Applied Opt (AAOI)

Currency in USD
36.750
-0.420(-1.13%)
Closed·
36.930+0.180(+0.49%)
·
AAOI is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
36.25039.220
52 wk Range
9.71141.960
Key Statistics
Prev. Close
36.75
Open
36.5
Day's Range
36.25-39.22
52 wk Range
9.711-41.96
Volume
3.74M
Average Volume (3m)
5.38M
1-Year Change
-2.62%
Book Value / Share
8.96
Fair Value
unlockUnlock
Fair Value Upside
unlockUnlock
AAOI Scorecardpro icon
Company’s Health
Unlock
Fair Value
Unlock Price
Fair Price
Upside
Price Target
36.600
Downside
-0.41%
Members' Sentiments
Bearish
Bullish
ProTips
3 analysts have revised their earnings downwards for the upcoming period

Applied Opt News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Neutral
Technical Indicators
Strong Sell
Moving Averages
Buy

Applied Opt Company Profile

Applied Optoelectronics, Inc. designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China. It offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. The company sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Applied Opt Earnings Call Summary for Q3/2025

  • Applied Optoelectronics reported Q3 2025 loss of $0.09 per share, missing forecasts of $0.01, with revenue of $118.6M slightly below expectations, causing shares to drop 7.68% after hours.
  • Revenue grew 82% YoY and 15% QoQ with non-GAAP gross margin improving to 31% from 25% in Q3 2024, driven by strong demand in CATV and data center markets.
  • For Q4 2025, the company forecasts revenue between $125M-$140M, with CATV contributing $50M-$55M and expects significant 800G product shipments to begin.
  • Management projects profitability in 2026 with potential net profit exceeding $150M, while expanding manufacturing capabilities in Texas and Taiwan to meet AI-driven demand.
  • CEO highlighted 'crazy' customer demand for transceivers, with plans to increase production of 800G and 1.6T products by 8.5x by year-end despite shipping delays with hyperscale customers.
Last Updated: 06/11/2025, 22:50
Read Full Transcript

Compare AAOI to Peers and Sector

Metrics to compare
AAOI
Peers
Sector
Relationship
P/E Ratio
−16.1x−4.9x11.9x
PEG Ratio
0.41−0.060.01
Price/Book
4.5x1.9x2.4x
Price / LTM Sales
6.0x0.6x2.3x
Upside (Analyst Target)
17.0%110.6%24.3%
Fair Value Upside
Unlock1.3%5.7%Unlock

Analyst Ratings

4 Buy
1 Hold
1 Sell
Ratings:
6 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 36.600
(-0.41% Downside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Rosenblatt
Buy50.00+36.05%-Maintain11/12/2025
Needham
Buy43.00+17.01%38.00Maintain11/12/2025
Needham
Buy38.00+3.40%-Maintain24/11/2025
Northland
Buy35.00-4.76%30.00Maintain17/11/2025
B.Riley
Sell15.00-59.18%-Downgrade10/11/2025

Earnings

Latest Release
Nov 06, 2025
EPS / Forecast
-0.09 / -0.01
Revenue / Forecast
118.60M / 118.69M
EPS Revisions
Last 90 days

People Also Watch

11.00
BTDR
+2.42%
19.97
FLNC
-1.19%
39.410
IREN
-2.21%
19.870
PL
+2.63%
7.26
CRML
-6.20%

FAQ

What Is the Applied Opt (AAOI) Share Price Today?

The live Applied Opt share price today is 36.750

What Stock Exchange Does Applied Opt (AAOI) Trade On?

Applied Opt is listed and trades on the Nasdaq Stock Exchange.

What Is the Ticker (Stock Symbol) for Applied Opt?

The stock symbol (also called a 'ticker') for Applied Opt is "AAOI."

What Is the Current Applied Opt Market Cap?

As of today, Applied Opt market capitalisation is 2.51B.

What Is Applied Opt's (AAOI) Earnings Per Share (TTM)?

The Applied Opt EPS is currently -2.88 (Trailing Twelve Months).

When Is the Next Applied Opt Earnings Date?

Applied Opt's next earnings report will be released on 19 Feb 2026.

Is AAOI a Buy or Sell From a Technical Analyst Perspective?

Based on today's Applied Opt moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Applied Opt Stock Split?

Applied Opt has split 0 times. (See the AAOI stock split history page for full effective split date and price information.)

How Many Employees Does Applied Opt Have?

Applied Opt has 3309 employees.

What is the current trading status of Applied Opt (AAOI)?

As of 30 Dec 2025, Applied Opt (AAOI) is trading at a price of 36.750, with a previous close of 36.750. The stock has fluctuated within a day range of 36.250 to 39.220, while its 52-week range spans from 9.711 to 41.960.

What Is Applied Opt (AAOI) Price Target According to Analysts?

The average 12-month price target for Applied Opt is USD36.6, with a high estimate of USD50 and a low estimate of USD15. 4 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an -0.41% Downside potential.

What Is the AAOI After Hours Price?

AAOI's last after hours stock price is 36.930, the stock has decreased by 0.180, or 0.490%.
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2025 - Fusion Media Limited. All Rights Reserved.