AAOI

2026Q2AMC

Applied Opt primary · TECHNOLOGY · COMMUNICATION EQUIPMENT

Report 2026-08-06 · Fiscal end 2026-06-30 · Features as of 2026-08-06

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS-0.02
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move8.2%
IV front—
P/C full—
P/C front—
Features as of2026-08-06

Run-up

Close—
Ret 5d+37.9%
Ret 10d+10.9%
Ret 20d+1.6%
Ret 30d-15.5%

Post-Earnings Data

Results & reaction

Print

Actual EPS
-0.21Miss
Estimated EPS-0.02
Actual revenue
191.9M
Surprise %-950.0%
Beat / missMiss
Beat streak 40
Beat streak 80

Reaction

1-day stock reaction-4.8%
Implied vs actual

Implied 8.2%Actual 14.7%

Gap reaction+14.7%
Day result+9.2%
Next-day upNo
Realized / IV1.78×

Post tape

Post 5d+10.8%
Post 10d-8.0%
Post volume24.1M
Vol ×10d2.04×
Vol ×20d2.39×
Post range13.2%