Yahoo · Nov 2, 2026
Oracle, Nike upgraded: Wall Street's top analyst calls
Oracle, Nike upgraded: Wall Street's top analyst calls
AA
NASDAQ · AAOI
Applied Optoelectronics, Inc.
Technology · Semiconductors
$62.50
Up+$2.40 (+3.84%)
Updated Nov 3, 2026, 3:57 PM
SID Score
5.9/10
Composite research score
Smart Money
54/100
Neutral
- Market cap
- 5.75B
- P/E ratio
- -154.98
- Dividend yield
- 0.00%
- 52-week range
- $18.50 – $233.67
- Volume
- 15.09M
- Avg. volume
- 5.39M
Price performance · AAOI
AAOI price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Nov 2, 2026
AAOI closed at $62.50 after 21 trading sessions, down 48.59% for the selected period.
- Last close
- $62.50
- Period change
- -48.59%
- Period low
- $62.50
- Period high
- $130.16
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Nov 2, 2026 | $70.53 | $71.575 | $61.88 | $62.50 | 15.09M |
| Oct 30, 2026 | $71.86 | $74.25 | $65.77 | $69.05 | 17.12M |
| Oct 29, 2026 | $81.625 | $83.31 | $76.98 | $79.19 | 9.8M |
| Oct 28, 2026 | $78.165 | $82.275 | $77.02 | $82.22 | 12.09M |
| Oct 27, 2026 | $73.27 | $77.28 | $71.0801 | $76.95 | 9.44M |
| Oct 26, 2026 | $67.48 | $74.3909 | $66.5101 | $71.94 | 11.3M |
| Oct 23, 2026 | $68.72 | $71.20 | $67.12 | $67.51 | 8.97M |
| Oct 22, 2026 | $72.188 | $73.15 | $66.28 | $68.07 | 14.15M |
| Oct 21, 2026 | $80.92 | $81.32 | $76.5124 | $77.32 | 7.89M |
| Oct 20, 2026 | $75.00 | $79.195 | $73.05 | $76.74 | 9.12M |
| Oct 19, 2026 | $80.00 | $80.47 | $75.62 | $78.20 | 11.7M |
| Oct 16, 2026 | $83.31 | $83.44 | $75.43 | $75.57 | 14.15M |
| Oct 15, 2026 | $80.91 | $85.02 | $76.2101 | $83.73 | 17.79M |
| Oct 14, 2026 | $94.96 | $96.14 | $85.755 | $86.22 | 14.93M |
| Oct 13, 2026 | $97.44 | $99.77 | $95.08 | $97.78 | 10.83M |
| Oct 12, 2026 | $106.20 | $106.41 | $99.217 | $100.68 | 11.03M |
| Oct 9, 2026 | $113.00 | $117.16 | $108.62 | $109.64 | 14.51M |
| Oct 8, 2026 | $117.44 | $119.9099 | $104.88 | $105.90 | 19.42M |
| Oct 7, 2026 | $126.12 | $127.89 | $119.73 | $122.54 | 10.77M |
| Oct 6, 2026 | $125.995 | $131.15 | $124.30 | $130.16 | 12.53M |
| Oct 5, 2026 | $118.50 | $121.915 | $112.80 | $121.57 | 9.35M |
Latest AAOI news
The latest Smart Investors Daily articles mentioning AAOI.
Stock researchCompany · Overview
Company
Market Activity
Research & News
AAOI research
Overview
Company profile and research snapshot.
Company profile
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 complete 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.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $40.75
- Implied upside
- —
- Analysts
- 13
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 27, 2026 | Needham | Buy | — |
| Oct 15, 2026 | B. Riley Securities | Neutral | — |
| Aug 7, 2026 | Rosenblatt | Buy | — |
| Aug 7, 2026 | Needham | Buy | — |
| Jul 22, 2026 | Needham | Buy | — |
News briefing
Generated Nov 3, 2026, 3:00 PM
Why Is AAOI Up 4.18% Today?
Applied Optoelectronics gained 4.18% today, likely benefiting from positive sentiment in the broader optoelectronics sector following major industry consolidation news. The significant $115 billion Marvell-Lumentum merger announcement is reshaping the competitive landscape, potentially creating tailwinds for suppliers like AAOI that serve these large players.
Bottom line: AAOI's 4.18% gain appears to reflect positive sector sentiment from major consolidation activity rather than company-specific developments. While the broader optoelectronics market remains well-positioned for growth, investors should monitor whether the Marvell-Lumentum merger ultimately benefits or threatens AAOI's customer relationships and pricing power.
Yahoo · Nov 2, 2026
Marvell Slides 3%, Lumentum Drops 6% on $115 Billion All-Stock Merger Deal; Coherent Climbs 2%
Marvell Technology (NASDAQ:MRVL) is acquiring Lumentum Holdings (NASDAQ:LITE). The all-stock agreement is reshaping the map of AI data center optics, and both companies are sliding as the market considers the price. Shares of Marvell trade at $190.43 in morning trading, down 3%. Lumentum stock is at $788.51, down 6%, an unusual reaction for a takeover […]
Benzinga · Nov 2, 2026
Marvell Technology Confirms Will Acquire Lumentum For 4.5 MRVL Shares Per LITE Share In An All-Stock Deal Valuing LITE At $1,132/Share With An Implied EV Of $115B
Compelling Strategic and Financial RationaleThe combination is expected to deliver substantial strategic and financial benefits:Creates a category leader in AI connectivity: Combining Marvell's electrical and
Yahoo · Oct 30, 2026
Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%
Google's cash burn just torched half a trillion dollars in market value, and the shockwave is now tearing through the optical suppliers that keep AI data centers running. Whether their sold-out order books can absorb the fallout is the question every trader is scrambling to answer.
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