Pulling verified daily bars for this ticker.
Recent earnings
1/4
quarters beat
Big funds
8
hold this stock
News tone
Bullish
40 articles, 7 days
Analysts
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsWhat it reported, what was expected, and what comes next.
Earnings
The latest quarter is still settling.
A verdict appears once the reported figure is final
Q3 2026 guidance
$255.0M to $290.0M
No comparable estimate
Next report
EPS expected
$0.12 to $0.38
Revenue expected
5 analysts
Last 30 days
Analysts raising estimates
From the release
The three statements, quarter by quarter.
Sep 2025 to Jun 2026
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| RevenueTotal revenue | $118.6M | $134.3M | $151.1M | $191.9M |
| Cost of what it soldCost of revenue | $85.4M | $92.3M | $107.2M | $138.7M |
| Gross profit | $33.3M | $41.9M | $43.9M | $53.2M |
| What it spent | ||||
| Research and development | $21.3M | $25.8M | $25.7M | $34.9M |
| Sales and adminSelling, general and administrative | $20.3M | $20.7M | $24.9M | $31.6M |
| Other operating costsOperating costs not itemised in the filing's summary | $9.9M | $6.9M | $6.3M | $11.5M |
| Total operating expenses | $51.5M | $53.4M | $56.9M | $77.9M |
| What was left | ||||
| Operating profitOperating income | -$18.2M | -$11.5M | -$13.0M | -$24.7M |
| Interest on debtInterest expense | $451.0K | $843.0K | $863.0K | $927.0K |
| Profit before tax | -$17.9M | -$10.5M | -$13.2M | -$21.5M |
| TaxIncome tax expense | — | -$8.5M | $1.0M | $1.3M |
| Net profitNet income | -$17.9M | -$2.0M | -$14.3M | -$22.8M |
| EBITDAEarnings before interest, tax, depreciation, amortisation | -$10.1M | -$1.4M | -$3.1M | -$20.6M |
Business quality, value, and expectations at a glance.
Fundamentals
This company is not yet profitable.
Valuation
Quality
Growth
Filed positions and reported activity tied to this stock.
8 funds hold a position, insiders have been net selling, and 11 market voices are discussing it.
Real smart money
Insiders
Influencers
CK CapitalBullish
Aug 15 · 2x · Reports demand for next-gen AI infrastructure is so robust that AAOI's near-term revenue is bounded by production capacity.
Few Semi/Hardware names setting up for the next leg higherBullish
Aug 14 · Says AAOI has multiple inside days and a close above the $150 VWAP could open $200.
Trend, range, and the price levels that matter.
Technicals
Technicals sync when verified market data is available. No sample data is shown.
Recent coverage and its overall tone.
News
Coverage is bullish
20 bullish · 15 neutral · 5 bearish
Tone of tracked coverage
Handelsbanken Fonder AB Makes New Investment in Applied Optoelectronics, Inc. $AAOI
NeutralAug 14Applied Optoelectronics, Inc. Price Today | xAAOI Live Price, Chart & Market Cap
NeutralAug 14Applied Optoelectronics, Inc. (NASDAQ:AAOI) Given Consensus Rating of "Hold" by Brokerages
Leans bullishAug 14Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally
BullishAug 12Applied Optoelectronics (AAOI) CFO Murry sells 4,000 shares under 10b5-1 plan
BearishAug 12Applied Optoelectronics (AAOI) Is Up 20.5% After Rapid Q2 Revenue Growth But Deeper Losses
NeutralAug 11Assenagon Asset Management S.A. Has $10.69 Million Holdings in Applied Optoelectronics, Inc. $AAOI
Leans bullishAug 11AAOI Stock Jumps As Record Earnings Meet AI Tailwinds
BullishAug 10SerenityBullish
Aug 11 · 2x · Argues AAOI's CPO capacity expansion adds ~$1.92B annualized revenue by 2028, refuting one-year cycle view.
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