Independent Research
AAOI Analysis
9 pieces of research on Applied Optoelectronics, Inc.. We find the signal management buried in the earnings call.
Applied Optoelectronics $600M Share Sale Wipes Out $1.3 Billion
Applied Optoelectronics announced a $600 million stock offering that sent shares down 12% and erased $1.29 billion in market value, exposing a company burning $…
Read analysis →Applied Optoelectronics Drops on Guidance Despite 51% Revenue Jump
Applied Optoelectronics reported mixed Q2 results including 51.4% YoY revenue growth but cautious guidance sent shares lower, unwinding a geopolitical rally tha…
Read analysis →Applied Optoelectronics Targets $198 Million in Q2 Despite Q1 Revenue Miss
Applied Optoelectronics posted 51% YoY revenue growth in Q1 but missed analyst estimates, then guided Q2 up to $198M on the strength of 800G transceiver volume …
Read analysis →Applied Optoelectronics Is Up 351% This Year on a Massive Factory Bet
Applied Optoelectronics expanded its Houston facility to 900,000 square feet to build 700,000 AI transceivers per month, but the stock's 351% YTD rally already …
Read analysis →AAOI: 800G Deal Sends Shares Past $103—What Next?
Applied Optoelectronics received a new 800G data center transceiver order from a major hyperscale customer, validating its product line and sending shares up 9.…
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