Applied Optoelectronics (A59) Stock Price & Analysis

A59 Stock Chart & Stats

€60.83-€12.54(-17.09%)

At close: Oct 30 5:30 PM GMT+1

Day’s Range: EUR 60.28 - EUR 66.27
52-Week Range: EUR 16.10 - EUR 197.08
Previous Close: EUR 73.37
Volume: 8,881
Average Volume (3M): 4,003
Market Cap: EUR 5.23B
Enterprise Value: EUR 11.88B
Total Cash (Recent Filing): EUR 499.74M
Total Debt (Recent Filing): EUR 264.54M
Price to Earnings (P/E): ―
Beta: 0.68
Next Earnings: Nov 05, 2026 (Est.)
EPS Estimate: 0.13
Next Dividend Ex-Date: N/A
Dividend Yield: N/A

Bulls Say, Bears Say

Bulls Say

Strong Revenue Momentum

Rapid growth across total and data-center revenue indicates strong demand for AAOI’s optical connectivity products as networks adopt higher speeds. Continued expansion in 400G, 800G, and 1.6T products could support durable revenue growth and improve operating leverage as volume scales.

Product And Manufacturing Advantage

Vertical integration in lasers and adaptable automated production can strengthen supply resilience, product execution, and cost control. Reusing manufacturing infrastructure across successive speed generations may support margin expansion and improve AAOI’s competitive position as demand shifts upward.

Manageable Leverage

Low debt relative to equity provides financial flexibility while AAOI expands capacity and develops faster optical products. The reported cash balance and recent financing resources give the company funding capacity to pursue growth, although investment demands remain substantial.

Bears Say

Capacity-Constrained Growth

AAOI may be unable to convert strong customer demand into shipments if factory expansion, equipment delivery, or component access falls behind plan. Persistent capacity constraints can defer revenue, reduce customer service levels, and make growth dependent on complex execution over multiple quarters.

Heavy Cash Consumption

Large negative operating and free cash flow means the business is not currently funding expansion internally. Sustained investment and working-capital needs could require additional financing, increase execution pressure, and reduce flexibility if expected production ramps or profitability take longer than planned.

Customer Concentration

Revenue dependence on a small number of customers creates material concentration exposure. Changes in purchasing plans, product mix, or deployment timing at a major account could affect sales and factory utilization disproportionately, making results less predictable despite strong current demand.

Applied Optoelectronics News

What Do AI Data Centers, Cancer Therapies and Oil Tankers Have in Common? The Golden Eagle Dynamic Hypergrowth ETF (HYP) Owns Them All

Many growth strategies hunt for opportunities in the same places, and for many investors growth exposure has come to mean the same handful of very large companies at the top

3d agoBE MU

Moderately bullish activity in Applied Optoelectronics with shares up 2.31%

Moderately bullish activity in Applied Optoelectronics (AAOI), with shares up $1.77, or 2.31%, near $78.72. Options volume relatively light with 8305 contracts traded and calls leading puts for a put/call

4d agoAAOI A59

Moderately bullish activity in Applied Optoelectronics with shares up 1.15%

Moderately bullish activity in Applied Optoelectronics (AAOI), with shares up 88c, or 1.15%, near $77.62. Options volume relatively light with 23k contracts traded and calls leading puts for a put/call

1w agoAAOI A59

Applied Optoelectronics price target lowered to $92 from $109 at B. Riley

B. Riley lowered the firm’s price target on Applied Optoelectronics (AAOI) to $92 from $109 and keeps a Neutral rating on the shares. The price target reduction reflects the recent

2w agoAAOI A59

Cboe data shows mixed options sentiment in Applied Optoelectronics with shares down 3.85%

Cboe data shows mixed options sentiment in Applied Optoelectronics (AAOI), with shares down $3.88 near $96.80. Options volume roughly in line with average with 31k contracts traded and calls leading

2w agoAAOI A59

Unusually active option classes on open October 9th

Unusual total active option classes on open include: Centene (CNC), Galaxy Digital Inc. – Class A common stock (GLXY), Applied Optoelectronics (AAOI), Delta Air Lines (DAL), Verizon (VZ), Clover Health

