AAOI · Applied Optoelectronics, Inc.
Is AAOI setting up for a breakout, what are traders on X and the news saying, are its insiders buying, and how is the business doing? Everything Raspberry Trades measures on Applied Optoelectronics, Inc., in one place.
Today's breakout radarIs AAOI setting up for a breakout?
Breakout Radar API →AAOI reports earnings on Nov 5, 2026 — a breakout right before a report can reverse on the numbers.
Not today. AAOI is not on today's radar: no tight base just under a resistance that has been tested again and again.
See the stocks that are setting up today →What are traders on X saying about AAOI?
Stock Sentiment API →Bulls: Management expects 800G and 1.6T production capacity to expand from ~200,000 units per month to ~650,000 by end-2026, and bulls argue AAOI has larger transceiver capacity ramp than Coherent and isn't gated by Sumitomo's 6-inch InP wafers; one 2031 base case is a $75B market cap from ~$6.7B today (~11x, +1,020%). The stock joined the optics rebound, up 7.12% as StoneX initiated LITE at Buy with a $1,200 target, and it kept the $70 floor (low $71.08), took out $74 and tagged $77.28, now $77.16. Options flow: $290,000 of Jan 21, 2028 $340 calls bought at $5.80 and $80,000 of Nov 6, 2026 $99 calls at $1.60; the chart shows a pole from $18.50 to $233.67 in under 6 months (+1,163%) and a 5-month pennant now down 68% from the top near $75.
Bears: Insiders are described as regularly selling shares at any price, which bears say undercuts the 5x bull case. AAOI is cited for record debt and declining free cash flow, and the chart is read as a rejected retest of the breakdown (and a rejection of yesterday's breakout) pointing lower, with warnings against the dead-cat bounce. Pair trades short AAOI against CRDO and COHR are described as working.
Reading from Oct 27, 2026; each post classified by AI, weighted by engagement.
What is the news saying about AAOI?
News Sentiment API →No recent news reading for AAOI. The News Sentiment API reads today's headlines on any US stock.
Are AAOI insiders buying or selling?
Insider Trading API →Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.
- Sold · Murry Stefan J.$411K · Oct 12, 2026
- Sold · Yeh Shu-Hua (Joshua)$720K · Oct 5, 2026
- Sold · Murry Stefan J.$421K · Sep 10, 2026
- Sold · Chang Hung-Lun (Fred)$3.5M · Sep 8, 2026
- Sold · Yeh Shu-Hua (Joshua)$886K · Aug 18, 2026
How is Applied Optoelectronics, Inc.'s business doing?
Financial Statements API →| Quarter ended | Revenue | vs year before | Net income | EPS |
|---|---|---|---|---|
| Jun 30, 2026 | $191.9M | +86% | −$22.8M | $-0.28 |
| Mar 31, 2026 | $151.1M | +51% | −$14.3M | $-0.19 |
| Sep 30, 2025 | $118.6M | +82% | −$17.9M | $-0.28 |
| Jun 30, 2025 | $103.0M | +138% | −$9.1M | $-0.16 |
From the company's SEC filings (10-Q and 10-K).
What does Applied Optoelectronics, Inc. expect?
Company Guidance API →- Q3 2026 · revenue · 8-K filed Aug 6, 2026
“Revenue in the range of $255 million to $290 million.”
- Q3 2026 · non-gaap gross margin · 8-K filed Aug 6, 2026
“Non-GAAP gross margin in the range of 29% to 30.5%.”
- Q3 2026 · non-gaap net income · 8-K filed Aug 6, 2026
“Non-GAAP net income in the range of $10.1 million to $24.0 million, and non-GAAP income per share in the range of $0.11 to $0.26 using approximately 92.8 million shares.”
- Q3 2026 · non-gaap income per share · 8-K filed Aug 6, 2026
“Non-GAAP net income in the range of $10.1 million to $24.0 million, and non-GAAP income per share in the range of $0.11 to $0.26 using approximately 92.8 million shares.”
Quoted from the outlook the company filed with the SEC.
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Measured data, not recommendations. Not investment advice.