US · Technology · Communication Equipment
EPS came in at 0.10 against a street estimate of 0.08 — a beat of 25.0%.
Analysts rate Applied Opt a buy (3 buy, 3 hold, 0 sell out of 6) with an average price target of $156.00.
CONFIDENT AOI posted record Q2 revenue of $191.9M (+86% YoY), returning to non-GAAP profitability at $0.06 EPS. 800G ramping sharply; capacity-constrained through mid-2027. Q3 guide $255–290M suggests robust AI demand, though 100G weakness from memory shortages will persist. Q2 2026 Management emphasized U.S. manufacturing as strategic moat; heightened demand expected following Chinese transceiver ban reports. Analysts pressed on Chinese supply risk, 800G ramp readiness, and CPO laser competitive timeline. Management emphasized U.S. manufacturing moat, supply-chain coordination, and multi-year customer locked-in demand exceeding capacity by 20–40%. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.60% |
| Amvescap Plc. | 4.02% |
| Vanguard Capital Management, LLC | 3.96% |
| Marex Group Ltd | 3.33% |
| Vanguard Portfolio Management, LLC | 3.12% |
| UBS Group AG | 2.49% |
| Oberweis Asset Management Inc | 2.11% |
| Geode Capital Management, LLC | 1.97% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $269.875 million, up from $118.630 million in the third quarter of 2025. • Nine-month 2026 revenue | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was a record $269.9 million, up from $118.6 million in Q3 2025 and $191.9 million in Q2 2026. • GAAP net income w | 2026-11-05 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Applied Optoelectronics entered into a new credit facility on October 30, 2026, replacing its prior facility. • The new facility | 2026-11-04 |
| Material agreement · Q3 2026 APPLIED OPTOELECTRONICS, INC. — DOCUMENT SUMMARY HEADLINE NUMBERS • Lease Agreement Value: Annual rent of RMB 6,896,124 (~$950,000 USD equivalent) f | 2026-09-15 |
| Material agreement · Q3 2026 APPLIED OPTOELECTRONICS, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Company acquired real property in Houston, Texas for $26,783,472 in cash on Sept | 2026-09-10 |
| Material agreement · Q3 2026 APPLIED OPTOELECTRONICS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company signed two new industrial lease agreements on August 31, 2026 for Buildings 4 | 2026-09-01 |
| Material agreement · Q3 2026 APPLIED OPTOELECTRONICS, INC. - DOCUMENT SUMMARY OTHER NOTABLE POINTS • Document Type: Form 8-K Current Report filed August 24, 2026, reporting mate | 2026-08-24 |
| Material agreement · Q3 2026 APPLIED OPTOELECTRONICS, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Company authorized to issue and sell up to $600 million in common stock shares t | 2026-08-21 |
Readable in the app.
| Announcement | Date |
|---|---|
| Long-term factory lease for production facility expansion in China Applied Optoelectronics' subsidiary Global Technology signed a 10-year lease agreement for a factory building in Ningbo, China starting September 16, 2026. The facility covers approximately | 2026-09-15 |
| Exercised purchase option to acquire real property for manufacturing and assembly Applied Optoelectronics, Inc. exercised a purchase option and bought a Houston, Texas commercial property for $26.78 million in cash on September 4, 2026. The property consists of approximat | 2026-09-10 |
| Signed leases for two new industrial buildings in Houston, Texas Applied Optoelectronics signed two new industrial lease agreements in Houston, Texas on August 31, 2026, for Buildings 4 and 5 to be constructed by the landlord. Building 4 comprises 356,186 | 2026-09-01 |
| Design-build agreement for new 195,591 sq ft cleanroom facility Applied Optoelectronics signed a $94.1 million design-build contract with LCC3 Solution Inc. on June 25, 2026, to construct a new advanced manufacturing facility (OMD 3/FAB4) in Houston, Tex | 2026-07-01 |
| Three industrial facility leases signed for manufacturing and warehouse operations Applied Optoelectronics signed three long-term industrial leases in Houston, Texas on May 8, 2026, totaling approximately 736,000 square feet across three buildings. The leases span 123 mont | 2026-05-13 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Applied Opt — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.