Applied Optoelectronics.
company in Sugar Land, United States
- Reports this week
- 5
- Active events
- 4
- Connections
- 80
What's happening
Active this week
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OKXICE, a Texas LLC operating under SEC exemption, received a formal objection to venue from Applied Optoelectronics.Some support1 report
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MarketBeat highlighted Applied Optoelectronics and Varonis Systems as stocks to watch on October 17, 2026.Some support1 report
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Applied Optoelectronics secured certification for networking products while operating in the US and manufacturing in Taiwan.Well supported17 reports
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Applied Optoelectronics and American Airlines Group are classified as Mid Cap stocks.Some support1 report
Earlier this month
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Applied Optoelectronics benefits from renewed demand for optical interconnects driven by AI buildouts.Some support2 reports2 developments inside
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Big tech demand is driving optical component shortages, prompting capacity expansion plans in Japan.Some support1 report
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The Roundhill Photonics & Optics ETF reflects sector performance, with Applied Optoelectronics, Lumentum, and Coherent being top optical component suppliers.Some support3 reports
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Several companies, including Atlassian and AppLovin, are seeing increased retail investor interest driven by AI infrastructure demand and software sector shifts.Some support1 report
One to three months ago
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Needham & Company cut its target price and set a buy rating for Applied Optoelectronics, while Raymond James Financial reiterated an outperform rating. MarketBeat provided consensus data.Some support1 report1 development inside
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Insider Chang sold shares of Applied Optoelectronics stock, concurrent with Needham & Company issuing an outperform rating and target price.Some support1 report
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Both Ciena and Applied Optoelectronics operate within the optical networking market.Some support1 report
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Applied Optoelectronics, Vertiv, and AQR Capital operate in high-growth tech sectors, with AQR holding a significant stake in Vertiv.Some support2 reports
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Competitors, including Nokia and Applied Optoelectronics, were compared based on their financial performance metrics.Some support1 report
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AI-scale data centers are driving demand for optical interconnects.Some support3 reports1 development inside
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Applied Optoelectronics and POET are pure-plays in optical computing.Some support1 report
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Leopold provided analysis to CNBC regarding the investment theme of photonics, noting it as a top focus for Bank of America.Some support1 report
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AI capital expenditure is driving demand for materials and energy suppliers.Some support1 report
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AI infrastructure prints are reinforcing capital expenditure momentum.Some support1 report
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Dell Technologies and Applied Optoelectronics are capitalizing on the growing demand for AI servers.Some support1 report
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Rating changes were reported for several companies on August 8, 2026, including upgrades from hold to buy and sell to hold.Some support1 report
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A U.S. ban on Chinese optics is causing stock prices to surge for companies like Applied Optoelectronics and Coherent, as reported by Reuters.Some support3 reports1 development inside
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Applied Optoelectronics is expanding its manufacturing site in Pearland, Texas, leveraging its Houston-area footprint for growth.Well supported8 reports
Gone quiet
No new reports in 90+ days-
Applied Optoelectronics supplies hardware for Mediacom upgrades, benefiting from Trump-era tariffs and onshoring.Some support1 report1 development inside
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Applied Optoelectronics is breaking ground on a new campus in Texas.Some support1 report
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Both Oracle Corporation and Applied Optoelectronics are currently being targeted by inverse ETFs.Some support1 report
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AXT is identified as a supplier of semiconductor materials.Some support2 reports1 development inside
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Market comments regarding AI infrastructure concerns involving Applied Optoelectronics and Meta.Some support1 report
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Applied Optoelectronics and SkyWater Technology were compared on financial metrics on June 24, 2026.Some support1 report
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Applied Optoelectronics stock is traded on Nasdaq, with Raymond James highlighting major upside.Some support2 reports2 developments inside
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Analysts reiterated buy rating and price target for Applied Optoelectronics.Some support1 report
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AOI is providing QuantumLink software for network control and remote management services to Spectrum and Applied Optoelectronics.Some support1 report
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Benzinga is reporting on the financial performance of Applied Optoelectronics (AAOI).Some support1 report
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Trump's pledge to unleash oil and gas is reported to benefit stocks, involving Applied Optoelectronics.Some support1 report
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Applied Optoelectronics submitted financing changes to the SEC regarding a credit agreement entered with its lenders, China Construction Bank and Shanghai Pudong Development Bank.Speculative1 report
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Kirby L. Wolfe initiated coverage of AAOI and used Peer Perform for analysis.Speculative2 reports
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Applied Optoelectronics has engineering facilities in Taipei, manufacturing facilities in Ningbo, and R&D facilities in Atlanta, GA.Some support5 reports
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ClassOne provides Solstice S8 system to AOI, helping them meet AI data center demands using advanced optoelectronics like InP and laser diodes.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Applied Optoelectronics this week
News at the entities that move Applied Optoelectronics most-
SEC StructuralMSCI index rules may affect Bitcoin companies, while warnings caused stock market crashes in Turkey and Indonesia.Moves Applied Optoelectronics
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Texas StructuralDonald Trump is scheduled to hold two campaign rallies in Texas on October 20, 2026.Moves Applied Optoelectronics
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Nasdaq StructuralAirbnb and First Watch Restaurant Group are classified as consumer discretionary companies, and Airbnb is listed on Nasdaq.Moves Applied Optoelectronics
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Google OperationalEC3 2.0 development is receiving funding from ClimateWorks Foundation, Amazon, and Google, and is being showcased by Building Transparency at the Autodesk booth.Moves Applied Optoelectronics
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board of directors StructuralHoffman was appointed CEO of Company by the board of directors on October 1, 2026.Moves Applied Optoelectronics
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Needham & Company TransactionalTD Cowen and Needham & Company boosted the price target and gave a 'buy' rating for Ultra Clean.Moves Applied Optoelectronics
Connections
The 40 strongest of 80, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Google Operational
Applied Optoelectronics provides optical interconnects that are demanded by Google's AI-scale data centers.
