Applied optoelectronics soars 24%, Lumentum jumps 17%, Coherent rallies 13% as optics trade catches fire

Applied optoelectronics soars 24%, Lumentum jumps 17%, Coherent rallies 13% as optics trade catches fire

Quick reading Applied Optoelectronics (AAOI) shares rose on strong Q1FY26 earnings, indicating 51% year-over-year revenue growth driven by demand for 800G transceivers for AI data centers. Lumentum (LITE) shares rose as the company’s fiscal third-quarter guidance projects more than 85% year-over-year growth, extending a historic rally in optical networking components. Coherent (COHR) stock rallied on…

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Applied Optoelectronics (AAOI) Up 20.6% on Hyperscaler Order

Applied Optoelectronics (AAOI) Up 20.6% on Hyperscaler Order

We recently published 10 Stocks That Deliver Explosive Gains of 18-190%. Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of last week’s big winners. Applied optoelectronics rose 20.56 percent week-on-week despite paring double-digit gains on Friday, after securing a major hyperscaler order for its 800G data center transceivers. On Wednesday, Applied Optoelectronics Inc. (NASDAQ:AAOI) said it had…

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