On Feb 26, 2026, AAOI reported earnings of -0.01 USD per share (EPS) for Q4 25, beating the estimate of -0.11 USD, resulting in a 91.31% surprise. Revenue reached 134.27 million, compared to an expected 135.60 million, with a -0.98% difference. The market reacted with a +56.88% price change (close before vs. close after earnings).
Looking ahead to Q1 26, 7 analysts forecast an EPS of -0.04 USD, with revenue projected to reach 160.21 million USD, implying an increase of 300.00% EPS, and increase of 19.31% in Revenue from the last quarter.