Business
Applied Optoelectronics Stock Explodes 45% on Stellar Q4 Earnings Beat, Bullish AI-Driven Guidance
Shares of Applied Optoelectronics Inc. (NASDAQ: AAOI) surged as much as 45% on February 27, 2026, reaching new 52-week highs above $79 in intraday trading, after the optical networking company reported stronger-than-expected fourth-quarter results and issued robust guidance fueled by accelerating demand for high-speed data center transceivers amid the AI infrastructure boom.

The stock closed the previous day at $53.69 before the earnings release, but opened sharply higher and traded in a range from about $65.57 to $79.50, with volume exceeding 16 million shares — well above the average. By midday February 27, AAOI was changing hands around $77-78, reflecting a gain of more than 44% from the prior close and pushing the company’s market capitalization above $5 billion.
The rally was triggered by Applied Optoelectronics’ February 26 after-hours release of fiscal fourth-quarter and full-year 2025 results ended December 31, 2025. Revenue reached a record $134.3 million, up 34% from $100.3 million in the year-ago quarter and surpassing analyst estimates around $128 million to $132 million. The beat was driven by strong growth in data center products, which benefit from hyperscale operators expanding AI capabilities with 400G and emerging 800G optical modules.
On a GAAP basis, the company posted a net loss of $2.0 million, or $0.03 per share, a dramatic improvement from a $119.7 million loss the prior year. Adjusted (non-GAAP) earnings per share came in at a loss of $0.01, beating consensus expectations for a loss of about $0.11. Gross margin expanded to 31.2% GAAP (31.4% non-GAAP), reflecting better product mix and manufacturing efficiencies.
For the full year 2025, revenue soared 83% to $455.7 million from $249.4 million in 2024, while the net loss narrowed significantly to $38.2 million from $186.7 million. Data center revenue climbed 32% to $196 million, and cable television (CATV) revenue nearly tripled to $245 million, highlighting diversified end-market strength.
CEO Thompson Lin struck an optimistic tone during the earnings call, emphasizing momentum heading into 2026. “We have considerable momentum entering 2026, and we believe we are well positioned to accelerate our growth this year,” he said. Management highlighted the ramp-up of next-generation 800G products, capacity expansions including a new 210,000-square-foot manufacturing facility in Sugar Land, Texas, and first volume orders secured for advanced transceivers.
Guidance further ignited investor enthusiasm. For the first quarter of 2026, Applied Optoelectronics projected revenue between $150 million and $165 million — well above Street estimates near $145 million — with non-GAAP EPS ranging from a loss of $0.09 to breakeven. The company also raised its full-year 2026 outlook, targeting revenue over $1 billion (versus consensus around $834 million) and operating margins of 12% (above the 8% consensus).
On the call, executives projected that if hyperscale demand and 800G ramps continue as anticipated, monthly production could equate to an annualized run rate approaching $378 million by mid-2027, with demand potentially outstripping supply through that period. This supply-constrained narrative reframed the story from episodic growth to a multi-year opportunity in AI-driven optical interconnects.
Analysts responded with swift upgrades and target increases. Needham & Company boosted its price target to $80 from $43, maintaining a buy rating. Rosenblatt raised its target to $125 from $75 on the improved outlook. B. Riley upgraded the stock from sell to neutral, lifting its target to $54 from $15. Other firms followed suit, with some implying significant further upside despite the rapid run-up.
The company also announced a $250 million at-the-market (ATM) equity offering program on February 26, providing flexibility to raise capital opportunistically amid the stock’s strength. While such moves can dilute shareholders, the timing amid high valuation suggests confidence in funding expansion without immediate pressure.
Applied Optoelectronics specializes in fiber-optic networking products, including transceivers, lasers and subsystems for data centers, telecom, CATV and fiber-to-the-home markets. Its positioning in high-speed optical modules positions it to capitalize on AI data center buildouts by major hyperscalers, where bandwidth demands continue to escalate.
Challenges remain, including supply chain constraints for components, competition from larger players and execution risks in scaling 800G production. Some analysts noted a one-quarter delay in certain 800G revenue contributions but viewed the overall trajectory positively.
