AAOI — APPLIED OPTOELECTRONICS, INC.

Nasdaq · Information Technology · Semiconductors & Semiconductor Equipment · CIK 1158114 ·
Last close
$107.63
Market Cap
$9.14B
52W High
$209.64
52W Low
$76.01
ADV30
11,872,034
Next earnings
2026-11-05
Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Jun 2026 191,922,000 53,207,000 -23,847,000 -22,781,000 2,301,192,000 499,737,000 633,167,000
Mar 2026 151,144,000 43,916,000 -12,877,000 -14,281,000 1,565,879,000 439,705,000 459,927,000
Dec 2025 134,274,000 41,944,000 -11,352,000 -2,022,000 1,168,423,000 206,140,000 434,505,000
Sep 2025 118,630,000 33,263,000 -14,968,000 -17,936,000 978,528,000 136,961,000 419,443,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$-131,820,000
Investing CF
$-769,123,000
Financing CF
$1,312,227,000
CapEx
$-469,486,000
Dividends Paid
Buybacks
EPS Diluted TTM
$-0.78
As of
2026-08-09

Balance + Analyst (yfinance extras)

Retained Earnings
$-527,140,000
Inventory
$278,791,000
Receivables
$314,009,000
ST Investments
EBIT TTM
$-59,622,000
Pretax Income TTM
$-63,158,000
Interest Exp TTM
$3,536,000
Analysts
5

Yahoo Snapshot (yfinance, live)

Total Revenue
$595,969,984
EBITDA
$-32,106,000
Free Cash Flow
$-887,050,112
Enterprise Value
$8,902,590,464
Total Cash
$499,736,992
Total Debt
$300,140,000
Shares Out
84,906,289
Trailing EPS
$-0.67
Book Value
$19.77
ROE
-5.4%
ROA
-2.7%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 455,715,000 -49,736,000 -38,228,000 1,168,423,000 434,505,000 -174,428,000
Dec 2024 249,365,000 -70,513,000 -186,733,000 547,032,000 317,920,000 -69,526,000
Dec 2023 217,646,000 -40,412,000 -56,048,000 389,186,000 174,317,000 -7,929,000
Dec 2022 222,818,000 -58,838,000 -66,397,000 408,263,000 223,593,000 -14,022,000

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$4.60

Max Pain — expiry 2026-08-28 (volume-derived — Yahoo OI feed degraded)

max pain strike: $105.00 · spot: $107.63 · call volume: 21,743 · put volume: 15,262
Expected Move to 2026-08-28: ±$10.67 (9.91%) — implied range $96.96$118.30 · ATM straddle on $108.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
VIAV VIAVI SOLUTIONS INC. $9.12B $36.95
RMBS RAMBUS INC $9.42B $87.07
MINBY MINEBEA MITSUMI Inc. $8.68B $21.61
MNBEF MINEBEA MITSUMI Inc. $9.74B $24.25
QRVO Qorvo, Inc. $8.41B $95.37

News headlines (Yahoo Finance, 1h cache)

Applied Optoelectronics (AAOI) Announces $600 Million At The Market Equity Offering
2026-08-25 07:05 · Yahoo
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday
2026-08-24 21:33 · Yahoo
The Shock Record Understates How Far Applied Optoelectronics Stock Can Fall
2026-08-24 19:15 · Yahoo
Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5%
2026-08-24 13:22 · Yahoo
AAOI Stock Dips 10% Overnight After $600M Equity Offering Triggers Dilution Concerns
2026-08-24 01:45 · Yahoo
Zacks Investment Ideas feature highlights: Applied Optoelectronics, NVIDIA and Amazon
2026-08-17 09:25 · Yahoo
Applied Optoelectronics (AAOI) Expected to Announce Business Updates Next Week
2026-08-15 03:36 · Yahoo
Applied Optoelectronics (AAOI) Could Be 93% Overvalued As Amazon Deal Lifts Revenue Hopes
2026-08-15 00:16 · Yahoo
Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week
2026-08-14 16:17 · Yahoo
Stock Market Midday, Aug. 24: Dow Edges Higher as Chip Weakness Pressures Nasdaq
2026-08-24 16:35 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.