AAOI — APPLIED OPTOELECTRONICS, INC.

Nasdaq · Information Technology · Semiconductors & Semiconductor Equipment · CIK 1158114 ·
Last close
$167.34
Market Cap
$13.43B
52W High
$233.67
52W Low
$78.57
ADV30
13,625,876
Next earnings
2026-08-06
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, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 151,144,000 43,916,000 -12,877,000 -14,281,000 1,565,879,000 439,705,000 459,927,000
Dec 2025 134,274,000 41,944,000 -11,352,000 -2,022,000 1,168,423,000 206,140,000 434,505,000
Sep 2025 118,630,000 33,263,000 -14,968,000 -17,936,000 978,528,000 136,961,000 419,443,000
Jun 2025 102,952,000 31,162,000 -14,661,000 -9,098,000 796,850,000 64,699,000 371,869,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$-174,428,000
Investing CF
$-210,604,000
Financing CF
$527,941,000
CapEx
$-179,527,000
Dividends Paid
Buybacks
EPS Diluted TTM
$-0.65
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-490,078,000
Inventory
$183,105,000
Receivables
$244,404,000
ST Investments
EBIT TTM
$-43,206,000
Pretax Income TTM
$-46,704,000
Interest Exp TTM
$3,498,000
Analysts
5

Yahoo Snapshot (yfinance, live)

Total Revenue
$507,000,000
EBITDA
$-27,456,000
Free Cash Flow
$-445,583,264
Enterprise Value
$13,546,984,448
Total Cash
$439,704,992
Total Debt
$280,422,016
Shares Out
80,242,767
Trailing EPS
$-0.65
Book Value
$14.01
ROE
-6.1%
ROA
-3.3%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 455,715,000 -49,736,000 -38,228,000 1,168,423,000 434,505,000 -174,428,000
Dec 2024 249,365,000 -70,513,000 -186,733,000 547,032,000 317,920,000 -69,526,000
Dec 2023 217,646,000 -40,412,000 -56,048,000 389,186,000 174,317,000 -7,929,000
Dec 2022 222,818,000 -58,838,000 -66,397,000 408,263,000 223,593,000 -14,022,000

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$4.77

Max Pain — expiry 2026-07-17

max pain strike: $155.00 · spot: $167.34 · call oi: 6,045 · put oi: 305
Expected Move to 2026-07-17: ±$46.88 (28.01%) — implied range $120.46$214.22 · ATM straddle on $165.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
SANM SANMINA CORP $13.01B $242.77
SMTC SEMTECH CORP $13.99B $150.20
RMBS RAMBUS INC $14.07B $130.10
AEIS ADVANCED ENERGY INDUSTRIES INC $14.14B $353.32
VIAV VIAVI SOLUTIONS INC. $12.02B $48.73

News headlines (Yahoo Finance, 1h cache)

Applied Optoelectronics Unit Doubles China Credit Facility
2026-06-17 10:18 · Yahoo
AAOI, LITE, COHR, MRVL Stocks Bounce Back Overnight: Why AI Photonics Stocks Drew Attention Today
2026-06-17 03:58 · Yahoo
Applied Optoelectronics (AAOI) Soars 13% as US-Iran Peace Deal Propels AI Stocks
2026-06-16 02:31 · Yahoo
Jim Cramer Recommends Corning Over Applied Optoelectronics
2026-06-15 08:28 · Yahoo
How AAOI Is Defying The Market Slump
2026-06-11 20:55 · Yahoo
Applied Optoelectronics (AAOI) Soars Anew on AI Optimism
2026-06-11 02:21 · Yahoo
Assessing Applied Optoelectronics (AAOI) Valuation After A Sharp Multi‑Year Share Price Surge
2026-06-11 01:15 · Yahoo
Is Applied Optoelectronics (AAOI) One of the Best Performing Growth Stocks to Buy?
2026-06-11 01:15 · Yahoo
Is AAOI Stock Worth Betting on at a Premium or Should Investors Wait?
2026-06-10 15:42 · Yahoo
Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom
2026-06-10 15:08 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.