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Viacom Structural
Applied Optoelectronics supplies critical hardware for Viacom's Mediacom upgrades, establishing a key supply chain dependency.
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board of directors Structural
The entity functions as the governing body for the company.
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Texas Structural
Applied Optoelectronics is establishing and expanding operations in Texas, supported by state innovation grants.
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Nasdaq Structural
Applied Optoelectronics is a publicly traded company that adheres to Nasdaq's listing and trading requirements.
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Vertiv Structural
Applied Optoelectronics supplies optical transceivers that support Vertiv's data center infrastructure.
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SEC Structural
Applied Optoelectronics is subject to mandatory oversight and disclosure requirements by the SEC.
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Needham & Company Transactional
Needham & Company provides equity analyst coverage and acts as an agent for financial deals involving Applied Optoelectronics.
Show all 40 connections
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AXT Operational
The two companies are active competitors, both manufacturing and supplying optical components in the advanced semiconductor market.
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Pearland Shared context
Applied Optoelectronics is establishing and expanding its manufacturing operations within the geographic boundaries of Pearland.
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Cisco Operational
Cisco and Applied Optoelectronics are competitors in the market, both providing photonics-based products.
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Nvidia Operational
Nvidia's big tech demand drives optical component shortages, influencing Applied Optoelectronics' operational environment.
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China Construction Bank Transactional
China Construction Bank provided a credit agreement and secured credit facility to Applied Optoelectronics to retire indebtedness.
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Charter Communications Operational
Charter Communications certified Applied Optoelectronics' networking products for use in its network deployment.
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Coherent Operational
The entities are active competitors within the optical networking market, influenced by broader industry trends and trade policies.
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CoreWeave Structural
CoreWeave relies on specialized components from Applied Optoelectronics to support its AI infrastructure and capex growth.
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Chang Transactional
The relationship involved a specific instance where the insider (A) sold shares of the company (B).
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Spectrum Transactional
A provides QuantumLink remote management software to B.
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Ciena Operational
Both Ciena and Applied Optoelectronics are active competitors operating within the optical networking market.
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Amazon Transactional
Amazon has announced module purchases and deals giving rights to buy shares with Applied Optoelectronics.
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Ciena Operational
Both companies compete for business within the optical networking market.
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Donald Trump Operational
Trump's political policies, such as tariffs and onshoring, are forecast to influence the market performance of Applied Optoelectronics.
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Lumentum Holdings Mentioned together
Both companies are co-mentioned as optical suppliers and components providers for AI data centers.
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GPU Operational
A benefits from the market demand for optical interconnects, which are required in AI data center builds, a market segment B addresses.
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Raymond James Financial Mentioned together
Raymond James Financial has provided multiple positive financial ratings and commentary regarding Applied Optoelectronics.
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Meta Operational
Market comments indicate that the operational status of both companies is influenced by shared concerns regarding AI infrastructure.
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China Shared context
Applied Optoelectronics conducts manufacturing and sales operations within the geographical context of China.
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Texas Shared context
Applied Optoelectronics maintains its corporate headquarters and manufacturing operations within Texas.
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American Airlines Group Mentioned together
The entities are grouped together in market analysis as high-volume Mid Cap stocks.
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Bank of America Mentioned together
Bank of America identified the photonics sector of Applied Optoelectronics as a top investment theme.
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Dell Technologies Mentioned together
Both Dell Technologies and Applied Optoelectronics are noted for their involvement in the AI server market.
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POET Operational
Both companies are identified as pure-plays competing within the optical computing market.
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MarketBeat Mentioned together
MarketBeat reports and features Applied Optoelectronics as a stock to watch or a value stock in its published data.
