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NASDAQ:AAOI 30 December 2025 - 4 March 2026

AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

Applied Optoelectronics shares rose 2.9% to $98.07 Wednesday on heavy volume after a late Tuesday filing showed director Elizabeth G. Loboa plans to sell up to 102,347 shares, worth about $9.8 million. The company also set up a $250 million at-the-market share sale program. CFO Stefan Murry told investors 800G shipments would ramp in Q2 after a firmware delay. An investor session is set for March 17 at the OFC conference.
4 March 2026
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AAOI stock drops after early slide: what Applied Optoelectronics investors are watching next

AAOI stock drops after early slide: what Applied Optoelectronics investors are watching next

Applied Optoelectronics shares dropped 6.4% to $95.91 by early afternoon Tuesday after CFO Stefan Murry warned of capacity limits and potential indium phosphide bottlenecks as 800G optics shipments ramp in Q2. The company expects three hyperscale customers and $378 million monthly data-center transceiver revenue by mid-2027. Next update is scheduled for March 17.
3 March 2026
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AAOI stock jumps again before the bell as Applied Optoelectronics rally rolls on

AAOI stock jumps again before the bell as Applied Optoelectronics rally rolls on

Applied Optoelectronics shares jumped 15.6% to $97.40 in premarket trading Monday after a 56.9% surge Friday. The company reported record Q4 revenue of $134.3 million but a net loss of $2 million, and forecast Q1 revenue of $150–$165 million. New SEC filings detail a $250 million at-the-market share sale program and a long-term Houston lease for expanded capacity.
2 March 2026
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AAOI stock surges 57% after Applied Optoelectronics’ record quarter — what to watch next week

AAOI stock surges 57% after Applied Optoelectronics’ record quarter — what to watch next week

Applied Optoelectronics shares surged 56.9% to $84.23 Friday after reporting record quarterly revenue of $134.3 million and a strong outlook, reversing Thursday’s drop. Volume topped 24.6 million shares. Management cited high demand for faster data-center optics and forecast March-quarter revenue of $150 million to $165 million. B. Riley upgraded the stock and raised its price target to $54.
28 February 2026
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Applied Optoelectronics stock jumps 10% — insider sale filing keeps AAOI in play for next week

Applied Optoelectronics stock jumps 10% — insider sale filing keeps AAOI in play for next week

Applied Optoelectronics shares surged 10.2% to $43.61 Friday on volume of about 12 million. A Form 4 filing showed Chief Legal Officer David C. Kuo sold 12,000 shares on Jan. 28 under a pre-arranged plan. The company’s stock is up roughly 25% in January but still posts negative trailing earnings. Investors await the late-February earnings report for further signals.
31 January 2026
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AAOI stock cools in premarket after 21% surge as options heat up and insider files to sell shares

AAOI stock cools in premarket after 21% surge as options heat up and insider files to sell shares

Applied Optoelectronics shares fell 0.6% to $44.95 premarket Thursday after a 21% surge the previous day. Options trading spiked, with call volume quadrupling and implied volatility hitting 116.66%. Insider David Kuo filed to sell 12,000 shares worth about $540,671. Roughly 18% of the float remains short, drawing attention from traders ahead of the next earnings report.
29 January 2026
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Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

Applied Optoelectronics shares jumped nearly 18% to $44.05 midday after Oxford Instruments announced a plasma equipment supply deal for AOI’s Texas facility. The agreement supports AOI’s expansion in indium phosphide production for optical transceivers used in AI data centers. Investors also watched the Fed’s policy decision for its impact on tech stocks.
28 January 2026
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Why Applied Optoelectronics (AAOI) stock is down today as tech pulls back

Why Applied Optoelectronics (AAOI) stock is down today as tech pulls back

Applied Optoelectronics (AAOI.O) dropped 14.9% to $32.40 in Thursday afternoon trading, with 6.2 million shares traded and an intraday low of $31.70. The decline followed a broader selloff in tech stocks, leaving the Nasdaq down 0.5% midday. Optical networking peers Ciena, Lumentum, and Coherent also fell sharply. Investors are watching Friday’s U.S. payrolls report and AAOI’s earnings update in late February.
8 January 2026
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Lumentum stock slides 8% as optics peers stumble; investors eye February earnings update

Lumentum stock slides 8% as optics peers stumble; investors eye February earnings update

Lumentum Holdings shares dropped 7.6% to $356.69 Monday afternoon, leading declines among optical networking stocks as Coherent, Ciena, and Applied Optoelectronics also fell. The selloff followed a sharp rally that brought Lumentum near its December peak, with trading volume at 4.9 million shares by 3:24 p.m. EST. Investors are watching upcoming earnings and industry events for signs of continued AI-driven demand.
5 January 2026
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AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

Applied Optoelectronics surged 13.6% to $39.60 Friday, leading gains among optical hardware stocks as investors rotated into AI-infrastructure trades. The company last month reported its first volume order for 800G data-center transceivers and forecast up to $8 million in Q4 revenue from those shipments. Volume production of a new 400-milliwatt pump laser is expected later in 2026.
4 January 2026
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AAOI stock jumps 14% to start 2026 — what’s driving Applied Optoelectronics shares now

