AAOI

2026Q1AMC

Applied Opt primary · TECHNOLOGY · COMMUNICATION EQUIPMENT

Report 2026-05-07 · Fiscal end 2026-03-31 · Features as of 2026-05-07

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS-0.05
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move10.1%
IV front—
P/C full—
P/C front—
Features as of2026-05-07

Run-up

Close—
Ret 5d-4.1%
Ret 10d+14.4%
Ret 20d+18.2%
Ret 30d+37.7%

Post-Earnings Data

Results & reaction

Print

Actual EPS
-0.07Miss
Estimated EPS-0.05
Actual revenue
151.1M
Surprise %-40.0%
Beat / missMiss
Beat streak 40
Beat streak 80

Reaction

1-day stock reaction-14.3%
Implied vs actual

Implied 10.1%Actual 10.3%

Gap reaction+10.3%
Day result-5.5%
Next-day upNo
Realized / IV1.03×

Post tape

Post 5d+27.8%
Post 10d+21.9%
Post volume20.8M
Vol ×10d2.00×
Vol ×20d1.96×
Post range19.7%