The post-earnings surge marks a continuation of AAOI’s volatile but upward trend in recent years, with the stock up more than 700% over the past 12 months from lows near $9.71. The 52-week range now extends to $79.50, reflecting renewed interest in optical component suppliers tied to AI infrastructure spending.
Investors will monitor upcoming quarters for evidence that revenue ramps track guidance and margins hold amid capacity investments. The next earnings report is expected in early May for the first quarter of 2026.
As AI adoption drives unprecedented data center expansion, Applied Optoelectronics’ results and forward-looking commentary underscore its emerging role in enabling next-generation connectivity, potentially sustaining momentum for the stock in the months ahead.
Business
SMCY: Extreme Yield ETF Based On SMCI Options (NYSEARCA:SMCY)
Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Business
United Parks & Resorts Inc. 2025 Q4 – Results – Earnings Call Presentation (NYSE:PRKS) 2026-02-27
Q4: 2026-02-26 Earnings Summary
EPS of $0.48 misses by $0.18
| Revenue of $373.55M (-2.82% Y/Y) misses by $1.44M
Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team
Business
Brewdog expected to announce sale early next week
Staff are told Brewdog’s German arm is not included in the sale and will now be liquidated but bars will trade as normal this weekend.
Business
Form S-1 COLLAB Z INC. For: 27 February

Form S-1 COLLAB
Z INC. For: 27 February
Business
Salesforce Stock Gains After Earnings, AI Reassurance
Salesforce’s quarterly results cleared expectations, with revenue growing 12%.
This fiscal year, the company expects its top line to rise by about 10%, in line with last year.
Chief Executive Marc Benioff said he wasn’t fazed by the recent selloff in software stocks. “This is not our first SaaS-pocalypse,” he said, referring to software-as-a-service.
Shares (CRM) closed 4% higher. Through Thursday, the stock had lost about one-quarter of its value in 2026.
Business
“Are You Dead?” China’s Viral App Explores Solo Life and Changing Social Bonds
China’s viral app “Are You Dead?” explores the complexities of solo living and evolving social connections, addressing deeper societal challenges in modern relationships and individual experiences.
Key Points
- App Concept: “Are You Dead?” is a viral Chinese app that uses interactive questions to prompt users to reflect on mortality, relationships, and social connections.
- Solo Living Trend: It highlights the rise of solo living in urban China, especially among younger generations, driven by urbanization, mobility, and shifting cultural norms.
- Social Bonds: The app underscores challenges in maintaining meaningful relationships, encouraging users to confront loneliness and isolation.
China’s viral app, “Are You Dead?”, serves as a poignant reflection of contemporary societal dynamics, particularly the intricacies of solo living and the evolving nature of social connections. The app has gained popularity for its unique premise, which invites users to reflect on their mortality and relationships through a series of engaging interactive questions. This framework not only entertains but also illuminates deeper existential queries that modern individuals face.
The rise of solo living in urban China, particularly among younger generations, underscores a broader trend of shifting social ties. Many individuals find themselves navigating life independently, leading to both opportunities for personal growth and challenges in maintaining meaningful connections. The app encapsulates these dualities by prompting users to contemplate their social circles, fostering introspection about the quality of their relationships. This phenomenon reveals a societal challenge where traditional interpersonal connections are strained or transformed, often due to rapid urbanization, increased mobility, and evolving cultural norms.
As users engage with “Are You Dead?”, they are encouraged to confront uncomfortable truths about their social isolation, prompting important discussions about loneliness and community. This interaction serves a therapeutic function, allowing individuals to process their feelings and potentially reconnect with estranged friends or family. By framing death within the context of social connectivity, the app stimulates dialogue around precarious modern relationships, reinforcing the significance of maintaining connections in an increasingly individualistic society.
Moreover, the app highlights the paradox of technology in social interaction. While it provides a platform for engagement and reflection, it can also exacerbate feelings of isolation if users become overly reliant on digital solutions for social fulfillment. This duality invites a critical examination of how technology shapes human relationships and personal identities. Ultimately, “Are You Dead?” is more than just a viral trend; it encapsulates the contemporary struggle with solitude and the quest for meaningful connections in a rapidly changing world.
