Applied Optoelectronics, Inc.
AAOI · Technology
$103.39
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3 AI-Related Stocks Worth a Closer Look After Pullbacks
Three AI infrastructure stocks—Vertiv, Applied Optoelectronics, and Innodata—have experienced significant pullbacks from their 2026 highs despite maintaining strong underlying growth fundamentals. Each company offers exposure to different segments of AI infrastructure: power/cooling systems, optical networking, and data services. Their recent earnings remain solid with robust growth outlooks, suggesting potential opportunities for investors.
COHR Falls 17% in a Month: Is the Sell-Off an Opportunity?
Coherent Corp. shares declined 17% over the past month despite fiscal 2026 revenues rising 22.5% to $7.12 billion, driven by strong AI datacenter and communications demand. While the company shows robust demand visibility through 2028 and improving margins, investors are concerned about elevated execution risks from massive capital expenditures ($1.1B in fiscal 2026), declining operating cash flow, and overlapping product ramps. The stock trades at 26.5X forward earnings, above industry average, creating valuation concerns despite strong momentum.
3 Lesser Discussed Stocks That Offer Meaningful AI Exposure
While NVIDIA dominates AI discussions, investors can gain exposure to AI trends through alternative companies. Innodata (INOD) prepares data for AI models with 58% revenue growth, Applied Optoelectronics (AAOI) produces high-speed optical networking with 86% revenue growth, and Celestica (CLS) supplies infrastructure to hyperscale customers with 62% revenue growth and a Zacks Rank #1 rating.
Will Datacenter Momentum Keep Powering Coherent's Growth?
Coherent Corp. (COHR) reported fiscal Q4 2026 revenues of $2.05B, up 34% year-over-year, with Datacenter & Communications segment surging 59% and representing 79% of total revenue. The company guided Q1 2027 revenues of $2.2-$2.4B with adjusted operating margins improving to 21.8%. However, Industrial revenues declined 16% YoY, creating concentration risk in datacenter spending.
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday
Applied Optoelectronics announced a new $600 million at-the-market (ATM) share offering, causing its stock to plunge nearly 14% on Monday. This is the company's second major capital raise in 2026, following a $250 million offering in February that was upsized to $500 million. While the offering itself isn't highly dilutive given the company's $9.1 billion market cap, investors are concerned about repeated equity offerings and the company's pattern of fully utilizing its allotments.