Applied Opt (AAOI) — the earnings record

As of the 2026-08-05 card — updated after each print. An investment research diary, not advice.

The record at a glance

5/10EPS beats

3/10revenue beats

6 · 1 · 3up · 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 est revenue ~$0.19B into the next print.

Print by print

Print	Date	EPS	Revenue
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
Feb 24	2024-02-22	✓ beat	✗ 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 2026-08-05

Quick answers

How often does Applied Opt beat earnings estimates?

Across the last 10 covered prints (as of the 2026-08-05 card), Applied Opt beat EPS estimates 5 of 10 times and revenue estimates 3 of 10 times, with 2 double beats.

How does AAOI stock react to earnings?

Measured close-of-print-day to the close three sessions later: 6 of the last 10 prints resolved up (beyond +3%), 1 flat, 3 down — 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 (est EPS $0.02 · est revenue ~$0.19B). 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 Closelook

Where AAOI appears in the diary — 9 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

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.
The index went nowhere and the market changed horses underneath itMidday 10 · 5 Aug 2026AAOI trades near 132.3, up 0.51%, after adding 16.85% Monday and 19.44% Tuesday.
Temperature 62 — semis re-lead, Interconnects +18% weekDaily Pulse · 15 May 2026Names: AAOI, Furukawa (5801.T), Lumentum, Coherent, MACOM, Fabrinet, Marvell, Amphenol, Astera Labs, Credo.
The AI Trade Has a Visibility ProblemDaily Pulse · 25 Mar 2026Sector spotlight — S14, High-Speed Interconnects (10 stocks, +36.83% YTD): optical/photonics names leading — AAOI +227%, Furukawa Electric +193%, Lumentum +116%.

Related in the Closelook universe

same Closelook index seat first, then Communication Equipment. Scored names rank on their Closelook 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.