Applied Optoelectronics, Inc.
Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Company Description
- CEO
- Chih Hsiang Lin
- Full Time Employees
- 4,691
- Sector
- Electronic technology
- Industry
- Semiconductors
- Address
- 13139 Jess Pirtle Boulevard Sugar Land TX United States 77478
- IPO Date
- Sep 25, 2013
- CIK
- 0001158114
- Website
- ao-inc.com
- Similar Companies
- Business
- Applied Optoelectronics, Inc. (Nasdaq: AAOI) designs, manufactures and sells fiber-optic networking products serving internet data centers, cable television broadband (CATV), telecommunications, fiber-to-the-home (FTTH), sensing, wireless and cable access markets; core offerings include high-speed optical transceivers such as 100Gbps, 400Gbps and 800G modules, lasers and laser components (including diode lasers, DFB and QAM DFB semiconductor chips), photodiodes, optical components and filters (such as TOSA, ROSA and TO packages), packaged optical subassemblies, HFC network equipment (including Quantum18 and QuantumLink amplifiers, nodes, transmitters, headend and distribution equipment supporting DOCSIS 4.0 and 10G standards) and turn-key RF solutions. Founded in 1997 and headquartered in Sugar Land, Texas, the company maintains vertically integrated manufacturing and R&D facilities in the United States, Taiwan (New Taipei City) and China (Ningbo), with sales coordinated globally through direct personnel. AOI reports robust growth with Q3 2025 revenue of $118.6 million, up 82% year-over-year and 15% sequentially, driven by data center and CATV demand; non-GAAP gross margins expanded to 31.0% from 25.0% a year earlier, while guiding Q4 2025 revenue to $125-$140 million with planned U.S. capacity for 100,000 800G transceiver units per month by year-end. The company continues investing in next-generation 1.6T products and operational efficiencies following the 2022 divestiture of its Wuhan, China manufacturing assets, focusing on high-volume hyperscale data center operators and broadband providers amid AI-driven demand.
Company News
Applied Optoelectronics Cratered 50% Over 6 Months: It's Going to Triple According to 2 Wall Street Pros
Optics Stocks Rally Ahead of Earnings: Applied Optoelectronics Jumps 5%, Lumentum Adds 4%, Coherent Rises 2%
Why Applied Optoelectronics Stock Plummeted This Week
Applied Optoelectronics Announces Date of Third Quarter 2026 Financial Results Conference Call
Optical Stocks Extend Slide as Money Rotates Into Defensives: Applied Optoelectronics Falls 6%, Coherent Drops 7%, Lumentum Slips 5%
Struggling Photonics Stock Flashing 'Buy the Dip' Signal
Applied Optoelectronics Dives 9% as AI Funding Fears Hit Optical Stocks; Coherent Slides 7%, Lumentum Drops 7%
Applied Optoelectronics Is Up 175% in 2026 and Lumentum Is Up 164%: Take Profits, or Hold On for the Ride?
Lumentum Falls 10% as Optics Selloff Hits Hardest Where Capacity Is Sold Out; Applied Optoelectronics Drops 7%, Coherent Slides 7%
3 Mid-Cap AI-Driven Stocks at Deep Discount With Huge Near-Term Upside
Optics Stocks Rally on Sold-Out Optical Capacity Through Early 2029: Applied Optoelectronics and Lumentum Surge 7%, Coherent Climbs 5%
Lumentum, Coherent Stocks Jump After CEO Warns AI Components Sold Out Through 2029
Applied Optoelectronics Has Fallen Hard for 6 Months: This Wall Street Analyst Expects It's Going to Double Soon
Optics Stocks Tumble as Profit Taking Cuts Into Big Yearly Gains: Applied Optoelectronics Drops 9%, Coherent Falls 5%, Lumentum Slides 4%
AAOI Stock Gains 17% in a Month: Should You Buy, Sell or Hold?
Applied Optoelectronics Stock Rises on Possible Continued Momentum as It Completes Share Sale
Applied Optoelectronics Surges 6% as $600M Share Sale Program Closes; Lumentum Sits Out the Rally, Corning Edges Higher
Applied Optoelectronics Inc (AAOI) Stock Up 5.2% but GF Value Says Overvalued -- GF Score: 62/100
Applied Optoelectronics Announces Completion of Previously Announced At the Market Offering
October FOMC: Why the Fed Will Pause