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Applied Optoelectronics Reports 58% Revenue Growth, Beats EPS Estimates in Q1

The Texas-based optical components provider reported first-quarter revenue of $151.1 million and non-GAAP EPS of -$0.07, both below analyst forecasts. Shares traded at $145.80 in after-hours action on Thursday. The results contrasted with the company's previous quarter, when it beat estimates on both revenue and earnings.

Benzinga
1 source·May 8, 3:40 AM(1 day ago)·1m read|
Applied Optoelectronics Reports 58% Revenue Growth, Beats EPS Estimates in Q1Benzinga
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Applied Optoelectronics Inc. 80 in after-hours trading on Thursday after the company announced its first-quarter results and missed analyst expectations on both revenue and earnings per share. 1 million in revenue for the first quarter ended March 31.

58%. 67%. The first-quarter performance marked a reversal from the company's previous quarter, whose results were reported in February.

75%. The company also reported a loss of 1 cent per share, narrower than the expected loss of 13 cents per share. Applied Optoelectronics trades under the ticker AAOI on NASDAQ.

Benzinga reported that the stock was trending Thursday night following the earnings release. The latest results come as the company continues to navigate demand for its optical products. 1 million in the first quarter, even as it fell short of Wall Street forecasts this time.

Key Facts

Applied Optoelectronics Q1 revenue missed estimates by 2.58%
Revenue was $151.1 million for the quarter ended March 31 versus higher analyst expectations
Shares declined 7.46% in after-hours trading
Applied Optoelectronics stock reached $145.80 following the earnings announcement
Previous quarter beat estimates on revenue and EPS
$134.27 million revenue topped forecasts by 2.75% and 1-cent loss was narrower than expected 13-cent loss
earningstechnologystocks

Story Timeline

3 events
  1. 2026-05-08

    Applied Optoelectronics announces Q1 results and shares fall 7.46% to $145.80 in after-hours trading

    1 sourceBenzinga
  2. 2026-02

    Applied Optoelectronics reports previous quarter revenue of $134.27 million and loss of 1 cent per share

    1 sourceBenzinga
  3. 2026-03-31

    End of Q1 period for which Applied Optoelectronics reported $151.1 million revenue

    1 sourceBenzinga

Potential Impact

  1. 01

    Immediate 7.46% decline in after-hours share price to $145.80

  2. 02

    Highlights shift from prior-quarter outperformance to current-quarter miss on both top and bottom lines

  3. 03

    Potential pressure on investor sentiment toward optical components sector

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Sources cross-referenced1
Confidence score65%
Synthesized bySubstrate AI
Word count133 words
PublishedMay 8, 2026, 3:40 AM
Bias signals removed1 across 1 outlet
Signal Breakdown
Loaded 1
Original Sources
BenzingaWhy Is Applied Optoelectronics (AAOI) Stock Trending Overnight?

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