Applied Optoelectronics, Inc. (AAOI) Research

Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment. AAOI caters to a varied clientele, including internet data center operators, manufacturers of cable television and telecommunications equipment, and internet service providers, utilizing both direct and partner-based sales channels. Founded in 1997, Applied Optoelectronics, Inc. is headquartered in Sugar Land, Texas.

Market snapshot

Symbol
AAOI
Price
$161.85
Day change
-3.28%
Market cap
$13.0B
P/E ratio
-283.76x
52-week range
18.5-233.67
Sector
Technology
Industry
Semiconductors
Next earnings
in 2 months
Analyst price target
$160

Recent news

  • Applied Optoelectronics Stock Pauses Wednesday: What's Going On?

    Applied Optoelectronics Inc. (NASDAQ:AAOI) shares are trading flat on Wednesday as the market continues to digest a momentum-heavy "AI datacenter plumbing" trade in optical connectivity. Here's what investors need to know.

  • Applied Optoelectronics Shares Are Climbing Monday: What's Driving The Action?

    Applied Optoelectronics Inc. (NASDAQ:AAOI) shares are up over 9% on Monday as traders keep leaning into the AI datacenter "plumbing" narrative around optical connectivity and the idea that copper becomes a bottleneck at scale, even as the connectivity layer stays in focus. The move is also landing in a risk-on premarket tape, with the Nasdaq-100 up 2.07% and the S&P 500 up 1.25%.

  • Applied Optoelectronics Shares Are Climbing Wednesday: What's Driving The Move?

    Applied Optoelectronics Inc (NASDAQ:AAOI) shares are up during Wednesday morning as traders lean into the AI data-center plumbing narrative around optical connectivity, even with major index ETFs pointing lower in early trading. Here's what investors need to know.

Peer companies

  • Daqo New Energy Corp. (DQ)
  • Kulicke and Soffa Industries, Inc. (KLIC)
  • nLIGHT, Inc. (LASR)
  • MaxLinear, Inc. (MXL)
  • Pagaya Technologies Ltd. (PGY)
  • Power Integrations, Inc. (POWI)
  • Sonos, Inc. (SONO)
  • Ultra Clean Holdings, Inc. (UCTT)

Recent insider activity

  • Chang Hung-Lun (Fred) — S-Sale (40329 shares) on 2026-06-17
  • Yeh Shu-Hua (Joshua) — S-Sale (6000 shares) on 2026-06-18
  • Yeh Shu-Hua (Joshua) — F-InKind (23397 shares) on 2026-06-12
  • Yeh Shu-Hua (Joshua) — S-Sale (28826 shares) on 2026-06-12
  • Murry Stefan J. — F-InKind (30330 shares) on 2026-06-12

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