Applied Optoelectronics (AAOI) Projected to Release Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) is anticipated to issue its Q3 2026 results after the market closes on Thursday, November 5th. Analysts expect the company to announce earnings of $0.1422 per share and revenue of $268.11 million for the quarter. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Individuals may visit the company’s upcoming Q3 2026 earnings report page for the latest details on the call scheduled for Thursday, November 5, 2026 at 4:30 PM ET.

Applied Optoelectronics (NASDAQ:AAOI) last issued its earnings results on Thursday, August 6th. The semiconductor company reported $0.06 EPS for the quarter, topping analysts’ consensus estimates of $0.02 by $0.04. Applied Optoelectronics had a negative net margin of 9.57% and a negative return on equity of 1.98%. The business had revenue of $191.92 million for the quarter, compared to analyst estimates of $190.48 million. During the same period last year, the company posted ($0.16) earnings per share. The company’s quarterly revenue was up 86.3% compared to the same quarter last year. On average, analysts expect Applied Optoelectronics to post $0.55 EPS for the current fiscal year and $3.73 EPS for the next fiscal year.

Applied Optoelectronics Stock Performance

Applied Optoelectronics stock opened at $62.50 on Tuesday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 2.13 and a current ratio of 2.78. The company has a market capitalization of $5.29 billion, a PE ratio of -80.13 and a beta of 3.85. The company has a 50 day moving average price of $97.51 and a 200-day moving average price of $112.88. Applied Optoelectronics has a fifty-two week low of $18.50 and a fifty-two week high of $233.67.

Insider Buying and Selling

In other Applied Optoelectronics news, insider Hung-Lun Chang sold 32,172 shares of the business’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $110.21, for a total transaction of $3,545,676.12. Following the sale, the insider owned 249,276 shares of the company’s stock, valued at approximately $27,472,707.96. The trade was a 11.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Shu-Hua Yeh sold 6,000 shares of the firm’s stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $120.03, for a total value of $720,180.00. Following the completion of the transaction, the insider owned 371,498 shares of the company’s stock, valued at approximately $44,590,904.94. The trade was a 1.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 52,172 shares of company stock worth $5,985,036 in the last three months. Corporate insiders own 3.80% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on AAOI shares. Northland Securities upgraded Applied Optoelectronics from a “market perform” rating to an “outperform” rating and set a $120.00 price objective on the stock in a report on Monday. B. Riley Financial lowered their target price on Applied Optoelectronics from $109.00 to $92.00 and set a “neutral” rating for the company in a report on Thursday, October 15th. Weiss Ratings raised Applied Optoelectronics from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, October 21st. Needham & Company LLC dropped their price target on Applied Optoelectronics from $190.00 to $170.00 and set a “buy” rating on the stock in a research report on Tuesday, October 27th. Finally, Wall Street Zen upgraded Applied Optoelectronics from a “sell” rating to a “hold” rating in a research note on Saturday, August 8th. Four research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Applied Optoelectronics presently has a consensus rating of “Moderate Buy” and an average price target of $156.00.

Applied Optoelectronics Company Profile

Applied Optoelectronics, Inc (NASDAQ: AAOI) develops and manufactures fiber-optic networking products and solutions. Its offerings include optical transceivers, transmitters, receivers, lasers, and related components used to transmit data across fiber-optic networks.

The company serves several communications markets, including data centers, broadband access networks, cable television, and telecommunications. Its products are designed for applications such as high-speed data transmission, fiber-to-the-home and other broadband deployments, network connectivity, and communications infrastructure.

Founded in 1997 and headquartered in Sugar Land, Texas, Applied Optoelectronics supports customers in multiple regions, including North America, Asia, and other international markets.