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Last update: Jul 3, 2026, 11:20 AM ET
AAOI

Applied Optoelectronics, Inc.

$120.95▼ 12.99% today
Market Closed
What happened
Price Move Down
AAOI dropped 16.34% to $116.28 intraday on July 2, 2026, as part of a broader ph
  • Applied Optoelectronics (AAOI) fell 42.9% after reporting an EPS miss
RiskNo Peer ComparisonWeak confidence
Rel. volume
1.2×
Normal
Vs peers
No peer data
No Peer Data
Market cap
$9.7B
NASDAQ Global Market
Earnings in
34d
2026-08-06 (est.)
Price chart
Jun 2 – Jul 2
VVFF$121$162$203Jun 2Jun 9Jun 17Jun 25Jul 2
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to highlight on chart
Risk1d ago
AAOI dropped 16.34% to $116.28 intraday on July 2, 2026, as part of a broader photonics sector selloff that also hit Coherent and Lumentum down ~10%.
reaction: -13.0%
Risk2d ago
AAOI fell 6.16% to $139.03 intraday on below-average volume (0.37x expected). The stock is trading down despite a recent analyst piece highlighting strength in datacenter and CATV segments with growth expected through 2026.
reaction: -6.2%
Filings2d ago
Applied Optoelectronics, Inc. (AAOI) filed a new 8-K on 2026-07-01.
reaction: -6.2%
Filings17d ago
Applied Optoelectronics (AAOI) filed a new 8-K on 2026-06-16 with no corresponding price movement (0%).
reaction: -10.8%
Material / Earnings57d ago
Applied Optoelectronics (AAOI) fell 42.9% after reporting an EPS miss of -$0.07 versus the -$0.05 estimate for 2026.
reaction: -11.8%
Risk · 2026-07-02
AAOI dropped 16.34% to $116.28 intraday on July 2, 2026, as part of a broader photonics sector selloff that also hit Coherent and Lumentum down ~10%.
Sector-specific earnings, guidance revisions, or regulatory announcements that may clarify whether the photonics decline reflects demand weakness, valuation compression, or a specific company/product issue.
via fmp_intraday
Analyst expectations
Consensus target: $160+32.3%
= 2 maintains
B. Riley Securities → Neutral · 2026-02-27
SEC filings watch
8-K2026-07-01
Material event — review for impact
high
8-K2026-06-16
Material event — review for impact
high
8-K2026-06-05
Material event — review for impact
high
8-K2026-05-14
Material event — review for impact
high
Peer context
AAOI-13.0%
No peer-group data is available for AAOI, so a peer comparison isn't possible for this move.
Upcoming catalysts & outlook
Next earnings
2026-08-06 (est.)
in 34 days
Thesis shift
Bearish Shift
bearish signal
Risk level
High
from change events
Educational research tool — not personalized investment advice. Data may be delayed.