1492 Capital Loads Up AAOI With 216,000 Shares Bought

Added 215,987 shares of Applied Optoelectronics; estimated trade size $7.53 million (based on quarterly average price). Quarter-end stake value increased by $7.53 million, reflecting both new buying and price movement.

The Motley Fool • 3 hours ago

Applied Optoelectronics: The AI Networking Dark Horse Wall Street Underestimates

Applied Optoelectronics, Inc. is emerging as a key beneficiary of accelerating AI data center scale-out, as higher GPU density and larger cluster deployments increase demand for networking bandwidth and optical transceivers. AAOI's expanding U.S.-based manufacturing capacity for mainstream 400G transceivers and emerging high-speed 800G and 1.6T transceivers are poised to enable a multi-fold growth runway. The company's upcoming Q4 earnings update later this week (February 26) will be a key telling tale as it kicks off expectations for 2026.

Seeking Alpha • Feb 23, 2026

Applied Optoelectronics to Host Investor Session at OFC

SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced that AOI management will host an investor session in conjunction with the Optical Fiber Communication Conference and Exhibition (OFC) in Los Angeles, California.

GlobeNewsWire • Feb 17, 2026

Applied Optoelectronics to Present at the Raymond James & Associates' 47th Annual Institutional Investors Conference

SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced the Company will present via a fireside chat at the following investor conference:

GlobeNewsWire • Feb 17, 2026

Applied Optoelectronics Announces Date of Fourth Quarter and Full Year 2025 Financial Results Conference Call

SUGAR LAND, Texas, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced that it will release financial results for its fourth quarter and full year ended December 31, 2025, on Thursday, February 26, 2026.

GlobeNewsWire • Feb 5, 2026

Is Applied Optoelectronics (AAOI) Outperforming Other Computer and Technology Stocks This Year?

Here is how Applied Optoelectronics (AAOI) and Apple (AAPL) have performed compared to their sector so far this year.

Zacks Investment Research • Feb 5, 2026

Applied Optoelectronics Chief Legal Officer Sells 12k Shares During a Time of Positive Share Price Returns

Applied Optoelectronics' Senior Vice President and Chief Legal Officer sold 12,000 shares directly for a transaction value of ~$540,660 on Jan. 28, 2026. The sale represented 9.48% of the insider's holdings, reducing his stake to 0.17% ownership of the company.

The Motley Fool • Jan 31, 2026

Applied Optoelectronics (AAOI) Moves 21.0% Higher: Will This Strength Last?

Applied Optoelectronics (AAOI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Zacks Investment Research • Jan 29, 2026

Applied Optoelectronics' Breakout Is Just Beginning

Applied Optoelectronics is up roughly 22% since December coverage and nearly 90% since my November inflection point call. AAOI stock reclaimed and held above its 50-week and 200-week moving averages, signaling a structural breakout rather than late-cycle momentum. RSI remains in the mid-60s, indicating strong demand without speculative excess or typical exhaustion seen in AI momentum trades.

Seeking Alpha • Jan 29, 2026

AAOI: A Critical Link in the AI Revolution

As the battle for AI supremacy intensifies among global tech leaders, the demand for robust, high-performance networking hardware has never been higher.

Zacks Investment Research • Jan 28, 2026