Applied Optoelectronics Inc (AAOI)

800G Transceiver Demand Drives Record Revenue Growth at Applied Optoelectronics (AAOI)May 8, 2026 11:01 AM
IH Market News Applied Optoelectronics reported a fourth consecutive quarter of record revenue as AI-driven datacenter demand accelerated shipments of its 800G optical transceivers. Key Investor Takeaways Applied Optoelectronics, Inc. (NASDAQ:AAOI) posted record first-quarter revenue of $151.1 million, up 51% year-over-year. The company completed its first volume shipment of 800G transceivers to a major hyperscale customer during Q1. AAOI expects sequential revenue growth throughout 2026, with stronger acceleration projected beginning in Q3. Manufacturing capacity for 800G transceivers reached nearly 100,000 units per month by the end of the quarter. AI datacenter demand and next-generation 1.6T optical products remain central drivers of the company’s growth strategy. Why AAOI Stock Is in Focus Applied Optoelectronics, Inc. (NASDAQ:AAOI) released first-quarter 2026 financial results showing strong revenue growth tied to increasing demand for AI-focused networking products.Revenue rose to $151.1 million during the quarter, compared with $99.9 million in the same period last year and $134.3 million in the fourth quarter of 2025.The company said demand remained broad-based across both its datacenter and CATV businesses.Management highlighted growing customer engagement surrounding its 800G and 1.6 terabit optical transceiver products, particularly as AI infrastructure investments continue to expand.“We are pleased to deliver first quarter results that were in line with our expectations, driven by broad based demand in both our datacenter and CATV businesses,” said Dr. Thompson Lin, AOI’s Founder, President and Chief Executive Officer.“We continue to see strong customer engagement around our 800G transceivers and 1.6 Tb products, particularly as AI-driven datacenter investments accelerate. Notably, we completed our first volume shipment of our 800G products to one of our large hyperscale customers in Q1.”The company said it expects a strong volume ramp for 800G products beginning in the second quarter, with significantly larger growth anticipated in the second half of the year as new manufacturing capacity becomes operational.Applied Optoelectronics also expanded its manufacturing footprint during the quarter, nearly doubling its Houston-area facilities through a combination of property acquisitions and leases.Chief Financial Officer and Chief Strategy Officer Dr. Stefan Murry said the company exited the quarter with manufacturing capacity approaching 100,000 units of 800G transceivers per month across its U.S. and Taiwan operations. Why This Matters for Investors The results may reinforce investor focus on AAOI as a supplier benefiting from rising AI datacenter infrastructure spending.For investors, the volume shipment milestone with a hyperscale customer may signal growing commercial adoption of the company’s next-generation optical networking products.The company’s production expansion efforts could also become increasingly important as demand for higher-speed optical interconnects grows across AI training and inference environments.At the same time, profitability remains under pressure despite the strong revenue growth.Applied Optoelectronics reported a GAAP net loss of $14.3 million during the quarter, compared with a $9.2 million loss a year earlier, while gross margins declined sequentially.The company’s outlook suggests management expects continued revenue growth, but investors may continue monitoring execution risks tied to scaling production capacity, supply chain reliability, and customer concentration.AAOI’s positioning as a U.S.-based supplier of AI-focused optical transceivers may also remain a key strategic theme as hyperscale and AI infrastructure investment accelerates globally. What to Watch Next Investors will likely monitor: Ramp-up of 800G transceiver production volumes Adoption of 1.6T optical networking products Sequential revenue growth through the second half of 2026 Gross margin trends as manufacturing capacity expands Additional hyperscale customer deployments Progress toward profitability as AI infrastructure demand grows Applied Optoelectronics stock price Original: 800G Transceiver Demand Drives Record Revenue Growth at Applied Optoelectronics (AAOI)

Why do you think the stock is gonna go? I bought it at 91 only had enough to buy three shares.

You have no clue what you're talking about. AAOI almost doubled revenue from 2024 to 2025 to $456M. For 2026 they're expecting near $1B, and for 2027 near $2B. They expect to be at breakeven in Q1 and profitable going forward. The stock has been flying lately. Sorry you missed it.

Tradr Set to Launch Leveraged ETFs on AMZN, AAOI, HL and IBMMarch 23, 2026 10:42 AM
PR Newswire (US)

