Applied Optoelectronics (AAOI) stock

Fiber-optic networking products and partsData centers

Worth $4.0B

Pre-market

$50.88

+1.50%

Fiber-optic networking, worth $4.0BData centers

Close $50.13 +6.91%

As of 9:22 AM ET pre-market, delayed 15+ min · Live for Pro members

Quality Score

-1

Poor

In its industry

#61of 84

Semiconductors

Checks firing

3of 14

Trending down

From 52-week high

-78.5%

under its best in a year

AAOI's Quality Score rose 1 point on Fri, Nov 6, to -1. It closed near its high of the day (2 chart checks started).

See AAOI's 14 chart checksSee it live, free for 24 hours. No account. No card. Then keep going with a free account.

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Why is AAOI up?

Up 7% on Nov 6 while the S&P 500 rose 0.3%.

Its Nov 5 results: revenue was $269.9M, from $118.6M a year before. It rose 7% on Nov 6.

Sources: Price history, Nov 6, 2026; Company release, Nov 5, 2026

1 more reason, free with an account →2 more reasons why AAOI rose on Nov 6, from its filings, with the other side, the timeline, and its peers, for Pro members.

Key facts on AAOI

Key facts on AAOI
Holding it back	43.7% more shares than a year ago
Latest filing	8-K, Nov 5 Reported its quarterly results

1 more reason behind AAOI's -1, free with an account →3 more reasons behind AAOI's -1, for Pro members.

AAOI in the news

ReportThu Nov 5: sales of $269.9M; a profit of $0.07 a share. Past reports ›

Fri Nov 6[Applied Optoelectronics Q3 2026 Earnings Call] AAOI Posts Record $269.9M Revenue, Signs $1B-$1.5B 1.6T LTA, but Q4 Data Center Outlook Cut by DSP Shortage biggo finance and 3 more · yesterday 4:23 PM ET

Data center stocks rose together

Group

“AI Spending Stalls Despite Usage Surge, Ramp Data Shows”

AAOI closed +6.9% that day.

Reported by TechCrunch · covered by 2 outlets

Get an alert on AAOI's next big story →

The move is what AAOI did that session, not a claim about why.

What moves chips

Big Tech spending$201.9B+108%in the quarter, Jul to Sepon a year

What Microsoft, Alphabet, Amazon, and Meta together spent on buildings and equipment, data centers included, in their latest quarter, against a year earlier. Capital spending as each reports it, not a count of chips bought.

Each company's quarterly report (10-Q) on SEC EDGAR, Jul to Sep. Change on the same period a year earlier.

TSMC monthly sales and US export rules, for Pro members.

AAOI catalysts

Coming up

After its last 4 reports it closed +16.9% on average, higher 3 of 4 times.

25 past catalysts since 2018, with sizes and sources, for Pro members.

Why AAOI scores -1

Poorfor quality, not price, 3 of 14 chart checks firingWhat the Quality Score means

+3Chart checks 3 of 14 firing right now, one point each
+2Growth sales up 62% on the year, gross margin flatSales and margins against a year earlier: up to +3 for fast growth and widening margins, down to -2 when both shrink.

Long-term trend subtracts
Dilution subtractsNew shares over the year: -1 at 10% more, -2 at 25% more.
Volatility subtractsA daily range of 5% or more with nothing behind it (no profit or cash flow, sales shrinking, or 10% more shares outstanding with no free cash flow): -1, or -2 from 8%.
Cash flow subtracts-1 when free cash flow over the last four quarters is negative.

No effect today: Run-up, Size, Profit, Persistence, News, and Insider trades.

What every line is worth, and the reason behind it, on AAOI and every other stock.Get in free →

Price, score, chart checks, and the industry rank are from a snapshot taken at 9:22 AM ET, at least 15 minutes behind. How we rank stocks.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

Alert me when AAOI's Quality Score turns up

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How AAOI ranks in Semiconductors

AAOI is #61 of 84 by Quality Score.

How AAOI ranks in Semiconductors
Rank	Stock	Checks	Quality Score
1	AMDAdvanced Micro Devices	3/14	17
2	MUMicron Technology	2/14	14
3	LSCCLattice Semiconductor	2/14	13
	ADIAnalog Devices		Open for its score
	AIPArteris		Open for its score
	VLNValens Semiconductor		Open for its score
	WOLFWolfspeed		Open for its score
61	AAOIApplied Optoelectronics	3/14	-1

Net income over four quarters: AAOI -$57.0M, COHR $963M, CIEN $654M, CLS $1.25B.

When does AAOI report earnings, and what happens after?

Expected to report Thu Feb 25, after the close (in 108 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What AAOI reported on Nov 5, 2026

The quarter

Sales of $269.9M, 127% more than a year ago; a profit of $0.07 a share, from a loss of $0.28.

The quarter that ended Sep 30, from the company's press release

The press release The filing on EDGAR

Where the sales came from

AAOI's results filing gives no sales by line in a table we read.

The outlook

The outlook the company gave, by period
Measure	Figure
Q4 2026
Revenue	$385M to $420M

Figures as filed (SEC filing, Nov 5)

1 more outlook line, for Pro members.

The numbers

Market value: $4B; today
Sales: $596M; up 61.9% on the year

Sales grew 14% a year over 5 years, fiscal 2020 to 2025.

