AnalysisNews

AAOI today

$52.85-$3.01 (-5.39%)close Nov 12, 2026

Trend

DailyDowntrend (confirmed)

4 hourStrong Bearish

1 hourSymmetric Triangle

15 minLeaning Bullish

5 minStrong Bearish

Daily trend turns up above $83.31

Key levels

Resistance$83.31

Resistance$73.05

Support$45.15

Support$34.54

Latest news & SEC filings

EarningsApplied Optoelectronics Stock Gains After CoreWeave Posts Q3 Results

EarningsApplied Optoelectronics shares rise following CoreWeave's strong third-quarter results

GuidanceApplied Optoelectronics still pressured after Q4 guidance miss last week

AnalystB. Riley Securities keeps Neutral rating on Applied Optoelectronics, cuts target to $45

All AAOI news →

About Applied Optoelectronics

Applied Optoelectronics builds optical communications hardware serving four customer segments: cloud computing operators, cable television providers, telecom carriers, and residential fiber broadband. Its lineup spans laser chips and components through transceivers, transmitters, amplifiers, and complete systems, sold to hyperscale cloud operators, cable equipment vendors, cable operators, and network equipment makers. Production takes place in the United States, Taiwan, and China.

Based on the company's 10-K filed Feb 26, 2026.

Nasdaq · Technology

APPLIED OPTOELECTRONICS, INC. (AAOI)

$52.85-3.01 (-5.39%)
WATCHLISTGrade: ARisk: LOW
1D5D1M1Y5YMaxSign up for all timeframes
63.5480.2096.85113.552.85Oct 12Oct 20Oct 28Nov 5
High55.65
Low50.80
Open51.12
Volume8.44M
Avg Vol12.17M
VWAP53.26
30d High130.16
30d Low46.89
30d Chg-54.28%

What Is the Price Target for AAOI?

SEPT Low Target

$45.00

SEPT Mid Target

$72.50

SEPT High Target

$115.00

Analyst Consensus

$72.50

Current: $52.10Upside: +39.2%Confidence: 65%Method: Analyst Consensus

Is AAOI a Buy or Sell Right Now?

76
Investability Score
WATCHLIST12-18 months
News summary · last 30 days
Critical news
Nov 10HIGHEarnings: decline/miss
Nov 5HIGHEarnings: growth/beat

Thesis

  • •Revenue growing 82.8% YoY with ACCELERATING trend — accelerating momentum.
  • •SEC filings signal active product innovation — 1 new product/expansion keywords detected in 10-K. R&D investment rising.

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Is AAOI Overvalued or Undervalued?

Valuation Verdict

FAIR

Methods Used

P/E Forward, P/B, Analyst Consensus

Fair Value

$64.19

28

Moat Score

NONE

4/9

Piotroski Score

4.7

Altman Z-Score

What Is Smart Money Doing with AAOI?

Insider Signal

SELLING

0 buys / 7 sells (90d)

Congress Signal

NEUTRAL

0 buys / 0 sells (90d)

Institutional

N/A

Short Squeeze Risk

HIGH

Signal: HIGH_SHORT_INTEREST

Recent Insider Activity

NameTitleTypeSharesValueDate
Murry Stefan J.officerSale4,000$195KNov 10, 2026
Murry Stefan J.officerSale4,000$411KOct 12, 2026
Yeh Shu-Hua (Joshua)officerSale6,000$720KOct 5, 2026
Murry Stefan J.officerSale4,000$421KSep 10, 2026
Chang Hung-Lun (Fred)officerSale32,172$3.5MSep 8, 2026
Yeh Shu-Hua (Joshua)officerSale6,000$886KAug 18, 2026
Murry Stefan J.officerSale4,000$579KAug 10, 2026
Yeh Shu-Hua (Joshua)officerSale4,715$596KAug 4, 2026
Lin Chih-Hsiang (Thompson)director officerBuy9,251-Jul 31, 2026
Kuo David CofficerSale1,869$223KJul 22, 2026

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AAOI Growth Story

Revenue YoY

82.8%

3yr Revenue CAGR

26.9%

EPS Growth YoY

85.78%

FCF Growth YoY

-213.1%

Revenue Trend

ACCELERATING

Dark Pool Trades for AAOI

PREVIEW

SEPT Investing tracks real-time dark pool institutional trades for AAOI, including block trade sizes, dollar values, and buy/sell side classification. Dark pool trades reveal where institutional investors are positioning before moves become visible on public exchanges.

