AMZNprintsminutestrendsdividendsdrawdownsP/E 28.4macronarrativesvolatilitybuybackssentiment+0.8%marginsMSFTPMI 52.1momentumdividendsflowsPMI 52.1digeststhreadsvolatilityearnings callsvolumesβ 1.24breakoutsnewsflow2s10sliquidityheadlines−1.2%breakoutsnoiseGOOGLbuybacksrevisionstrendsPMI 52.1briefstickersnoiseGDPsentimentchattertranscriptsGOOGLsentimentvolatilitybuybacksMSFTwhispersMETAsessionsyield curves13FfuturesdowngradesPMI 52.1headlinesthe tapeflowsdowngradesfutures+0.8%earnings callstranscriptsclosesgammacatalystsrevisionsvolatilitysentimentchatter+2.41%earnings callssentimentfilingstrends10y 4.21%cyclesbuybackswiresspx 0dtewhisperstickersQ3trendsnewsflowearnings callsWTI 78.2sentimentnoisethreadsrumorsnarrativesFOMCconsensusestimatesmomentumYoY +18%tickersmomentumprintsβ 1.24revisions

momentumheadlines52w hipositioning2s10sfilingstrendsprintstrendsmacrocyclesnoise2s10smacroQ3narrativesheadlinesflowscyclesnarrativesspreadstranscriptsdowngradesupgradeswhisperswhispersminutesthe tapeNDXfuturesminutesyield curves52w hithe tapeFOMCcatalystsbriefsthe tapeNVDAguidancetrends52w hidrawdowns2s10swhispersmomentumdrawdownsbuybacks

PCEliquiditysentimentbreakoutsdowngradesP/E 28.4threadsAAPLSPXvolatilityNDXflowscyclesliquidityestimatesEPS 4.12

AAOI · NASDAQ · Communication Equipment

Applied Optoelectronics (AAOI)

Vertically integrated maker of optical transceivers, laser chips, and cable-network equipment.

$107.02

After-hours close+0.01 (+0.01%)

At close$107.01(−1.53%)

In millions of USD, except per-share figures

In millions	Q3 FY23Sep 2023	Q4 FY23Dec 2023	Q1 FY24Mar 2024	Q2 FY24Jun 2024	Q3 FY24Sep 2024	Q4 FY24Dec 2024	Q1 FY25Mar 2025	Q2 FY25Jun 2025	Q3 FY25Sep 2025	Q4 FY25Dec 2025	Q1 FY26Mar 2026	Q2 FY26Jun 2026
Revenue	63	60	41	43	65	100	100	103	119	134	151	192
Cost of revenue	42	39	33	34	49	72	69	72	85	92	107	139
Gross profit	20	22	8	10	16	29	31	31	33	42	44	53
	27	26	29	36	32	35	39	47	51	53	57	78
Research & development	9	9	12	13	13	17	18	21	21	26	26	35
	17	17	18	23	19	18	22	27	30	28	31	43
Selling & marketing	3	3	4	6	5	4	5	8	10	7	6	11
General & administrative	14	14	14	17	14	15	16	18	20	21	25	32
Other expenses	0	−1	0	0	0	0	0	0	0	0	0	0
Operating income	−7	−5	−22	−26	−17	−6	−9	−16	−18	−12	−13	−25
	−2	−9	−2	0	−1	−113	0	7	0	1	0	3
Interest income	0	0	0	0	0	0	0	0	0	1	2	3
Interest expense	2	3	2	2	2	2	1	1	0	1	1	1
Other non-operating income	0	6	0	−2	0	111	−1	−8	−1	−2	−1	−4
Income before tax	−9	−14	−23	−26	−18	−120	−9	−9	−18	−10	−13	−21
Income tax expense	0	0	0	0	0	0	0	0	0	−8	1	1
Net income from continuing operations	−9	−14	−23	−26	−18	−120	−9	−9	−18	−2	−14	−23
Net income	−9	−14	−23	−26	−18	−120	−9	−9	−18	−2	−14	−23
EPS, basic	−$0.27	−$0.38	−$0.60	−$0.66	−$0.42	−$2.60	−$0.18	−$0.16	−$0.28	−$0.03	−$0.19	−$0.28
EPS, diluted	−$0.27	−$0.38	−$0.60	−$0.66	−$0.42	−$2.60	−$0.18	−$0.16	−$0.28	−$0.03	−$0.19	−$0.28
Weighted average shares, basic	33	37	38	39	42	46	50	57	63	70	76	82
Weighted average shares, diluted	33	37	38	39	42	46	50	57	63	70	76	82
EBITDA	−2	−6	−16	−19	−11	−113	−3	−2	−10	−1	−3	−21
Depreciation & amortization	5	5	5	5	5	5	6	6	7	8	9	0
EBIT	−7	−11	−21	−24	−16	−118	−8	−8	−17	−10	−12	−21