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Applied Optoelectronics, Inc.
$103.02 0.60% today
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Why Applied Optoelectronics, Inc. (AAOI) stock moved

Updated Jul 21, 2026

Applied Optoelectronics, Inc. (AAOI) shares rose 0.6% to $103.02 as of July 21, 2026, a slight gain from the prior close of $102.41. BestStocks flagged the session as a major change for AAOI. Below, we break down what changed for AAOI, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

AAOI climbed 0.6% to $103.02

AAOI rose 0.6% in its latest session, moving from $102.41 to $103.02.

ValuationWeak confidence
Rel. volume
0.4×
Below Avg
Vs peers
No comparable peers
Market cap
$8.3B
NASDAQ Global Market
Analyst target
$160
+55.3% vs price
Price chart
Jun 22 – Jul 21
VVVVVVVVF$100$136$172Jun 22Jun 29Jul 7Jul 14Jul 21
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Applied Optoelectronics, Inc. investors

For Applied Optoelectronics, Inc. investors, the recent signals are mixed, leaving the near-term picture neutral / mixed. On the constructive side: Positive 0.6% session move; Applied Optoelectronics surged 13.12% to $126.56, continuing a momentum rally that has seen the stock climb 247% year-to-date, per Zacks. Weighing against that: Applied Optoelectronics, Inc. (AAOI) moved −13.04% from $125.45 to $109.09 on 2026-07-15; Applied Optoelectronics, Inc. (AAOI) moved -6.70% from $119.92 to $111.88 on 2026-07-13, reaching a new 30-day low. Wall Street's consensus price target sits at $160.00, implying +55.3% upside from $103.02. BestStocks rates the overall signal quality weak (0/100). With earnings roughly 16 days out, the next report is the most likely near-term test of the move.

AAOI price reaction

AAOI last traded at $103.02, up $0.61 (+0.60%) from the previous close of $102.41. The session traded on 0.4× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $100.24 and $171.23, and it currently sits about 4% of the way up that band.

Bullish and bearish analyst opinions on Applied Optoelectronics, Inc. (AAOI)

The consensus analyst price target on Applied Optoelectronics, Inc. (AAOI) is $160.00, 55.3% above the recent $103.02. Over the past 90 days analysts logged 0 upgrades, 2 maintains, and 0 downgrades. Here is how the bullish and bearish cases on AAOI line up.

The bullish case

  • Wall Street's consensus price target of $160.00 implies +55.3% upside from $103.02.
  • The Street's most bullish target is $160.00 (+55.3%).
  • Positive 0.6% session move.
  • Applied Optoelectronics surged 13.12% to $126.56, continuing a momentum rally that has seen the stock climb 247% year-to-date, per Zacks.

The bearish case

  • Applied Optoelectronics, Inc. (AAOI) moved −13.04% from $125.45 to $109.09 on 2026-07-15.
Bull vs bear balanceNeutral / Mixed
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is roughly balanced, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Jul 21, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $160+55.3%
= 2 maintains
Rosenblatt maintained Buy · 2026-06-22
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+0.6%

Previous notable changes for AAOI

Risk2026-07-15-13.0%
Applied Optoelectronics, Inc. (AAOI) moved −13.04% from $125.45 to $109.09 on 2026-07-15. We checked news, earnings, analyst updates, filings, and corporate actions — no company-specific catalyst was found. The stock reached a new 30-day low on modestly elevated volume (1.3× the 5-day average).
Activity2026-07-14+12.1%via zacks.com
Applied Optoelectronics surged 13.12% to $126.56, continuing a momentum rally that has seen the stock climb 247% year-to-date, per Zacks. The gain reflects sustained demand for the company's 400G, 800G, and 1.6T optical transceivers driven by data center and AI infrastructure buildout. Volume of 6.26M shares ran 1.21x the time-adjusted average, indicating normal participation for this stage of the session.
Risk2026-07-13-6.7%
Applied Optoelectronics, Inc. (AAOI) moved -6.70% from $119.92 to $111.88 on 2026-07-13, reaching a new 30-day low. We checked news, earnings, analyst updates, filings, and corporate actions — no company-specific catalyst was found.
Activity2026-07-09+6.8%
Applied Optoelectronics, Inc. (AAOI) moved +6.79% from $114.44 to $122.21 on 2026-07-09. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average.
Upcoming catalysts & outlook
Next earnings
2026-08-06 (est.)
in 16 days
Thesis shift
Neutral / Mixed
bearish signal
Risk level
High
from change events

Frequently asked questions about AAOI

Why did Applied Optoelectronics, Inc. (AAOI) stock move?

AAOI rose 0.6% to $103.02. No single company-specific catalyst was confirmed during the move window, and it looks technical.

How much did AAOI stock rise?

AAOI gained 0.60% ($0.61) versus the prior close of $102.41, last trading at $103.02 on 0.4× average volume.

When is Applied Optoelectronics, Inc.'s next earnings date?

AAOI's next earnings report is estimated for 2026-08-06 — about 16 days away.

What is the analyst price target for AAOI?

The consensus analyst price target for AAOI is $160.00, about 55.3% above the current $103.02. Over the past 90 days, analysts recorded 0 upgrades, 2 maintains, and 0 downgrades.

How BestStocks tracks AAOI

This page is generated automatically by BestStocks' change-detection system after its price and volume cleared AAOI-specific materiality thresholds, triggering an evidence check. It draws on 11 tracked change events for AAOI, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of July 21, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataSEC EDGAR filingsFMP earnings & estimatesAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.