Read the original article : Are You Dead? China’s viral app reveals a complex reality of solo living and changing social ties
Other People are Reading
Business
What the Warner Bros deal could mean for streaming, cinemas and news
Rodney Benson, a media professor at New York University, called the deal “concerning”, would leave America’s largest media companies further concentrated in the hands of conservatives. Many of those owners, including the Ellison family, have separate, non news-related business interests that depend on government contracts or regulation and are therefore particularly vulnerable to pressure, he adds.
Business
Commerce Secretary Howard Lutnick meets with Indian officials after tariff ruling
India Index founder and CEO Samir Kapadia discusses the benefits of President Donald Trump’s trade deal with India on ‘Mornings with Maria.’
Secretary of Commerce Howard Lutnick, accompanied by U.S. Ambassador to India Sergio Gor, met his Indian counterpart in New Delhi Thursday. The meeting comes less than a week after the Supreme Court struck down President Donald Trump’s sweeping global tariffs.
India’s Minister of Commerce and Industry Piyush Goyal hailed the talks as “very fruitful,” posting a picture of the three officials smiling together. The meeting signaled renewed momentum, even though India had been among the first Asian nations to react to the court’s decision.
Just days earlier, New Delhi had postponed talks with Washington aimed at finalizing a trade framework. Still, uncertainty lingers as the deal hangs in the balance. In a press statement, India’s Ministry of Commerce and Industry said, “We are studying all these developments for their implications.”
In the aftermath of the court’s ruling, the Trump administration introduced a temporary 10% baseline tariff as several countries began to reassess their positions.
TRUMP RIPS SUPREME COURT TARIFF RULING IN SOTU, VOWS NEW LEGAL FIGHT AFTER 6-3 BLOW
“The Supreme Court verdict has created a trilemma for U.S. trade partners, including India,” Ajay Srivastava, founder of the Global Trade Research Initiative, told FOX Business. “Everyone is waiting for more clarity.”
Earlier this month, the U.S. announced a trade framework easing reciprocal duties, bringing relief to Indian markets. Under that arrangement, U.S. tariffs on Indian goods were set to fall to 18%, higher than the current 10% baseline. India had also agreed to purchase $500 billion worth of U.S. goods over five years.
The deal was expected to take effect in April. But with the tariff landscape now changed, the South Asian giant could stand to benefit, and experts say it may have gained leverage.

Commerce Secretary Howard Lutnick talks about the Trump Gold Card as President Donald Trump looks on during an executive order signing in the Oval Office of the White House in Washington, D.C. (Fox News/Pool / Fox News)
“The new tariff is lower than the negotiated rate, and the uniform levy erases the competitive advantage concessions were meant to secure,” Srivastava said. “There is little rationale for offering tariff cuts, investment pledges or procurement commitments to Washington, especially when identical access to the U.S. market is available even without a deal.”
TRUMP TRIMS SOME TARIFFS AFTER SUPREME COURT LOSS BUT KEEPS TRADE FIGHT ALIVE
India’s purchases of Russian oil have also remained a sticking point. In the original trade discussions, President Trump said New Delhi had “committed to stop directly or indirectly importing Russian Federation oil,” though Indian officials made no public mention of such a pledge.
India, the world’s third-largest oil importer and consumer, is expected to see its purchases of Russian crude fall to a two-year low this month. Still, against the backdrop of the court’s ruling, analysts say India will likely continue to buy Russian oil.

President Donald Trump speaks with the press as he meets with Indian Prime Minister Narendra Modi in the Oval Office of the White House in Washington, D.C., Feb. 13, 2025. (Jim Watson/AFP via Getty Images / Getty Images)
President Trump has remained defiant through it all, insisting his deals are secure. In a Truth Social post following the Supreme Court’s decision, he said, “Any Country that wants to ‘play games’ with the ridiculous Supreme Court decision, especially those that have ‘Ripped Off’ the U.S.A. for years, and even decades, will be met with a much higher Tariff, and worse, than that which they just recently agreed to. BUYER BEWARE!!!”
The White House still has several legal tools at its disposal to pursue its economic agenda, including alternative trade authorities and reopening new trade investigations.
GET FOX BUSINESS ON THE GO BY CLICKING HERE
In the latest escalation with India, the administration imposed a 126% solar import duty, suggesting that its “America First” policy remains a priority. The levies follow allegations that Indian companies unfairly benefited from government subsidies and undercut American manufacturers. According to the U.S. Census Bureau trade data, solar imports from the country surged to nearly $793 million in 2024, a roughly ninefold jump from 2022.
