"At yesterday's close, AAOI was up nearly 57% year-to-date and 46% over just the past month, fueled by a surge in AI-driven demand for optical networking components. A landmark first 800G hyperscale volume order sent shares sharply higher in recent weeks, followed by another leg up on the company's announcement of a new ultra-high-power semiconductor laser targeting silicon photonics and co-packaged optics applications."
"The growth driver analysts are watching is straightforward: 800G transceiver demand tied to the AI data center buildout. Hyperscalers are aggressively upgrading their optical interconnect infrastructure, and AAOI's positioning in both transceivers and the emerging co-packaged optics space makes it a direct beneficiary."
"Management's guidance last quarter disappointed, with projections of revenue between $125 million and $140 million, with a non-GAAP net loss ranging from $9.0 million to $2.8 million and non-GAAP EPS of -$0.13 to -$0.04. That revenue midpoint of roughly $132 million would represent continued strong sequential growth off Q3's $118.6 million."
Applied Optoelectronics (AAOI) is reporting Q4 FY2025 earnings after the close on February 26, 2026, with the stock trading near its 52-week high of $59.25 at $54.58 per share. The company has experienced significant gains, up 57% year-to-date and 46% over the past month, fueled by surging AI-driven demand for optical networking components. A landmark 800G hyperscale volume order and announcement of a new ultra-high-power semiconductor laser targeting silicon photonics and co-packaged optics applications have driven recent gains. Wall Street expects revenue of $128.2 million and adjusted EPS of -$0.11. Management's previous guidance projected revenue between $125-$140 million with non-GAAP EPS of -$0.13 to -$0.04. The primary growth driver is 800G transceiver demand tied to AI data center buildout, with hyperscalers aggressively upgrading optical interconnect infrastructure.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]