News

The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.

The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.

Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.

AAOI's Q2 earnings beat estimates as revenues surge 86.4%, fueled by datacenter, CATV, and rapid 800G growth.

AAOI's record Q2 revenues and surging AI-driven demand fuel growth, but supply constraints, competition and valuation concerns cloud the outlook.

Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.

AAOI delivers fifth consecutive record quarter with 86% revenue surge, driven by explosive demand for 800G and 1.6T optical transceivers.

Applied Optoelectronics (AAOI) delivered earnings and revenue surprises of +100.00% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Applied Optoelectronics (NASDAQ:AAOI) reported record second-quarter revenue and a return to non-GAAP profitability as demand for data center networking products and CATV equipment continued to grow. Management said near-term sales remain constrained primarily by production capacity and the availabi

Applied Optoelectronics heads into Q2 earnings with AI-driven 800G demand and CATV growth, but valuation and production constraints loom.

Applied Optoelectronics rallied for a third consecutive day on Tuesday, jumping 15.76 percent to finish at $119.26 apiece, as investors began positioning their portfolios ahead of the results of its earnings performance in the second quarter of the year. 92% Revenue Growth Target for Q2 Applied Optoelectronics Inc. (NASDAQ:AAOI) is highly optimistic about its outlook […]

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

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

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

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 […]

Palantir and Nvidia partner CoreWeave head into earnings next week. Lithium play Albemarle is in a base ahead of earnings.

Amkor Technology (AMKR) delivered earnings and revenue surprises of +41.45% and +1.97%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?