Applied Optoelectronics, Inc.
AAOIApplied Optoelectronics, Inc. is a provider of optoelectronic components and solutions, specializing in high-speed optical networking products, laser diodes, and integrated modules. The company designs and manufacturing products used in data communications, telecommunications, and other high-tech applications, serving markets such as data centers, cable television, and wireless infrastructure. Founded in 1997, Applied Optoelectronics is headquartered in Sugar Land, Texas.
Company News
Applied Optoelectronics' Chief Legal Officer David Kuo sold 12,500 shares on Dec. 23, 2025, as part of a pre-arranged Rule 10b5-1 trading plan adopted in May 2025, which is not a red flag for investors. The sale occurred near the company's 52-week high of $41.96. While AAOI is experiencing strong revenue growth (Q3 2025: $118.6M vs. $65.2M YoY) a...
Applied Optoelectronics Inc. will demonstrate its 800G OSFP 2xSR4 multimode optical transceiver at ECOC 2025, highlighting its 100G VCSEL technology for short-reach data center connections.
Oracle announced massive cloud infrastructure expansion plans, potentially building 37 new data centers. Three technology stocks - Credo, Applied Optoelectronics, and Coherent - could benefit from increased demand for data center components and interconnect technologies.
Applied Optoelectronics has seen significant stock growth driven by strong performance in AI and networking markets, with impressive data center and cable TV sales, and potential for future expansion in high-speed networking technologies.
Applied Optoelectronics saw its stock rise over 18% after an analyst raised its price target to $34, citing potential growth in 2026 and opportunities in the AI-driven data center market.
