Applied Optoelectronics Guides Q1 $150–165M After Record $134.3M Q4 Revenue
Applied Optoelectronics shares have surged 551.7% over the past year and 132.7% in one month on record Q4 revenue of $134.3M, up 33.9% YoY. The company forecasts Q1 revenue of $150M–165M and full-year sales above $1B; insiders sold over 12,000 shares in January.
1. Share Performance
Applied Optoelectronics shares have rallied 132.7% month-to-date and 551.7% year-over-year after a 5.5% drop on March 6, reflecting renewed investor appetite for its AI data-center components.
2. Q4 2025 Results
The company reported record Q4 2025 revenue of $134.27 million, up 33.9% year-over-year, with EPS surpassing estimates by over 90%, marking its strongest quarterly performance to date.
3. Forward Guidance and Insider Activity
Management forecasts Q1 2026 revenue of $150 million to $165 million and full-year sales exceeding $1 billion, while the chief legal officer sold over 12,000 shares in January, presenting a potential catalyst for stock movement.