Movement Alert｜Applied Optoelectronics Rises 13.58% in Regular Trading, Q2 Earnings Beat and Strong 800G Demand Drive Rebound

Market Focus08-07 21:38

On August 7, Applied Optoelectronics rose 13.58% in regular trading, trading at $138.15/share, with turnover of $646 million. The stock rebounded sharply as the market repriced the company's Q2 earnings beat and robust medium-term demand outlook following a prior session selloff driven by profit-taking.

The company reported Q2 revenue of $191.9 million, up 86% year-over-year, exceeding the consensus estimate of $190.5 million. Adjusted EPS came in at $0.06, significantly above the $0.02 analyst expectation. Data center revenue surged approximately 140% YoY, surpassing $100 million for the first time. Management stated on the earnings call that customer demand exceeds supply capacity by 20% to 40%, with the supply-demand gap expected to persist through mid-2027. Additionally, 800G product revenue is projected to grow nearly fivefold sequentially in Q3.

Within the Communication Equipment sector, Lumentum rose 6.54%, Nokia up 1.27%, and Arista Networks up 0.83%, reflecting broad strength across the optical communications space.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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