247wallst.com · 2 jul

Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset

Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.

schaeffersresearch.com · 2 jul

Bullish Options Setup Emerges for Applied Optoelectronics

Subscribers to Schaeffer's Weekend Trader options recommendation service received this AAOI commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

zacks.com · 30 jun

AAOI Rides on Datacenter and CATV Businesses: More Growth Ahead?

AAOI's CATV momentum and AI-driven datacenter demand are fueling strong revenue growth, with management expecting gains through 2026.

247wallst.com · 23 jun

Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.

globenewswire.com · 23 jun

ClassOne Technology Secures Record Solstice® S8 Orders from Applied Optoelectronics, Highlighting Rapid Scale-up of Photonics for AI Datacenters

KALISPELL, Mont., June 23, 2026 (GLOBE NEWSWIRE) -- ClassOne Technology, a leading global provider of advanced electroplating and wet processing tools for microelectronics manufacturing, today announced record follow-on orders from Applied Optoelectronics, Inc. (NASDAQ: AAOI) for multiple Solstice® S8 advanced single-wafer wet processing systems to support the company's expanding production of optical devices in Houston.

zacks.com · 22 jun

AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?

AAOI stands out over NVTS owing to a favorable valuation picture and the absence of near-term revenue pressure amid AI infrastructure demand.

benzinga.com · 17 jun

Applied Optoelectronics Stock Pauses Wednesday: What's Going On?

Applied Optoelectronics Inc. (NASDAQ:AAOI) shares are trading flat on Wednesday as the market continues to digest a momentum-heavy "AI datacenter plumbing" trade in optical connectivity. Here's what investors need to know.

benzinga.com · 15 jun

Applied Optoelectronics Shares Are Climbing Monday: What's Driving The Action?

Applied Optoelectronics Inc. (NASDAQ:AAOI) shares are up over 9% on Monday as traders keep leaning into the AI datacenter "plumbing" narrative around optical connectivity and the idea that copper becomes a bottleneck at scale, even as the connectivity layer stays in focus. The move is also landing in a risk-on premarket tape, with the Nasdaq-100 up 2.07% and the S&P 500 up 1.25%.