Q1业绩指引超预期 Applied Optoelectronics(AAOI.US)涨超38%

Core Viewpoint - Applied Optoelectronics (AAOI.US) stock surged over 38% following the release of its first-quarter earnings guidance, which exceeded expectations [1] Group 1: Company Performance - The company raised its revenue guidance for 2026 to over $1 billion and projected approximately $4 billion in revenue for 2027 [1] - Despite delays in 800G revenue growth due to Amazon's firmware customization issues, institutional investors believe that data center demand remains strong [1] - Over the past year, the stock has increased by 123%, with a current market capitalization of approximately $4 billion [1]