Marvell Sinks 13%, Lumentum Jumps 6% on Reported Acquisition Talks; Coherent Holds Flat, Applied Optoelectronics Drops 3%

Traders are rewarding the target and punishing the buyer as Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) reportedly closes in on a deal to lock up scarce optical components for AI data centers, while rival optics names aren't getting a

24/7 Wall Street • 11 hours ago

Optical Stocks Climb as Analysts Flag AI Bottleneck: Lumentum Rises 4%, Applied Optoelectronics and Corning Gain 3%, Coherent Sits Out the Rally

Optics/photonics stocks are extending their rebound as more analysts argue that optics are a choke point in the AI expansion, yet Coherent (NYSE:COHR | COHR Price Prediction) is sitting out the move.

24/7 Wall Street • Oct 28, 2026

AAOI's CATV Business Gains Momentum: Can It Beat LITE and COHR?

Applied Optoelectronics CATV business gains traction on DOCSIS 4.0 upgrades, strong amplifier shipments, and expanding customer adoption, boosting its growth prospects against rivals.

Zacks Investment Research • Oct 28, 2026

Lumentum Jumps 8% as StoneX Starts Coverage With $1,200 Target; Applied Optoelectronics and Coherent Climb 6%

A fresh Buy rating from StoneX is pulling optical networking stocks higher, and Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) is out in front. Lumentum stock is up 8% to $819.

24/7 Wall Street • Oct 26, 2026

AAOI vs. CBRS: Which AI Infrastructure Stock Has an Edge Now?

Applied Optoelectronics holds an edge over Cerebras in the AI infrastructure race, backed by surging optical demand, capacity expansion, and a stronger earnings outlook.

Zacks Investment Research • Oct 23, 2026

Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%

Optical networking stocks that powered the AI data-center trade this year are falling fast, and the selling is landing on the group's biggest names at once. Coherent (NYSE:COHR | COHR Price Prediction) stock is trading at $209.

24/7 Wall Street • Oct 22, 2026

Applied Optoelectronics Cratered 50% Over 6 Months: It's Going to Triple According to 2 Wall Street Pros

Applied Optoelectronics collapsed while its revenue set records, and two analysts still see it nearly tripling from here. The gap between that optimism and the stock's brutal reality comes down to one upcoming shipment window.

24/7 Wall Street • Oct 21, 2026

Optics Stocks Rally Ahead of Earnings: Applied Optoelectronics Jumps 5%, Lumentum Adds 4%, Coherent Rises 2%

Applied Optoelectronics (NASDAQ:AAOI) stock jumped 5% to $79.01 on Monday as optics names advanced ahead of upcoming earnings reports. Lumentum (NASDAQ:LITE | LITE Price Prediction) shares rose 4% to $856.18, while Coherent (NYSE:COHR) stock climbed 2% to $236.93.

24/7 Wall Street • Oct 19, 2026

Why Applied Optoelectronics Stock Plummeted This Week

Applied Optoelectronics stock dropped over 23% this week amid broader fears of slowing artificial intelligence infrastructure spending. Concerns about major technology companies facing capital constraints are hitting optical networking component suppliers across the industry.

The Motley Fool • Oct 16, 2026

Applied Optoelectronics Announces Date of Third Quarter 2026 Financial Results Conference Call

SUGAR LAND, Texas, Oct. 15, 2026 /PRNewswire/ -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power AI, today announced that it will release financial results for its third quarter ended September 30, 2026, on Thursday, November 5, 2026.  AOI will host a conference call and webcast for analysts and investors to discuss its third quarter 2026 financial results and outlook for its fourth quarter 2026 at 4:30 p.m.

PRNewsWire • Oct 15, 2026