APPLIED OPTOELECTRONICS, INC.
Applied Optoelectronics (AAOI) shares rose 9% to $135.44 after it reported record Q2 2026 revenue of $191.9m, up from $103.0m a year earlier. The company posted non-GAAP net income of $5.5m, while GAAP results remained a loss. Data center revenue was $107.7m, and management guided for a ~5x sequential jump in 800G products in Q3.
Applied Optoelectronics (AAOI) shares rose about 16% premarket after Aug. 6 Q2 results. The company reported record Q2 revenue of $191.9M, up 86% year over year and 27% sequentially, driven by data center and CATV demand. Q3 guidance calls for $255M to $290M revenue and non-GAAP EPS of $0.11 to $0.26.
Applied Optoelectronics (AAOI) rose about 12% premarket after Q2 results. Non-GAAP EPS was $0.06 on revenue of $191.9M, up 86.3% Y/Y. Q3 revenue guidance was $255M to $290M. The Trade Desk (TTD) fell about 27% premarket after Q2 non-GAAP EPS of $0.34, revenue $715.1M, up 3.0% Y/Y, and Q3 revenue forecast below analyst expectations.
Over the past 7 days, alphai's AI scored 26 news stories mentioning AAOI (APPLIED OPTOELECTRONICS, INC.). Coverage has skewed bullish: 20 bullish, 5 neutral, and 1 bearish.
Recent AAOI coverage spans earnings, macro economy and market movers.
In the last 30 days, AAOI insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($1.2M). The most active reporter was Yeh Shu-Hua (Joshua), *** See Remarks, with 2 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
The article frames AAOI’s earnings as a sentiment reset toward AI datacenter optics, but highlights extreme customer concentration and heavy capex that could pressure cash flow if qualifications slip.
Fresh earnings and forward guidance drive a near-term repricing, but supply constraints and a 100G revenue shortfall add downside risk.
Pre-market strength is tied to a fresh earnings-and-guidance datapoint, supporting near-term momentum and estimate revisions.
AAOI’s move is earnings-beat driven, supporting near-term momentum and revision trades.
Earnings beat plus AI-data-center demand narrative is the immediate catalyst, supporting momentum but leaving execution and valuation risk.
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) shares rose 9% to $135.44 after it reported record Q2 2026 revenue of $191.9m, up from $103.0m a year earlier. The company posted non-GAAP net income of $5.5m, while GAAP results remained a loss. Data center revenue was $107.7m, and management guided for a ~5x sequential jump in 800G products in Q3.
6 min readApplied Optoelectronics (AAOI) shares rose about 16% premarket after Aug. 6 Q2 results. The company reported record Q2 revenue of $191.9M, up 86% year over year and 27% sequentially, driven by data center and CATV demand. Q3 guidance calls for $255M to $290M revenue and non-GAAP EPS of $0.11 to $0.26.
6 min readApplied Optoelectronics (AAOI) rose about 12% premarket after Q2 results. Non-GAAP EPS was $0.06 on revenue of $191.9M, up 86.3% Y/Y. Q3 revenue guidance was $255M to $290M. The Trade Desk (TTD) fell about 27% premarket after Q2 non-GAAP EPS of $0.34, revenue $715.1M, up 3.0% Y/Y, and Q3 revenue forecast below analyst expectations.
4 min readU.S. July payrolls contracted, with 23,000 jobs lost versus 80,000 forecast, and May-June payrolls revised down by 103,000. Hourly earnings rose 0.1% monthly and 3.2% yearly. Fed rate-hike odds for September fell to 42%. Stocks hit records; Atlassian (+30.8%), Twilio (+30.6%), and Trade Desk (-21%) moved on earnings.
7 min readApplied Optoelectronics (AAOI) shares rose about 13% after it reported Q2 2026 GAAP revenue of $191.9M, up from $103M a year earlier, and shifted to non-GAAP net income of $5.5M from a $8.8M non-GAAP loss. Coherent (COHR) gained about 13% and Lumentum (LITE) about 8% as AI-linked photonics stocks rallied amid a weaker July jobs report and lower Fed hike expectations.
6 min readUS stock index futures edged higher ahead of the July nonfarm payrolls report. S&P futures rose 0.2% and Nasdaq futures 0.4%. Several stocks moved on earnings and guidance, including Atlassian (+32%), Cloudflare (+17%), and DraftKings (-3.6%). Oil slipped and gold and Bitcoin rose. Tradeable subject: multiple public equities and macro-linked rates.
4 min readInvesting.com reports Applied Optoelectronics (AAOI) shares rose 12.3% in pre-open after a results beat. Q2 2026 revenue was $191.9M, up 86% YoY, with adjusted EPS of $0.06 vs $0.02 expected. Q3 revenue guidance was $255M to $290M, and full-year 2026 revenue about $1.1B. Needham cut its AAOI price target to $190 from $220.
4 min readThe article says AI optics supply is constrained by China-controlled export licensing for indium-phosphide wafers used in data-center lasers. Lumentum (LITE) agreed to pay AXT (AXTI) $87M for six years of wafer supply, but AXT’s shipments depend on permits from Beijing’s Ministry of Commerce. It cites Reuters on possible FCC rules limiting Chinese optical transceivers and notes large stock swings for LITE, COHR, and AAOI.
7 min readApplied Optoelectronics (AAOI) reported Q2 revenue of $191.9M, up 86% YoY, and adjusted EPS of $0.06, beating consensus ($0.02) and returning to non-GAAP profitability. Management guided Q3 revenue to $255M-$290M and non-GAAP gross margin 29%-30.5%. Shares fell 3.62% to $123.90 after the release.
7 min readApplied Optoelectronics (NASDAQ: AAOI) reported Q2 2026 revenue of $191.9M, up 86% YoY, and returned to non-GAAP profitability with EPS of $0.06. Non-GAAP net income was $5.5M. Management said it has $200M+ in firm 1.6T orders, expects Q3 revenue of $255M-$290M, and targets about $1.1B revenue for 2026, capacity-limited.
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