Applied Optoelectronics Revenue Jumps 86% on Surging 800G Demand

Key Facts

1Applied Optoelectronics revenue jumped 86% to $191.9 million as the 800G ramp accelerated.

2Management targets 650,000 monthly capacity for 800G and 1.6T products by year-end.

3The 1.6T ramp is expected to contribute $70 million to $80 million in Q4 revenue.

Applied Optoelectronics revenue jumped 86% to $191.9 million as the 800G product ramp accelerated. Seeking Alpha reported that the surge is driven by a transition to 800G and 1.6T networking standards in data centers, where demand is currently exceeding supply into mid-2027.

Management targets a monthly production capacity of 650,000 units for 800G and 1.6T products by year-end, with the 1.6T line expected to contribute between $70 million and $80 million to Q4 revenue. AAOI closed at $100.67 on September 29, 2026, having reached a session high of $103.83.