Why Applied Optoelectronics Stock Was Soaring This Week

It has already secured a bulk order for a new product. This is a transceiver designed for use in data centers.

The Motley Fool • Dec 12, 2025

Applied Optoelectronics Reports Record Revenues For Q3 2025

Applied Optoelectronics, or AOI reported record revenues for Q3 2025 due to increased demand for its CATV products and its data center products. The company is expanding production capacities and expects higher revenues for Q4 and for 2026. There is an ongoing sector rally around AOI and other data center suppliers.

Seeking Alpha • Nov 30, 2025

Applied Optoelectronics to Present at the Raymond James 2025 TMT & Consumer Conference

SUGAR LAND, Texas, Nov. 25, 2025 (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 • Nov 25, 2025

Applied Optoelectronics: 800G Inflection Point

AAOI reported record Q3 2025 revenue of $118.6 million, up 82% year-over-year and 15% sequentially, marking historic growth. The legacy CATV business surged to $70.6 million in sales, tripling year-over-year, driven by 1.8 GHz amplifier nodes with QuantumLink software. 800G optical modules are in final qualification with Tier 1 customers, with mass production expected in Q4 and capacity expanding 8.5× by 2025.

Seeking Alpha • Nov 12, 2025

Why Shares of Applied Optoelectronics Are Plummeting Today

A B. Riley analyst downgraded Applied Optoelectronics stock and projects significant downside. The company projects lower Q4 2025 revenue than what analysts expect.

The Motley Fool • Nov 10, 2025

Why Applied Optoelectronics Stock Sank Today

It broadly met analyst estimates for revenue in its third quarter, but missed on the bottom line. Meanwhile, it whiffed on top-line and net loss guidance for its current quarter.

The Motley Fool • Nov 7, 2025

Applied Optoelectronics, Inc. (AAOI) Q3 2025 Earnings Call Transcript

Applied Optoelectronics, Inc. ( AAOI ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Lindsay Savarese - Investor Relations Chih-Hsiang Lin - Founder, Chairman, President & CEO Stefan Murry - CFO & Chief Strategy Officer Conference Call Participants Simon Leopold - Raymond James & Associates, Inc., Research Division George Notter - Wolfe Research, LLC Michael Genovese - Rosenblatt Securities Inc., Research Division Ryan Koontz - Needham & Company, LLC, Research Division Timothy Savageaux - Northland Capital Markets, Research Division Presentation Operator Good afternoon. I will be your conference operator today.

Seeking Alpha • Nov 7, 2025

Applied Optoelectronics Revenue Guidance Misses Amid Production Ramp-Up

Applied Optoelectronics stock fell after the company reported fiscal Q1 earnings that met consensus estimates while revenue fell a little short.

Investors Business Daily • Nov 6, 2025

Applied Optoelectronics Reports Third Quarter 2025 Results

SUGAR LAND, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced financial results for its third quarter ended September 30, 2025.

GlobeNewsWire • Nov 6, 2025

Applied Optoelectronics (AAOI) Reports Q3 Loss, Misses Revenue Estimates

Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to a loss of $0.21 per share a year ago.

Zacks Investment Research • Nov 7, 2025