Applied Optoelectronics (NASDAQ:AAOI – Get Free Report) is anticipated to issue its Q3 2026 results after the market closes on Thursday, November 5th. Analysts expect Applied Optoelectronics to announce earnings of $0.1422 per share and revenue of $268.11 million for the quarter. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Individuals can check the company’s upcoming Q3 2026 earnings results page for the latest details on the call scheduled for Thursday, November 5, 2026 at 4:30 PM ET.
Applied Optoelectronics (NASDAQ:AAOI – Get Free Report) last announced its earnings results on Thursday, August 6th. The semiconductor company reported $0.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.02 by $0.04. The company had revenue of $191.92 million for the quarter, compared to analyst estimates of $190.48 million. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%. The firm’s quarterly revenue was up 86.3% compared to the same quarter last year. During the same quarter last year, the company earned ($0.16) earnings per share. On average, analysts expect Applied Optoelectronics to post $0.55 EPS for the current fiscal year and $3.73 EPS for the next fiscal year.
Applied Optoelectronics Stock Performance
NASDAQ:AAOI opened at $63.97 on Wednesday. The stock has a market cap of $5.41 billion, a P/E ratio of -82.01 and a beta of 4.04. The stock has a 50 day simple moving average of $96.64 and a 200 day simple moving average of $113.03. The company has a current ratio of 2.78, a quick ratio of 2.13 and a debt-to-equity ratio of 0.12. Applied Optoelectronics has a 1-year low of $18.50 and a 1-year high of $233.67.
Analysts Set New Price Targets
AAOI has been the topic of a number of research reports. Northland Securities raised Applied Optoelectronics from a “market perform” rating to an “outperform” rating and set a $120.00 price objective on the stock in a report on Monday. B. Riley Financial lowered their price objective on Applied Optoelectronics from $109.00 to $92.00 and set a “neutral” rating on the stock in a research report on Thursday, October 15th. Rosenblatt Securities reissued a “buy” rating and set a $220.00 target price on shares of Applied Optoelectronics in a report on Friday, August 7th. Raymond James Financial reissued an “outperform” rating and issued a $178.00 target price on shares of Applied Optoelectronics in a research report on Tuesday, August 11th. Finally, Wall Street Zen raised shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday, August 8th. Four investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $156.00.
Insiders Place Their Bets
In other news, CFO Stefan Murry sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, October 12th. The shares were sold at an average price of $102.87, for a total transaction of $411,480.00. Following the transaction, the chief financial officer directly owned 363,168 shares of the company’s stock, valued at approximately $37,359,092.16. This trade represents a 1.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Hung-Lun Chang sold 32,172 shares of Applied Optoelectronics stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $110.21, for a total transaction of $3,545,676.12. Following the completion of the sale, the insider owned 249,276 shares of the company’s stock, valued at approximately $27,472,707.96. The trade was a 11.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 52,172 shares of company stock worth $5,985,036 in the last quarter. Corporate insiders own 3.80% of the company’s stock.
Key Headlines Impacting Applied Optoelectronics
Here are the key news stories impacting Applied Optoelectronics this week:
- Positive Sentiment: Northland Securities upgraded AAOI from “market perform” to “outperform” and set a $120 price target, a bullish signal ahead of earnings. Northland Securities upgrade
- Positive Sentiment: Pre-earnings coverage points to strong AI-infrastructure demand and expanding capacity as potential growth drivers. A separate preview highlights the company’s growth outlook going into the report. Zacks Q3 earnings outlook Seeking Alpha earnings preview
- Positive Sentiment: AAOI participated in a rebound among optical-networking stocks, suggesting sector-wide buying helped sentiment. Optical stocks rebound
- Neutral Sentiment: Investors are focused on the upcoming Q3 results for evidence that demand and capacity expansion are translating into execution and growth. Investor attention ahead of earnings
- Negative Sentiment: Coverage flags supply constraints and valuation as risks. AAOI has also fallen sharply since June, leaving the shares vulnerable if results or outlook disappoint. Risks ahead of Q3 earnings Valuation and outlook discussion
About Applied Optoelectronics
Applied Optoelectronics, Inc (NASDAQ: AAOI) develops and manufactures fiber-optic networking products and solutions. Its offerings include optical transceivers, transmitters, receivers, lasers, and related components used to transmit data across fiber-optic networks.
The company serves several communications markets, including data centers, broadband access networks, cable television, and telecommunications. Its products are designed for applications such as high-speed data transmission, fiber-to-the-home and other broadband deployments, network connectivity, and communications infrastructure.
Founded in 1997 and headquartered in Sugar Land, Texas, Applied Optoelectronics supports customers in multiple regions, including North America, Asia, and other international markets.
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