---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43257109.md"
description: "$Applied Optoelectronics(AAOI.US) recorded revenue for the fifth consecutive quarter, turned non-GAAP positive, and saw 800G sales double quarter-over-quarter. The earnings report itself was solid.After hours, it surged +12% to $142, then fell all the way back to $124, dipping as low as $114 in between — a 24% intraday swing overnight.The reason for the pullback lies in the guidance: Q3 EPS is guided at $0.11–0.26, with a midpoint of $0.185, while the market expected $0.28, missing by 34%. The midpoint of the revenue guidance is also 2% below expectations.But what truly warrants consideration is that remark from Lin Zhixiang — demand will continue to outstrip capacity through mid-2027. Taken literally, it sounds like good news; read inversely, it means: what's constraining AAOI isn't orders, but capacity. So the modest Q3 guidance doesn't reflect weak sales, but rather production bottlenecks. The EPS guidance range spanning from $0.11 to $0.26 (a 2.4x spread) indicates the company itself lacks confidence in its ramp-up pace."
datetime: "2026-08-06T23:39:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43257109.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43257109.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43257109.md)
author: "[千年伯爵](https://longbridge.com/en/profiles/2111661.md)"
---

# $Applied Optoelectronics(AAOI.US) recorded revenue…


### Related Stocks

- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)

## Comments (4)

- **星哥自由之路 · 2026-08-07T01:10:48.000Z**: Enough to support the current stock price, making money with a sack at night. 😄
- **双双2026 · 2026-08-07T00:15:01.000Z · 👍 1**: Wall Street doesn't understand anything. If you follow their requirements to buy stocks in the A-share market, none of them will meet their criteria.
  - **捡贝壳去咯** (2026-08-07T01:08:10.000Z): So I lost money in A