Applied Optoelectronics Shares Rise On $200M Order

Dow Jones03-09

By Amira McKee

Shares of Applied Optoelectronics climbed after the company received its first volume order for its 1.6T data center transceivers from a major customer.

The stock gained 4.1% to $99.53 in Monday morning trading. The shares have increased over six-fold in the past year.

The maker of optical networking products said Monday that a long-term hyperscale customer submitted an order totalling over $200 million for its 1.6T data center transceivers. Applied Optoelectronics did not disclose the buyer, but said the customer intends to boost its network bandwidth for artificial intelligence workloads.

Chief Financial Officer Stefan Murry said the order shipments are expected to begin in the third quarter and be completed during the fourth quarter.

"As GPU performance increases and AI cluster sizes grow, the network must scale accordingly, and we expect that 1.6T will become the logical next step for hyperscalers," Murry said.

Write to Amira McKee at amira.mckee@wsj.com

(END) Dow Jones Newswires

March 09, 2026 11:26 ET (15:26 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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