Applied Optoelectronics (AAOI) Expected to Announce Quarterly Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) is expected to be issuing its Q3 2025 results after the market closes on Thursday, November 6th. Analysts expect the company to announce earnings of ($0.10) per share and revenue of $119.7710 million for the quarter. Applied Optoelectronics has set its Q3 2025 guidance at -0.100–0.030 EPS.Parties may visit the the company’s upcoming Q3 2025 earningresults page for the latest details on the call scheduled for Thursday, November 6, 2025 at 4:30 PM ET.

Applied Optoelectronics (NASDAQ:AAOI) last announced its quarterly earnings results on Thursday, August 7th. The semiconductor company reported ($0.16) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.08) by ($0.08). Applied Optoelectronics had a negative return on equity of 10.60% and a negative net margin of 42.29%.The company had revenue of $102.95 million during the quarter, compared to analyst estimates of $104.96 million. During the same period in the prior year, the firm earned ($0.28) EPS. Applied Optoelectronics’s quarterly revenue was up 137.9% on a year-over-year basis. On average, analysts expect Applied Optoelectronics to post $-1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Applied Optoelectronics Price Performance

Shares of NASDAQ:AAOI opened at $35.48 on Thursday. Applied Optoelectronics has a fifty-two week low of $9.71 and a fifty-two week high of $44.50. The business has a 50-day moving average of $28.42 and a two-hundred day moving average of $23.04. The stock has a market capitalization of $2.21 billion, a P/E ratio of -10.56 and a beta of 2.92. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.11 and a quick ratio of 1.47.

Wall Street Analyst Weigh In

AAOI has been the subject of a number of analyst reports. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Applied Optoelectronics in a research report on Wednesday, October 8th. Needham & Company LLC initiated coverage on Applied Optoelectronics in a research report on Friday, July 25th. They issued a “buy” rating and a $32.00 price target for the company. Wolfe Research assumed coverage on Applied Optoelectronics in a research report on Tuesday, July 8th. They issued a “peer perform” rating for the company. Wall Street Zen lowered Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Saturday, August 9th. Finally, B. Riley reiterated a “neutral” rating and issued a $15.00 price objective (up from $13.00) on shares of Applied Optoelectronics in a research note on Friday, August 8th. Four equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Applied Optoelectronics has a consensus rating of “Hold” and a consensus target price of $27.20.

Insiders Place Their Bets

In other news, Director William H. Yeh bought 14,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 13th. The shares were acquired at an average cost of $22.86 per share, with a total value of $320,040.00. Following the completion of the transaction, the director directly owned 249,819 shares in the company, valued at $5,710,862.34. This represents a 5.94% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Stefan J. Murry sold 12,000 shares of Applied Optoelectronics stock in a transaction dated Friday, August 15th. The stock was sold at an average price of $22.37, for a total value of $268,440.00. Following the sale, the chief financial officer directly owned 298,477 shares in the company, valued at approximately $6,676,930.49. This trade represents a 3.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders purchased a total of 44,100 shares of company stock valued at $1,000,878 in the last ninety days. Company insiders own 4.50% of the company’s stock.

Institutional Investors Weigh In On Applied Optoelectronics

A number of institutional investors have recently added to or reduced their stakes in the company. Squarepoint Ops LLC acquired a new stake in Applied Optoelectronics during the second quarter worth about $4,283,000. Raymond James Financial Inc. grew its position in Applied Optoelectronics by 47.0% during the second quarter. Raymond James Financial Inc. now owns 135,291 shares of the semiconductor company’s stock worth $3,476,000 after buying an additional 43,238 shares in the last quarter. E Fund Management Co. Ltd. acquired a new stake in Applied Optoelectronics during the second quarter worth about $2,939,000. Gilder Gagnon Howe & Co. LLC acquired a new stake in Applied Optoelectronics during the second quarter valued at approximately $1,816,000. Finally, Invesco Ltd. boosted its holdings in Applied Optoelectronics by 50.0% during the second quarter. Invesco Ltd. now owns 60,817 shares of the semiconductor company’s stock valued at $1,562,000 after purchasing an additional 20,261 shares in the last quarter. 61.72% of the stock is owned by institutional investors and hedge funds.

Applied Optoelectronics Company Profile

Applied Optoelectronics, Inc designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China. It offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, distribution equipment, and amplifiers.