Yahoo · Oct 26, 2026
Lumentum stock surges 10% as AI components ‘completely sold out’
Lumentum rallied after StoneX initiated coverage with a Buy rating, citing AI-related demand stretching into 2029.
NASDAQ · AAOI
Technology · Semiconductors
$71.94
Up+$4.43 (+6.56%)
Updated Oct 27, 2026, 6:49 AM
SID Score
5.8/10
Composite research score
Smart Money
54/100
Neutral
Price performance · AAOI
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 26, 2026
AAOI closed at $71.94 after 21 trading sessions, down 25.70% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 26, 2026 | $67.48 | $74.3909 | $66.5101 | $71.94 | 11.3M |
| Oct 23, 2026 | $68.72 | $71.20 | $67.12 | $67.51 | 8.97M |
| Oct 22, 2026 | $72.188 | $73.15 | $66.28 | $68.07 | 14.15M |
| Oct 21, 2026 | $80.92 | $81.32 | $76.5124 | $77.32 | 7.89M |
| Oct 20, 2026 | $75.00 | $79.195 | $73.05 | $76.74 | 9.12M |
| Oct 19, 2026 | $80.00 | $80.47 | $75.62 | $78.20 | 11.7M |
| Oct 16, 2026 | $83.31 | $83.44 | $75.43 | $75.57 | 14.15M |
| Oct 15, 2026 | $80.91 | $85.02 | $76.2101 | $83.73 | 17.79M |
| Oct 14, 2026 | $94.96 | $96.14 | $85.755 | $86.22 | 14.93M |
| Oct 13, 2026 | $97.44 | $99.77 | $95.08 | $97.78 | 10.83M |
| Oct 12, 2026 | $106.20 | $106.41 | $99.217 | $100.68 | 11.03M |
| Oct 9, 2026 | $113.00 | $117.16 | $108.62 | $109.64 | 14.51M |
| Oct 8, 2026 | $117.44 | $119.9099 | $104.88 | $105.90 | 19.42M |
| Oct 7, 2026 | $126.12 | $127.89 | $119.73 | $122.54 | 10.77M |
| Oct 6, 2026 | $125.995 | $131.15 | $124.30 | $130.16 | 12.53M |
| Oct 5, 2026 | $118.50 | $121.915 | $112.80 | $121.57 | 9.35M |
| Oct 2, 2026 | $110.25 | $117.70 | $106.32 | $115.59 | 11.07M |
| Oct 1, 2026 | $99.67 | $108.28 | $97.77 | $107.32 | 11.31M |
| Sep 30, 2026 | $101.90 | $104.25 | $96.4101 | $99.26 | 5.83M |
| Sep 29, 2026 | $98.77 | $103.83 | $97.43 | $100.67 | 7.29M |
| Sep 28, 2026 | $100.09 | $102.43 | $93.62 | $96.82 | 8.2M |
The latest Smart Investors Daily articles mentioning AAOI.
Company
Market Activity
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AAOI research
Company profile and research snapshot.
Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to complete turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 15, 2026 | B. Riley Securities | Neutral | — |
| Aug 7, 2026 | Rosenblatt | Buy | — |
| Aug 7, 2026 | Needham | Buy | — |
| Jul 22, 2026 | Needham | Buy | — |
| Jun 22, 2026 | Rosenblatt | Buy | — |
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Yahoo · Oct 26, 2026
Lumentum rallied after StoneX initiated coverage with a Buy rating, citing AI-related demand stretching into 2029.
Yahoo · Oct 26, 2026
Applied Optoelectronics has gone through a wild few years in the market, and the swing in sentiment now puts a sharper spotlight on a simple question about its sales. After a very large multi year gain followed by a steep pullback, investors are asking whether the current share price still lines up with what the business is generating at the top line. Over the past 3 years, the stock has returned roughly 8.5x. This puts a lot of pressure on the sales base to justify how far the market has...
Yahoo · Oct 23, 2026
Applied Optoelectronics holds an edge over Cerebras in the AI infrastructure race, backed by surging optical demand, capacity expansion, and a stronger earnings outlook.
Benzinga · Oct 23, 2026
Oversold IT stocks Entegris, Applied Optoelectronics and Ouster show RSI near 30, highlighting opportunities after sharp declines.
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The latest Smart Investors Daily articles mentioning AAOI.