AAOI

Applied Optoelectronics Inc. Common Stock (AAOI)

Stock · NASDAQ · Technology

$75.55as of 10/16/2026

AI Market Commentary

AI-generatedAll commentary →

Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 5, 2026

Applied Optoelectronics shifts focus to AI‑driven DOCSIS network intelligence. Applied Optoelectronics is shifting its focus toward AI‑driven DOCSIS network intelligence, a move highlighted in recent coverage. The company’s shares have surged 205% this year and climbed 8% on the day, joining a broader rally that lifted several tech names. Analysts note the stock remains volatile, with a 52‑week range of $18.50 to $233.67, and the firm still faces significant tests ahead.

Active signals

Resistance level
$99.09
Industry
Semiconductors

What AAOI's price did in the 20 trading sessions after each past signal, compared with any 20-session window over the same period.

SignalTimesMedian 20-session returnHigher after 20 sessions
Volume Spike36+9.3%56%
Bollinger Band Breakout27+12.8%74%
Bollinger Band BreakdownActive now13-2.1%46%
200-Day Moving Average TouchActive now11+16.4%73%
Any 20-session window (baseline)+3.3%53%

Computed by MarketWall from daily closing prices since May 18, 2022. Returns are close-to-close and don't include dividends. Past results describe what happened before; they are not a forecast and not investment advice.

About AAOI

Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, c…

Sector
Technology
Industry
Semiconductors
Employees
4,691

Fundamentals

1-day range
$75.43$83.44
Market cap
$9.97B
P/E (trailing)
—
P/E (forward)
16.42
EPS (trailing)
$-0.78
Dividend yield
—
Beta
3.94
Avg. volume
10.03M
52-week range
$18.5$233.67
Next earnings: November 5, 2026 · EPS estimate $0.14confirmed

How Applied Optoelectronics Inc. Common Stock Makes Money

Where the revenue actually goes — FY2025 annual results

market-wall.comTotalRevenue$455.71MCost of Revenue$318.80M (70%)SG&A$106.01M (23%)R&D$85.51M (19%)AAOI

Source: 10-K filed Feb 26, 2026 · via SEC EDGAR / Finnhub

Gross Profit$136.91M(30%)
Operating Income-$54.60M(-12%)

Forecasts

5 analyst ratings

Buy 69%
Hold 31%
Sell 0%
1-year price forecast
High
$220
+191.2%
Median
$178
+135.6%
Low
$92
+21.8%

Applied Optoelectronics Inc. Common Stock Competitors

Chosen by industry and closest market cap.

  • AAOI
    Applied Optoelectronics Inc. Common Stock
    $75.57
    ▼ 9.75%
    Market cap $9.97BP/E —
    $18.5$233.67
  • SWKS
    Skyworks Solutions Inc. Common Stock
    $79.7
    ▲ 0.76%
    Market cap $10.06BP/E 62.94
    $51.93$92.8
  • VIAV
    Viavi Solutions Inc. Common Stock
    $33.38
    ▼ 9.34%
    Market cap $9.49BP/E —
    $12.43$60.43
  • RMBS
    Rambus Inc. Common Stock
    $87.25
    ▼ 6.05%
    Market cap $10.59BP/E 41.42
    $77.89$174.1
  • SIMO
    Silicon Motion Technology Corporation American Depositary Shares
    $211.3
    ▼ 3.25%
    Market cap $9.07BP/E 25.55
    $79.76$355
  • FORM
    FormFactor Inc. FormFactor Inc. Common Stock
    $105.01
    ▼ 7.35%
    Market cap $9.00BP/E 82.40
    $38.12$160.27
  • ALGM
    Allegro MicroSystems Inc. Common Stock
    $31.62
    ▼ 2.29%
    Market cap $7.91BP/E 424.76
    $22.41$71.77

P/E shows — for peers not currently carrying a live signal of their own.

Latest news

Insider Activity

Insider Actions →
Acquired
9.3K
Disposed
66.4K

Institutional Ownership

March 31, 2026

Total shares held
61.83M
Total value held
$4.97B
Institutional holders
375
Top holders this quarter
  • Unknown7.19M
  • Unknown5.59M
  • Unknown4.12M
  • Unknown3.06M
  • Unknown2.63M
  • Unknown2.49M
  • Unknown2.35M
  • Unknown2.01M
  • Unknown1.73M
  • Unknown1.64M

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