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AAOI Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

TechnologyCommunication EquipmentScore data as of Sep 4, 2026

AAOI

Catalysts
Applied Optoelectronics, Inc.
Technology· Communication Equipment
AIQ Score
BearishAIQ Edge 1/10
Low Priority
Relative Laggard
Score data as of Sep 4, 2026
Last price
$105.53
+$5.15 (+5.13%)
Latest market quote
Momentum24
Value35
Quality41
Risk Resilience38
Sentiment—
View financial data

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Nov 5, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 34/100

Momentum 24/100 and sentiment — before the next covered event.

Recent coverage
4 articles

Updated Sep 6, 2026 · Sentiment 35.87%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 24/100AIQ Edge 1/10 Relative Laggard
Beat rate
50%
4 of 8 reported periods
Average surprise
+35.2%
Across covered historical reports
Latest result
+296.6%
Aug 6, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Aug 6, 2026—$0.02$0.06+296.6%$190.48M$191.92M
May 7, 2026—-$0.05-$0.07-42.9%$156.98M$151.14M
Feb 26, 2026—-$0.12-$0.01+91.7%$132.28M$134.27M
Nov 6, 2025—-$0.10-$0.09+10.0%$131.56M$118.63M
Aug 7, 2025—-$0.08-$0.16-100.0%$118.64M$102.95M
May 8, 2025—-$0.04-$0.02+50.0%$99.37M$99.86M
Feb 26, 2025—-$0.02-$0.02+0.0%$99.98M$100.27M
Nov 7, 2024—-$0.17-$0.21-23.5%$99.92M$65.15M

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Buy
3
Buy
3
Hold
12-month analyst target
$169.75
+60.85% versus current price
Based on 2 analyst observations. Targets are estimates, not predictions.
Low target
$151.00
+43.09% vs latest price
Average target
$169.75
+60.85% vs latest price
High target
$190.00
+80.04% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateNov 5, 2026

Next known earnings or reporting date.

EPS estimate$0.14

Current analyst expectation for the upcoming report.

Revenue estimate$268.11M

Current analyst expectation for the upcoming report.

Sentiment score—

News pressure around the setup.

Momentum score24

Where event reaction would show up first.

AIQ score34/100

Composite decision read before event confirmation.

Analyst context

Consensus
Buy
Analysts
2
Average target
$169.75
Target upside
60.85%
Target range
$151.00 - $190.00
90-day revisions
83

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
4
Neutral
0
Negative
0
finance.yahoo.com · Sep 5, 2026

These 3 AI Stocks Are Way Off Their Highs. Is the Pullback a Buying Opportunity?

Vertiv, Applied Optoelectronics, and Innodata entered September well below their 2026 highs despite strong operating growth. The pullbacks do not make them interchangeable bargains. Vertiv Holdings Co. (NYSE:VRT) sells power and cooling, Applied Optoelectronics, Inc. (NASDAQ:AAOI) supplies optical transceivers, and Innodata Inc. (NASDAQ:INOD) provides data engineering and model-evaluation services. Vertiv’s second-quarter sales rose 24% to […]

gurufocus.com · Sep 4, 2026

Applied Optoelectronics Inc (AAOI) Stock Up 5.2% but GF Value Says Overvalued -- GF Score: 61/100

On September 04, 2026, Applied Optoelectronics Inc (AAOI) shares rose 5.2% to $105.53. This price movement occurs within a 52-week range of $18.50 to $233.67, s

seekingalpha.com · Aug 31, 2026

Applied Optoelectronics: Strong Demand, Weak Margins, And Rising Execution Risk

Applied Optoelectronics (AAOI) Q2 signals execution risks vs its 2026 revenue target as margins lag and constraints persist. Click to read my analysis on AAOI stock.

gurufocus.com · Aug 29, 2026

Applied Optoelectronics Inc (AAOI) Shares Fall 6.2% -- GF Value Says Still Overvalued

On August 28, 2026, Applied Optoelectronics Inc (AAOI) shares fell 6.2%, closing at $106.21. The stock has had a tumultuous 52-week period, ranging from a low o

Open full news and sentiment

Related Links

AAOI Catalysts FAQ

What are the next catalysts for AAOI stock?

AAOI's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move AAOI stock?

Upcoming events that could move AAOI include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could AAOI's next earnings report affect the stock?

AAOI's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive AAOI stock higher?

AAOI could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt AAOI stock?

AAOI could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.