Applied Optoelectronics, Inc. (AAOI)
Applied 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 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 shares climbed in extended trading after the company announced its first volume shipment of high-speed data center transceivers to a major hyperscale data center customer.
MKS Instruments (MKSI) delivered earnings and revenue surprises of 57.33% and 0.73%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?