471M. A reported draft U.S. policy to restrict imports of Chinese optical transceivers also supported the move.

After Lumentum’s fiscal Q4 beat, shares of Lumentum Holdings (LITE) rose 14% to $932. Lumentum reported adjusted EPS of $3.23 vs $2.99 and revenue of $1.01B (+109%). Nokia (NOK) and Celestica (CLS) each gained 9%, while Ciena (CIEN) rose 11% and Applied Optoelectronics (AAOI) added 3% in a sector sympathy rally tied to AI optics demand.