All four strategies represent first-to-market exposures on emerging growth and blue-chip stocksNEW YORK, March 23, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch four first-to-market single stock leveraged ETFs on Tuesday, March 24. The Cboe-listed funds seek to deliver either two times the inverse (-200%) or two times long (200%) the daily performance of a specific underlying stock.Expected Tradr launches:Tradr 2X Short AMZN Daily ETF (Cboe: AMZO) – tracks Amazon.com Inc. (Nasdaq: AMZN)Tradr 2X Long AAOI Daily ETF (Cboe: AAOX) – tracks Applied Optoelectronics Inc. (Nasdaq: AAOI)Tradr 2X Long HL Daily ETF (Cboe: HLXX) – tracks Hecla Mining Co. (NYSE: HL)Tradr 2X Long IBM Daily ETF (Cboe: IBX) – tracks International Business Machines (NYSE: IBM)For detailed information on Tradr ETFs and the significant risks involved with leveraged ETFs, please visit www.tradretfs.com.About Tradr ETFs
Tradr ETFs are designed for sophisticated investors and professional traders who are looking to express high conviction investment views. The strategies include leveraged and inverse ETFs that seek short or long exposure to actively traded stocks and ETFs.IMPORTANT RISK INFORMATIONTradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other ETFs. The Funds are intended to be used as short-term trading vehicles and pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the Funds magnify the performance of their underlying security. The volatility of the underlying security may affect a Fund's return as much as, or more than, the return of the underlying security.Investors in the fund should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. Fund performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.Leverage increases the risk of a total loss of an investor's investment, may increase the volatility of the Funds, and may magnify any differences between the performance of the Funds and their reference security. The Funds seek leveraged investment results for a specific period (daily, monthly or quarterly). The exact exposure of an investment in the Fund intra-period will depend upon the movement of the reference security from the end of the prior period until the time of investment by the investor.The Fund will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in a Fund that seeks two times daily performance would lose all of their money if the Fund's underlying security moves more than 50% in a direction adverse to the Fund on a given trading day.ETFs involve risk including possible loss of the full principal value. There is no assurance that the Fund will achieve its investment objective. Principal risks and other important risks may be found in the prospectus. Past performance does not guarantee future results.ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. There can be no guarantee that an active trading market for ETF shares will develop or be maintained, or that their listing will continue or remain unchanged. Buying or selling ETF shares on an exchange may require the payment of brokerage commissions and frequent trading may incur brokerage costs that detract significantly from investment returns.Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds. This and other important information about the Fund is contained in the Prospectus, which can be obtained by visiting www.tradretfs.com. The Prospectus should be read carefully before investing.Distributed by ALPS Distributors, Inc, which is not affiliated with AXS Investments or its Tradr ETFs. AXI000870





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Original: Tradr Set to Launch Leveraged ETFs on AMZN, AAOI, HL and IBM

Applied Optoelectronics stock rises on $200M transceiver orderMarch 9, 2026 10:10 AM
IH Market News
Applied Optoelectronics Inc. (NASDAQ:AAOI) shares rose 2% Monday after the company announced it received its first volume order for 1.6T data center transceivers from a major hyperscale customer.The initial order totals more than $200 million and is expected to return the customer to its previous status as a 10%+ customer for Applied Optoelectronics, according to the company. Shipments are expected to begin early in the third quarter of 2025 and should be complete in the fourth quarter of this year, following product qualifications.The Sugar Land, Texas-based company said the transceivers will be used to boost network bandwidth for AI workloads. Applied Optoelectronics manufactures optical and HFC networking products for AI applications.Dr. Thompson Lin, Founder, Chairman, and CEO, said the company’s transceiver portfolio enables customers to order both 400G and 800G or 1.6T products. With expansion at its Taiwan facility ongoing and construction underway at its new Sugar Land facility, the company expects to have the largest production capacity for 800G and 1.6T transceivers in the U.S.Applied Optoelectronics continues to expect to produce over 500,000 units of combined 800G and 1.6T transceivers per month by the end of this year, including both U.S. and overseas production.Stefan Murry, Chief Financial Officer and Chief Strategy Officer, said the company expects 1.6T will become the next step for hyperscalers as GPU performance increases and AI cluster sizes grow.Applied Optoelectronics stock price

Original: Applied Optoelectronics stock rises on $200M transceiver order

Is that why it went up 56% today ? Lol

AAOI posted another loss. That is disappointing and they brought number of shares up from 42 million (of prior year) to now to a whopping 75.2 million. Today the company also announced further dilution with more than 5 million more shares being generated and coming onto the market to soon dilute shareholders even further.
They should be hitting at least $1 billion per year in sales or $250 million per quarter since valuation if the market cap were at $3 billion, but the company fell far short of this. They reported revenue of under $150 million. This should put the market cap instead around $1.5 billion, with the 80 million shares, this would put the intrinsic valuation of AOII at $19 per share.
Margins are terrible and that is why they have to keep diluting shareholders. They have almost no revenue and they continue to be unsuccessful to turn a profit. The further dilution may bring the company stock price down below $19 per share. Beware.

We knew AAOI was overvalued when it was at $40.50. Now, the realization that earnings news is coming again is driving down the stock price. AAOI has missed 3 of the most recent 4 earnings projections. Analysts drastically lower the EPS estimate. This company continues to lose lots of $.

In the first 9 months of 2025, revenue went from 149 million in 2024 to 321 million in 2025.
As of 09/30 - 150 million in cash

https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=319559742&type=PDF&symbol=AAOI&companyName=Applied+Optoelectronics+Inc.&formType=10-Q&formDescription=General+form+for+quarterly+reports+under+Section+13+or+15%28d%29&dateFiled=2025-11-06

Wow, AAOI stopped growing and is now losing more than $50 million per year.
The management is diluting shareholders like mad. The number of shares went from 44.8 million to now over 68 million in just 1 year. This is effectively a bankruptcy (when management devalues the shares). The company is doing worse than iRobot. Beware.

