Why Applied Optoelectronics (AAOI) Is Up 17.8% After Major 800G Transceiver Win And AI Fab Push

Simply Wall St.01-30 04:26

Applied Optoelectronics recently drew heightened attention after securing a major 800G transceiver order from a large hyperscale customer, unveiling a new 400-milliwatt narrow-line-width pump laser, ...

Source Link

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2607906811?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8111000-choice1-main-header/1585186745276","is_english":true,"pubTime":"2026-01-30 04:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2607906811","market":"sg","top_or_hot":-1,"title":"Why Applied Optoelectronics (AAOI) Is Up 17.8% After Major 800G Transceiver Win And AI Fab Push","media":"Simply Wall St.","content":"<div>\n<p>Applied Optoelectronics recently drew heightened attention after securing a major 800G transceiver order from a large hyperscale customer, unveiling a new 400-milliwatt narrow-line-width pump laser, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nasdaq-aaoi/applied-optoelectronics/news/why-applied-optoelectronics-aaoi-is-up-178-after-major-800g\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Applied Optoelectronics (AAOI) Is Up 17.8% After Major 800G Transceiver Win And AI Fab Push</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Applied Optoelectronics (AAOI) Is Up 17.8% After Major 800G Transceiver Win And AI Fab Push\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 04:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nasdaq-aaoi/applied-optoelectronics/news/why-applied-optoelectronics-aaoi-is-up-178-after-major-800g><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applied Optoelectronics recently drew heightened attention after securing a major 800G transceiver order from a large hyperscale customer, unveiling a new 400-milliwatt narrow-line-width pump laser, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nasdaq-aaoi/applied-optoelectronics/news/why-applied-optoelectronics-aaoi-is-up-178-after-major-800g\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4023","symbol_name":"应用软件","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-aaoi/applied-optoelectronics/news/why-applied-optoelectronics-aaoi-is-up-178-after-major-800g","article_id":"2607906811","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8111000-choice1-main-header/1585186745276"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-aaoi/applied-optoelectronics/news/why-applied-optoelectronics-aaoi-is-up-178-after-major-800g","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607906811","pubTimestamp":1769718406,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Applied Optoelectronics recently drew heightened attention after securing a major 800G transceiver order from a large hyperscale customer, unveiling a new 400-milliwatt narrow-line-width pump laser, and advancing a Texas facility expansion supported by Oxford Instruments’ plasma equipment deal to scale indium phosphide production for AI data centers.\nTogether, these developments highlight how the company is weaving itself deeper into the supply chain for high-speed optical components that...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4023":"应用软件","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","BK4543":"AI","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","BK4585":"ETF&股票定投概念","AAOI":"Applied Optoelectronics Inc.","BK4020":"通信设备","BK4551":"寇图资本持仓","BK4528":"SaaS概念","BK4587":"ChatGPT概念","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","BK4588":"碎股"},"translate_title":"为什么应用光电(AAOI)在800G收发器大获全胜和人工智能工厂推动后上涨17.8%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAOI":1.5},"content_text":"Applied Optoelectronics recently drew heightened attention after securing a major 800G transceiver order from a large hyperscale customer, unveiling a new 400-milliwatt narrow-line-width pump laser, and advancing a Texas facility expansion supported by Oxford Instruments’ plasma equipment deal to scale indium phosphide production for AI data centers. Together, these developments highlight how the company is weaving itself deeper into the supply chain for high-speed optical components that enable AI-focused data center growth. With this backdrop, we will examine how the major 800G transceiver order could influence Applied Optoelectronics’ broader investment narrative. AI is about to change healthcare. These 110 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.AdvertisementWhat Is Applied Optoelectronics' Investment Narrative?To own Applied Optoelectronics, you have to buy into the idea that its indium phosphide lasers and high-speed transceivers become essential plumbing for AI-heavy data centers, not just a niche product line. The recent 800G transceiver order, new 400 mW pump laser, and Texas expansion news all lean into that story by signaling real customer demand and a path to scaling production. In the near term, that could sharpen key catalysts around revenue growth, the timing of a move toward profitability, and how management uses its new credit facility versus ongoing equity issuance. At the same time, the sharp share price move and active At the Market offerings keep valuation risk, dilution, and elevated volatility front and center for anyone considering the stock today. However, investors should be aware of how ongoing share issuance could reshape the upside.\n\nOur comprehensive valuation report raises the possibility that Applied Optoelectronics is priced higher than what may be justified by its financials.Exploring Other PerspectivesAAOI 1-Year Stock Price Chart The Simply Wall St Community’s 8 fair value estimates span roughly US$29 to US$75, illustrating very different conclusions about AOI’s upside. Set against fresh AI-driven contract wins and heightened volatility, it is worth weighing how much optimism you are comfortable with and comparing your own view to this spread of expectations.Explore 8 other fair value estimates on Applied Optoelectronics - why the stock might be worth as much as 67% more than the current price!Build Your Own Applied Optoelectronics NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Applied Optoelectronics research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.Our free Applied Optoelectronics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Applied Optoelectronics' overall financial health at a glance.Ready To Venture Into Other Investment Styles?The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:This technology could replace computers: discover 24 stocks that are working to make quantum computing a reality.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Outshine the giants: these 23 early-stage AI stocks could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607906811","isCrawlerRequest":true}