Applied Optoelectronics Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
5analysts covering
FY EPS (est.)
$0.68next fiscal year
Monitoring Framework
Key Performance Indicators
Manufacturing Capacity of 800G Transceivers (units per month) Quarterly100KTarget: 1,000,000 units per month by the end of 2027
Non-GAAP Gross Margin Quarterly2,920.0%Target: 40.0% longer term (late Q3 or Q4 2026)
Full-Year Revenue Outlook Annually1.1BTarget: Exceed $1.1 billion in FY 2026
Watch Items
- Advanced-Node Order Backlog ExecutionTrigger: Slowing of shipments or delays in the $324 million backlog of 800G and 1.6T transceiversAction: Re-evaluate capacity ramp timelines and customer concentration risks, particularly with Microsoft and Amazon.
- Texas Manufacturing Footprint ExpansionTrigger: Delays in bringing the new 211,000 sq ft Texas facility online in Q3/Q4 2026Action: Assess impact on the sequential revenue ramp expected in the second half of 2026.
- Share Dilution from Capital RaisesTrigger: Further multi-million-dollar capital raises or equity grants under inducement plansAction: Monitor share count dilution and its downward pressure on EPS targets.
Research as of 2 Sep 2026