Applied Optoelectronics (AAOI) to Release Quarterly Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) is expected to be announcing its Q1 2026 results after the market closes on Thursday, May 7th. Analysts expect the company to announce earnings of ($0.05) per share and revenue of $156.9760 million for the quarter. Applied Optoelectronics has set its Q1 2026 guidance at -0.090-0.000 EPS. Investors are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Thursday, May 7, 2026 at 4:30 PM ET.

Applied Optoelectronics (NASDAQ:AAOI) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported ($0.01) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.12) by $0.11. The firm had revenue of $134.27 million for the quarter, compared to analyst estimates of $131.56 million. Applied Optoelectronics had a negative net margin of 8.39% and a negative return on equity of 5.29%. The firm’s quarterly revenue was up 33.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($0.02) earnings per share. On average, analysts expect Applied Optoelectronics to post $1 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Applied Optoelectronics Price Performance

Applied Optoelectronics stock traded down $5.55 during mid-day trading on Wednesday, hitting $175.02. The company’s stock had a trading volume of 2,441,297 shares, compared to its average volume of 9,312,402. The company has a quick ratio of 1.91, a current ratio of 2.63 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $14.01 billion, a P/E ratio of -272.94 and a beta of 3.76. Applied Optoelectronics has a twelve month low of $12.56 and a twelve month high of $191.87. The stock’s fifty day moving average price is $115.05 and its two-hundred day moving average price is $62.63.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on AAOI shares. B. Riley Financial upgraded shares of Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price target on the stock in a research report on Friday, February 27th. Weiss Ratings restated a “sell (d-)” rating on shares of Applied Optoelectronics in a research report on Wednesday, January 21st. Wall Street Zen lowered shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research report on Monday, April 13th. Needham & Company LLC lifted their price target on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Finally, Northland Securities restated a “market perform” rating and issued a $55.00 price target on shares of Applied Optoelectronics in a research report on Friday, February 27th. Three investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $52.80.

Insider Transactions at Applied Optoelectronics

In related news, Director Cynthia Delaney sold 21,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $98.02, for a total value of $2,058,420.00. Following the completion of the transaction, the director owned 116,222 shares of the company’s stock, valued at approximately $11,392,080.44. This trade represents a 15.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Hung-Lun (Fred) Chang sold 36,400 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $100.25, for a total transaction of $3,649,100.00. Following the completion of the transaction, the insider directly owned 233,618 shares of the company’s stock, valued at $23,420,204.50. This represents a 13.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 314,333 shares of company stock worth $29,262,106. 3.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Applied Optoelectronics

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Police & Firemen s Retirement System of New Jersey boosted its stake in Applied Optoelectronics by 3.6% in the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 16,073 shares of the semiconductor company’s stock worth $560,000 after purchasing an additional 556 shares during the period. Northwestern Mutual Wealth Management Co. boosted its stake in Applied Optoelectronics by 166.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock worth $42,000 after purchasing an additional 750 shares during the period. MetLife Investment Management LLC boosted its stake in Applied Optoelectronics by 2.9% in the 4th quarter. MetLife Investment Management LLC now owns 33,089 shares of the semiconductor company’s stock worth $1,153,000 after purchasing an additional 943 shares during the period. Comerica Bank acquired a new stake in shares of Applied Optoelectronics during the 3rd quarter valued at $28,000. Finally, Inceptionr LLC boosted its stake in shares of Applied Optoelectronics by 12.1% during the 4th quarter. Inceptionr LLC now owns 10,855 shares of the semiconductor company’s stock valued at $378,000 after buying an additional 1,175 shares during the period. Institutional investors and hedge funds own 61.70% of the company’s stock.

About Applied Optoelectronics

Applied Optoelectronics, Inc develops and manufactures high-speed fiber-optic networking products designed to support the growing bandwidth demands of data centers, telecommunications carriers and internet content providers. The company’s core offerings include pluggable optical transceiver modules, transponders and optical components that enable data transmission at rates ranging from 1G to 400G. These products are used to facilitate long-haul, metro and intra-data center connectivity, addressing the need for scalable, low-latency and energy-efficient solutions in modern network infrastructures.

The company’s product portfolio spans small-form factor pluggable modules such as SFP+, QSFP+ and QSFP28 units, as well as more advanced form factors like CFP2 and OSFP for ultra-high-speed applications.