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Applied Optoelectronics (NasdaqGM:AAOI) has entered into a supply agreement with Mediacom to support DOCSIS 4.0 broadband upgrades. The partnership targets network upgrades that are expected to reach 1 million households across Mediacom's footprint. AOI will provide multiple broadband networking products and software for Mediacom's nationwide upgrade program. Applied Optoelectronics is widely followed for its AI datacenter optics, but this new agreement with Mediacom highlights a different...

Applied Optoelectronics (AAOI) has drawn attention after recent trading left the stock with strong gains over the past 3 months and year to date, even though the company reported a net loss. See our latest analysis for Applied Optoelectronics. Recent trading has been volatile, with the share price falling 6.5% over the last day after a sharp 27.8% 7 day share price return and a 380.7% year to date share price return. The 1 year total shareholder return is very large, suggesting momentum has...

Applied Optoelectronics, Inc. (NASDAQ:AAOI) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Answering a caller’s query about the stock during the lightning round, Cramer said: Look, we’re in fiber optics La La Land, and I know my Charitable Trust has […]

AAOI teams with Mediacom on DOCSIS 4.0 network upgrades, supplying amplifiers and software to boost capacity, reliability and cut costs.

Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks With Easy Double-Digit Gains. Applied Optoelectronics notched a fresh all-time high on Wednesday following a three-day winning streak, after clinching a new partnership with Mediacom for the supply of three products in support of the latter’s aim to upgrade its network. In intra-day trading, the […]

Fabrinet's Q3 FY26 blowout and upbeat Q4 outlook outshine Applied Optoelectronics' margin-hit loss in this post-earnings faceoff.

Coherent, Lumentum Holdings, and other optical-networking companies continued to rally as Wall Street bets AI data-center spending still has room to run.

Applied Optoelectronics (NASDAQ:AAOI) expects a sharp second-half ramp in its data center optics business as demand for higher-speed transceivers continues to outstrip the company’s manufacturing capacity, Chief Strategy Officer and Chief Financial Officer Dr. Stefan Murry said at Needham’s 21st Ann

The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8% intraday, trading near $203, while Coherent (NYSE:COHR) stock has climbed 4% to around $390. Lumentum Holdings (NASDAQ:LITE) is also participating, with LITE shares ... Optics Stock Rally Continues: Applied Optoelectronics Surges 8%, Lumentum and Coherent Rise 4%

By Karen Roman nLIGHT, Inc. (Nasdaq: LASR) said it will participate in the William Blair 46th Annual Growth Stock Conference, considered a high-profile venue where companies update investors on their […]

The optics complex has been one of 2026’s most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide. Applied Optoelectronics (NASDAQ:AAOI) shares are up roughly 441% year to date, dwarfing the gains posted by Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) over the same window. On Tuesday afternoon, AAOI ... Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?

In the past week, Applied Optoelectronics reported record first-quarter 2026 revenue of US$151.14 million, continued to post losses, secured a US$20.85 million Texas Semiconductor Innovation Fund grant for a major U.S. manufacturing expansion, and announced fresh 800G transceiver orders and volume shipments to hyperscale data center customers. Taken together, the ramp-up in 800G capacity, state-backed expansion in Sugar Land, and confirmation of large hyperscale demand materially sharpen...

Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks With Easy Double-Digit Returns. Applied Optoelectronics snapped a three-day losing streak on Monday, climbing 24.14 percent to close at $184.90 apiece, after earning buy and hold recommendations from five investment firms. Last Friday, Applied Optoelectronics Inc. (NASDAQ:AAOI) received buy recommendations from Rosenblatt Securities, Needham, and […]

After hitting its all-time high of $185.98 on May 1, 2026, Applied Optoelectronics, Inc. (NASDAQ:AAOI) ranks among the 7 tech stocks that just hit new all-time highs. The stock has gained 327.25% so far in 2026 (as of May 8, 2026), as investors draw confidence from the company’s central role in the AI-driven optical upgrade […]

The optical-networking complex is ripping higher at midday Monday, with all three of the group’s marquee names posting double-digit gains. Applied Optoelectronics (NASDAQ:AAOI) is leading the basket, up 24% to $184.51, while Lumentum (NASDAQ:LITE) trades 17% higher near $1,057. Coherent (NYSE:COHR) rounds out the trio, up 13% to roughly $377.60. The rally is essentially a ... Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire

Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the 12 Best Photonics Stocks to Buy Now. On April 2, 2026, Applied Optoelectronics, Inc. (NASDAQ:AAOI) reported that it had received a new $71 million order for 800G single-mode data center transceivers from a major hyperscale customer. This brings the total to $124 million in orders from the […]

Applied Optoelectronics, Inc. ( NASDAQ:AAOI ) just released its latest first-quarter report and things are not looking...

Applied Optoelectronics (NasdaqGM:AAOI) reported record Q1 2026 results and moved into volume shipments of 800G and 1.6T optical transceivers for major hyperscale datacenter customers. The company is rapidly expanding manufacturing capacity, including a larger footprint in Texas, to support growing demand. Applied Optoelectronics appointed PricewaterhouseCoopers as its new independent auditor, marking a key change in its governance framework. For investors watching the AI datacenter optics...

Applied Optoelectronics posts wider Q1 loss while revenues jump 51%, ships first 800G volumes to a hyperscale customer, and guides Q2 sales to $180M-$198M.

Applied Optoelectronics reported a fourth consecutive quarter of record revenue as AI-driven datacenter demand accelerated shipments of its 800G optical transceivers. Key Investor TakeawaysApplied Optoelectronics, Inc.

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

Applied Optoelectronics (AAOI) delivered earnings and revenue surprises of -31.33% and -3.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Thompson will give an overview of Applied Optoelectronics, Inc.’s Q1 results, and Stefan will provide financial details and the outlook for 2026. Before we begin, I would like to remind you to review Applied Optoelectronics, Inc.’s Safe Harbor statement. On today's call, management will make forward-looking statements.

Applied Optoelectronics (NASDAQ:AAOI) reported first-quarter 2026 results that management said were in line with expectations, citing “robust demand” across its data center and CATV businesses and continued progress expanding manufacturing capacity. Founder, Chairman and CEO Dr. Thompson Lin said th

Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.

The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR) is off 10% and Lumentum (NASDAQ:LITE) is sliding 7%. The selloff is sector-wide. Ciena (NYSE:CIEN) is lower by 10% and Fabrinet (NYSE:FN) is down 8%, confirming this is correlated basket selling rather than ... Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools

Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.

If you are wondering whether Applied Optoelectronics at US$183.51 is still offering value after a huge run, this article walks through the key numbers that matter for you. The stock has seen sharp moves recently, with returns of 13.2% over 7 days, 76.6% over 30 days and 363.4% year to date, while the 1 year and 3 year returns are very large multiples of the starting price. Recent coverage has focused on Applied Optoelectronics as a high momentum name in the communications and optical...

Applied Optoelectronics (AAOI) has moved into the spotlight after securing roughly US$20.9 million in Texas semiconductor grants tied to large manufacturing expansions in Sugar Land and Pearland, along with a recent US$71 million AI transceiver order. See our latest analysis for Applied Optoelectronics. The share price has surged to US$183.51, with a 1 day share price return of 11.65% and a 30 day share price return of 76.60%. The 1 year total shareholder return is very large and points to...

Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks With Remarkable Gains. Applied Optoelectronics soared to a fresh all-time high on Friday, as investors increased further exposure in the company ahead of next week’s earnings performance results. At intra-day trade, the stock surged to its highest price of $191.87 before trimming gains to end […]