● IndustryNov 6, 2026 · 12:237 sources
Applied Optoelectronics' Shares Slide on Guidance Miss Despite New $1.5B Hyperscale Pact
From marketbrief.now
AI;DR
Applied Optoelectronics secured a long-term agreement worth $1B to $1.5B with a hyperscale datacenter customer. The company lowered its fourth-quarter revenue guidance to a range of $385M to $420M. Shares dropped 13% in after-hours trading following a dip in near-term forecasts.
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- SUPPORT@trendspider“Adj EPS: $0.17 vs $0.14 est ✅ Sales: $269.9M vs $268.1M est ✅”x.com
- SUPPORT@realnickmugalli“Sales more than doubled in a year and AAOI still beat on EPS even after losing $20–25m of old 100G revenue to switch shortages.”x.com
- SUPPORT@aleabitoreddit“Delay in meeting capacity projections into H1 2027. $471m/month targets pushed back into H2 2027, due to electrical procurement and construction logistics”x.com
- SUPPORT@melvininvests“Datacenter revenue surged 254% year over year to $155.6M, showing just how quickly demand for high speed optical networking equipment is growing.”x.com
- SUPPORT@couch_investor“the CFO said: "We expect capital expenditures to increase in Q4 compared with Q3, and to increase further in 2027."”x.com