Applied Optoelectronics/$AAOI

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About Applied Optoelectronics

Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to complete turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.

Ticker

$AAOI

Sector

Communication
Primary listing

Employees

3,309

AAOI Metrics

BasicAdvanced
$1.7B
-
-$3.19
2.72
-

What the Analysts think about AAOI

Analyst ratings (Buy, Hold, Sell) for Applied Optoelectronics stock.

Bulls say / Bears say

AAOI granted Amazon a warrant to acquire up to 7.95 million shares at $23.70, signaling strong validation from a leading hyperscale customer and confidence in AAOI’s 400G/800G transceiver technology (Investing.com/Reuters)
In Q1 2025, AAOI more than doubled revenue year-over-year to $99.9 million, topping Street expectations and demonstrating robust demand across CATV and data-center markets (AP News)
AAOI achieved a record quarterly CATV revenue of $64.5 million in Q1 2025 (up 699% YoY), driven by a large order for 1.8 GHz amplifiers and network upgrades by a top North American cable operator (GlobeNewswire)
Despite robust top-line growth, AAOI remains loss-making, reporting a GAAP net loss of $9.2 million and a non-GAAP loss of $0.9 million in Q1 2025, underscoring persistent profitability challenges (GlobeNewswire
The data-center segment saw a sequential revenue decline of 28% in Q1 2025 due to inventory digestion by a major hyperscale customer, highlighting near-term cyclicality in a key growth market (MarketBeat
In Q2 2025, AAOI missed consensus estimates, posting revenue of $102.95 million (-1.8% vs. forecast) and a non-GAAP loss per share of $0.16, reflecting execution and cost pressures (Nasdaq)
Data summarised monthly by Lightyear AI. Last updated on 6 Oct 2025.

AAOI Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

AAOI Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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