Actualités

The optics complex has been one of 2026’s most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide. Applied Optoelectronics (NASDAQ:AAOI) shares are up roughly 441% year to date, dwarfing the gains posted by Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) over the same window. On Tuesday afternoon, AAOI ... Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?

In the past week, Applied Optoelectronics reported record first-quarter 2026 revenue of US$151.14 million, continued to post losses, secured a US$20.85 million Texas Semiconductor Innovation Fund grant for a major U.S. manufacturing expansion, and announced fresh 800G transceiver orders and volume shipments to hyperscale data center customers. Taken together, the ramp-up in 800G capacity, state-backed expansion in Sugar Land, and confirmation of large hyperscale demand materially sharpen...

Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks With Easy Double-Digit Returns. Applied Optoelectronics snapped a three-day losing streak on Monday, climbing 24.14 percent to close at $184.90 apiece, after earning buy and hold recommendations from five investment firms. Last Friday, Applied Optoelectronics Inc. (NASDAQ:AAOI) received buy recommendations from Rosenblatt Securities, Needham, and […]

After hitting its all-time high of $185.98 on May 1, 2026, Applied Optoelectronics, Inc. (NASDAQ:AAOI) ranks among the 7 tech stocks that just hit new all-time highs. The stock has gained 327.25% so far in 2026 (as of May 8, 2026), as investors draw confidence from the company’s central role in the AI-driven optical upgrade […]

The optical-networking complex is ripping higher at midday Monday, with all three of the group’s marquee names posting double-digit gains. Applied Optoelectronics (NASDAQ:AAOI) is leading the basket, up 24% to $184.51, while Lumentum (NASDAQ:LITE) trades 17% higher near $1,057. Coherent (NYSE:COHR) rounds out the trio, up 13% to roughly $377.60. The rally is essentially a ... Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire

Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the 12 Best Photonics Stocks to Buy Now. On April 2, 2026, Applied Optoelectronics, Inc. (NASDAQ:AAOI) reported that it had received a new $71 million order for 800G single-mode data center transceivers from a major hyperscale customer. This brings the total to $124 million in orders from the […]

Applied Optoelectronics, Inc. ( NASDAQ:AAOI ) just released its latest first-quarter report and things are not looking...

Applied Optoelectronics (NasdaqGM:AAOI) reported record Q1 2026 results and moved into volume shipments of 800G and 1.6T optical transceivers for major hyperscale datacenter customers. The company is rapidly expanding manufacturing capacity, including a larger footprint in Texas, to support growing demand. Applied Optoelectronics appointed PricewaterhouseCoopers as its new independent auditor, marking a key change in its governance framework. For investors watching the AI datacenter optics...

Applied Optoelectronics posts wider Q1 loss while revenues jump 51%, ships first 800G volumes to a hyperscale customer, and guides Q2 sales to $180M-$198M.

Applied Optoelectronics reported a fourth consecutive quarter of record revenue as AI-driven datacenter demand accelerated shipments of its 800G optical transceivers. Key Investor TakeawaysApplied Optoelectronics, Inc.

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

Applied Optoelectronics (AAOI) delivered earnings and revenue surprises of -31.33% and -3.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Thompson will give an overview of Applied Optoelectronics, Inc.’s Q1 results, and Stefan will provide financial details and the outlook for 2026. Before we begin, I would like to remind you to review Applied Optoelectronics, Inc.’s Safe Harbor statement. On today's call, management will make forward-looking statements.

Applied Optoelectronics (NASDAQ:AAOI) reported first-quarter 2026 results that management said were in line with expectations, citing “robust demand” across its data center and CATV businesses and continued progress expanding manufacturing capacity. Founder, Chairman and CEO Dr. Thompson Lin said th

Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.

The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR) is off 10% and Lumentum (NASDAQ:LITE) is sliding 7%. The selloff is sector-wide. Ciena (NYSE:CIEN) is lower by 10% and Fabrinet (NYSE:FN) is down 8%, confirming this is correlated basket selling rather than ... Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools

Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.

If you are wondering whether Applied Optoelectronics at US$183.51 is still offering value after a huge run, this article walks through the key numbers that matter for you. The stock has seen sharp moves recently, with returns of 13.2% over 7 days, 76.6% over 30 days and 363.4% year to date, while the 1 year and 3 year returns are very large multiples of the starting price. Recent coverage has focused on Applied Optoelectronics as a high momentum name in the communications and optical...

Applied Optoelectronics (AAOI) has moved into the spotlight after securing roughly US$20.9 million in Texas semiconductor grants tied to large manufacturing expansions in Sugar Land and Pearland, along with a recent US$71 million AI transceiver order. See our latest analysis for Applied Optoelectronics. The share price has surged to US$183.51, with a 1 day share price return of 11.65% and a 30 day share price return of 76.60%. The 1 year total shareholder return is very large and points to...

Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks With Remarkable Gains. Applied Optoelectronics soared to a fresh all-time high on Friday, as investors increased further exposure in the company ahead of next week’s earnings performance results. At intra-day trade, the stock surged to its highest price of $191.87 before trimming gains to end […]

Palantir and Nvidia partner CoreWeave head into earnings next week. Lithium play Albemarle is in a base ahead of earnings.

By Karen Roman Applied Optoelectronics, Inc. (Nasdaq: AAOI) said it was granted a Texas Semiconductor Innovation Fund grant for $20.9 million to bolster its 210,000 sq. ft. manufacturing expansion in […]

By Karen Roman Tech platform Lightwave Logic, Inc. (Nasdaq: LWLG) said it partnered with Michael Best & Friedrich LLP to strengthen the company’s intellectual property practice including invention harvesting, patent […]

Tiny microcap stocks are delivering huge gains — leaving behind the giants of the S&P 500. The iShares Micro-Cap ETF, one of the best-known ETFs that invest in tiny companies worth around $500 million on average, returned 12.

Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks Notching Impressive Double-Digit Gains. Applied Optoelectronics climbed by 11.34 percent on Wednesday to close at $152.83 apiece, after bagging $20.9 million worth of fund grant from the state of Texas for the advancement of semiconductor production in the area. The award forms part of the […]

Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the 10 Best Edge Computing Stocks to Buy Right Now. On April 17, 2026, Applied Optoelectronics, Inc. (NASDAQ:AAOI) announced plans to expand its Houston-area footprint with the addition of two adjacent buildings in Pearland, Texas, adding approximately 388,000 square feet of manufacturing capacity. The move builds on its […]

Amkor Technology (AMKR) delivered earnings and revenue surprises of +41.45% and +1.97%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?