New York, Feb 23, 2026, 08:38 (EST) — Premarket
- AAOI slipped roughly 1.7% before the bell, giving back some ground after its 10% surge on Friday.
- Applied Optoelectronics will release its quarterly results Thursday.
- Traders are eyeing forecasts linked to spending on data centers and broadband networks.
Applied Optoelectronics slipped roughly 1.7% to $50.79 ahead of Monday’s opening bell, pulling back after a sharp 10% rally last session. Investors are eyeing the company’s quarterly results due later this week. (MarketScreener)
AAOI has been here before. The stock’s had wild swings lately and now hovers just below its 12-month peak—hardly any cushion if results disappoint.
Thursday brings fourth-quarter results—the real test. With this stock moving on anticipation, any early signals about 2026 demand and margins might shape sentiment for the week ahead.
Analysts tracked by MarketBeat are looking for a 12-cent loss per share this quarter, with revenue estimates circling $131.6 million. (MarketBeat)
Rosenblatt Securities stuck with its “buy” call and kept the $50 price target in a note highlighted over the weekend, American Banking News reported. (americanbankingnews.com)
Applied Optoelectronics, which supplies optical and fiber-coax networking equipment for AI data centers and broadband, has been ramping up its investor outreach as it heads into earnings. The company plans an investor session at the Optical Fiber Communication Conference (OFC) on March 17, with CFO Stefan Murry set to lead the discussion. (GlobeNewswire)
This is a packed week for tech earnings, and the timing isn’t lost on anyone. Nvidia stands out, with Susquehanna’s Christopher Rolland expecting “better results and guidance” as the next platform picks up steam. AI demand, he notes, will likely get a boost from expanding hyperscale capital spending. (Kiplinger)
AAOI bulls are hoping for solid numbers and no surprises in the outlook. But the risk is straightforward—if orders slow, costs creep up, or management gets cautious, this stock, which has already run up quickly, could take a hit.
Eyes turn to Thursday’s post-close results and whatever the management team says on the call. For more insight into upcoming demand, investors will also look to the OFC investor session on March 17.
