Communications Equipment

Applied Optoelectronics

AOS Senior VP Joshua Yeh Sells Shares and Previously Acquired Stock at Zero Cost

Applied Optoelectronics CFO Murry Sells $11.48M in Shares

Application Optics CEO Thompson Lin Sells 144,655 Shares for $26.68 Million

Applied Optoelectronics Senior VP David C. Kuo Sells Approximately 38,000 Shares

Applied Optoelectronics Executive Fred Chang Sells $11.07M in Stock

Applied Optoelectronics Establishes $600 Million ATM Plan

Applied Optoelectronics (NASDAQ:AAOI) Shares Drop 7.5% on Missed Earnings and Insider Selling

AAOI Signs Long-term Industrial Building Lease Agreements

Applied Optoelectronics Sees Significant Growth in Data Center Optical Business in H2

Rosenblatt Raises AAOI Target Price to $220

AppOptics Collaborates with Mediacom to Upgrade Network to DOCSIS 4.0

AAOI's stock price rises despite falling short of earnings expectations

Pictet Asset Management Holding SA Acquired AAOI Stocks in Q4

Applied Optoelectronics released FY2026 Q1 earnings on May 7 After-Market EST, actual revenue USD 151.14 M (forecast USD 153.92 M), actual EPS USD -0.19 (forecast USD -0.12)

Applied Optoelectronics Updates 2026 Q2 Earnings Guidance Below Expectations

Applied Optoelectronics Q1 Earnings Miss Estimates

Ams Technology Reaches 52-Week High

Applied Optoelectronics to Release FY2026 Q1 Earnings on May 7 After-Market EST, Forecast Revenue USD 154.81 M, EPS USD -0.095

Applied Optoelectronics Expands Manufacturing Base to Meet AI Data Center Demands

Geneos Wealth Management Inc. Acquires New Position in AAOI

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

Applied Optoelectronics (AAOI.US) Q1 2026 Earnings Conference Call

MRVL

MVLL

LITE

LITX

AAOI

POET

POEL

AAOX

Optical communication stocks strengthened, Marvell (MRVL.US) rose over 7% to create a new intraday high, and the 2x leveraged ETF MVLL.US rose over 14%; Corning (GLW.US) rose over 2%, and Coherent rose nearly 2%. NVIDIA's $2 billion investment ignited a revaluation trend in the Trainium supply chain

Movers Alert

Marvell Tech

Corning

GraniteShares 2x Long MRVL Daily ETF

Lumentum

Tradr 2X Long Lite Daily ETF

POET Tech

Defiance Daily Target 2X Long POET ETF

Tradr 2X Long AAOI Daily ETF

Coherent Corp.

Nokia Oyj

NVIDIA

NVIDIA Corporation

Optical communication stocks strengthened, Marvell (MRVL.US) rose over 7%, Corning (GLW.US) rose over 2%

CBRS

Cerebras pre-market rose 3.81%; Applied Optoelectronics pre-market rose 3.60%; Silexion Therapeutics pre-market rose 132.16%; GCL Global pre-market rose 89.95%; Micware pre-market rose 73.52%

Price Alert

Cerebras

Pre-market hot trades in US stocks: Cerebras up 3.81% in pre-market; Applied Optoelectronics up 3.60% in pre-market

CRDO

Credo Tech fell 3.05% in pre-market; Applied Optoelectronics fell 3.04% in pre-market; Amesite rose 174.77% in pre-market; Rubico rose 174.62% in pre-market; Meitu Technology rose 81.16% in pre-market

Credo Tech

Amesite

Rubico

Meiwu Tech

Pre-market hot trades in US stocks: Credo Tech pre-market down 3.05%; Applied Optoelectronics pre-market down 3.04%

Applied Optoelectronics fell 11.35%; Lumentum Holdings fell 10.03%, with a transaction volume of USD 5.464 billion; Cisco fell 0.14%, with a transaction volume of USD 1.806 billion; Nokia fell 1.83%, with a transaction volume of USD 1.111 billion; Arista Networks fell 1.25%, with a market value of USD 176.5 billion

Cisco

Arista Networks

U.S. stock market mid-session update: Applied Optoelectronics Inc. down 11.35%, analyst hold rating triggers cautious market sentiment

Applied Optoelectronics (NASDAQ: AAOI) is positioned for growth in hyperscaler demand but faces execution challenges. Despite a strong Q1 with over 50% revenue growth, earnings missed expectations, leading to a cautious outlook. Analysts maintain a 'Hold' rating, predicting a potential 50% decline in stock price due to market volatility and execution risks. The company’s expansion requires significant capital, raising concerns about shareholder dilution. Upcoming earnings releases will be crucial for market sentiment as demand for next-gen products surges.

Market Beat

Oracle

Amazon

Microsoft

Aeluma

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Why Applied Optoelectronics Stock May Be Near a Turning Point

PANW

TSEM

Last week, large-cap technology and AI stocks led the market gains, driven by strong earnings and analyst optimism. Tower Semiconductor surged 28.48% after positive Q1 results and a $1.3 billion contract. Other notable gainers included Applied Optoelectronics (+25.36%), Venture Global (+22.99%), and Cisco Systems (+22.4%) following better-than-expected financial results and raised guidance. Overall, investor momentum was fueled by semiconductor demand and AI spending.

benzinga_article

Palo Alto Networks

Tower Semicon

Invesco Semiconductors ETF

Defiance Daily Target 2X Long RKLB ETF

Direxion Daily CSCO Bull 2X Shares

Leverage Shares 2X Long PANW Daily ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

ISHRS S&P Glb It

Direxion Semicon Bull 3X

First Trust Nasdaq Food & Semicon

iShares Semiconductor ETF

Direxion Daily PANW Bull 2X Shares

Venture Global

Nebius

Lumen Tech

Rocket Lab

Aramark

Astera Labs

Rocket Lab, Tower Semiconductor, And Palo Alto Are Among Top 10 Large-Cap Gainers Last Week (May 11-May 15): Are the Others in Your Portfolio?

ALAB

Applied Optoelectronics pre-market down 5.14%; Astera Labs pre-market down 4.65%; HCW Biologics pre-market up 140.33%; Dreamland pre-market up 96.87%; Murano Global BV pre-market up 68.48%

Dreamland

Murano Global BV

Pre-market hot trades in US stocks: Applied Optoelectronics fell 5.14% in pre-market; Astera Labs fell 4.65% in pre-market

Applied Optoelectronics fell 3.09% in after-hours trading; Lumentum Holdings fell 0.57% in after-hours trading, with a transaction volume of $4.13 million; Ondas rose 1.52% in after-hours trading, with a transaction volume of $1.9 million; Cisco fell 0.43% in after-hours trading, with a transaction volume of $1.02 million

Ondas

U.S. stock night trading volatility: Applied Optoelectronics fell 3.09% in night trading, with shareholder dilution concerns suppressing the positive impact of fiber optic upgrades

Applied Optoelectronics (NASDAQ:AAOI) has delivered an average annual return of 36.05% over the past decade, outperforming the market by 22.22%. With a current market capitalization of $15.82 billion, a $100 investment in AAOI 10 years ago would now be worth $2,205.53, highlighting the significant impact of compounded returns on investment growth.

$100 Invested In Applied Optoelectronics 10 Years Ago Would Be Worth This Much Today

Applied Optoelectronics(AAOI.US)