AAOI Applied Optoelectronics, Inc.

AAOI Applied Optoelectronics, Inc.

Technology · Communication Equipment

Market read

Scan convergence 2 scans as of 2026-08-17 2 bull converging

POC $31.95 · VWAP $103.89 · +49.1% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

8 related perspectives

Watchlists @monster-discoveries@optical-supply-chain

AAOI Price Structure

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Peers

Every watchlist AAOI belongs to, members best 30-day change first — AAOI highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@optical-supply-chain
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AXTI+109.3% +17.6%1d +30.0%7d AEHR+79.7% +8.6%1d +37.1%7d SOI.PA+52.9% +3.3%1d +11.0%7d AAOI+51.2% +3.1%1d +16.5%7d LPTH+41.5% -2.4%1d +17.8%7d IQEPF+40.8% +7.8%1d +11.3%7d KOPN+39.6% -3.3%1d +26.4%7d LAZR+34.9% +6.3%1d +14.5%7d LITE+32.2% +4.6%1d +19.1%7d SNDK+31.9% +8.9%1d +44.3%7d FORM+30.9% +5.0%1d +22.9%7d POET+27.2% -1.9%1d +9.6%7d COHR+26.5% +7.8%1d +7.9%7d ONTO+25.5% +5.9%1d +20.6%7d FN+25.1% +5.0%1d +13.7%7d SMTC+23.4% +9.9%1d +17.5%7d JBL+22.9% +1.9%1d +9.9%7d MTSI+22.5% +3.5%1d +10.3%7d 6779.T+22.5% +4.5%1d +12.3%7d ALMU+21.8% -3.5%1d +3.3%7d VIAV+21.2% +6.3%1d +24.3%7d HIMX+20.4% +1.2%1d +4.7%7d OPTX+20.3% +2.3%1d +18.1%7d LWLG+19.1% -2.0%1d -2.2%7d CIEN+18.9% +3.8%1d +14.9%7d IBIDF+18.6% 0.0%1d +40.5%7d MXL+18.0% -0.1%1d +23.9%7d PLAB+16.5% +0.8%1d +4.7%7d SIVEF+16.1% -4.0%1d -7.2%7d CLS+13.0% +1.6%1d +8.1%7d TSEM+12.7% -0.7%1d +4.5%7d GLW+12.0% +4.3%1d +9.8%7d ALAB+5.5% -0.5%1d +0.9%7d ALRIB.PA+0.7% +0.3%1d -0.3%7d FLTCF+0.6% -2.3%1d -1.8%7d LPK.DE+0.3% 0.0%1d -3.5%7d NGKIF-23.6% 0.0%1d +4.5%7d
@monster-discoveries
View watchlist →
AXTI+109.3% +17.6%1d +30.0%7d AEHR+79.7% +8.6%1d +37.1%7d AAOI+51.2% +3.1%1d +16.5%7d LUNR+50.7% +7.2%1d +29.0%7d CGAU+45.3% +1.9%1d +2.8%7d ERO+44.7% +3.3%1d -4.4%7d AYA+42.2% +2.9%1d -4.5%7d IOVA+42.0% +1.7%1d +11.1%7d FIGS+38.9% -2.5%1d -0.6%7d ATRO+38.3% -0.4%1d +23.3%7d HYMC+38.2% -2.8%1d -3.6%7d AEM+37.8% +1.2%1d +4.6%7d BFLY+36.3% +2.0%1d -7.1%7d IAG+34.7% +4.1%1d +3.4%7d KRMN+33.8% -0.4%1d -0.7%7d IMAX+33.5% -0.9%1d +2.3%7d HALO+32.4% +4.4%1d +0.4%7d