The consensus for Applied Optoelectronics’ full-year 2026 earnings per share was revised upward by 12 cents over the past 60 days, moving from $0.43 to $0.55. This revision reflects analyst confidence in the company’s growth prospects and operating performance for the upcoming fiscal year.

Applied Optoelectronics shares have surged 60.7% over the past 12 months, outperforming several peers in the computer and technology sector. The stock’s strong rally underscores market optimism following the upward earnings estimate and favorable industry outlook.