AAOI

Applied Opt

AAOI.US ao-inc.com
103.29
-4.64 (-4.30%)
USD · NASDAQ
52-week range
18.50
233.67
Trading at 39% of the 52-week range
Market Cap
8.77B
P/E Ratio
0.00
Forward P/E
84.03
Book Value
19.77
Div. Yield
N/A
% Institutions
62.26%
% Insiders
9.82%

1 Year

+272.6%

3 Year

+786.6%

10 Year

+408.8%
Description

Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Company Information

Company Name
Applied Opt
Sector
Technology
Industry
Communication Equipment
Exchange
NASDAQ
ISIN: US03823U1025
CIK: 0001158114
CUSIP: 03823U102
Currency: USD
Full Time Employees: 4,691
Phone: 281 295 1800
Website: ao-inc.com
Fiscal Year End: December
IPO Date: Sep 26, 2013
Description:

Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Address:

13139 Jess Pirtle Boulevard, Sugar Land, TX, United States, 77478

People

Directors & Officers

Name Title Year Born
Dr. Chih-Hsiang Lin Ph.D. Founder, Chairman, President & CEO 1963
Dr. Stefan J. Murry Ph.D. CFO & Chief Strategy Officer 1973
Mr. David C. Kuo J.D. Senior VP, Chief Legal & Compliance Officer and Secretary 1983
Dr. Hung-Lun Chang Ph.D. Senior VP of Optical Component Business Unit & North America GM 1964
Mr. Shu-Hua Yeh Senior VP of Network Equipment Module Business Unit & Asia GM 1966
Ms. Lindsay Grant Savarese Investor Relations NA
Ms. Jessica Hung VP of Finance & Controller NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 10, 2026 Stefan J Murry N/A Sale 4.00K $136.50 $546.00K
Mar 19, 2026 David C Kuo N/A Sale 29.00K $100.13 $2.90M
Mar 16, 2026 Hung-Lun (Fred) Chang N/A Sale 36.40K $100.25 $3.65M
Mar 10, 2026 Stefan J Murry N/A Sale 4.00K $112.76 $451.04K
Mar 09, 2026 Min-Chu (Mike) Chen N/A Sale 8.84K $108.72 $960.54K
Mar 09, 2026 Shu-Hua (Joshua) Yeh N/A Sale 50.00K $97.10 $4.86M
Mar 09, 2026 William H Yeh N/A Sale 15.00K $105.76 $1.59M
Mar 06, 2026 Min-Chu (Mike) Chen N/A Sale 2.50K $97.00 $242.50K
Mar 05, 2026 Richard B Black N/A Sale 3.23K $95.00 $306.95K
Mar 04, 2026 Cynthia Delaney N/A Sale 21.00K $98.02 $2.06M
Mar 03, 2026 Elizabeth G Loboa N/A Sale 102.35K $95.76 $9.80M
Feb 11, 2026 David C Kuo N/A Sale 17.47K $50.17 $876.32K
Feb 11, 2026 Stefan J Murry N/A Sale 11.69K $50.25 $587.57K
Feb 10, 2026 David C Kuo N/A Sale 2.53K $50.00 $126.65K
Feb 10, 2026 Stefan J Murry N/A Sale 6.33K $49.17 $311.10K
Jan 28, 2026 David C Kuo N/A Sale 12.00K $45.05 $540.60K
Jan 15, 2026 Stefan J Murry N/A Sale 66.00 $35.01 $2.31K
Jan 13, 2026 Stefan J Murry N/A Sale 934.00 $35.00 $32.69K
Jan 12, 2026 Stefan J Murry N/A Sale 3.00K $33.75 $101.25K
Dec 23, 2025 David C Kuo N/A Sale 12.50K $40.15 $501.88K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 7.19M Mar 31, 2026 8.47% $0.01 35.54%
Vanguard Capital Management, LLC 3.06M Mar 31, 2026 3.61% $0.01 0.00%
Jane Street Group LLC 2.28M Mar 31, 2026 2.68% $0.02 35.44%
