Stock Track | Applied Optoelectronics Plunges 6.40% After-Hours as Q3 Guidance Misses Estimates Despite Q2 Beat

Stock Track04:41

Applied Optoelectronics (AAOI) shares tumbled 6.40% in after-hours trading on Thursday, as weaker-than-expected third-quarter guidance overshadowed the company's second-quarter earnings beat.

The optical networking supplier reported second-quarter revenue of $191.92 million, slightly above the analyst consensus estimate of $190.48 million, while adjusted earnings per share came in at $0.06, handily beating the $0.01 estimate. However, the company's forward outlook disappointed investors. Applied Optoelectronics guided for third-quarter revenue in the range of $255 million to $290 million, with the midpoint falling below the consensus estimate of $278.27 million. The company also forecast third-quarter adjusted earnings of 11 cents to 26 cents per share, well short of the 28 cents analysts had expected.

The after-hours selloff reflects investor concerns over the softer guidance, which outweighed positive commentary around strong demand for 800G products and management's expectation that demand will outpace production capacity through mid-2027. The stock had already come under pressure during the regular session as traders locked in profits following a sharp rally earlier in the week, driven by reports of a potential U.S. import ban on Chinese data center equipment.

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