AAOI
Applied Optoelectronics, Inc. · Technology
107.45
3.41%(+3.54)
Prev. Close109.71
2.10%(+2.26)
Pre-marketLast Updated: — ET
52W L: $9.7152W H: $128.96
$109.44
CHG+13.32 (+13.86%)
H$128.95
L$78.61
VOL192M
AAOI (1h)
Applied Optoelectronics, Inc. · Technology
Allspring Global Investments Holdings LLC decreased its position in Applied Optoelectronics, Inc. (NASDAQ: AAOI) by 18.0% during the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 144,727 shares of the semiconductor company's stock after selling 31,828 shares during the period. Allspring Global Investments Holdings LLC owned about
Understanding the Power Inflow Signal
Applied Optoelectronics is up 198% YTD, but valuation looks stretched as it ramps 800G/1.6T for AI data centers and targets $1B+ revenue in 2026.
Applied Optoelectronics Inc (NASDAQ: AAOI) rose in pre-market trading after securing an 800G transceiver order worth $71 million, bringing total orders from a major customer to $124 million. Other gainers include Xiao-I Corp (NASDAQ: AIXI), Profusa Inc (NASDAQ: PFSA), and Soleno Therapeutics Inc (NASDAQ: SLNO). Losers include Intercont (Cayman) Ltd (NASDAQ: NCT), Visionary Holdings Inc (NASDAQ: GV), and PMGC Holdings Inc (NASDAQ: ELAB).
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.
Kuo David C
officer: *** See Remarks
29,000 SH @ $100.13
2026-03-19
Chang Hung-Lun (Fred)
officer: *** See Remarks
36,400 SH @ $100.25
2026-03-16
Chen Min-Chu (Mike)
director
8,835 SH @ $108.72
2026-03-09
Chen Min-Chu (Mike)
director
2,500 SH @ $97.00
2026-03-06
Yeh Shu-Hua (Joshua)
officer: *** See Remarks
50,000 SH @ $97.10
2026-03-09
Yeh William H
director
15,000 SH @ $105.76
2026-03-09
Loboa Elizabeth G
director
102,347 SH @ $95.76
2026-03-03
DeLaney Cynthia
director
21,000 SH @ $98.02
2026-03-04