NASDAQ:AAOI

Applied Optoelectronics Stock News

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$161.85
-5.49 (-3.28%)
At Close: Jun 18, 2026
The move comes as dilution fears linger after the company increased the size of its at-the-market equity program to $500 million from $250 million.
Applied Optoelectronics' CATV revenues surge as 1.8 GHz amplifier demand rises, with Q1 outlook pointing to strong sequential growth.
Applied Optoelectronics (NASDAQ:AAOI) stock is up 7% in Wednesday's session, with shares trading at $92 and change after closing at $86.33 on Tuesday.
SUGAR LAND, Texas, March 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced pla
Shares of Applied Optoelectronics, Inc. (NASDAQ: AAOI - Get Free Report) have been given a consensus recommendation of "Hold" by the seven ratings firms that are currently covering the stock, MarketBe

The Next AI Gold Rush Is Inside the Data Center

12:00am, Thursday, 12'th Mar 2026
The AI boom moves through bottlenecks - GPUs, cooling, power. The next constraint may be data center networking.
AAOI stock has surged 722% in a year, but its path to $1B revenue and non-GAAP profitability in 2026 hinges on ramps, product mix and hyperscaler order timing.
Photonics stocks are set to profit from the massive AI-buildout regardless of which AI model or hyperscaler eventually wins the software war.
Applied Optoelectronics stock soars 129% in a month on strong results and 800G demand, but rising costs and tariff risks warrant caution.
Applied Optoelectronics is ramping 800G transceivers as hyperscale demand surges, positioning the data center segment for strong growth.

AAOI & LITE Both Skyrocket 15% on Monday

06:47pm, Monday, 09'th Mar 2026
Are you feeling the whipsaw?  Shares of Applied Optoelectronics (AAOI) and Lumentum (LITE) both surgied roughly 15% in Monday's session, with AAOI trading at $110.62 and LITE at $640.69.
Artificial intelligence (AI) infrastructure stocks are staging a meaningful rebound this Monday afternoon, outperforming a broader market still digesting Friday's volatility spike.
Applied Optoelectronics is riding an AI-driven optics cycle as 800G ramps in 2026, 1.6T follows and new Texas capacity aims to boost supply.
AAOI targets $1B+ revenues by 2026, as AI-driven 800G demand ramps, but capacity, supply chain and staffing will dictate how hyperscaler orders convert to sales.
Applied Optoelectronics Inc. (AOI) received its first volume order for 1.6T data center transceivers from one of its long-term major hyperscale customers.
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