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Mkt Cap

$6.42B

Volume

12.72M

Next Earnings

November 5th

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AAOIApplied Optoelectronics, Inc.

AAOI

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Mkt Cap

$7.11B

Volume

12.72M

Next Earnings

November 5th

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Why Applied Optoelectronics Stock Plummeted This WeekApplied Optoelectronics stock fell 23.6% this week after Broadcom CEO warned of capital constraints that could slow AI infrastructure spending. The optical component maker, which relies heavily on data center customers for 800G transceivers, faces headwinds from funding concerns among major cloud providers. The stock has declined 64.2% from its 52-week high, compounded by recent shareholder dilution from a $600 million equity offering.The Motley Fool · Oct 16, 2026

Can Coherent's AI Data Center Expansion Fuel Long-Term Growth?Coherent Corp. is expanding its indium phosphide manufacturing capacity to double by late 2026 and more than double by 2027, targeting growing AI data center connectivity demands. The company is developing advanced optical technologies including 400G-per-lane connectivity and energy-efficient solutions. COHR stock has gained 162.6% over the past year with rising fiscal 2027 earnings estimates, currently rated as a Zacks Rank #2 (Buy).Zacks Investment Research · Oct 14, 2026

Sono-Tek Corporation (SOTK) Misses Q2 Earnings and Revenue EstimatesSono-Tek Corporation (SOTK) reported quarterly earnings of $0.02 per share, missing the consensus estimate of $0.05 per share by 60%. Revenue of $5.23 million also fell short of expectations by 7.82%. The stock received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market. Despite outperforming the S&P 500 by 72.4% year-to-date, the company's mixed estimate revision trend raises questions about future performance.Zacks Investment Research · Oct 14, 2026

The Zacks Analyst Blog Highlights Innodata, Calix, Applied Optoelectronics and Palantir TechnologiesZacks analysts highlight three mid-cap AI-infrastructure stocks trading at 45%+ discounts to their 52-week highs with significant near-term upside potential. Innodata, Calix, and Applied Optoelectronics are positioned to benefit from strong AI demand, with price targets suggesting 49-99% upside. All three stocks currently carry a Zacks Rank #3 (Hold) rating.Zacks Investment Research · Oct 13, 2026

3 Mid-Cap AI-Driven Stocks at Deep Discount With Huge Near-Term UpsideThree mid-cap AI infrastructure stocks are trading at significant discounts (45-53%) to their 52-week highs while showing strong growth potential. Innodata benefits from AI data-engineering demand with 42.1% expected revenue growth and 99.3% upside potential. Calix is expanding its AI-native platform with 19.3% revenue growth and 67.4% upside. Applied Optoelectronics is scaling 800G and 1.6T optical products with over 100% revenue growth and 49% upside potential.Zacks Investment Research · Oct 12, 2026

Coherent Stock Rises 8% in a Month: Is the Buying Opportunity Intact?Coherent Corp. (COHR) has surged 190% over the past year as a major beneficiary of AI infrastructure demand. The company is ramping 1.6T transceivers and expanding optical subsystems through PhotonLink, with fiscal 2027 revenues projected at $10.68 billion (50% YoY growth) and EPS at $9.38 (67.2% growth). Strong demand visibility extends into 2028, though valuation trades at a premium of 32.06x forward earnings versus the industry's 20.77x.Zacks Investment Research · Oct 7, 2026

AAOI Stock Gains 17% in a Month: Should You Buy, Sell or Hold?Applied Optoelectronics (AAOI) saw Q2 data center revenue surge 140.4% with 800G sales up over tenfold, driven by AI infrastructure investments. The company expects strong Q3 growth with revenues of $255-290 million. However, supply constraints, rising competition, and premium valuation at 5.41X P/S ratio present headwinds. AAOI carries a Zacks Rank #3 (Hold) rating.Zacks Investment Research · Oct 7, 2026

AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold?AXT Inc. (AXTI) has surged 20.8% in the past month driven by strong demand for indium phosphide (InP) substrates used in AI data center optical components. The company plans to double InP capacity in 2026 and 2027, with record Q2 2026 InP revenues of $30.7 million and a backlog exceeding $100 million. However, analysts recommend a Hold rating due to the stock's premium 42.51X P/S valuation, heavy China dependence, and competitive pressures.Zacks Investment Research · Oct 7, 2026

October FOMC: Why the Fed Will PauseThe Federal Reserve is expected to pause rate hikes at its October 27-28 meeting despite recent inflation concerns. Weakening job numbers, dovish Fed commentary, plummeting rate-hike odds in betting markets, historical precedent of no October hikes before midterms, and lower real-time inflation data all suggest a pause is likely. A slower pace of rate hikes is generally bullish for equities, particularly AI-related stocks.Zacks Investment Research · Oct 2, 2026

Lumentum to Demonstrate DWDM ELSFP at ECOC 2026: What's Ahead?Lumentum Holdings is expanding its optical connectivity solutions for AI data centers, planning to demonstrate an eight-wavelength DWDM ELSFP module at ECOC 2026 for co-packaged optics (CPO) and near-packaged optics (NPO) architectures. The company expects ultra-high-power laser chip demand to ramp in 2H 2027 and is expanding manufacturing capacity across Japan and the U.S. However, it faces intensifying competition from Marvell Technology and Applied Optoelectronics in the CPO/NPO market.Zacks Investment Research · Sep 22, 2026

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