#AppliedOptoelectronics
Applied Optoelectronics Jumps 20% After 800G Order: Applied Optoelectronics jumped 20% on Apr 2, 2026 after an order for 800G transceivers; watch backlog, ASPs, and guidance over the next 30–90 days. 👈 Read full analysis #AppliedOptoelectronics #StockMarket #Investing #TechStocks #Transceivers
Applied Optoelectronics Jumps 20% After 800G Order
Applied Optoelectronics jumped 20% on Apr 2, 2026 after an order for 800G transceivers; watch backlog, ASPs, and guidance over the next 30–90 days.
dlvr.it
April 3, 2026 at 7:56 AM
Applied Optoelectronics posted record 2025 revenue of $456M (+83% Y/Y).

CEO Chih-Hsiang Lin highlighted a "fourth 800G buying order from one of our major hyperscale customers" and confirmed 800G production ramp beginning in Q2.

#AAOI #AAOIStock #AppliedOptoelectronics #AppliedOptoelectronicsStock
March 2, 2026 at 1:36 PM
Applied Optoelectronics Wins $71M 800G Transceiver Order: Applied Optoelectronics secured a $71M order for 800G transceivers on Apr 2, 2026, signalling potential acceleration of 800G deployments… 👈 Read full analysis #AppliedOptoelectronics #800GTransceiver #DataCenters #OpticalNetworking #TechNews
Applied Optoelectronics Wins $71M 800G Transceiver Order
Applied Optoelectronics secured a $71M order for 800G transceivers on Apr 2, 2026, signalling potential acceleration of 800G deployments in hyperscale datacenters.
dlvr.it
April 2, 2026 at 9:07 PM
Applied Optoelectronics Shares Jump 45% on AI Demand: Applied Optoelectronics jumped 45% on Apr 11, 2026 after management tied orders to AI data-center demand; confirmatory SEC filings and backlog data required to… 👈 Read full analysis #AppliedOptoelectronics #AI #StockMarket #Investing #TechStocks
Applied Optoelectronics Shares Jump 45% on AI Demand
Applied Optoelectronics jumped 45% on Apr 11, 2026 after management tied orders to AI data-center demand; confirmatory SEC filings and backlog data required to validate the move.
dlvr.it
April 11, 2026 at 11:26 PM
Applied Optoelectronics Opens a $600 Million At-the-Market Equity Program Applied Optoelectronics authorized up to $600 million of at-the-market...

https://www.narrowit.com/news/applied-optoelectronics-600-million-atm-filing-2026-08-23
#AppliedOptoelectronics #AAOI #SecFiling #AtTheMarketOffering
Applied Optoelectronics Files $600 Million ATM Equity Program | Narrowit.com
AAOI may sell up to $600 million of common stock through an at-the-market program, although no sale amount or timetable is guaranteed.
www.narrowit.com
August 24, 2026 at 12:16 AM
Applied Optoelectronics began construction Tuesday on two adjacent Pearland, Texas properties, adding nearly 400,000 square feet of manufacturing capacity for 800G and 1.6T optical transceivers used in AI infrastructure.

#AppliedOptoelectronics #AIInfrastructure #OpticalNetworking #Semiconductors
July 15, 2026 at 12:30 PM
Applied Optoelectronics Shares Slip After March 2026 Review: Applied Optoelectronics shares fell ~12% on Mar 20–21, 2026; FY2025 revenue fell 22% YoY to $210m and adjusted gross margin compressed to ~18%… Read full analysis 👉 #AppliedOptoelectronics #StockMarket #Investing #Finance #MarketAnalysis
Applied Optoelectronics Shares Slip After March 2026 Review
Applied Optoelectronics shares fell ~12% on Mar 20–21, 2026; FY2025 revenue fell 22% YoY to $210m and adjusted gross margin compressed to ~18% (company filings), intensifying liquidity and execution scrutiny.
dlvr.it
March 21, 2026 at 9:31 PM
#MikeShorrt #ProsperTradingAcademy walks us through today's top three trades highlighting #AppliedOptoelectronics (AAOI) for its gradual growth. The Big 3: AAOI, KTOS, GE youtu.be/slF3bIt6_Rw
The Big 3: AAOI, KTOS, GE
YouTube video by Schwab Network
youtu.be
June 2, 2026 at 11:33 PM
Applied Optoelectronics secured a $71M order for 800G single-mode data center transceivers from a major hyperscaler, bringing total orders since mid-March to $124M and more than doubling its backlog from that client.

#AppliedOptoelectronics #AAOI #800G #DataCenters #AIInfrastructure
April 6, 2026 at 11:35 AM
Applied Optoelectronics shares jumped over 15% after the company announced its first volume order for 1.6T data center transceivers from a long-term hyperscale customer — a key commercial milestone the company had been flagging as a major upcoming catalyst.

#AAOI #AAOIStock #AppliedOptoelectronics
March 10, 2026 at 3:04 PM