4 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on AAOI: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

-5.5%+9.2%+6.9%

May 7Aug 6Nov 5

Reported	When	Gap	Reaction	5 days
Nov 5, 2026After close	After close	+4.5%	+6.9%	not yet
Aug 6, 2026After close	After close	+14.7%	+9.2%	+4.7%
May 7, 2026After close	After close	+10.3%	-5.5%	+29.2%

AAOI closed higher after 3 of its last 4 reports.

All 4 reports, and AAOI's Quality Score going into each

AAOI sales and profit by year

Sales and profit by year

Sales grew in four of the last seven years, to $456M in 2025. It lost money in each of the eight years.

AAOI has 3 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on AAOI, and all 14 on every stock.Get in free →

AAOI RSI on Nov 6: 30.2, below its 50-day and 200-day averages

Not scored

RSI 30.2, MACD below signal, below both averages. Not scored.13 readings

The deep dive on AAOI

What it does and how it makes money6 findingsAn operating loss of $54.6M in fiscal 2025, on $456M of sales.Annual report, filed Feb 26, 2026"Our issued U.S. and foreign patents will expire between 2026 and 2046." (10-K for fiscal 2025)SEC filing · Feb 26, 2026
Where it stands5 findingsFor Pro members5 findings on where AAOI stands: its cash, debt, and share count, for Pro members
What changed in its filings2 findingsA new heading in its "Risk Factors" this year: "Significant capital investments in U.S. manufacturing and automation, including investments intended to support artificial intelligence ('AI')-related demand, may not achieve expected returns and could adversely affect our business, financial condition …" (10-K for fiscal 2025; not in fiscal 2024's)SEC filing · Feb 26, 2026, against the one of Feb 28, 2025Five Customers made up 95% of its revenue in fiscal 2025, up from 93% in fiscal 2024; Digicomm made up 53%, up from 35% in fiscal 2024.SEC filing · Feb 26, 2026
Who holds and trades it4 findingsFor Pro members4 findings on who holds and trades AAOI, for Pro members
Against its closest peers4 peersNet income over four quarters: AAOI -$57.0M, COHR $963M, CIEN $654M, CLS $1.25B.

13 more findings on AAOI, each with its source, for Pro members.

AAOI share count over time

Shares: 43.7% more than a year ago (to Jun 30).

Shares of AAOI outstanding, as filed
Shares outstanding	As of
84.6M	Aug 3, 2026
80.2M	May 5, 2026
75.2M	Feb 1, 2026
68.3M	Nov 3, 2025

Offerings, shelves, and splits of AAOI, from its filings
From its filings	Filed
Set up an at-the-market program for up to $600M of shares, about 15% of its market value	Aug 21, 2026
Set up an at-the-market program for up to $600M of shares, about 15% of its market value	May 14, 2026
Set up an at-the-market program for up to $250M of shares, about 6% of its market value	Feb 26, 2026
Set up an at-the-market program for up to $180M of shares, about 5% of its market value	Nov 7, 2025

AAOI insider trades

7 insiders sold $81.1M across 16 filings in the last 6 months. No open-⁠market buys on record. The newest:

SellHung-Lun Chang$3.5M*** See Remarksat $110.21 on Sep 8, filed Sep 10

SellHung-Lun Chang*** See Remarks$3.5Mat $110.21 on Sep 8, filed Sep 10

All 16 insider filings on AAOI from the last six months, for Pro members.

All AAOI insider trades

AAOI's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Chih-Hsiang (Thompson) LinPresident and CEO · 1 trade
Stefan J. MurryChief Financial Officer · 16 trades
Shu-Hua Yeh*** See Remarks · 7 trades
David C. Kuo*** See Remarks · 6 trades
Hung-Lun Chang*** See Remarks · 4 trades
Cynthia DeLaneyDirector · 2 trades
Elizabeth G. LoboaDirector · 2 trades
Min-Chu ChenDirector · 2 trades

5 more officers and directors file at AAOI.

See insider trades by person

Which ETFs hold AAOI?

In ETFs: AAOI is under 0.1% of FTEC, under 0.1% of VGT, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.

About Applied Optoelectronics

Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to meet turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.

4,691 employeesSugar Land, TXao-inc.com

What Applied Optoelectronics says it competes with

“The optical networking market is intensely competitive.”

From its annual report, SEC filing · Feb 26, 2026

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What would turn AAOI's score around: 9 things
8 more filings explained, a plain line each
Real-⁠time prices, no delay

BreakawaySep 10Hung-Lun Chang sold AAOI$3.5M at $110.21, filed Sep 10

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Straight AnswersStraight Answers

As of Nov 9, 2026: AAOI's Quality Score is -1 (Poor), #61 of 84 in Semiconductors. Insiders sold $81.1M in the last 6 months (Form 4).

What does AAOI's Quality Score say?

AAOI scores -1 today, which Breakaway calls Poor. It is #61 of 84 in Semiconductors by Quality Score, with 3 of 14 chart checks firing. Up 7% on Nov 6 while the S&P 500 rose 0.3%. Shares: 43.7% more than a year ago (to Jun 30). Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is AAOI's Quality Score?

AAOI scores -1 today, which Breakaway calls Poor (below zero). That is #61 of 84 in Semiconductors by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind AAOI's -1.

Are insiders buying AAOI?

7 insiders sold $81.1M across 16 filings in the last 6 months. No open-⁠market buys on record. The newest is Hung-⁠Lun Chang, *** See Remarks, who sold $3.5M on Sep 8. Every filing, with the scored weight, for Pro members.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.