Applied Opt (AAOI) — the earnings record

As of the 2026-11-03 card — updated after each print. An investment research diary, not advice.

The record at a glance

5/10EPS beats

4/10revenue beats

7 · 1 · 2up · flat · down (+3d, ±3%)

2026-11-05next print

Reactions across the covered prints span -29.7% to +77.6% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Reported 5 November after the close: EPS $0.17 vs $0.14, revenue $269.9M vs ~$268.1M — a beat on both lines; fourth-quarter revenue guided to $385–420M vs $427.3M expected. Window from Thursday’s close of 46.89: paid ≥ 48.30, sold < 45.48, scored Tuesday 10 November. into the next print.

Print by print

Print	Date	EPS	Revenue
Aug 26	2026-08-06	✓ beat	✓ beat
May 26	2026-05-07	✗ miss	✗ miss
Feb 26	2026-02-26	✓ beat	✓ beat
Nov 25	2025-11-06	✓ beat	✗ miss
Aug 25	2025-08-07	✗ miss	✗ miss
May 25	2025-05-08	✓ beat	✓ beat
Feb 25	2025-02-26	✗ miss	✓ beat
Nov 24	2024-11-07	✗ miss	✗ miss
Aug 24	2024-08-06	✓ beat	✗ miss
May 24	2024-05-09	✗ miss	✗ miss

The per-print reaction chart, the load-bearing metric and the behavior read live on the full AAOI print-record card — free registration.

FAQ · from the current data · as of 2026-11-03

Quick answers

How often does Applied Opt beat earnings estimates?

Across the last 10 covered prints (as of the 2026-11-03 card), Applied Opt beat EPS estimates 5 of 10 times and revenue estimates 4 of 10 times, with 3 double beats.

How does AAOI stock react to earnings?

Measured close-of-print-day to the close three sessions later: 7 of the last 10 prints resolved up (beyond +3%), 1 flat, 2 down (as of the 2026-11-03 card) — reactions spanning -29.7% to +77.6%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was AAOI's biggest earnings reaction?

+77.6% over the three sessions after the Feb 26 print (2026-02-26).

When does Applied Opt report earnings next?

2026-11-05 (Reported 5 November after the close: EPS $0.17 vs $0.14, revenue $269.9M vs ~$268.1M — a beat on both lines; fourth-quarter revenue guided to $385–420M vs $427.3M expected. Window from Thursday’s close of 46.89: paid ≥ 48.30, sold < 45.48, scored Tuesday 10 November.). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelooknet

Where AAOI appears in the diary — 12 pieces, newest first. Every link is our own writing.

Long reads

Optical Interconnects — The Toll Nobody KeepsReport · 13 Aug 2026The floors on the tape (12 Aug closes): LITE 932.47, 14% off high · COHR 355.64, 19% off · MRVL 217.08, 34% off · AAOI 138.08, 41% off · FN 571.88, 24% off, prints Monday · AVGO $2.0T market cap…

Dailies

AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs ReportMidday 10 · 6 Nov 2026
AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%Midday 10 · 5 Nov 2026
AI Trade — Kospi Falls 5.3%, SK Hynix 9.5% and Advantest 14.7% After Qualcomm; Hong Kong Rises 3.5%Morning 10 · 5 Nov 2026Today — Bank of England 12:00 UTC, jobless claims 13:30 UTC; Cloudflare, JFrog, AAOI and IREN report
Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026
Semis break the 505 line at midday while bitcoin presses 80,000Midday 10 · 24 Aug 2026AAOI drops 12.45 percent to 109.28 by midday, the sharpest single-name decline on today's tape.
The macro week breaks at the last print — retail and Michigan miss, bonds slip the floor, and Lumentum runs from the middleMidday 10 · 14 Aug 2026AAOI +14.6% to 149.09 and RDDT +14.1% to 180.40, both reclaiming their 50-day averages intraday — two clean average-reclaims in one session on the risk side of the book, the same session the macro prints missed.
Everyone is watching the software wreck. The line that matters is breaking in bonds.Midday 10 · 6 Aug 2026And the group being bought is, name for name, Rubin's S14 High-Speed Interconnects layer — Astera, Lumentum, Coherent, Fabrinet, Marvell, AAOI are all constituents; AAOI, yesterday's worst-record most-bought foil, trades +1.6% post-print…
Software Earnings — Beat, Raise, Down 18%: The Punishment Phase Is BackDaily Pulse · 6 Aug 2026AAOI: five-for-ten and three-for-ten, the worst record on the board, the most bought into the print.

Related in the Closelooknet universe

same Closelooknet index seat first, then Communication Equipment. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.