$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ Applied Optoelectronics just put up a massive fiscal Q2 2026. Adjusted EPS came in at $0.06, which crushed the $0.01 consensus by 300%. Revenue hit $191.92 million, slightly above the $190.48 million estimate, and that's up 86.4% from $102.95 million a year ago. The company is calling it their fifth straight quarter of record revenue.

The Datacenter segment was the real driver here, more than doubling to $107.66 million from $44.79 million last year. 800G product volumes more than doubled sequentially, and they're saying their proprietary laser manufacturing tech gives them an edge since it keeps them clear of the supply issues hitting competitors. CATV revenue also moved up to $80.58 million from $56.02 million year-over-year.

They also swung back to non-GAAP profitability, after posting a non-GAAP net loss of $8.83 million in Q2 2025.

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