According to the Office of the United States Trade Representative, total U.S.-India trade in goods and services reached approximately $212 billion in 2024, underscoring the scale of their economic relationship.
Goods trade alone accounted for about $129 billion, with the U.S. running a $45.8 billion goods trade deficit with India, a gap that continues to shape tariff negotiations between the two countries.
Business
US Stocks: Block shares soar 16% as Jack Dorsey leans on AI to trim workforce
The layoffs are the most visible signs of how the industry is navigating the impact of AI, with Block’s CEO, tech billionaire Jack Dorsey, warning that most companies were “late” to realize the emerging technology’s potential.
“At its core, it’s about how some companies may be run going forward – not just doomsday headcount reductions, but also enabling higher ROI investments in growth and FCF,” analysts at Evercore ISI wrote, referring to free cash flow.
Accelerating AI adoption is helping companies to cut jobs in divisions most exposed to automation. Economists at Goldman Sachs have estimated that AI was responsible for job losses amounting to a 5,000 to 10,000 hit to average monthly job growth in the industries most exposed to it in 2025.
Block was one of the companies that aggressively hired during the pandemic as the use of digital payments and online commerce spiked.
“In Block’s case, this looks like a mix of AI efficiency gains and an overdue clean-up of corporate bloat,” said Matt Britzman, an analyst at Hargreaves Lansdown.
The company’s workforce jumped from about 3,800 employees in 2019 to more than 10,000 in 2025 as it battled increasing pressures from rising competition in its payments and buy-now-pay-later segments.
“While the RIF (reduction in force) is large, it does bring Block’s headcount back toward pandemic-era levels, making it a standout in gross profit per employee, well ahead of its peers including Visa,” J.P. Morgan analysts said.
Business
BTS Comeback with ‘Arirang’ Album Release, Netflix Live Concert and Record-Breaking World Tour
Global pop sensation BTS is poised for one of the most anticipated returns in music history, with the group’s full seven-member reunion set to culminate in a new studio album, a historic live streamed concert and the launch of their massive “BTS World Tour ‘Arirang’” in the coming weeks.
The K-pop supergroup — RM, Jin, Suga, J-Hope, Jimin, V and Jung Kook — completed mandatory military service in South Korea last year, with Suga as the final member discharged in June 2025. The hiatus allowed each member to pursue solo projects while fans, known as ARMY, eagerly awaited news of a group comeback.

That wait ends this month. BTS’s fifth studio album, titled “Arirang,” is scheduled for release on March 20, 2026. The project is described by sources close to the group as a reflective exploration of personal growth, longing and love, building on the themes that have defined their discography since their 2013 debut.
To mark the album drop, BTS will headline a special comeback concert titled “BTS The Comeback Live | Arirang” on March 21, 2026, at Gwanghwamun Square in central Seoul. The open-air event, directed by veteran concert filmmaker Hamish Hamilton, will stream live globally on Netflix, allowing millions of fans worldwide to witness the performance in real time. The setlist is expected to blend classic hits with new tracks from “Arirang,” transforming the historic plaza — often called the “Street of Six Ministries” and a symbol of Korean heritage — into a massive stage.
Netflix will follow up with additional BTS content later in March. A feature-length documentary, “BTS: The Return,” premieres March 27, 2026, offering an intimate behind-the-scenes look at the group’s preparations, reunions and creative process leading to this chapter.
The momentum builds into April with the official kickoff of the “BTS World Tour ‘Arirang.’” The tour begins April 9, 2026, with the first of three shows at Goyang Sports Complex Main Stadium in Goyang, South Korea (additional dates April 11 and 12). It then moves to Tokyo, Japan, for two nights on April 17 and 18.
The North American leg starts April 25-26 and 28 in Tampa, Florida, at Raymond James Stadium, with additional multi-night stands planned in major markets including Los Angeles’ SoFi Stadium (four shows in September) and other U.S. venues. The itinerary spans Asia, North America, Europe, Latin America and Oceania, with confirmed stops in cities such as London (Tottenham Hotspur Stadium, July 6-7), Madrid, Brussels and more. Organizers have indicated the full run could exceed 82 dates across 34 cities in 23 countries, extending into March 2027, with potential additions in regions like the Middle East and Japan.