3w agoVZ CNC

Why Applied Optoelectronics Stock Is Surging Today as AST SpaceMobile Falls — and What Wall Street Expects Next

Good news for one company’s rival and growing competition for another are sending two tech stocks in opposite directions Friday morning. Applied Optoelectronics (NASDAQ:AAOI) is jumping around 9% on Friday

3w agoAAOI ASTS

Unusually active option classes on open October 5th

Unusual total active option classes on open include: Cerebras Systems Inc (CBRS), Vistra Energy (VST), Nu Holdings (NU), iShares Barclays 7 to 10 Year Treasury Bond Fund (IEF), Western Digital

3w agoNU FIG

Applied Optoelectronics call volume above normal and directionally bullish

Bullish option flow detected in Applied Optoelectronics (AAOI) with 14,182 calls trading, 1.9x expected, and implied vol increasing over 3 points to 88.62%. 10/2 weekly 105 calls and 10/2 weekly

1M agoAAOI A59

Applied Optoelectronics call volume above normal and directionally bullish

Bullish option flow detected in Applied Optoelectronics (AAOI) with 22,002 calls trading, 1.4x expected, and implied vol increasing almost 3 points to 87.96%. 10/2 weekly 110 calls and 10/2 weekly

1M agoAAOI A59

What 235,000 Stock Periods Suggest About Revenue Growth and Returns: Inside the Golden Eagle Dynamic Hypergrowth ETF (HYP)

Most equity screens sort companies on some version of price: price-to-earnings, price-to-book, forward multiples. Golden Eagle Strategies built its research around a different sorting variable, ranking companies by trailing revenue

1M agoBE MU

Coherent, Corning, Applied Optoelectronics advance after Ciena offers guidance

Shares of Ciena (CIEN) peers are moving up after the company announced its three-year financial targets out to fiscal year 2029. Ciena shares remain halted for trading. Published first on

1M agoGLW AAOI

Applied Optoelectronics Expands China Manufacturing with Long-Term Lease

Applied Optoelectronics ( ($AAOI) ) has shared an update. On September 10, 2026, Global Technology, Inc., a wholly owned subsidiary of Applied Optoelectronics, Inc., signed a ten-year lease for a

1M ago8K AAOI

Cboe data shows mixed options sentiment in Applied Optoelectronics with shares down 7.46%

Cboe data shows mixed options sentiment in Applied Optoelectronics (AAOI), with shares down $7.86 near $97.50. Options volume roughly in line with average with 26k contracts traded and calls leading

1M agoAAOI A59

A59 FAQ

What was Applied Optoelectronics’s price range in the past 12 months?

Applied Optoelectronics lowest stock price was €16.10 and its highest was €197.08 in the past 12 months.

What is Applied Optoelectronics’s market cap?

Applied Optoelectronics’s market cap is €5.23B.

When is Applied Optoelectronics’s upcoming earnings report date?

Applied Optoelectronics’s next earnings report is estimated for Nov 05, 2026 (not yet confirmed), which is in 4 days.

How were Applied Optoelectronics’s earnings last quarter?

Applied Optoelectronics released its earnings results on Aug 06, 2026. The company reported €0.054 earnings per share for the quarter, beating the consensus estimate of €0.013 by €0.04.

Is Applied Optoelectronics overvalued?

According to Wall Street analysts Applied Optoelectronics’s price is currently Undervalued.

Does Applied Optoelectronics pay dividends?

Applied Optoelectronics does not currently pay dividends.

What is Applied Optoelectronics’s EPS estimate?

Applied Optoelectronics’s EPS estimate is 0.13.

How many shares outstanding does Applied Optoelectronics have?

Applied Optoelectronics has 84,906,290 shares outstanding.

What happened to Applied Optoelectronics’s price movement after its last earnings report?

Applied Optoelectronics reported an EPS of €0.054 in its last earnings report, beating expectations of €0.013. Following the earnings report the stock price went up 6.149%.