26.06

AAOI is diluting shareholders rapidly. Number of shares went from:
39 million in Sept 2024 to
44 million in Dec 2024 to
49 million in Mar 2025 to
53 million in June 2025 to
62 million now and climbing rapidly.
Income is not going up this rapidly and remains negative. It is looking like a scam pump and dump. They have a long record of falled short of the released hype. Beware.

Above $23 warrant price because of Amazon investment  $25.20 + 59%

Applied Optoelectronics issues Amazon warrant to purchase shares
Mar. 13, 2025 4:49 PM ETApplied Optoelectronics, Inc. (AAOI) StockAMZNBy: Tiyashi Datta, SA News Editor9 Comments

Play
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AAOI new 52/week high

AAOI, new 52/high

AAOI, new 52 week high

Short interest of 24%. Would make a nice squeeze if they can boost earnings.

With Lumen's sudden uptick in earnings, what are the odds that AAOI will see an earnings surprise, going forward?

AAOI still sliding lower

What crappy earnings report and guidance. Good grief.

AAOI one of the best for 2023

AAOI new 52 week high
compare to Marathon Digital

all out...
move to ino.

AAOI new 52 week high

Better than amd...
Hold for gold.

Higher ground...
Up and up.

got in...
riding uptrend.

AAOI new 52 week high

AAOI No 4 on the Barchart Top 100
https://www.barchart.com/stocks/performance/percent-change/advances?timeFrame=today&viewName=main&screener=overall&orderBy=percentChange&orderDir=desc

It’s beautiful

AAOI new 52/week high

AAOI new 52=week high
https://www.barchart.com/stocks/performance/percent-change/advances?timeFrame=today&viewName=main&screener=overall&orderBy=percentChange&orderDir=desc

Nice news herein...
https://ih.advfn.com/stock-market/NASDAQ/applied-optoelectronics-AAOI/stock-news/91393644/current-report-filing-8-k

Dilution. Sell, sell, sell

I saw that!!! IMPOSSIBLE!!! (But, they did it!! HA-HA!!)

I like the triple play the Yankees executed that was on my YouTube Shorts!

THANKS, Cpt. C-O-24!!! Now I can SLEEP tonight!!!

Rachel Balkovec won her debut managing the Low-A Tampa Tarpons in the New York Yankees' system, becoming the first woman to skipper a team affiliated with a major league club. She is a manager and not a player.

$AAOI Strong breakout on the chart Friday..on watch next week..

https://stockcharts.com/c-sc/sc?s=AAOI&p=D&b=5&g=0&i=0&r=1663465013115

Explosive day here,

A little OFF subject, but did the Yankees this year have a LADY in their 'Cactus League'?? If so, what POSITION --- NO pun intended --- were they thinking about for her (e.g., pitching, catching, shortstop)??????

THANKS!! Great day, anyway! NICE Company; GREAT news, & more coming!!

Why Applied Optoelectronics Shares Are Popping Off Friday
1:11 pm ET September 16, 2022 (Benzinga) Print
Applied Optoelectronics Inc (NASDAQ: AAOI) shares are trading higher by 42.8% to $3.57 during Friday's trading session after the company announced the sale of its Chinese manufacturing facilities to Yuhan Optoelectronic Technology for $150 million.

What Happened?

The company anticipates that the transaction will be completed in 2023 and is subject to customary closing conditions and regulatory approvals.

"The significant proceeds from this transaction will enable us to make strategic investments in higher margin and higher growth opportunities," said Dr. Thompson Lin, Applied Optoelectronics Inc Founder, President and Chief Executive Officer.

"After careful consideration, we concluded that it is in the best interest of the company and our shareholders for AOI to exit the transceiver market and focus our resources on our CATV business and manufacturing lasers and laser components for the datacenter, CATV, telecom, and FTTH markets. Further, we believe that this transaction opens up new opportunities for customer expansion with our existing datacenter laser business, which has a large addressable market."

See Also: So Is Dogecoin Heading Back to 5 Cents Or Making A Run To 10 Cents? Survey Says...

$150,000,000. > Investors are forward looking!

Applied Optoelectronics Is Maintained at Outperform by Northland Capital Markets
9:53 am ET September 16, 2022 (Dow Jones) Print

Ratings actions from Benzinga: https://www.benzinga.com/stock/AAOI/ratings


(END) Dow Jones Newswires

September 16, 2022 09:53 ET (13:53 GMT)

AAOI: I'll dump this today at circa 200%-UP; then load some MORE!!

you got it !!!!

AAOI: Rather quiet Board here, for a stock headed to the proverbial MOON today. Maybe even Planet JUPITER??? (Easy money, Peeps!! HA-HA!!)

AAOI: Best news of the day, & this will likely CRASH!! GO-FIGURE!! Heck, if this had PR'd today about bankruptcy; or about being investigated for fraud; or about being SUED for damages, it likely would have SOARED to the Moon!! But then, maybe GREAT news still works --- somewhere??? Let's see what happens.