This marks BTS’s first large-scale world tour in four years, following the 2019 “Love Yourself: Speak Yourself” run. Analysts project massive commercial success. Financial experts at firms including IBK Investment & Securities and Heungkuk Securities estimate the 2026 portion alone could generate at least $1.87 billion in ticket and merchandise revenue, potentially rivaling Taylor Swift’s “Eras Tour” as one of the highest-grossing concert series ever. Projections factor in average attendance of 64,000 per show and total crowds exceeding 5-6 million fans across the confirmed and anticipated dates.
Tickets for many shows sold out rapidly during presales and general onsales in January and February 2026, with secondary market demand driving high resale prices in some markets. To broaden access, select concerts will be available via live cinema broadcasts. In partnership with Trafalgar Releasing, HYBE and BIGHIT MUSIC, full-length live viewings of the April 11 Goyang show and April 18 Tokyo performance will screen in theaters across more than 75 countries starting in April. Tickets went on sale February 25, 2026, via dedicated sites like btsliveviewing.com.
The tour features a 360-degree in-the-round stadium production, promising immersive visuals, elaborate staging and high-energy choreography that have become BTS hallmarks. Members have teased innovative set designs and fan-engagement elements to celebrate the reunion.
BIGHIT MUSIC and Live Nation, the tour promoters, continue to update schedules via official channels including Weverse, btsworldtourofficial.com and 2026bts.com. Recent notices include details for North America and Europe ticketing, as well as online live streaming options for select Korean shows.
The comeback arrives at a pivotal moment for K-pop’s global dominance. BTS’s influence extends beyond music into fashion, philanthropy and cultural diplomacy, with the group previously addressing the United Nations and earning multiple Grammy nominations. This return underscores their enduring appeal, with analysts noting the tour’s scale could set new benchmarks for concert economics and fan experiences.
Fans worldwide have expressed excitement mixed with logistical planning for travel and tickets. Social media buzz around #BTSArirang and #BTS2026 has trended repeatedly since announcements began in early 2026.
As March approaches, anticipation builds for what many call BTS’s most significant era yet — a triumphant return fueled by new music, historic performances and a world tour designed to reconnect with ARMY on an unprecedented scale.
-
Politics6 days agoBaftas 2026: Awards Nominations, Presenters And Performers
-
Sports4 days agoWomen’s college basketball rankings: Iowa reenters top 10, Auriemma makes history
-
Politics4 days agoNick Reiner Enters Plea In Deaths Of Parents Rob And Michele
-
Business3 days agoTrue Citrus debuts functional drink mix collection
-
Politics22 hours agoITV enters Gaza with IDF amid ongoing genocide
-
Fashion4 hours agoWeekend Open Thread: Iris Top
-
Crypto World4 days agoXRP price enters “dead zone” as Binance leverage hits lows
-
Business5 days agoMattel’s American Girl brand turns 40, dolls enter a new era
-
Business5 days agoLaw enforcement kills armed man seeking to enter Trump’s Mar-a-Lago resort, officials say
-
NewsBeat2 days agoManchester Central Mosque issues statement as it imposes new measures ‘with immediate effect’ after armed men enter
-
NewsBeat2 days agoCuba says its forces have killed four on US-registered speedboat | World News
-
Tech3 days agoUnsurprisingly, Apple's board gets what it wants in 2026 shareholder meeting
-
NewsBeat5 days ago‘Hourly’ method from gastroenterologist ‘helps reduce air travel bloating’
-
Tech5 days agoAnthropic-Backed Group Enters NY-12 AI PAC Fight
-
NewsBeat5 days agoArmed man killed after entering secure perimeter of Mar-a-Lago, Secret Service says
-
Politics5 days agoMaine has a long track record of electing moderates. Enter Graham Platner.
-
Business2 days agoDiscord Pushes Implementation of Global Age Checks to Second Half of 2026
-
NewsBeat3 days agoPolice latest as search for missing woman enters day nine
-
Sports4 days ago
2026 NFL mock draft: WRs fly off the board in first round entering combine week
-
Business1 day agoOnly 4% of women globally reside in countries that offer almost complete legal equality
