AAOI
Applied Optoelectronics, Inc. · Technology
103.91
20.34%(+17.56)
Market Closed108.70
4.61%(+4.79)
After HoursLast Updated: — ET
52W L: $9.7152W H: $128.96
$108.70
CHG+9.70 (+9.80%)
H$128.95
L$78.61
VOL199M
AAOI (1h)
Applied Optoelectronics, Inc. · Technology
A new wave of artificial intelligence-linked stocks is emerging, with optical technology companies outperforming the broader market over the past year.
Applied Optoelectronics is executing into a very strong demand backdrop, and I believe current estimates may still be too conservative given the recent order momentum. Since March 9, the company has announced an initial 1.6T order worth over $200M, followed by more than $124M of 800G orders from one hyperscale customer. The broader market is also moving in AAOI's direction, as NVIDIA and Broadcom continue to signal that optics are becoming increasingly critical to AI infrastructure.
Applied Optoelectronics shares rise 4.76% after hours after securing $124M in orders since mid-March, boosting demand outlook for 800G products.
SUGAR LAND, Texas, April 02, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it has received a new $71 Million order for 800G single-mode data center transceivers from one of its major hyperscale customers. This marks $124 Million in orders from this customer since mid-March, which will more than double the existing backlog from this customer.
Applied Optoelectronics, Inc. secures major hyperscaler wins, adding at least $253M to 2026 revenue prospects and broadening customer concentration risk. AAOI's vertical integration and rapid capex expansion enable aggressive delivery timelines, targeting >500,000 units/month for 800G and 1.6T transceivers. Despite management guiding for $1B in CY26 revenue (~119% growth), AAOI trades at a 7x forward revenue multiple, well below peers, implying ~42% upside.
Semiconductor stocks fell broadly Monday, extending losses from last week as investors weighed headwinds across the sector.The Philadelphia Semiconductor Index
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