The Facebook parent company headlines Rosenblatt's list of top first-half stock picks, but Applied Optoelectronics and Magnite shares also make the cut with major upside projected. ...

Core Insights - Applied Optoelectronics Inc. (NASDAQ:AAOI) experienced a significant week-on-week gain of 20.56% after securing a major order for its 800G data center transreceivers from a hyperscaler, believed to be Amazon [1][2] - Despite profit-taking that led to an 11.73% drop in share price on Friday, the company recorded a 39% increase in intra-week trading [2] - Investment firm Needham & Company raised its price target for AAOI from $38 to $43, indicating a 34% upside potential from its latest closing price, while maintaining a "buy" recommendation [5] Company Developments - The Chairman and CEO of Applied Optoelectronics, Thompson Li, expressed satisfaction in receiving the first volume order for 800G products from a major hyperscale customer [3] - The company is positioned to meet the demands for high-volume transceiver shipments, leveraging automated production lines developed over several years to support AI-powered data transmissions [4][6] Market Outlook - Needham is optimistic about the potential for Applied Optoelectronics to secure additional large volume orders from hyperscalers in the upcoming quarters as production of 800G transreceivers ramps up [6]

The company had encouraging news to report about its latest offering, and it was also on the receiving end of fresh analyst price target raises.News of an initial volume order of a product from a customer in a highly promising segment was providing plenty of power to Applied Optoelectronics (AAOI 8.51%) stock this week. Several analyst price target hikes added to the bullishness.As of mid-session trading Friday, the advanced optical device maker's stock was up by nearly 23% in value, according to data compi ...

We recently published 10 Stocks Boasting the Biggest Gains; 4 Hit Record Highs. Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the best performers on Wednesday. Applied Optoelectronics extended gains for a fourth consecutive day on Wednesday, jumping 15.14 percent to finish at $34.98 apiece after securing its first volume order for its 800G data center transceivers from a major hyperscaler. “We are pleased to receive our first volume order for our 800G products from this major hyperscale customer, ...

SUGAR LAND, Texas, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power the internet, today announced it received its first volume order for its 800G data center transceivers from a major hyperscale customer to support its AI data center growth. “We are pleased to receive our first volume order for our 800G products from this major hyperscale customer,” said Dr. Thompson Lin, Founder, Chairman, and CEO of ...

We came across a bullish thesis on Applied Optoelectronics, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on AAOI. Applied Optoelectronics, Inc.'s share was trading at $26.02 as of December 2nd. AAOI’s forward P/E was 84.03 according to Yahoo Finance. Lumentum (LITE) Hits New 52-Week High on Bullish Rating, Improved Q1 Earnings asharkyu/Shutterstock.com Applied Optoelectronics, Inc. designs, manufactures, and sells fiber-optic n ...

Core Insights - The article focuses on the cannabis sector, emphasizing technical stock analysis, option strategies, small cap strategies, and emerging markets [1] Group 1 - The author expresses a keen interest in the cannabis industry and its publicly traded stocks [1] - There is an invitation for readers to engage with questions regarding stocks in the cannabis sector [1]

Core Insights - The article focuses on the cannabis sector, emphasizing technical stock analysis, option strategies, small cap strategies, and emerging markets [1] Group 1 - The author expresses a keen interest in the cannabis industry and its publicly traded stocks [1] - There is an invitation for readers to engage with the author regarding questions about stocks in the cannabis sector [1]

Core Viewpoint - Applied Optoelectronics, Inc. (NASDAQ:AAOI) has shown strong performance recently, with a significant stock price increase following a "buy" recommendation from Needham & Company, indicating positive investor sentiment and potential for further growth [1][2]. Financial Performance - In Q3, Applied Optoelectronics reported a net loss of $17.9 million, a slight increase of 1.1% from $17.7 million in the same period last year [4]. - Total revenues surged by 82% year-on-year, reaching $118.63 million, up from $65.15 million, with data center revenues contributing $43.9 million, a 7.3% increase from $40.9 million in the same quarter last year [4]. Future Outlook - For Q4, the company targets revenues between $125 million and $140 million, with a projected net loss ranging from $2.8 million to $9 million [5]. - Needham & Company has set a price target of $38 for AAOI, suggesting a potential upside of 48.6% from its latest closing price [2]. Company Activities - The Chief Finance and Strategy Officer, Stefan Murry, is scheduled to present at the Raymond James 2025 TMT & Consumer Conference on December 9, 2025, highlighting the company's engagement in industry events [3]. - Applied Optoelectronics specializes in developing and manufacturing advanced optical and HFC networking products for AI data centers, CATV, and broadband fiber access networks [3].

Core Viewpoint - Applied Optoelectronics, Inc. (AOI) will present at the Raymond James 2025 TMT & Consumer Conference on December 9, 2025, highlighting its role in providing advanced optical and HFC networking products that support internet infrastructure [1] Company Overview - Applied Optoelectronics, Inc. is a leading developer and manufacturer of advanced optical and HFC networking products essential for AI datacenters, CATV, and broadband fiber access networks globally [2] - The company supplies critical infrastructure to tier-one customers in cloud computing, CATV broadband, telecom, and FTTH markets [2] - AOI has R&D facilities in Atlanta, GA, and engineering and manufacturing facilities in Sugar Land, TX, Taipei, Taiwan, and Ningbo, China [2]