Where can I find news about AAOI?

The latest headlines, third-party analysis, and SEC filings for Applied Optoelectronics, Inc. (AAOI) are listed on this page. Headlines come from across the financial press; filings come directly from SEC EDGAR.

Where are AAOI's SEC filings?

Applied Optoelectronics, Inc. (AAOI)'s 10-K (annual report), 10-Q (quarterly report), 8-K (current report), and proxy filings are listed in the SEC Filings section on this page with direct links to the official EDGAR copies.

Where are AAOI's earnings call transcripts?

Full earnings call transcripts for Applied Optoelectronics, Inc. (AAOI), with prepared remarks plus speaker-by-speaker analyst Q&A, live on the Earnings tab alongside the Earnings Reports section that links each quarter's press release and SEC report.

AAOI

Applied Optoelectronics, Inc.

NASDAQ·Communication Equipment · Technology

$71.94$4.43+6.56%

Pre-market·$71.38−0.78%

Market cap$6.11B·Market closed·Oct 26 4:00 PM EDT

News & Analysis

Lumentum Jumps 8% as StoneX Starts Coverage With $1,200 Target; Applied Optoelectronics and Coherent Climb 6%
A fresh Buy rating from StoneX is pulling optical networking stocks higher, and Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) is out in front. Lumentum stock is up 8% to $819.
247wallst.comOct 26, 2026 · 12:46 PM
AAOI vs. CBRS: Which AI Infrastructure Stock Has an Edge Now?
Applied Optoelectronics holds an edge over Cerebras in the AI infrastructure race, backed by surging optical demand, capacity expansion, and a stronger earnings outlook.
zacks.comOct 23, 2026 · 2:45 PM
Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%
Optical networking stocks that powered the AI data-center trade this year are falling fast, and the selling is landing on the group's biggest names at once. Coherent (NYSE:COHR | COHR Price Prediction) stock is trading at $209.
247wallst.comOct 22, 2026 · 1:10 PM
Applied Optoelectronics Cratered 50% Over 6 Months: It's Going to Triple According to 2 Wall Street Pros
Applied Optoelectronics collapsed while its revenue set records, and two analysts still see it nearly tripling from here. The gap between that optimism and the stock's brutal reality comes down to one upcoming shipment window.
247wallst.comOct 21, 2026 · 12:45 PM
Optics Stocks Rally Ahead of Earnings: Applied Optoelectronics Jumps 5%, Lumentum Adds 4%, Coherent Rises 2%
Applied Optoelectronics (NASDAQ:AAOI) stock jumped 5% to $79.01 on Monday as optics names advanced ahead of upcoming earnings reports. Lumentum (NASDAQ:LITE | LITE Price Prediction) shares rose 4% to $856.18, while Coherent (NYSE:COHR) stock climbed 2% to $236.93.
247wallst.comOct 19, 2026 · 1:05 PM
Why Applied Optoelectronics Stock Plummeted This Week
Applied Optoelectronics stock dropped over 23% this week amid broader fears of slowing artificial intelligence infrastructure spending. Concerns about major technology companies facing capital constraints are hitting optical networking component suppliers across the industry.
fool.comOct 16, 2026 · 1:36 PM
Applied Optoelectronics Announces Date of Third Quarter 2026 Financial Results Conference Call
SUGAR LAND, Texas, Oct. 15, 2026 /PRNewswire/ -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power AI, today announced that it will release financial results for its third quarter ended September 30, 2026, on Thursday, November 5, 2026. AOI will host a conference call and webcast for analysts and investors to discuss its third quarter 2026 financial results and outlook for its fourth quarter 2026 at 4:30 p.m.
prnewswire.comOct 15, 2026 · 4:10 PM
Optical Stocks Extend Slide as Money Rotates Into Defensives: Applied Optoelectronics Falls 6%, Coherent Drops 7%, Lumentum Slips 5%
Optical suppliers tied to the artificial intelligence (AI) data center buildout are extending their slide as money shifts into defensive sectors. Applied Optoelectronics (NASDAQ:AAOI) stock is down 6% to $80.97 in early trading, leading the group lower.
247wallst.comOct 15, 2026 · 10:58 AM

SEC Filings

8-K
Sep 15, 2026View on SEC
8-K
Sep 10, 2026View on SEC
8-K
Sep 1, 2026View on SEC
8-K
Aug 24, 2026View on SEC
8-K
Aug 21, 2026View on SEC
424B5
Aug 21, 2026View on SEC

Frequently Asked Questions About AAOI

Where can I find news about AAOI?: The latest headlines, third-party analysis, and SEC filings for Applied Optoelectronics, Inc. (AAOI) are listed on this page. Headlines come from across the financial press; filings come directly from SEC EDGAR.
Where are AAOI's SEC filings?: Applied Optoelectronics, Inc. (AAOI)'s 10-K (annual report), 10-Q (quarterly report), 8-K (current report), and proxy filings are listed in the SEC Filings section on this page with direct links to the official EDGAR copies.
Where are AAOI's earnings call transcripts?: Full earnings call transcripts for Applied Optoelectronics, Inc. (AAOI), with prepared remarks plus speaker-by-speaker analyst Q&A, live on the Earnings tab alongside the Earnings Reports section that links each quarter's press release and SEC report.

Applied Optoelectronics, Inc.

Frequently Asked Questions About AAOI

Applied Optoelectronics, Inc.

Lumentum Jumps 8% as StoneX Starts Coverage With $1,200 Target; Applied Optoelectronics and Coherent Climb 6%

AAOI vs. CBRS: Which AI Infrastructure Stock Has an Edge Now?

Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%

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%

Frequently Asked Questions About AAOI

Lumentum Jumps 8% as StoneX Starts Coverage With $1,200 Target; Applied Optoelectronics and Coherent Climb 6%

AAOI vs. CBRS: Which AI Infrastructure Stock Has an Edge Now?

Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%

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%