Applied Optoelectronics (AAOI) to Post Quarterly Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) is expected to issue its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect Applied Optoelectronics to post earnings of $0.0151 per share and revenue of $190.4780 million for the quarter. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. Parties can check the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Thursday, August 6, 2026 at 4:30 PM ET.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported ($0.07) earnings per share for the quarter, missing the consensus estimate of ($0.05) by ($0.02). Applied Optoelectronics had a negative net margin of 8.55% and a negative return on equity of 4.64%. The business had revenue of $151.14 million during the quarter, compared to analyst estimates of $156.98 million. During the same quarter last year, the firm posted ($0.02) earnings per share. The company’s revenue was up 51.3% on a year-over-year basis. On average, analysts expect Applied Optoelectronics to post $1 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Applied Optoelectronics Trading Up 16.8%

Shares of Applied Optoelectronics stock opened at $110.21 on Tuesday. Applied Optoelectronics has a fifty-two week low of $18.50 and a fifty-two week high of $233.67. The business’s fifty day moving average is $140.63 and its two-hundred day moving average is $116.08. The company has a quick ratio of 3.03, a current ratio of 3.83 and a debt-to-equity ratio of 0.18. The firm has a market cap of $8.84 billion, a PE ratio of -166.98 and a beta of 3.69.

Analysts Set New Price Targets

Several equities analysts recently commented on AAOI shares. Rosenblatt Securities reiterated a “buy” rating and issued a $220.00 target price on shares of Applied Optoelectronics in a research note on Monday, June 22nd. Weiss Ratings restated a “sell (d-)” rating on shares of Applied Optoelectronics in a report on Tuesday, July 7th. Wall Street Zen downgraded shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Monday, April 13th. Needham & Company LLC decreased their target price on shares of Applied Optoelectronics from $260.00 to $220.00 and set a “buy” rating on the stock in a research report on Wednesday, July 22nd. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of Applied Optoelectronics in a research report on Wednesday, June 10th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $141.80.

Insider Activity

In other Applied Optoelectronics news, insider Hung-Lun (Fred) Chang sold 40,329 shares of Applied Optoelectronics stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $170.60, for a total transaction of $6,880,127.40. Following the transaction, the insider directly owned 286,124 shares of the company’s stock, valued at $48,812,754.40. The trade was a 12.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Chih-Hsiang (Thompson) Lin sold 59,000 shares of the stock in a transaction on Friday, June 12th. The stock was sold at an average price of $166.53, for a total transaction of $9,825,270.00. Following the completion of the sale, the chief executive officer directly owned 1,302,436 shares of the company’s stock, valued at $216,894,667.08. The trade was a 4.33% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 501,500 shares of company stock worth $86,812,999. Insiders own 3.80% of the company’s stock.

Institutional Investors Weigh In On Applied Optoelectronics

Institutional investors and hedge funds have recently modified their holdings of the stock. Invesco Ltd. raised its holdings in shares of Applied Optoelectronics by 5,208.9% during the 4th quarter. Invesco Ltd. now owns 3,512,309 shares of the semiconductor company’s stock valued at $122,439,000 after buying an additional 3,446,150 shares during the period. Price T Rowe Associates Inc. MD boosted its stake in shares of Applied Optoelectronics by 5,321.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,229,757 shares of the semiconductor company’s stock valued at $77,730,000 after purchasing an additional 2,188,630 shares during the period. Hawk Ridge Capital Management LP grew its holdings in Applied Optoelectronics by 106.2% during the 4th quarter. Hawk Ridge Capital Management LP now owns 1,700,900 shares of the semiconductor company’s stock valued at $59,293,000 after purchasing an additional 875,903 shares in the last quarter. Morgan Stanley grew its holdings in Applied Optoelectronics by 157.1% during the 4th quarter. Morgan Stanley now owns 1,699,855 shares of the semiconductor company’s stock valued at $59,257,000 after purchasing an additional 1,038,775 shares in the last quarter. Finally, State Street Corp increased its stake in Applied Optoelectronics by 11.5% during the 4th quarter. State Street Corp now owns 1,606,236 shares of the semiconductor company’s stock worth $55,993,000 after buying an additional 165,641 shares during the period. Hedge funds and other institutional investors own 61.70% of the company’s stock.

Applied Optoelectronics Company Profile

Applied Optoelectronics, Inc develops and manufactures high-speed fiber-optic networking products designed to support the growing bandwidth demands of data centers, telecommunications carriers and internet content providers. The company’s core offerings include pluggable optical transceiver modules, transponders and optical components that enable data transmission at rates ranging from 1G to 400G. These products are used to facilitate long-haul, metro and intra-data center connectivity, addressing the need for scalable, low-latency and energy-efficient solutions in modern network infrastructures.

The company’s product portfolio spans small-form factor pluggable modules such as SFP+, QSFP+ and QSFP28 units, as well as more advanced form factors like CFP2 and OSFP for ultra-high-speed applications.