Which hedge fund is a major shareholder of Applied Optoelectronics?

Hedge funds hold Applied Optoelectronics shares: the largest hedge-fund position in Applied Optoelectronics is 2,088,814,646 shares, and hedge funds decreased their holdings by 1.0M shares last quarter.

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Applied Optoelectronics Stock Smart Score

Underperform

Learn more about TipRanks Smart Score

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Company Description

Applied Optoelectronics

Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment. AAOI caters to a varied clientele, including internet data center operators, manufacturers of cable television and telecommunications equipment, and internet service providers, utilizing both direct and partner-based sales channels. Founded in 1997, Applied Optoelectronics, Inc. is headquartered in Sugar Land, Texas.

Applied Optoelectronics (A59) Earnings & Revenues

Historic Earnings Reports

A59 Earnings Call

Q2 2026

0:00 / 0:00

Earnings Call SentimentPositive

The call communicated very strong demand, record revenue growth (86% YoY), return to non-GAAP profitability, clear product momentum in 400G/800G/1.6T, and aggressive U.S. capacity expansion funded by recent equity raises. However, the company repeatedly emphasized that near-term revenue is capacity- and component-constrained, is incurring elevated OpEx and heavy CapEx to scale, and faces customer concentration and some supply-chain/timing risks. On balance, the operational wins, robust guidance, and financial resources to fund expansion outweigh the execution and supply constraints described.

View all DE:A59 earnings summaries

A59 Stock 12 Month Forecast

Average Price Target

EUR 142.58▲(134.39% Upside)

Past 12 Months12 Month ForecastJan2026Oct2026

HighEUR 196.04

AverageEUR 142.58

LowEUR 81.98

Detailed Analyst Forecast >

Technical Analysis

Overall Consensus

Indicator	Bullish	Neutral	Bearish
Overall Consensus	2	6	14
Technical Analysis	2	6	2
Moving Averages	0	0	12

Technical Analysis >

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Ownership Overview

4.86% Insiders
17.83% Mutual Funds
1.36% Other Institutional Investors
60.59% Public Companies and Individual Investors

Detailed Ownership Overview >

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A59 Stock Chart & Stats

Bulls Say, Bears Say

Bulls Say

Strong Revenue Momentum

Product And Manufacturing Advantage

Manageable Leverage

Bears Say

Capacity-Constrained Growth

Heavy Cash Consumption

Customer Concentration

Applied Optoelectronics News

What Do AI Data Centers, Cancer Therapies and Oil Tankers Have in Common? The Golden Eagle Dynamic Hypergrowth ETF (HYP) Owns Them All

Moderately bullish activity in Applied Optoelectronics with shares up 2.31%

Moderately bullish activity in Applied Optoelectronics with shares up 1.15%

Applied Optoelectronics price target lowered to $92 from $109 at B. Riley

Cboe data shows mixed options sentiment in Applied Optoelectronics with shares down 3.85%

Unusually active option classes on open October 9th

Why Applied Optoelectronics Stock Is Surging Today as AST SpaceMobile Falls — and What Wall Street Expects Next

Unusually active option classes on open October 5th

Applied Optoelectronics call volume above normal and directionally bullish

Applied Optoelectronics call volume above normal and directionally bullish

What 235,000 Stock Periods Suggest About Revenue Growth and Returns: Inside the Golden Eagle Dynamic Hypergrowth ETF (HYP)

Coherent, Corning, Applied Optoelectronics advance after Ciena offers guidance

Applied Optoelectronics Expands China Manufacturing with Long-Term Lease

Cboe data shows mixed options sentiment in Applied Optoelectronics with shares down 7.46%

A59 FAQ

Applied Optoelectronics Stock Smart Score

Company Description

Applied Optoelectronics

Applied Optoelectronics (A59) Earnings & Revenues

A59 Earnings Call

Earnings Call Sentiment|Positive

A59 Stock 12 Month Forecast

Average Price Target

Technical Analysis

Overall Consensus

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Ownership Overview

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Earnings Call SentimentPositive