--- format: "aidr-story-markdown/v1" id: "1be929168bc8118645dd3f111441a89c0a207a8e0bf37051f90863f4c266cc66" canonical_url: "https://aidr.today/1be92916?lang=en" title: "Applied Optoelectronics' Shares Slide on Guidance Miss Despite New $1.5B Hyperscale Pact" lang: "en" requested_lang: "en" available_langs: ["en","vi"] translation_fallback: null fallback_fields: [] published_at: "2026-11-06T05:23:22.000Z" category: "Industry" topics: [] source_urls: ["https://marketbrief.now/earnings/applied-optoelectronics-shares-slide-on-guidance-miss-despite-new-15b-hy-f426c889","https://x.com/wallstengine/status/2118451202660638740","https://x.com/TrendSpider/status/2118453651136020867","https://x.com/RealNickMugalli/status/2118451820477419969","https://x.com/aleabitoreddit/status/2118569237128286343","https://x.com/MelvinInvests/status/2118452403032744287","https://x.com/Couch_Investor/status/2118497558867710092","https://huggingnews.com/earnings/applied-optoelectronics-shares-slide-on-guidance-miss-despite-new-15b-hy-f426c889"] summary: "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." --- # Applied Optoelectronics' Shares Slide on Guidance Miss Despite New $1\.5B Hyperscale Pact > [Open the canonical story]() **Published:** 2026-11-06T05:23:22.000Z **Category:** Industry ## Summary 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\. ## Sources - [Story source]() - [Story source]() - [Supporting source]() - [Supporting source]() - [Supporting source]() - [Supporting source]() - [Supporting source]() - [Story source]()