TimePriceSizeValueSide
24:56:17$54.201,100$$60KSELL
24:53:39$54.023,795$$205KSELL
24:44:05$53.871,855$$100KSELL
24:28:25$54.561,000$$55KBUY
24:25:39$54.503,500$$191KBUY

5 dark pool trades shown · $$610K preview volume

Real-time institutional flow, block trades, and net positioning

See all dark pool activity

Options Flow for AAOI

PREVIEW

SEPT Investing provides real-time options flow tracking for AAOI, including unusual sweep detection, block trades, and dealer positioning. Each trade shows strike, expiry, premium, implied volatility, and greek values for informed decision-making.

TypeStrikeExpiryDTEPremiumSizeTrade
CALL$55Nov 131$$851SWEEP
CALL$55Nov 131$$1702SWEEP
CALL$55Nov 131$$5957SWEEP
CALL$55Nov 131$$4255SWEEP
CALL$350Jan 21435$$2301SWEEP

5 options trades shown · 100% calls

Unusual activity, GEX levels, max pain, and dealer positioning

See full options flow

What Traders Are Saying About AAOI

1 posts

SEPT Investing hosts an active community of 3,500+ traders sharing real-time analysis, trade setups, and market discussion for AAOI. Join verified traders discussing price action, dark pool alerts, options flow, and AI-powered market intelligence.

M
Megan Lindqvist4h ago

AAOI filed an 8-K on Thu Nov 12: it bought Buildings 1, 2 and 3 at Hightower Business Park – Phase I for $102,250,000 cash and ended the three leases without penalty 🏢

10 views

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Full AI Research Report

SEPT's Trading AI has generated a free, downloadable PDF research report for APPLIED OPTOELECTRONICS, INC. (AAOI) covering valuation analysis, financial health assessment, growth projections, smart money tracking, earnings and key price levels. For research only, not investment advice.

Report includes: PDF download, detailed valuation models (DCF, P/E, EV/EBITDA), institutional flow analysis, congress and insider trade tracking, FinBERT news sentiment (1 articles analyzed), and SEC filing intelligence...

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AAOI — frequently asked questions

What is AAOI stock price today?

APPLIED OPTOELECTRONICS, INC. (AAOI) is at $52.85, down 5.39% (-$3.01) at the Nov 12, 2026 close.

Why is AAOI stock moving today?

Latest AAOI news — Nov 12, 2026: Applied Optoelectronics Stock Gains After CoreWeave Posts Q3 Results · Nov 11, 2026: Applied Optoelectronics shares rise following CoreWeave's strong third-quarter results

What is the AAOI price target?

The average analyst price target for AAOI is $72.50, ranging from $45 to $115, based on 4 analysts. Latest: Rosenblatt maintains on Nov 6, 2026.

What do analysts rate AAOI?

Analyst ratings for AAOI: 1 Buy, 9 Hold, 0 Sell — consensus Hold.

Did AAOI beat earnings?

AAOI last reported on Nov 5, 2026: EPS -$0.07 vs $0.14 expected — a miss of 149.2%.

Does AAOI pay a dividend?

AAOI does not currently pay a dividend.

What are AAOI support and resistance levels?

Support: $45.15, $34.54, $24.83. Resistance: $73.05, $83.31, $93.62.

What are insiders doing with AAOI?

Insider activity: SELLING, 0 buys and 7 sells in the last 90 days.

What is the latest news on AAOI?

Nov 12, 2026: Applied Optoelectronics Stock Gains After CoreWeave Posts Q3 Results · Nov 11, 2026: Applied Optoelectronics shares rise following CoreWeave's strong third-quarter results · Nov 10, 2026: Applied Optoelectronics still pressured after Q4 guidance miss last week