Amvescap Plc. 2.01M Mar 31, 2026 2.37% $0.02 -42.65%
Vanguard Portfolio Management, LLC 1.80M Mar 31, 2026 2.12% $0.01 0.00%
Oberweis Asset Management Inc 1.79M Jun 30, 2026 2.11% $5.48 -23.78%
T. Rowe Price Associates, Inc. 1.73M Mar 31, 2026 2.04% $0.02 -22.31%
State Street Corp 1.64M Mar 31, 2026 1.94% $0.00 2.37%
Geode Capital Management, LLC 1.62M Mar 31, 2026 1.91% $0.01 7.17%
Hood River Capital Management LLC 1.28M Mar 31, 2026 1.50% $1.08 -0.01%
Value Aligned Research Advisors LLC 1.27M Mar 31, 2026 1.49% $0.52 0.00%
JPMorgan Chase & Co 1.11M Mar 31, 2026 1.31% $0.01 1,903.30%
The Goldman Sachs Group Inc 1.08M Mar 31, 2026 1.28% $0.01 12.14%
Frontier Capital Management CO Inc 975.32K Jun 30, 2026 1.15% $1.35 243.25%
UBS Group AG 970.74K Mar 31, 2026 1.14% $0.01 2.07%
Morgan Stanley - Brokerage Accounts 727.57K Mar 31, 2026 0.86% $0.00 -57.20%
T. Rowe Price Investment Management,Inc. 643.15K Mar 31, 2026 0.76% $0.04 0.00%
Driehaus Capital Management LLC 632.34K Mar 31, 2026 0.74% $0.39 24.61%
Northern Trust Corp 583.49K Mar 31, 2026 0.69% $0.01 10.74%
Renaissance Technologies Corp 565.28K Mar 31, 2026 0.67% $0.07 0.00%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard MStar Total Stk Mkt Idx Invest 2.43M 2.86% ▲ 0.29% Jul 31, 2026
2 iShares A.I. Innovation and Tech Act ETF 1.60M 1.89% ▲ 0.09% Aug 31, 2026
3 Invesco Small Cap Value A 1.37M 1.61% ▲ 0.00% Jul 31, 2026
4 Invesco Value Opportunities A 1.10M 1.30% ▲ 0.00% Jul 31, 2026
5 Oberweis Small-Cap Opp 1.07M 1.26% ▲ 0.00% Jun 30, 2026
6 Oberweis Small-Cap Opportunities 1.07M 1.26% ▲ 0.00% Jun 30, 2026
7 Vanguard Information Technology ETF 938.13K 1.10% ▲ 0.41% Jul 31, 2026
8 Vanguard Small Cap Index 876.48K 1.03% ▲ 0.26% Jul 31, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 868.33K 1.02% ▲ 0.32% Jul 31, 2026
10 Hood River Small-Cap Growth Instl 810.94K 0.96% ▼ 3.26% Jun 30, 2026

Financial Highlights

Market Cap: $8.77B
EBITDA: $-32.11M
PEG Ratio: $0.78
Book Value: $19.77
Earnings/Share: $-0.73
Profit Margin: -9.57%
Operating Margin: -12.88%
ROA (TTM): -2.72%
ROE (TTM): -5.45%
Revenue (TTM): $595.97M
Revenue/Share (TTM): $8.18
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 86.40%

Valuation Metrics

Enterprise Value: $8.97B
Trailing P/E: 0.00
Forward P/E: 84.03

Shares Statistics

Shares Outstanding: 84.91M
Shares Float: 80.56M
% Insiders: 9.82%
% Institutions: 62.26%
Short % Float: 12.77%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$455.72M
Cost of Goods Sold
adjust
$-318.80M
Gross Profit
subtotal
$136.91M
SG&A
adjust
$-75.74M
R&D
adjust
$-85.51M
Other Operating Expense
adjust
$-30.27M
Operating Income
subtotal
$-54.60M
Other / Non-Operating Items
adjust
$16.37M
Net Income
subtotal
$-38.23M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about AAOI.US!