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AppLovin Mentioned together
Both companies were noted for attracting increased retail investor interest.
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Siemens Mentioned together
Both companies are mentioned as suppliers benefiting from increased AI capital expenditure.
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Nokia Operational
Nokia and Applied Optoelectronics are identified as competitors, with their financial performance being compared.
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Sugar Land Shared context
Applied Optoelectronics operates its facilities and corporate headquarters within the city of Sugar Land.
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Reuters Mentioned together
Reuters reported on the stock market surge of Applied Optoelectronics.
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MUU Mentioned together
The two entities were featured together as mid-cap stocks to watch in market analysis.
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Bloom Energy Mentioned together
Both companies are noted to benefit from the growth and demand within the AI infrastructure market.
History
Events by the month they beganOctober 2026
6 events- OKXICE, a Texas LLC operating under SEC exemption, received a formal objection to venue from Applied Optoelectronics.
- MarketBeat highlighted Applied Optoelectronics and Varonis Systems as stocks to watch on October 17, 2026.
- Applied Optoelectronics and American Airlines Group are classified as Mid Cap stocks.
- Big tech demand is driving optical component shortages, prompting capacity expansion plans in Japan.
- The Roundhill Photonics & Optics ETF reflects sector performance, with Applied Optoelectronics, Lumentum, and Coherent being top optical component suppliers.
- Several companies, including Atlassian and AppLovin, are seeing increased retail investor interest driven by AI infrastructure demand and software sector shifts.
September 2026
4 events- Insider Chang sold shares of Applied Optoelectronics stock, concurrent with Needham & Company issuing an outperform rating and target price.
- Both Ciena and Applied Optoelectronics operate within the optical networking market.
- Applied Optoelectronics, Vertiv, and AQR Capital operate in high-growth tech sectors, with AQR holding a significant stake in Vertiv.
- Competitors, including Nokia and Applied Optoelectronics, were compared based on their financial performance metrics.
August 2026
8 events- Needham & Company cut its target price and set a buy rating for Applied Optoelectronics, while Raymond James Financial reiterated an outperform rating. MarketBeat provided consensus data.
- Applied Optoelectronics and POET are pure-plays in optical computing.
- Leopold provided analysis to CNBC regarding the investment theme of photonics, noting it as a top focus for Bank of America.
- AI capital expenditure is driving demand for materials and energy suppliers.
- AI infrastructure prints are reinforcing capital expenditure momentum.
- Dell Technologies and Applied Optoelectronics are capitalizing on the growing demand for AI servers.
- Rating changes were reported for several companies on August 8, 2026, including upgrades from hold to buy and sell to hold.
- A U.S. ban on Chinese optics is causing stock prices to surge for companies like Applied Optoelectronics and Coherent, as reported by Reuters.
Show 2 earlier months
July 2026
4 events- Applied Optoelectronics is expanding its manufacturing site in Pearland, Texas, leveraging its Houston-area footprint for growth.
- Applied Optoelectronics is breaking ground on a new campus in Texas.
- Both Oracle Corporation and Applied Optoelectronics are currently being targeted by inverse ETFs.
- Market comments regarding AI infrastructure concerns involving Applied Optoelectronics and Meta.
June 2026
15 events- Applied Optoelectronics secured certification for networking products while operating in the US and manufacturing in Taiwan.
- Applied Optoelectronics benefits from renewed demand for optical interconnects driven by AI buildouts.
- AI-scale data centers are driving demand for optical interconnects.
- Applied Optoelectronics supplies hardware for Mediacom upgrades, benefiting from Trump-era tariffs and onshoring.
- AXT is identified as a supplier of semiconductor materials.
- Applied Optoelectronics and SkyWater Technology were compared on financial metrics on June 24, 2026.
- Applied Optoelectronics stock is traded on Nasdaq, with Raymond James highlighting major upside.
- Analysts reiterated buy rating and price target for Applied Optoelectronics.
- AOI is providing QuantumLink software for network control and remote management services to Spectrum and Applied Optoelectronics.
- Benzinga is reporting on the financial performance of Applied Optoelectronics (AAOI).
- Trump's pledge to unleash oil and gas is reported to benefit stocks, involving Applied Optoelectronics.
- Applied Optoelectronics submitted financing changes to the SEC regarding a credit agreement entered with its lenders, China Construction Bank and Shanghai Pudong Development Bank.
- Kirby L. Wolfe initiated coverage of AAOI and used Peer Perform for analysis.
- Applied Optoelectronics has engineering facilities in Taipei, manufacturing facilities in Ningbo, and R&D facilities in Atlanta, GA.
- ClassOne provides Solstice S8 system to AOI, helping them meet AI data center demands using advanced optoelectronics like InP and laser diodes.