Applied Optoelectronics (AAOI) to Release Quarterly Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) will likely be issuing its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect Applied Optoelectronics to announce earnings of $0.03 per share and revenue of $190.4780 million for the quarter. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. Parties may review the information on the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Thursday, August 6, 2026 at 4:30 PM ET.

Applied Optoelectronics (NASDAQ:AAOI) last posted its quarterly earnings data on Thursday, May 7th. The semiconductor company reported ($0.07) earnings per share for the quarter, missing the consensus estimate of ($0.05) by ($0.02). The firm had revenue of $151.14 million for the quarter, compared to the consensus estimate of $156.98 million. Applied Optoelectronics had a negative net margin of 8.55% and a negative return on equity of 4.64%. The business’s revenue was up 51.3% compared to the same quarter last year. During the same period in the previous year, the firm posted ($0.02) earnings per share. On average, analysts expect Applied Optoelectronics to post $1 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Applied Optoelectronics Stock Performance

Applied Optoelectronics stock opened at $76.52 on Thursday. Applied Optoelectronics has a fifty-two week low of $18.50 and a fifty-two week high of $233.67. The stock’s 50 day simple moving average is $145.54 and its two-hundred day simple moving average is $114.72. The company has a debt-to-equity ratio of 0.18, a quick ratio of 3.03 and a current ratio of 3.83. The stock has a market cap of $6.14 billion, a price-to-earnings ratio of -115.94 and a beta of 3.69.

Insider Activity at Applied Optoelectronics

In other Applied Optoelectronics news, insider Hung-Lun (Fred) Chang sold 40,329 shares of Applied Optoelectronics stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $170.60, for a total value of $6,880,127.40. Following the completion of the transaction, the insider directly owned 286,124 shares of the company’s stock, valued at approximately $48,812,754.40. The trade was a 12.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shu-Hua (Joshua) Yeh sold 1,285 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $120.02, for a total transaction of $154,225.70. Following the completion of the transaction, the insider owned 392,922 shares in the company, valued at approximately $47,158,498.44. This represents a 0.33% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 501,500 shares of company stock worth $86,812,999 in the last ninety days. 3.80% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Applied Optoelectronics

Several institutional investors and hedge funds have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Applied Optoelectronics by 10.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,579 shares of the semiconductor company’s stock worth $393,000 after acquiring an additional 2,415 shares during the last quarter. Cetera Investment Advisers purchased a new stake in Applied Optoelectronics during the 2nd quarter valued at $377,000. New York State Common Retirement Fund boosted its stake in Applied Optoelectronics by 36.0% during the 2nd quarter. New York State Common Retirement Fund now owns 17,000 shares of the semiconductor company’s stock valued at $437,000 after purchasing an additional 4,500 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Applied Optoelectronics by 50.0% in the 2nd quarter. Invesco Ltd. now owns 60,817 shares of the semiconductor company’s stock worth $1,562,000 after purchasing an additional 20,261 shares in the last quarter. Finally, First Trust Advisors LP bought a new stake in shares of Applied Optoelectronics in the 2nd quarter worth $952,000. Institutional investors own 61.70% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Rosenblatt Securities restated a “buy” rating and issued a $220.00 target price on shares of Applied Optoelectronics in a research note on Monday, June 22nd. Raymond James Financial reaffirmed an “outperform” rating on shares of Applied Optoelectronics in a research note on Wednesday, June 10th. Wall Street Zen downgraded Applied Optoelectronics from a “hold” rating to a “sell” rating in a report on Monday, April 13th. Needham & Company LLC lowered their price objective on Applied Optoelectronics from $260.00 to $220.00 and set a “buy” rating for the company in a research report on Wednesday, July 22nd. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Applied Optoelectronics in a report on Tuesday, July 7th. Three analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Applied Optoelectronics presently has an average rating of “Hold” and an average target price of $141.80.

About Applied Optoelectronics

Applied Optoelectronics, Inc develops and manufactures high-speed fiber-optic networking products designed to support the growing bandwidth demands of data centers, telecommunications carriers and internet content providers. The company’s core offerings include pluggable optical transceiver modules, transponders and optical components that enable data transmission at rates ranging from 1G to 400G. These products are used to facilitate long-haul, metro and intra-data center connectivity, addressing the need for scalable, low-latency and energy-efficient solutions in modern network infrastructures.

The company’s product portfolio spans small-form factor pluggable modules such as SFP+, QSFP+ and QSFP28 units, as well as more advanced form factors like CFP2 and OSFP for ultra-high-speed applications.