Applied Optoelectronics shares surge 17.63% after-hours after securing $53M order for 800G transceivers from hyperscale customer.

Applied Optoelectronics surged 17.63% in after-hours trading following the announcement of a $53 million order for 800G data center transceivers from a major hyperscale customer, alongside a previously disclosed $200 million order for 1.6T transceivers. The 800G order, intended to expand AI infrastructure capacity, underscores growing demand for high-speed optical solutions in hyperscale data centers. Shipments for the 800G order are expected to begin in Q2 2026, aligning with the company’s strategic focus on AI-driven workloads. The 1.6T order, disclosed earlier, further reinforces AAOI’s position in next-generation networking, with deliveries starting in Q3 2025. Analysts, including Rosenblatt, raised price targets to $140, citing these contracts as evidence of the company’s ability to secure large-scale AI infrastructure deals. The dual orders, coupled with positive valuation adjustments and industry momentum, drove the significant after-hours rally.