Applied Optoelectronics Soars 15% on $200M+ 1.6T Transceiver Order
Applied Optoelectronics surged 15% after securing a $200M+ volume order for 1.6T data-center transceivers and reporting Q4 revenue of $134.3M, up 33.9% year-over-year. It guided Q1 sales of $150M-$165M, projected 2026 revenue above $1B and forecasted monthly orders reaching $378M by mid-2027 with facility expansions planned.
1. Major Contract Win
Applied Optoelectronics secured its first volume order for 1.6T data-center transceivers from a major hyperscale customer, representing over $200 million in revenue and validating demand for its next-generation optics.
2. Q4 Performance and Guidance
The company reported Q4 revenue of $134.27 million, up 33.9% year-over-year, and guided Q1 sales between $150 million and $165 million while projecting full-year 2026 revenue above $1 billion.
3. Scaling Production Capacity
To support projected monthly orders of $378 million by mid-2027, Applied Optoelectronics plans to expand its manufacturing footprint with new facilities in Taiwan and Sugar Land, Texas, targeting output of 500,000 combined 800G and 1.6T transceivers per month by year-end.