Applied Optoelectronics, Inc. AAOI

Citi just painted a picture of an $11 billion optical switching market, yet Coherent, Applied Optoelectronics, and Corning are all falling sharply with no bad news in sight. Something else is driving this selloff, and it says a lot about where these stocks really stand.

Applied Optoelectronics has delivered a very long run in its share price, and that kind of move naturally raises the question of whether the current valuation is supported by its sales base. With the stock now trading around US$101, the key issue for you is how much revenue the business is generating to back up that market value. Over the past 5 years the share price has risen by about 13x, which puts the spotlight firmly on how much sales power is now implied in the valuation. The company’s...

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Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]

Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters for anyone holding names that are already up triple digits this year.

Key TakeawaysAAOI posted $191. 9 million in Q2 2026 revenue, up 86% year over year and its fifth straight record quarter, with Q3 guidance implying roughly 130% year-over-year growth at the midpoint.