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AAOI
APPLIED OPTOELECTRONICS, INC.
NASDAQ
$106.23
▼ DOWN 6.22% (-7.05)

KEY STATISTICS

Market Cap$8.52 B
52w High$233.67
52w Low$18.50
Dividend Yield—
Frequency—
P/E-321.91
Volume5.68M
Shares Out.80.24M

COMPANY

LEADERSHIP

Chih-Hsiang Lin
CHIEF EXECUTIVE
Chih-Hsiang Lin

COMPENSATION 2026

Salary$828,657
Stock Awards$2,837,667
Incentive Plan Pay$1,009,087
All Other Comp.$93,603
Total$4,769,014

ABOUT

SECTOR
Technology
WENT PUBLIC
September 26, 2013
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
4,691

PRICE TARGET

Target High$190.00
Target Low$178.00
Target Median$184.00
Target Consensus$184.00

UPCOMING EARNINGS

DateNov 5, 2026
DayThursday
Rev. Est.$268.11M
NOV
5
THU

PRICE

$106.23 ▼ DOWN 6.22% (−$7.05)
$107$108$1109:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM106.23

About Applied Optoelectronics, Inc.

https://www.ao-inc.com ↗

Applied Optoelectronics, Inc. designs and sells fiber-optic networking products—including optical modules, lasers, and transceivers—to data centers, telecom, and cable providers worldwide.

INDUSTRY

Communication Equipment

A PRODUCT APPLIED OPTOELECTRONICS, INC. IS KNOWN FOR

800G Optical Transceivers
800G Optical Transceivers

Applied Optoelectronics produces high-speed optical modules transmitting 800 Gbps for data centers supporting AI and machine learning, recently securing its first volume order from a major hyperscale customer.

COMPETITORS

COMPETITOR
ANET COMPARE
AVGO COMPARE
COHR COMPARE
CSCO COMPARE
LITE COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Data Center$43.94M $74.88M ▲$81.4M ▲$107.66M ▲
CATV$70.6M $54M ▼$66.84M ▲$80.58M ▲
Telecom$3.74M $5.11M ▲$2.56M ▼$3.41M ▲
Product and Service Other$351K — $340K ▼$271K ▼

Revenue by Geography

MapREGIONQ3-2025Q4-2025Q1-2026Q2-2026
TAIWAN$43.8M $20.01M ▼$80.94M ▲$108.43M ▲
CHINA$73.15M $98.52M ▲$69.33M ▼$82.16M ▲
UNITED STATES$1.68M $15.74M ▲$877K ▼$1.34M ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
144
LISTED HERE
26
RANKED BY POSITION SIZE
VTS.AX
0.01% · 2.4M
BAI
1.31% · 1.6M
SCHA
0.18% · 358.6K
PTF
3.30% · 174.1K
FTEC
0.06% · 122.5K
XTL
2.11% · 113.8K
AGIX
1.21% · 87.4K
DFAC
0.02% · 81.6K
FYC
0.50% · 64.1K
LYTE
1.88% · 55.7K
JSMD
0.48% · 46.1K
SP
SPRX
2.37% · 45.8K
LAZR
5.36% · 42.2K
XCMC.L
0.55% · 39.6K
BBMC
0.18% · 34.5K
ALAI
0.20% · 20.2K
HY
HYP
2.79% · 17.8K
BKMC
0.21% · 12.7K
ELFY
0.57% · 10.6K
C5E.PA
0.08% · 4.4K
STXK
0.35% · 2.8K
TRFM
0.11% · 2.8K
TILT
0.01% · 2.7K
GUSA
0.01% · 2.6K
DM
DMRS
0.01% · 731
USUE.DE
0.02% · 372

INSTITUTIONAL OWNERSHIP

SHARES OWNED
44.89%
HOLDERS
587
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2.3M sh · $198.78M
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2.3M sh · $192.81M
Price T Rowe Associates Inc /Md/
2.2M sh · $77.73M
D. E. Shaw & Co., Inc.
2.1M sh · $179.09M
Ubs Group AG
2.1M sh · $312.83M
Hawk Ridge Capital Management LP
1.7M sh · $59.29M
Morgan Stanley
1.7M sh · $59.26M

RATINGS SNAPSHOT

Overall rating: C-

DCFROEROAD/EP/EP/B
Discounted Cash Flow1
Return On Equity1
Return On Assets1
Debt To Equity3
Price To Earnings1
Price To Book1
Overall Score1

INSIDER TRADES

★
OFFICER: *** SEE REMARKS
Yeh Shu-Hua (Joshua)
Sale · 6.0K shares
2026-08-18
★
OFFICER: CHIEF FINANCIAL OFFICER
Murry Stefan J.
Sale · 4.0K shares
2026-08-10
★
OFFICER: *** SEE REMARKS
Yeh Shu-Hua (Joshua)
Sale · 4.7K shares
2026-08-04
★
DIRECTOR, OFFICER: PRESIDENT AND CEO
Lin Chih-Hsiang (Thompson)
Purchase · 9.3K shares
2026-07-31

MOST RECENT ANALYST GRADES

GRADE SUMMARY
BUY 2
NEUTRAL 1
OUTPERFORM 1
4 GRADES IN THE LAST 12 MONTHS
Needham BUY Rosenblatt BUY B. Riley Securities NEUTRAL Northland Capital Markets OUTPERFORM

SECTORS PEERS

PEERPRICE
MXL$61.73COMPARE
VSH$30.56COMPARE
KLIC$81.03COMPARE
UCTT$69.48COMPARE
POWI$51.51COMPARE
VECO$44.30COMPARE
LASR$42.94COMPARE
PGY$21.98COMPARE