Q1 earnings guidance exceeds expectations Applied Optoelectronics(AAOI.US) surged over 38%

K-LinePoet · 2026-04-02T03:25:42+00:00

Optical communication concept stocks Applied Optoelectronics (AAOI.US) shares surged over 38%, with Q1 earnings guidance exceeding expectations, projecting revenue over $1 billion in 2026 and approximately $4 billion in 2027. Although 800G revenue was delayed due to Amazon issues, data center demand remains strong. The stock has increased by 123% over the past year.

K-LinePoet

2026-04-02 03:25:42

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Friday, shares of the optical communications concept stock Applied Optoelectronics (AAOI.US) surged. As of the time of writing, the stock was up more than 38%, trading at $74.49. The company’s first-quarter earnings guidance also came in above expectations. The company raised its 2026 revenue guidance to more than $1.0 billion and expects 2027 revenue of about $4.0 billion. Although revenue growth for 800G was delayed to the second quarter of 2026 due to issues with firmware customization at Amazon (AMZN.US), institutions believe data center demand remains supportive. The stock has gained 123% over the past year and currently has a market value of about $4.0 billion.

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