Earnings Capacity Milestone: Social media erupted following Applied Optoelectronics' recent earnings release, with users underscoring the company's achievement of 100,000 units per month in 800G transceiver capacity. Despite an initial share dip, discussions focused on robust forward guidance, including significant growth from Q3 as new production lines activate. Demand for high-speed modules continues to outpace supply well into 2027.
Photonics Sector Surge: The stock rocketed over 20% amid a broader photonics rally, drawing praise for its role in AI data center optics. Traders highlighted capacity expansions targeting 350% growth by 2027 end, positioning it strongly in the optical transceiver boom. Volatility persists, but long-term conviction dominates conversations.
Analyst Optimism Builds: Chatter intensified around price target hikes to $260, fueled by speculation on hyperscaler deals like Oracle. Social media users noted Goldman Sachs' forecast of a 10x AI optics expansion by 2028, cementing AAOI's spot in the supply chain. Overall sentiment reflects excitement over execution risks turning into revenue ramps.
Note: This discussion summary was generated from an AI condensation of post data.
Applied Optoelectronics Insider Trading Activity
Applied Optoelectronics insiders have traded $AAOI stock on the open market 26 times in the past 6 months. Of those trades, 0 have been purchases and 26 have been sales.
Here’s a breakdown of recent trading of $AAOI stock by insiders over the last 6 months:
- ELIZABETH G LOBOA has made 0 purchases and 2 sales selling 106,468 shares for an estimated $9,925,189.
- DAVID C KUO (*** See Remarks) has made 0 purchases and 5 sales selling 73,500 shares for an estimated $4,949,140.
- SHU-HUA (JOSHUA) YEH (*** See Remarks) sold 50,000 shares for an estimated $4,854,880
- HUNG-LUN (FRED) CHANG (*** See Remarks) sold 36,400 shares for an estimated $3,648,918
- STEFAN J. MURRY (Chief Financial Officer) has made 0 purchases and 12 sales selling 44,000 shares for an estimated $3,096,227.
- CYNTHIA DELANEY sold 21,000 shares for an estimated $2,058,344
- WILLIAM H YEH sold 15,000 shares for an estimated $1,586,338
- MIN-CHU (MIKE) CHEN has made 0 purchases and 2 sales selling 11,335 shares for an estimated $1,203,016.
- RICHARD B BLACK sold 3,231 shares for an estimated $306,945
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Applied Optoelectronics Revenue
Applied Optoelectronics had revenues of $151.1M in Q1 2026. This is an increase of 51.36% from the same period in the prior year.
You can track AAOI financials on Quiver Quantitative's AAOI stock page.
You can access data on AAOI stock through the Quiver Quantitative API.
Applied Optoelectronics Hedge Fund Activity
We have seen 217 institutional investors add shares of Applied Optoelectronics stock to their portfolio, and 97 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 3,446,150 shares (+5208.9%) to their portfolio in Q4 2025, for an estimated $120,132,789
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,188,630 shares (+5321.6%) to their portfolio in Q4 2025, for an estimated $76,295,641
- BLACKROCK, INC. added 1,885,897 shares (+35.5%) to their portfolio in Q1 2026, for an estimated $159,528,027
- D. E. SHAW & CO., INC. added 1,366,856 shares (+inf%) to their portfolio in Q4 2025, for an estimated $47,648,600
- CITIGROUP INC removed 1,145,566 shares (-98.7%) from their portfolio in Q4 2025, for an estimated $39,934,430
- MORGAN STANLEY added 1,038,775 shares (+157.1%) to their portfolio in Q4 2025, for an estimated $36,211,696
- POINT72 ASSET MANAGEMENT, L.P. removed 980,972 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $34,196,683
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Applied Optoelectronics Analyst Ratings
Wall Street analysts have issued reports on $AAOI in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 05/08/2026
- Needham issued a "Buy" rating on 12/11/2025
- Northland Capital Markets issued a "Outperform" rating on 11/17/2025
To track analyst ratings and price targets for Applied Optoelectronics, check out Quiver Quantitative's $AAOI forecast page.
Applied Optoelectronics Price Targets
Multiple analysts have issued price targets for $AAOI recently. We have seen 4 analysts offer price targets for $AAOI in the last 6 months, with a median target of $67.0.
Here are some recent targets:
- Mike Genovese from Rosenblatt set a target price of $220.0 on 05/08/2026
- Ryan Koontz from Needham set a target price of $80.0 on 02/27/2026
- David Kang from B. Riley Securities set a target price of $54.0 on 02/27/2026
- Tim Savageaux from Northland Capital Markets set a target price of $35.0 on 11/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
