AAOI Stock: Price, Earnings History and SEC Filings
Applied Optoelectronics, Inc. (AAOI) last traded at $69.05, down 12.80% on the latest session and down 30.4% over the past month. In its most recent reported quarter (Jun 2026) earnings per share were $0.00 against an analyst estimate of $-0.02, a beat of 100.0%.
Price data from Yahoo Finance, as of Oct 30, 2026. May be delayed.
AAOI earnings history
| Quarter | Reported | EPS | Estimate | Surprise |
|---|---|---|---|---|
| Jun 2026 | Aug 6, 2026 | $0.00 | $-0.02 | +100.00% |
| Mar 2026 | May 7, 2026 | $-0.12 | $-0.10 | -20.00% |
| Dec 2025 | Feb 26, 2026 | $-0.04 | $-0.16 | +75.00% |
| Sep 2025 | Nov 6, 2025 | $-0.14 | $-0.14 | +0.00% |
AAOI beat the analyst EPS estimate in 2 of its last 4 reported quarters. Source: Nasdaq.
How AAOI reacts to earnings
Across its last 8 earnings releases, AAOI moved 17.1% on average the next session, in either direction. It rose after 3 of 8 reports.
| Report date | Released | Next-session move |
|---|---|---|
| 2026-08-06 | After close | +9.19% |
| 2026-05-07 | After close | -5.46% |
| 2026-02-26 | After close | +56.88% |
| 2025-11-06 | After close | -1.82% |
| 2025-08-07 | After close | -3.31% |
| 2025-05-08 | After close | -0.61% |
| 2025-02-26 | After close | -4.57% |
| 2024-11-07 | After close | +55.08% |
Based on the dates of earnings-release 8-K filings (SEC EDGAR) and daily closing prices (Yahoo Finance). Past reactions do not predict future ones.
AAOI financial history
| Fiscal year | Revenue | Net income | Free cash flow | Net margin | Diluted EPS |
|---|---|---|---|---|---|
| 2025 | $456M | -$38M | -$354M | -8.4% | $-0.64 |
| 2024 | $249M | -$187M | -$113M | -74.9% | $-4.50 |
| 2023 | $218M | -$56M | -$17M | -25.8% | $-1.75 |
| 2022 | $223M | -$66M | -$17M | -29.8% | $-2.38 |
| 2021 | $212M | -$54M | -$20M | -25.6% | $-2.01 |
| 2020 | $235M | -$58M | -$60M | -24.9% | $-2.67 |
| 2019 | $191M | -$66M | -$31M | -34.6% | $-3.31 |
| 2018 | $267M | -$2M | -$58M | -0.8% | $-0.11 |
Source: annual figures from 10-K filings on SEC EDGAR. The year shown is the calendar year the fiscal year ended. Free cash flow is operating cash flow minus capital spending.
Latest SEC filings for AAOI
- 8-K · Sep 15, 2026Material agreement, New financial obligation, Financial statements and exhibits
- 8-K · Sep 10, 2026Material agreement, Financial statements and exhibits
- 8-K · Sep 1, 2026Material agreement, New financial obligation, Financial statements and exhibits
- 8-K · Aug 24, 2026Material agreement, Officer or director change, Financial statements and exhibits
- 8-K · Aug 21, 2026Material agreement, Financial statements and exhibits
- 424B5 · Aug 21, 2026
- 10-Q · Aug 6, 2026
- 8-K · Aug 6, 2026Results of operations, Financial statements and exhibits
- 8-K · Jul 1, 2026Material agreement, New financial obligation, Financial statements and exhibits
- 8-K · Jun 16, 2026Material agreement, New financial obligation, Financial statements and exhibits
Insider filing activity
AAOI insiders filed 14 Form 4 reports in the last 90 days. A Form 4 is how directors and executives disclose purchases, sales and grants of company stock. See the individual filings on SEC EDGAR. Many Form 4 filings are routine, such as scheduled sales or option exercises, so check each filing before drawing a conclusion.
Source: SEC EDGAR.
AAOI news
- Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%Oct 30, 2026 · 247wallst.com
- LITE's Transceivers Gain From AI Infrastructure Demand: What's Ahead?Oct 29, 2026 · finance.yahoo.com
- Fabrinet Grows on the Back of Data-Center Demand: What's Ahead?Oct 29, 2026 · finance.yahoo.com
- Marvell Sinks 13%, Lumentum Jumps 6% on Reported Acquisition Talks; Coherent Holds Flat, Applied Optoelectronics Drops 3%Oct 29, 2026 · 247wallst.com
- Impinj (PI) Q3 Earnings and Revenues Beat EstimatesOct 28, 2026 · finance.yahoo.com
- AAOI's CATV Business Gains Momentum: Can It Beat LITE and COHR?Oct 28, 2026 · finance.yahoo.com
- Optical Stocks Climb as Analysts Flag AI Bottleneck: Lumentum Rises 4%, Applied Optoelectronics and Corning Gain 3%, Coherent Sits Out the RallyOct 28, 2026 · 247wallst.com
- Lumentum stock surges 10% as AI components ‘completely sold out’Oct 26, 2026 · thestreet.com
About Applied Optoelectronics, Inc.
Applied Optoelectronics, Inc. (AAOI) is a US-listed public company on Nasdaq. The SEC classifies its business as Semiconductors & Related Devices. It is incorporated in DE. Its fiscal year ends in December.