Applied Optoelectronics, Inc. (AAOI)

It has already secured a bulk order for a new product. This is a transceiver designed for use in data centers.

Ensign Peak Advisors Inc bought a new stake in Applied Optoelectronics, Inc. (NASDAQ: AAOI) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 20,900 shares of the semiconductor company's stock, valued at approximately $537,000. Several other hedge funds have also bought and

Applied Optoelectronics, or AOI reported record revenues for Q3 2025 due to increased demand for its CATV products and its data center products. The company is expanding production capacities and expects higher revenues for Q4 and for 2026. There is an ongoing sector rally around AOI and other data center suppliers.

SUGAR LAND, Texas, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced the Company will present via a fireside chat at the following investor conference:

AAOI reported record Q3 2025 revenue of $118.6 million, up 82% year-over-year and 15% sequentially, marking historic growth. The legacy CATV business surged to $70.6 million in sales, tripling year-over-year, driven by 1.8 GHz amplifier nodes with QuantumLink software. 800G optical modules are in final qualification with Tier 1 customers, with mass production expected in Q4 and capacity expanding 8.5× by 2025.

A B. Riley analyst downgraded Applied Optoelectronics stock and projects significant downside. The company projects lower Q4 2025 revenue than what analysts expect.

It broadly met analyst estimates for revenue in its third quarter, but missed on the bottom line. Meanwhile, it whiffed on top-line and net loss guidance for its current quarter.

Applied Optoelectronics, Inc. ( AAOI ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Lindsay Savarese - Investor Relations Chih-Hsiang Lin - Founder, Chairman, President & CEO Stefan Murry - CFO & Chief Strategy Officer Conference Call Participants Simon Leopold - Raymond James & Associates, Inc., Research Division George Notter - Wolfe Research, LLC Michael Genovese - Rosenblatt Securities Inc., Research Division Ryan Koontz - Needham & Company, LLC, Research Division Timothy Savageaux - Northland Capital Markets, Research Division Presentation Operator Good afternoon. I will be your conference operator today.

Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to a loss of $0.21 per share a year ago.

SUGAR LAND, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced financial results for its third quarter ended September 30, 2025.

Strong global chip sales set the stage for upbeat earnings from key semiconductor players, including LASR, AAOI, SYNA, NVMI and DIOD.

SUGAR LAND, Texas, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power the internet, today announced that the Compensation Committee of its Board of Directors granted inducement awards for 7,786 shares of common stock to 9 new employees, with a grant date of October 31, 2025, pursuant to the Applied Optoelectronics, Inc. 2023 Equity Inducement Plan (the “Inducement Plan”).

Applied Optoelectronics is rated a buy, driven by rapid revenue growth from hyperscaler clients and AI data center demand. AAOI's vertically integrated model and strategic partnerships with Microsoft, Oracle, Amazon, and Charter underpin its competitive edge and revenue acceleration. Key risks include high customer concentration and a premium valuation (EV/EBITDA 67.2), but margin expansion and new product ramps are promising.

Applied Optoelectronics secured a $4 billion, 10-year Amazon contract and requalified with another hyperscaler, likely Meta or Microsoft. The company is building a 210,000 sq. ft. Texas facility to produce over 200,000 800G units monthly by mid-2026. Q2 2025 revenue surged 137% year-over-year to $103 million, with data center sales up 30% and cable revenue eightfold.

SUGAR LAND, Texas, Oct. 28, 2025 (GLOBE NEWSWIRE) -- The City of Sugar Land, together with Applied Optoelectronics Inc. (Nasdaq: AAOI), a leading provider of advanced optical and hybrid fiber coax (HFC) networking products that power the internet, announced that AOI is expanding its operations by onshoring part of its international manufacturing to Sugar Land. This effort will strengthen the company's domestic footprint and bring a range of high-quality manufacturing and technology jobs to Texas.

Analysts expect Applied Optoelectronics' revenue to spike 666% by 2027 on data center and AI demand, as well as deals with Amazon and Charter.