Applied Optoelectronics (AAOI) Stock Jumps on 800G Hyperscaler Momentum: Dec. 22, 2025 News, Analyst Forecasts, and Outlook
Applied Optoelectronics shares jumped 14% to 16% intraday Monday, trading near $36, after news of its first volume order for 800G data center transceivers from a major hyperscale customer. The company expects 800G shipments to add $4 million to $8 million in Q4 revenue. AAOI also reported $22 million in 400G orders year-to-date.