AAOI
Applied Opt
NASDAQ: AAOI · TECHNOLOGY · COMMUNICATION EQUIPMENT
$164.36
+7.54% today
Updated 2026-04-30
Market cap
$10.99B
P/E ratio
—
P/S ratio
24.11x
EPS (TTM)
$-0.64
Dividend yield
—
52W range
$13 – $173
Volume
12.1M
Applied Opt (AAOI) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
3 of 8
Last 8 quarters
Avg EPS surprise
+28.0%
Last 4 quarters
Revenue YoY growth
+33.9%
Most recent quarter
EPS YoY growth
+50.0%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
+9.5%
Last 3 reports
Positive reaction rate
33%
1 of 3 quarters
Largest single-day move
+44.9%
2026-02-26
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-26 | $-0.01 | +90.8% | $58.12 | $84.23 | +44.9% |
| 2025-11-06 | $-0.09 | -800.0% | $31.51 | $28.57 | -9.3% |
| 2025-08-07 | $-0.16 | -100.0% | $23.23 | $21.59 | -7.1% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2025-12-31 | $-0.11 | $-0.01 | +90.8% | $134.27M | +33.9% |
| 2025-09-30 | $-0.01 | $-0.09 | -800.0% | $118.63M | +82.1% |
| 2025-06-30 | $-0.08 | $-0.16 | -100.0% | $102.95M | +137.9% |
| 2025-03-31 | $-0.29 | $-0.02 | +93.1% | $99.86M | +145.5% |
| 2024-12-31 | $-0.02 | $-0.02 | -14.3% | $100.27M | +65.9% |
| 2024-09-30 | $-0.17 | $-0.21 | -23.5% | $65.15M | +4.2% |
| 2024-06-30 | $-0.29 | $-0.28 | +3.4% | $43.27M | +4.0% |
| 2024-03-31 | $-0.29 | $-0.31 | -6.9% | $40.67M | — |
| 2023-12-31 | $-0.01 | $0.04 | +500.0% | $60.45M | — |
| 2023-09-30 | $-0.05 | $-0.05 | +0.0% | $62.55M | — |
| 2023-06-30 | $-0.28 | $-0.21 | +25.0% | $41.62M | — |
Frequently asked questions
Has Applied Opt beaten earnings estimates?
Applied Opt has beaten Wall Street EPS estimates in 3 of its last 8 quarterly reports, with an average EPS surprise of +28.0% over the last 3 quarters.
How does AAOI stock react to earnings?
AAOI stock has moved an average of +9.5% in the trading day following earnings over its last 3 reports, with positive reactions in 33% of those quarters.
What is Applied Opt's revenue growth rate?
Applied Opt reported year-over-year revenue growth of +33.9% in its most recent quarter, with EPS growing +50.0% year-over-year.