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NASDAQ:AAOI 2 January 2026 - 8 May 2026

Applied Optoelectronics Stock Slides After Q1 Revenue Miss: AI Optics Boom Faces Wall Street Test

Applied Optoelectronics Stock Slides After Q1 Revenue Miss: AI Optics Boom Faces Wall Street Test

Applied Optoelectronics shares dropped over 10% in post-market trading Thursday after first-quarter revenue and second-quarter guidance missed analyst estimates. Quarterly revenue rose 51% to $151.1 million, but the company posted a GAAP net loss of $14.3 million. Data-center revenue more than doubled to $81.4 million. The company completed its first volume shipment of 800G products to a hyperscale customer.
8 May 2026
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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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Stock Market Today

  • Braskem Upgraded to Zacks Rank #2 Buy on Rising Earnings Estimates
    May 20, 2026, 1:46 PM EDT. Braskem (BAK) has been upgraded to a Zacks Rank #2 (Buy), reflecting a positive shift in earnings estimates. This upgrade signals improving earnings potential, a key driver of stock price changes, supported by institutional investor activity reacting to revised profit forecasts. The Zacks Rank system categorizes stocks based on earnings estimate trends, with a proven track record of forecasting near-term market moves. For the fiscal year ending December 2026, Braskem's earnings per share estimate remains at $2.07, indicating stable expectations as the company benefits from an improving business outlook. Investors may view this upgrade as a signal to consider Braskem stock favorably amid strengthening fundamentals.

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