AAOI stock jumps 14% to start 2026 — what’s driving Applied Optoelectronics shares now

Applied Optoelectronics shares jumped 13.6% to $39.60 Friday, trading as high as $40.10 on nearly 4.85 million shares. The move put the stock near its 52-week high after the company highlighted strong demand for 800G data-center optics in December. Lumentum, Ciena, and Coherent also closed higher. Traders are watching if AAOI can hold above $40 in the next session.
3 January 2026
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Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum shares climbed 4.3% to $384.31 Friday afternoon, outperforming the broader market as optical and AI hardware stocks rallied. The stock traded between $374.87 and $391.92 during the session. Sector peers Coherent and Ciena also posted gains. Traders are watching for upcoming U.S. jobs and inflation data next week.
2 January 2026
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AAOI stock jumps 13% today as AI optics names rally and short interest stays high

AAOI stock jumps 13% today as AI optics names rally and short interest stays high

Applied Optoelectronics shares jumped 13% to $39.55 in midday trading Friday, following a previous close of $34.86. Short interest stands at 12.7 million shares, about one-fifth of the float, raising short squeeze risk. The company last forecast Q4 revenue of $125 million to $140 million and reported its first major 800G transceiver order in December. Next earnings are expected Feb. 25.
2 January 2026
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Lumentum stock rebounds today after Monday slide as year-end trading stays thin

Lumentum stock rebounds today after Monday slide as year-end trading stays thin

Lumentum shares rose 1.3% to $377.59 in midday trading Tuesday, recovering part of Monday’s 4.65% slide. Trading volume was about 800,000 shares, with the stock moving between $370 and $380.32. Optical-component peers were mixed, as Applied Optoelectronics gained and IPG Photonics slipped. Investors cited thin holiday liquidity and awaited U.S. economic data for direction.
30 December 2025
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Stock Market Today

  • Daktronics Rings Nasdaq Bell, Showcases Growth in LED Sports Displays
    April 9, 2026, 4:52 PM EDT. Daktronics, a video communication display maker, celebrated its Nasdaq closing bell appearance under new CEO Ramesh Jayaraman as it accelerates growth. Highlighting strong momentum in professional sports, Daktronics completed projects with a third of MLB teams, including major installations at Seattle Mariners' T-Mobile Park and Arizona Diamondbacks' Chase Field. These large-scale LED displays, offering industry-leading image quality and fan engagement, underscore the company's dominance. Upgrades at iconic venues like Wrigley Field and Yankee Stadium blend modern tech with classic ballpark character. Daktronics' strategic moves ahead of investor day signal confidence in expanding its digital footprint and revenue opportunities.

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Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

9 April 2026
Plug Power shares rose 2.5% to $2.715 Thursday after the company reaffirmed its target of positive EBITDAS by end-2026 and projected up to $200 million in savings from Project Quantum Leap. The update followed a major electrolyzer project win in Quebec and investor meetings in Toronto and Montreal. Plug reported 2025 revenue of $710 million and a fourth-quarter gross profit of $5.5 million.
Oil Prices Today: Brent, WTI Rebound as Fragile Iran Ceasefire Leaves Hormuz Choked

Oil Prices Today: Brent, WTI Rebound as Fragile Iran Ceasefire Leaves Hormuz Choked

9 April 2026
Oil prices rebounded Thursday as traffic through the Strait of Hormuz stayed below 10% of normal, with just seven ships passing in 24 hours. Brent crude rose 1% to $95.65 a barrel, while U.S. WTI climbed 3.2% to $97.39. North Sea Forties crude hit a record $146.43. Major shippers and banks warned supply disruptions could persist for weeks despite the U.S.-Iran ceasefire.
Natural Gas Price Today: Europe’s TTF Holds Near €44 as EU Says Supply Is Safe for Now

Natural Gas Price Today: Europe’s TTF Holds Near €44 as EU Says Supply Is Safe for Now

9 April 2026
European natural gas prices hovered near 44 euros per megawatt hour Thursday after a 15% drop in the Dutch TTF benchmark. Brussels reported no immediate supply risk from the Iran crisis, but ship traffic through the Strait of Hormuz remained below 10% of normal. QatarEnergy restarted some LNG production, though full recovery depends on shipping. Goldman Sachs cut its TTF price forecast, citing possible volatility if disruptions persist.
Mortgage Rates Today: 30-Year Fixed Falls to 6.37% After Five-Week Climb (Freddie Mac)

Mortgage Rates Today: 30-Year Fixed Falls to 6.37% After Five-Week Climb (Freddie Mac)

9 April 2026
The average 30-year fixed mortgage rate fell to 6.37% from 6.46%, Freddie Mac said Thursday. Purchase mortgage applications rose 1% last week but remained 7% lower than a year ago, according to the Mortgage Bankers Association. Refinance activity dropped 3%. Mortgage News Daily’s index showed the 30-year fixed at 6.38%, with the 10-year Treasury near 4.27%.
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