Applied Optoelectronics (NASDAQ:AAOI) put a $1 billion revenue target for full-year 2026 on the table when it filed its Q4 2025 earnings 8-K on February 26, 2026. The figure is forward guidance,…
Rich Duprey Applied Optoelectronics (NASDAQ:AAOI) has risen 1,140% over the past year, climbing from $10.70 to $132.70. If you watched that move from the sidelines, the question now is whether the remaining upside justifies…
Austin Smith Applied Optoelectronics (NASDAQ:AAOI) is drawing fresh Wall Street attention as Rosenblatt Securities raised its price target to $140 following a $200 million transceiver order announcement. The stock has surged 237.46% year-to-date, and…
Austin Smith Applied Optoelectronics (NASDAQ:AAOI) has been one of the most explosive technology stocks of the past year, rising 894.91% over the past twelve months. With shares trading at $107.45, the question is whether…
Austin Smith Applied Optoelectronics (NASDAQ:AAOI) stock is up 7% in Wednesday’s session, with shares trading at $92 and change after closing at $86.33 on Tuesday. The move comes as the company’s position at the…
Are you feeling the whipsaw? Shares of Applied Optoelectronics (AAOI) and Lumentum (LITE) both surgied roughly 15% in Monday’s session, with AAOI trading at $110.62 and LITE at $640.69. The rally comes after…
Artificial intelligence (AI) infrastructure stocks are staging a meaningful rebound this Monday afternoon, outperforming a broader market still digesting Friday’s volatility spike. After a sector-wide selloff on March 6 pushed the VIX…
The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) all pushing higher after a rough Tuesday session.…
Shares of Credo Technology (Nasdaq: CRDO), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) were hammered Tuesday, with CRDO down 15%, LITE off 11%, and AAOI sliding 7% as investors rushed for…
Every time I refresh pricing on Applied Optoelectronics (Nasdaq: AAOI) on Monday morning, the stock seems to be rising. First it was up 10%, then 15%, and then after 8 a.m. it…
Applied Optoelectronics (AAOI) delivered a strong Q4 2025 earnings beat after the close Thursday, and the stock responded decisively. Yesterday we were watching whether the AI datacenter momentum could translate into a…
Jordan Chussler Live Updates Applied Optoelectronics Forecasts Demand Could Surge Nearly 10X By Mid-20276:44pm ETApplied Optoelectronic’s conference call is done, but there was a pretty wild quote on it. The TLDR, revenue for the just finished…
Eric Bleeker Live Updates Lumentum Shares Back to 9% Gains 4:49pm ETLumentum is holding onto gains, but shares are off their highs after releasing earnings. As of 4:50 p.m. ET, shares are up about…
Summary: Can having losers in your AI portfolio be a good thing? Two of our 24/7 Wall St. Analysts believe it is. During a recent discussion on The AI Investor Podcast, Eric…
Live Updates What Changed This Quarter4:42pm ET Missed EPS and revenue consensus despite strong YoY growth. 800G product line saw major hyperscaler qualification for Taiwan factory. On track for 100K unit/month 800G…
Joel South 
