NASDAQ:AAOI

Applied Optoelectronics Stock News

etoro logo Buy AAOI
*Your capital is at risk
$161.85
-5.49 (-3.28%)
At Close: Jun 18, 2026
Applied Optoelectronics is experiencing hypergrowth, driven by surging demand for 800G/1.6T optical transceivers and aggressive capacity expansion. AAOI raised full-year revenue guidance to $1.1B, wit

5 Chip Stocks That Are Worth the Hype

03:27pm, Monday, 01'st Jun 2026
The massive semiconductor rally is entering its third month, and it seems anything connected to semiconductors and data centers is going parabolic.
Shares of Applied Optoelectronics (NASDAQ:AAOI) are up 20% in midday trading to around $190, snapping back hard from a Friday close of $158.41.
AOI reported record revenue for Q1-2026. Demand is driven by data center and AI infrastructure growth. The company expects to exceed a billion in revenue for 2026.
Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names.
The AI boom has already burned through one shortage after another.
My read is bottleneck: CEO Thompson Lin told analysts on May 7 that actual demand is $1.4-1.5B while the $1.1B FY2026 guide is capped by production capacity. I'm bullish, and I hold a mid single-digit
AAOI's shares surge 635.5% in six months as 400G/800G demand builds ---- yet valuation, competition and uneven earnings add caution.
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10% in Monday midday trading, while Lumentum Holdings (NASDAQ:LITE | LI
Its products range from transceivers and lasers to amplifiers and short-distance cables, all critical to telecommunications and digitization globally. The driving force in 2026 is datacenters and AI,
Applied Optoelectronics shares surged nearly 7X as hyperscaler demand for AI optical infrastructure accelerated beyond available supply. Management expects 800G and 1.6T optics demand to exceed produc
Applied Optoelectronics has surged 900% YoY, driven by AI demand and its position as a major US-based optical transceiver provider. AAOI's growth catalysts include hyperscaler contracts, a ramp in 1.6
Applied Optoelectronics (AAOI) has transformed from a struggling mid-cap into a $12B AI infrastructure contender, earning a buy rating. AAOI's vertical integration, especially in laser production, pro
AAOI teams with Mediacom on DOCSIS 4.0 network upgrades, supplying amplifiers and software to boost capacity, reliability and cut costs.
Click to get the best stock tips daily for free!

Top Fintech Company

StockInvest.us featured in The Global Fintech Index 2020 as the top Fintech company of the country.

Full report by FINDEXABLE