ITGR+31.1% -0.1%1d 0.0%7d HP+31.0% +1.2%1d +6.8%7d AVAH+31.0% +3.0%1d +34.0%7d FORM+30.9% +5.0%1d +22.9%7d DGII+30.4% -2.1%1d +0.5%7d ARIS+30.0% +1.3%1d +6.0%7d AU+29.8% +3.4%1d +2.5%7d IESC+29.5% +5.0%1d +5.8%7d NSIT+29.5% -3.2%1d -3.6%7d CORT+29.4% +2.4%1d +2.6%7d CBZ+28.9% +0.4%1d +0.5%7d ATRC+28.1% +1.1%1d +7.5%7d OII+28.0% +3.7%1d +6.0%7d NESR+27.8% -1.5%1d 0.0%7d EAT+27.6% +1.9%1d +6.2%7d ATKR+27.6% -0.1%1d 0.0%7d CAKE+27.5% -3.8%1d -2.0%7d MGNI+27.3% -2.2%1d -0.1%7d ECO+27.0% +4.0%1d +3.8%7d COHR+26.5% +7.8%1d +7.9%7d 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-1.9%1d +3.5%7d CRS-2.8% -0.4%1d -3.1%7d LQDA-2.8% +4.4%1d -14.7%7d CF-3.0% -0.4%1d -3.1%7d CNC-3.1% -4.5%1d -3.2%7d COGT-3.1% -0.2%1d -8.7%7d ESE-3.3% +0.7%1d +2.4%7d BG-3.6% +1.1%1d +2.0%7d LGND-3.8% -1.0%1d -1.2%7d KOD-3.9% -0.9%1d -5.5%7d NXT-3.9% -2.4%1d -3.7%7d PACS-3.9% -0.3%1d -8.5%7d HUM-3.9% -1.2%1d -0.3%7d EFXT-4.2% +0.1%1d +9.8%7d ERAS-4.6% -0.5%1d +1.1%7d HST-4.7% -0.4%1d +0.6%7d ALGM-4.8% -0.3%1d +4.3%7d APLE-5.1% -1.0%1d +1.1%7d KMT-5.1% +1.9%1d +0.7%7d MUSA-5.3% +3.0%1d +6.0%7d KRYS-5.4% +1.0%1d +1.2%7d ALKS-5.4% +1.6%1d +0.9%7d MUR-5.5% +0.7%1d -1.8%7d AXSM-6.0% +1.2%1d -2.3%7d AROC-6.2% -0.2%1d +4.5%7d GRDN-6.2% -1.1%1d -8.1%7d NOPMF-6.3% -0.1%1d -16.6%7d LBRT-6.7% +1.0%1d +5.3%7d ETSY-6.8% -1.9%1d -2.4%7d ENLT-8.0% -2.2%1d +2.8%7d AGRO-8.0% +3.9%1d -4.1%7d MTZ-8.2% +1.6%1d +12.8%7d ELPC-8.4% +1.3%1d -4.8%7d ARCB-8.6% +2.1%1d +6.2%7d ATEX-8.8% 0.0%1d -1.3%7d FA-9.2% -5.9%1d -13.9%7d IPAR-9.3% -2.5%1d -6.5%7d DHC-9.4% -1.1%1d -1.7%7d ACIW-10.2% -2.5%1d -1.3%7d CC-10.3% -0.8%1d +7.8%7d AIP-10.3% -1.7%1d +2.7%7d COCO-10.5% +0.4%1d +4.5%7d ALMS-11.0% +0.8%1d -7.2%7d ABVX-11.7% +1.5%1d -5.3%7d ACHC-13.0% -2.7%1d -5.6%7d ANDE-13.1% +4.5%1d +5.3%7d CTRI-13.7% +1.2%1d +0.6%7d LION-13.9% -0.3%1d -3.1%7d CALY-14.3% +0.8%1d -2.6%7d MAAS-14.6% +1.3%1d -19.6%7d BTSG-14.6% -2.2%1d -1.7%7d IPGP-15.6% +2.7%1d +3.7%7d CHRN-16.0% +6.0%1d +16.1%7d ESTA-17.2% -3.6%1d +2.1%7d BKD-18.5% -3.2%1d -10.7%7d AHG-19.9% -4.7%1d -10.4%7d AAON-20.9% +0.3%1d -1.3%7d BBAR-21.5% -0.5%1d -11.8%7d LASR-22.0% +2.7%1d +5.9%7d DAVE-22.5% +2.0%1d +10.5%7d DVA-25.4% -1.9%1d -3.8%7d

