AAOI Earnings
Thursday, May 07 2026
EPS Estimate
$-0.05
$-0.08 – $-0.03
Revenue Estimate
$155M
Current Price
$150.57
Our Position
bullishQ4 beat and Q1 guidance top estimates
structured data
est. revisions rising
(+1.7pp / 30d)
The combination of a revenue beat and strong forward guidance suggests the company is gaining traction in optoelectronics demand, likely tied to AI and data center buildout. Rosenblatt's $125 price target on Feb 27 reflected confidence before this print, and the narrowing loss trajectory points to inflection.
Watch: Q1 results in early May will show whether the company can hit the high end of its $150M-$165M guide and move closer to breakeven. Any commentary on customer mix or data center wins will clarify momentum.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-7.9%
Est. Revisions (30d)
+0.0% 0up/1dn
Analyst Target (mean)
$90 $54–$140 -40%
Options P/C Ratio
0.57
Est. Dispersion
104% 6 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
moderate Citadel, Soros
Recent Activity
insider trades
94 transactions
Sell
·
KUO DAVID C. (Officer)
·29,000 shares
·$2,903,700
Sell
·
CHANG HUNG-LUN FRED (Officer)
·36,400 shares
·$3,648,918
Sell
·
MURRY STEFAN J (Chief Financial Officer)
·4,000 shares
·$451,044
Sell
·
CHEN MIN-CHU MIKE (Director)
·11,335 shares
·$1,203,016
Sell
·
YEH WILLIAM H (Director)
·15,000 shares
·$1,586,338
89 more
Sell
·
YEH SHU-HUA JOSHUA
·50,000 shr
·$4,854,880
Sell
·
BLACK RICHARD B
·3,231 shr
·$306,945
Sell
·
DELANEY CYNTHIA
·21,000 shr
·$2,058,344
Sell
·
LOBOA ELIZABETH G
·102,347 shr
·$9,800,605
Sell
·
MURRY STEFAN J
·5,980 shr
·$299,922
Sell
·
MURRY STEFAN J
·18,020 shr
·$898,689
Sell
·
KUO DAVID C.
·20,000 shr
·$1,002,905
Award
·
MURRY STEFAN J
·32,249 shr
Award
·
CHANG HUNG-LUN FRED
·25,799 shr
Award
·
YEH SHU-HUA JOSHUA
·25,799 shr
Award
·
LIN CHIH-HSIANG THOMPSON
·82,559 shr
Award
·
KUO DAVID C.
·17,027 shr
Sell
·
KUO DAVID C.
·12,000 shr
·$540,660
Sell
·
MURRY STEFAN J
·66 shr
·$2,311
Sell
·
MURRY STEFAN J
·3,934 shr
·$133,932
Sell
·
KUO DAVID C.
·12,500 shr
·$501,875
Sell
·
LOBOA ELIZABETH G
·4,121 shr
·$124,584
Other
·
MURRY STEFAN J
·1,000 shr
Sell
·
MURRY STEFAN J
·4,000 shr
·$126,213
Other
·
BLACK RICHARD B
·600 shr
Other
·
BLACK RICHARD B
·1,900 shr
Sell
·
MURRY STEFAN J
·12,000 shr
·$268,440
Sell
·
KUO DAVID C.
·2,000 shr
·$44,680
Buy
·
YEH WILLIAM H
·18,000 shr
·$405,700
Buy
·
LIN CHIH-HSIANG THOMPSON
·8,075 shr
·$174,057
Buy
·
LIN CHE-WEI
·4,609 shr
·$99,739
Buy
·
CHEN MIN-CHU MIKE
·7,500 shr
·$171,825
Sell
·
CHANG HUNG-LUN FRED
·15,784 shr
·$358,311
Buy
·
LIN CHIH-HSIANG THOMPSON
·18,600 shr
·$423,413
Sell
·
MURRY STEFAN J
·3,000 shr
·$82,377
Sell
·
MURRY STEFAN J
·2,000 shr
·$32,090
Award
·
BLACK RICHARD B
·12,281 shr
Award
·
CHEN MIN-CHU MIKE
·12,281 shr
Award
·
YEH WILLIAM H
·12,281 shr
Award
·
LIN CHE-WEI
·12,281 shr
Award
·
LOBOA ELIZABETH G
·12,281 shr
Award
·
DELANEY CYNTHIA
·12,281 shr
Sell
·
MURRY STEFAN J
·2,000 shr
·$38,697
Sell
·
KUO DAVID C.
