AAOI Q2 2026 Earnings News: $191.9M Revenue and 800G Ramp Drive a 9.19% Price Rally
Applied Optoelectronics posted record Q2 revenue of $191.9M (+86.4% YoY) and returned to non-GAAP profitability (EPS $0.06), alongside Q3 revenue guidance of $255M–$290M driven by an 800G volume ramp. Shares reacted +9.19% on heavy volume, reflecting improved growth visibility. Near-term focus shifts to execution and capacity expansion, as GAAP losses and margin pressure temper the upbeat signal.
AI Insight · NCSKAAOI2USD/USDTAI Insight
▲ Bullish
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Applied Optoelectronics reported Q2 2026 revenue of $191.9 million, up 86.4% year over year, and company-defined non-GAAP EPS of $0.06. This analysis reviews the data-center and CATV mix, Q3 outlook, the 9.19% first-session reaction, and technical levels following the earnings release.