Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire
Optical networking stocks surged together on renewed AI data center capex optimism, led by Applied Optoelectronics with strong 800G transceiver demand.
Applied Optoelectronics reports Q4 FY2025 earnings after market close on February 26, 2026, with stock up 57% year-to-date driven by AI-driven optical networking demand and 800G hyperscale orders.