<div id="readability-page-1"><p>Applied Optoelectronics (NASDAQ:AAOI - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of -0.030-0.030 for the period, compared to the consensus EPS estimate of 0.070. The company issued revenue guidance of $180.0 million-$198.0 million, compared to the consensus revenue estimate of $194.1 million.</p><h2>Applied Optoelectronics Trading Down 11.8%</h2><ul><li>Light Speed Returns: Corning Cashes In on NVIDIA Growth</li></ul><p>Shares of AAOI stock traded down $20.99 during mid-day trading on Thursday, reaching $157.55. The stock had a trading volume of 13,604,392 shares, compared to its average volume of 9,438,592. The company has a current ratio of 2.63, a quick ratio of 1.91 and a debt-to-equity ratio of 0.18. The stock's 50-day moving average price is $117.54 and its two-hundred day moving average price is $63.67. The firm has a market capitalization of $12.61 billion, a PE ratio of -242.38 and a beta of 3.76. Applied Optoelectronics has a 52-week low of $12.56 and a 52-week high of $191.87. </p><p>Applied Optoelectronics (NASDAQ:AAOI - Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The semiconductor company reported ($0.07) earnings per share for the quarter, missing the consensus estimate of ($0.05) by ($0.02). Applied Optoelectronics had a negative net margin of 8.39% and a negative return on equity of 5.29%. The company had revenue of $151.14 million during the quarter, compared to the consensus estimate of $156.98 million. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS.  Equities analysts expect that  Applied Optoelectronics will post 0.66 earnings per share for the current fiscal year. </p><h2>Analyst Ratings Changes</h2><ul><li>These are the 3 Biggest AI Winners and Losers of 2026</li></ul><p>A number of analysts have recently commented on AAOI shares. Northland Securities  reiterated a &#34;market perform&#34; rating and issued a $55.00 price target on shares of Applied Optoelectronics in a research note on Friday, February 27th. Rosenblatt Securities  reiterated a &#34;buy&#34; rating and set a $50.00 target price on shares of Applied Optoelectronics in a research note on Thursday, February 19th. Wall Street Zen lowered Applied Optoelectronics from a &#34;hold&#34; rating to a &#34;sell&#34; rating in a report on Monday, April 13th. Weiss Ratings  reissued a &#34;sell (d-)&#34; rating on shares of Applied Optoelectronics in a report on Wednesday, January 21st. Finally, B. Riley Financial upgraded Applied Optoelectronics from a &#34;sell&#34; rating to a &#34;neutral&#34; rating and set a $54.00 price target for the company in a research note on Friday, February 27th. Three equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one  has issued  a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of &#34;Hold&#34; and a consensus price target of $52.80.</p><p><b>View Our Latest Research Report on Applied Optoelectronics</b></p><h2>Insider Buying and Selling at Applied Optoelectronics</h2><ul><li>5 Stocks Leading the Market's Rebound: The AI Connectivity Trade</li></ul><p>In other news, insider Shu-Hua (Joshua) Yeh sold 50,000 shares of the business's stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $97.10, for a total value of $4,855,000.00. Following the transaction, the insider directly owned 322,051 shares in the company, valued at $31,271,152.10. The trade was a 13.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities &amp; Exchange Commission, which is available at this hyperlink. Also, Director Elizabeth G. Loboa sold 102,347 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $95.76, for a total value of $9,800,748.72. Following the sale, the director owned 20,523 shares of the company's stock, valued at $1,965,282.48. This represents a 83.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 314,333 shares of company stock valued at $29,262,106. 3.80% of the stock is currently owned by company insiders. </p><h2>Hedge Funds Weigh In On Applied Optoelectronics</h2><p>A number of institutional investors and hedge funds have recently modified their holdings of the stock. Persistent Asset Partners Ltd purchased a new position in shares of  Applied Optoelectronics during the fourth quarter valued at $237,000.  State Board of Administration of Florida Retirement System bought a new position in  Applied Optoelectronics during the 4th quarter worth about $238,000.  Larson Financial Group LLC increased its position in  Applied Optoelectronics by 14,222.0% during the 3rd quarter. Larson Financial Group LLC now owns 7,161 shares of the semiconductor company's stock valued at $186,000 after purchasing an additional 7,111 shares during the period.  Creative Planning bought a new stake in shares of  Applied Optoelectronics in the 3rd quarter valued at about $218,000.  Finally, Zurcher Kantonalbank Zurich Cantonalbank boosted its stake in shares of  Applied Optoelectronics by 43.4% during the third quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 9,128 shares of the semiconductor company's stock valued at $237,000 after purchasing an additional 2,762 shares in the last quarter. Hedge funds and other institutional investors own  61.70% of the company's stock. </p><h2>Applied Optoelectronics Company Profile</h2> (Get Free Report)<p>Applied Optoelectronics, Inc develops and manufactures high-speed fiber-optic networking products designed to support the growing bandwidth demands of data centers, telecommunications carriers and internet content providers. The company's core offerings include pluggable optical transceiver modules, transponders and optical components that enable data transmission at rates ranging from 1G to 400G. These products are used to facilitate long-haul, metro and intra-data center connectivity, addressing the need for scalable, low-latency and energy-efficient solutions in modern network infrastructures.  </p><p>The company's product portfolio spans small-form factor pluggable modules such as SFP+, QSFP+ and QSFP28 units, as well as more advanced form factors like CFP2 and OSFP for ultra-high-speed applications.</p><h2>Featured Stories</h2><ul><li>Five stocks we like better than Applied Optoelectronics</li></ul><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in Applied Optoelectronics Right Now?</h2><p>Before you consider Applied Optoelectronics, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Applied Optoelectronics wasn't on the list.</p><p>While Applied Optoelectronics currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

AAOI

<p>Applied Optoelectronics (NASDAQ:AAOI) has updated its Q2 2026 earnings guidance, projecting an EPS of -0.030 to 0.030, below the consensus estimate of 0.070. Revenue guidance is set at $180.0 million to $198.0 million, compared to the consensus of $194.1 million. The stock has seen a significant drop of 11.8%, trading at $157.55. Analysts have mixed ratings on the stock, with a consensus rating of "Hold" and a price target of $52.80. Insider trading activity has also been noted, with significant shares sold recently.</p>

Applied Optoelectronics (NASDAQ:AAOI) Releases Q2 2026 Earnings Guidance