Applied Optoelectronics (AAOI) Set to Post Quarterly Earnings on Thursday

Key Points

• Applied Optoelectronics is scheduled to report Q3 2026 results after the market closes on November 5. Analysts expect EPS of $0.1429 and revenue of $268.11 million, compared with company guidance of $0.11–$0.26 EPS.
• The company’s previous quarter exceeded expectations, with EPS of $0.06 versus a $0.02 estimate and revenue up 86.3% year over year to $191.92 million. Momentum in CATV upgrades and growing demand for optical components tied to AI infrastructure could support further growth.
• Analyst sentiment is mixed, with a consensus “Hold” rating and a $143 price target; recent targets range from $92 to $178. Insiders have sold 56,887 shares worth approximately $6.58 million over the past three months.

Applied Optoelectronics (NASDAQ:AAOI - Get Free Report) will likely be posting its Q3 2026 results after the market closes on Thursday, November 5th. Analysts expect the company to post earnings of $0.1429 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. Investors are encouraged to explore 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 released its earnings results on Thursday, August 6th. The semiconductor company reported $0.06 EPS for the quarter, topping analysts' consensus estimates of $0.02 by $0.04. Applied Optoelectronics had a negative net margin of 9.57% and a negative return on equity of 1.98%. The business had revenue of $191.92 million for the quarter, compared to the consensus estimate of $190.48 million. During the same period in the previous year, the firm earned ($0.16) EPS. The business's revenue for the quarter was up 86.3% on a year-over-year basis. 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 Up 6.8%

AAOI stock opened at $82.22 on Thursday. Applied Optoelectronics has a 12 month low of $18.50 and a 12 month high of $233.67. The firm has a market cap of $6.95 billion, a PE ratio of -105.41 and a beta of 3.85. The firm has a 50 day simple moving average of $100.82 and a 200 day simple moving average of $112.34. The company has a debt-to-equity ratio of 0.12, a current ratio of 2.78 and a quick ratio of 2.13.

Insider Buying and Selling at Applied Optoelectronics

In other Applied Optoelectronics news, insider Hung-Lun Chang sold 32,172 shares of the business's stock in a transaction 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 sale, the insider directly owned 249,276 shares of the company's stock, valued at $27,472,707.96. The trade was a 11.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Shu-Hua Yeh sold 6,000 shares of the stock in a transaction on Monday, October 5th. The shares were sold at an average price of $120.03, for a total value of $720,180.00. Following the completion of the sale, the insider owned 371,498 shares of the company's stock, valued at $44,590,904.94. The trade was a 1.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 56,887 shares of company stock valued at $6,581,484 in the last three months. 3.80% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research analysts have issued reports on the company. Raymond James Financial reaffirmed an "outperform" rating and issued a $178.00 price target on shares of Applied Optoelectronics in a report on Tuesday, August 11th. B. Riley Financial reduced their price objective on Applied Optoelectronics from $109.00 to $92.00 and set a "neutral" rating for the company in a research note on Thursday, October 15th. Weiss Ratings upgraded Applied Optoelectronics from a "sell (e+)" rating to a "sell (d-)" rating in a report on Wednesday, October 21st. Needham & Company LLC decreased their target price on Applied Optoelectronics from $190.00 to $170.00 and set a "buy" rating on the stock in a report on Tuesday. Finally, Wall Street Zen raised Applied Optoelectronics from a "sell" rating to a "hold" rating in a research report on Saturday, August 8th. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $143.00.

Key Stories Impacting Applied Optoelectronics

Here are the key news stories impacting Applied Optoelectronics this week:

• Positive Sentiment: Applied Optoelectronics’ CATV business is gaining momentum from DOCSIS 4.0 network upgrades, strong amplifier shipments and broader customer adoption. The opportunity could support revenue growth and strengthen AAOI’s competitive position against Lumentum and Coherent. AAOI's CATV Business Gains Momentum: Can It Beat LITE and COHR?
• Positive Sentiment: Optical and photonics stocks are rebounding as analysts identify optical components as a potential bottleneck for continued AI infrastructure expansion. The sector-wide enthusiasm is supporting AAOI alongside gains in Lumentum and Corning. Optical Stocks Climb as Analysts Flag AI Bottleneck
• Positive Sentiment: Needham maintained a “buy” rating despite lowering its price target to $170 from $190, implying substantial upside from the referenced trading level. Analysts broadly see AAOI as undervalued after its major multiyear advance. Needham Lowers Applied Optoelectronics Price Target
• Neutral Sentiment: The CEO and CFO reported share surrenders related to tax withholding on restricted stock awards. These transactions are generally administrative rather than discretionary sales, limiting their significance as a signal of insider sentiment. CEO Share Surrender for Tax Withholding

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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