·11,426 shr
·$218,214
Sell
·
CHANG HUNG-LUN FRED
·23,837 shr
·$454,278
Buy
·
LIN CHIH-HSIANG THOMPSON
·21,200 shr
·$386,222
Award
·
MURRY STEFAN J
·156,250 shr
Award
·
CHANG HUNG-LUN FRED
·142,857 shr
Award
·
YEH SHU-HUA JOSHUA
·142,857 shr
Award
·
LIN CHIH-HSIANG THOMPSON
·446,428 shr
Award
·
KUO DAVID C.
·89,285 shr
Sell
·
MURRY STEFAN J
·2,000 shr
·$21,906
Award
·
MURRY STEFAN J
·41,396 shr
Award
·
CHANG HUNG-LUN FRED
·32,397 shr
Award
·
YEH SHU-HUA JOSHUA
·32,397 shr
Award
·
LIN CHIH-HSIANG THOMPSON
·102,591 shr
Award
·
KUO DAVID C.
·21,598 shr
Sell
·
MURRY STEFAN J
·2,000 shr
·$46,123
Sell
·
MURRY STEFAN J
·3,000 shr
·$79,024
Sell
·
MURRY STEFAN J
·2,298 shr
·$80,814
Sell
·
MURRY STEFAN J
·4,000 shr
·$126,895
Sell
·
BLACK RICHARD B
·10,000 shr
·$289,951
Sell
·
BLACK RICHARD B
·10,000 shr
·$352,672
Sell
·
YEH WILLIAM H
·10,000 shr
·$430,807
Sell
·
LOBOA ELIZABETH G
·9,790 shr
·$405,919
Sell
·
CHEN MIN-CHU MIKE
·9,790 shr
·$391,600
Sell
·
BLACK RICHARD B
·8,162 shr
·$303,430
Sell
·
LOBOA ELIZABETH G
·13,494 shr
·$493,117
Sell
·
MURRY STEFAN J
·5,000 shr
·$157,784
Sell
·
CHANG HUNG-LUN FRED
·20,323 shr
·$616,832
Sell
·
CHANG HUNG-LUN FRED
·28,518 shr
·$822,048
Sell
·
KUO DAVID C.
·13,733 shr
·$397,615
Sell
·
BLACK RICHARD B
·10,000 shr
·$275,240
Sell
·
KUO DAVID C.
·16,267 shr
·$450,305
Sell
·
CHANG HUNG-LUN FRED
·18,915 shr
·$500,847
Sell
·
KUO DAVID C.
·10,000 shr
·$150,150
Award
·
BLACK RICHARD B
·16,483 shr
Award
·
CHEN MIN-CHU MIKE
·16,483 shr
Award
·
YEH WILLIAM H
·16,483 shr
Award
·
LIN CHE-WEI
·16,483 shr
Award
·
LOBOA ELIZABETH G
·16,483 shr
Award
·
DELANEY CYNTHIA
·16,483 shr
Award
·
MURRY STEFAN J
·88,495 shr
Award
·
CHANG HUNG-LUN FRED
·80,910 shr
Award
·
YEH SHU-HUA JOSHUA
·80,910 shr
Award
·
LIN CHIH-HSIANG THOMPSON
·252,844 shr
Award
·
KUO DAVID C.
·50,568 shr
Buy
·
YEH WILLIAM H
·9,800 shr
·$103,292
Award
·
MURRY STEFAN J
·28,436 shr
Award
·
CHANG HUNG-LUN FRED
·25,671 shr
Award
·
YEH SHU-HUA JOSHUA
·22,906 shr
Award
·
LIN CHIH-HSIANG THOMPSON
·94,786 shr
Award
·
KUO DAVID C.
·19,747 shr
Sell
·
MURRY STEFAN J
·4,000 shr
·$546,014
Explore more
