Applied Optoelectronics, Inc. Stock News

AAOI reported record Q3 2025 revenue of $118.6 million, up 82% year-over-year and 15% sequentially, marking historic growth. The legacy CATV business surged to $70.6 million in sales, tripling year-over-year, driven by 1.8 GHz amplifier nodes with QuantumLink software. 800G optical modules are in final qualification with Tier 1 customers, with mass production expected in Q4 and capacity expandi...

A B. Riley analyst downgraded Applied Optoelectronics stock and projects significant downside. The company projects lower Q4 2025 revenue than what analysts expect.

It broadly met analyst estimates for revenue in its third quarter, but missed on the bottom line. Meanwhile, it whiffed on top-line and net loss guidance for its current quarter.

Applied Optoelectronics, Inc. ( AAOI ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Lindsay Savarese - Investor Relations Chih-Hsiang Lin - Founder, Chairman, President & CEO Stefan Murry - CFO & Chief Strategy Officer Conference Call Participants Simon Leopold - Raymond James & Associates, Inc., Research Division George Notter - Wolfe Research, LLC Michael Genovese -...

SUGAR LAND, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced financial results for its third quarter ended September 30, 2025.

SUGAR LAND, Texas, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power the internet, today announced that the Compensation Committee of its Board of Directors granted inducement awards for 7,786 shares of common stock to 9 new employees, with a grant date of October 31, 2025, pursuant to th...

Applied Optoelectronics is rated a buy, driven by rapid revenue growth from hyperscaler clients and AI data center demand. AAOI's vertically integrated model and strategic partnerships with Microsoft, Oracle, Amazon, and Charter underpin its competitive edge and revenue acceleration. Key risks include high customer concentration and a premium valuation (EV/EBITDA 67.2), but margin expansion and...

Applied Optoelectronics secured a $4 billion, 10-year Amazon contract and requalified with another hyperscaler, likely Meta or Microsoft. The company is building a 210,000 sq. ft. Texas facility to produce over 200,000 800G units monthly by mid-2026. Q2 2025 revenue surged 137% year-over-year to $103 million, with data center sales up 30% and cable revenue eightfold.