Applied Optoelectronics, Inc.(AAOI)Earnings, Financials & Key RatiosApplied Optoelectronics, Inc. (AAOI) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company shows strong top-line momentum, the persistent negative net margin of -9.4% and high capital expenditure requirements suggest that the path to sustainable profitability remains uncertain.
Applied Optoelectronics, Inc. (AAOI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Applied Optoelectronics, Inc. (AAOI) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.07vs $0.05-42.9% | $151Mvs $157M-3.7% |
| Q1 2026 | Feb 26, 2026 | $0.01vs $0.12+91.7% | $134Mvs $132M+1.5% |
| Q4 2025 | Nov 6, 2025 | $0.09vs $0.10+10.0% | $119Mvs $132M-9.8% |
| Q3 2025 | Aug 7, 2025 | $0.16vs $0.08-100.0% | $103Mvs $119M-13.2% |
Recent stock market news and headlines for Applied Optoelectronics, Inc. (AAOI)
Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.
Subscribers to Schaeffer's Weekend Trader options recommendation service received this AAOI commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
AAOI's CATV momentum and AI-driven datacenter demand are fueling strong revenue growth, with management expecting gains through 2026.
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.
Key metrics vs top competitors for Applied Optoelectronics, Inc. (AAOI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $123.36 | $9.74B | -192.75 | 82.75% | -8.39% | -7.94% | — | |
| $731.25 | $52.21B | 1976.35 | 21.03% | 17.68% | 30.68% | — | |
| $12.17 | $41.59M | -13.67 | 8.26% | -3.66% | -0.11% | — | |
| $335.70 | $53.23B | -645.58 | 23.42% | 10.59% | 6.94% | — | |
| $42.42 | $9.82B | 282.80 | 8.39% | -4.03% | -6.92% | — | |
| $433.83 | $61.41B | 510.39 | 18.79% | 7.87% | 15.65% | — |
Applied Optoelectronics, Inc. (AAOI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Applied Optoelectronics, Inc. (AAOI) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 8, 2026·SEC
May 7, 2026·SEC
Apr 13, 2026·SEC
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Applied Optoelectronics, Inc. (AAOI) stock FAQ — growth, dividends, profitability & financials explained
Applied Optoelectronics, Inc. (AAOI) reported $507.0M in revenue for fiscal year 2025. This represents a 960% increase from $47.8M in 2011.
Applied Optoelectronics, Inc. (AAOI) grew revenue by 82.8% over the past year. This is strong growth.
Applied Optoelectronics, Inc. (AAOI) reported a net loss of $43.3M for fiscal year 2025.
Applied Optoelectronics, Inc. (AAOI) has a return on equity (ROE) of -7.9%. Negative ROE indicates the company is unprofitable.
Applied Optoelectronics, Inc. (AAOI) had negative free cash flow of $238.9M in fiscal year 2025, likely due to heavy capital investments.