Next earnings AAOI reports in 79 days Nov 5

Last report May 7

Reported the quarter ending 2026-03-31: revenue $151M, diluted EPS $-0.19, net income $-14M (SEC filing). Across the print the stock moved -16.6% (close before → first close after).

full note →

Against street estimates

How AAOI's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 6 · projection Aug 17

Result
Aug 6 0.020.06+300.0%Beat
May 7 -0.05-0.07 GAAP ≠ -44.8%Miss
Feb 26 -0.11-0.01+91.1%Beat
Nov 6 '25 -0.09-0.09 GAAP ≠ -2.3%Miss
Aug 7 '25 -0.07-0.16-116.2%Miss
May 8 '25 -0.04-0.02 GAAP ≠ +46.7%Beat
Feb 26 '25 -0.02-0.02-14.3%Miss
Nov 7 '24 -0.17-0.21 GAAP ≠ -25.4%Miss

Against its own guidance

How AAOI printed versus the numbers it guided to — company guidance vs reported actuals (8-K parsed); NOT analyst consensus. So "beat" here means beat its OWN guidance, not the street's. Streak counts revenue quarters only.

no graded quarters yet · newest filing May 7

Guided rangePrintedvs guidedResult
May 7 Revenue$180M – $198Mnot graded yet—Not graded
Feb 26 Revenue$150M – $165Mnot graded yet—Not graded

Recent news

Headlines about AAOI from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 3 days ago · Aug 15

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

AAOI research tape

59 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 scan Optical Supply Chain Scan — August 14, 2026 scan Monster Scan — 2026-08-14 scan Monster Discover — 2026-08-14 scan Monster Scan — 2026-08-13
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 8 Tweet Gaetano (crux_capital_) — the market sold off the wrong optical name: his bull case for why AXTI's China selloff is negotiating leverage, not a real ban
AXTIAAOICOHRLITE#optical-supercycle Quotes @crux_capital_ ↗
Aug 8 Tweet Serenity (aleabitoreddit) — AAOI's earnings call says China is years behind on CPO lasers, and AAOI itself is capacity-out of first-gen CPO
AAOISIVEFLITECOHRAVGO#optical-supercycle Quotes @aleabitoreddit ↗
Aug 8 Scan Optical Supply Chain Scan
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Aug 8 Scan Monster Scan
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Aug 6 Catalyst AAOI earnings
AAOI
Jul 31 Scan Optical Supply Chain Scan
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Jul 31 Scan Monster Scan
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Jul 28 Tweet crux_capital_ — the photonics buildout isn't over, even at the height of fear
LITEGLWCOHRAAOISIVEF#optical-supercycle
Jul 28 Scan Optical Supply Chain Scan
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Jul 28 Scan Monster Scan
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Jul 25 Scan Optical Supply Chain Scan
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Jul 25 Scan Monster Scan
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Jul 17 Scan Optical Supply Chain Scan
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Jul 17 Scan Monster Scan
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Jul 17 Scan Monster Scan
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Jul 11 Scan Optical Supply Chain Scan
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Jul 11 Scan Monster Scan
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Jul 7 Scan Optical Supply Chain Scan
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Jul 2 Tweet the two real bear cases for the photonics supercycle (laser oversupply vs VCSEL-over-SiPh)
CIENAAOICOHRLITE#optical-supercycle
Jun 26 Scan Optical Supply Chain Scan
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Jun 25 Scan Optical Supply Chain Scan
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Jun 20 Scan Monster Scan
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Jun 20 Scan Optical Supply Chain Scan
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Jun 16 Scan Monster Scan
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Jun 16 Scan Optical Supply Chain Scan
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Jun 1 Source Stock pickers market. Pick right or sit it out. $PENG $AAOI $BB $NOK
PENGAAOIBBNOK
Jun 1 Source $AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of
AAOI
May 29 Scan Optical Supply Chain Scan
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May 29 Scan Monster Scan
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May 25 Investigation Optical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration
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May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
MSTRNVDATSLABTCMSTUMSTXMSTYNVDL#ai-power-bottleneck#optical-supercycle +4 more
May 22 Source $MEME Great proxy for risk on/off in high beta land. Top Holdings ~ $AAOI $ASTS
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May 7 Catalyst AAOI earnings
AAOI
May 1 Source This is one of the most insane runs of the entire cycle. $AAOI up 382% YTD. From
AAOI
Apr 28 Scan Monster Scan
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Apr 28 Source $AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test e
AAOIVIAV#optical-supercycle
Apr 26 Scan Monster Scan
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Apr 14 Source AI Supply Chain leadership leaderboard — top 12 +106-303% YTD + do-more-of-whats-working methodology
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Apr 11 Source Follows Roundup
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Apr 11 Source Photonics Scorecard — YTD Multi-Baggers — @aleabitoreddit
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Apr 10 Source @ParadisLabs — 500%+ YTD Performance Post
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Apr 10 Scan Monster Scan
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Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
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Apr 3 Scan Monster Scan
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Mar 31 Scan Monster Scan
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Mar 26 Scan Monster Scan
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Mar 26 Article Daily Actions
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Mar 24 Scan Monster Scan
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Mar 20 Scan Monster Scan
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Mar 13 Scan Monster Scan
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Mar 12 Scan Monster Scan
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Mar 4 Scan Discovery Scan
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