Applied Optoelectronics, Inc. Website

Applied Optoelectronics, Inc.

NasdaqGM-AAOI

Company Overview

Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide. It offers optical modules, lasers, subassemblies, transmitters and transceivers, and turn-key equipment, as well as headend, node, and distribution equipment. The company sells its products to internet data center operators, cable television and telecom equipment manufacturers, 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.

  • Name

    Applied Optoelectronics, Inc.

  • CEO

    Chih-Hsiang Lin

  • Website

    www.ao-inc.com

  • Sector

    Communications Equipment

  • Year Founded

    1997

Company Statistics

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What's happening

Nov 12, 2025 - Dec 12, 2025

Applied Optoelectronics Inc. Surges with Major Order Announcement and Strong Q3 Results

  • AAOI announced its first volume order for 800G data center transceivers, leading to an immediate stock surge.
  • The company reported record revenues for Q3, driven by strong demand across multiple segments.
  • Despite previous bearish sentiments, positive developments have significantly improved investor outlook on AAOI.

Over the past month, Applied Optoelectronics Inc. (AAOI) demonstrated a remarkable price movement of 47.4%. This performance starkly contrasts with the S&P 500's modest return of 0.7%, resulting in an impressive outperformance of 46.7% relative to the index and showcasing AAOI's resilience within a challenging market environment.

A critical turning point occurred on December 11 when AAOI announced its first volume order for 800G data center transceivers from a major hyperscale customer. This announcement triggered an enthusiastic response from investors, contributing to an immediate stock surge of 8.2%. Additionally, anticipated revenue increases between $4 million and $8 million for Q4 further solidified positive sentiment surrounding the company's operational momentum in the data center segment.

Earlier in December, optimism grew as comments regarding Amazon AWS certification were expected soon, likely enhancing investor confidence in AAOI’s future prospects within optical networking technology. During this period, the stock broke through its 50-day moving average—a sign noted by analysts that could lead to target prices around $31.15.

Despite facing some bearish sentiments earlier due to downgrades by B. Riley and investigations into allegations against the company, these concerns appeared overshadowed by subsequent positive developments such as record revenues reported for Q3 driven by robust demand across various segments including CATV and broadband fiber access networks. Analysts maintained a generally favorable outlook despite mixed ratings; notably Northland Securities raised their price target significantly while others expressed caution.

Overall, not only did AAOI outperform relative to both the S&P but it also excelled within its sector context—outpacing Information Technology (XLK) by an impressive margin of 96.9%.

NasdaqGM:AAOI