24/7 Wall St.

Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock ...

Coherent Advances 16%, Lumentum Climbs 13%, Applied Optoelectronics Adds 8% as Optics Rally Broadens

The optics complex is rallying together at midday Tuesday, and the leadership has flipped from yesterday. Coherent‘s (NYSE:COHR) stock is up 16% to $422, leading the group after lagging into Monday’s ...

Applied Optoelectronics Is Up 439% in 2026: Is It Outperforming Other Optics Stocks Like Lumentum and Coherent?

Shares of Applied Optoelectronics (NASDAQ:AAOI) are up 20% in midday trading to around $190, snapping back hard from a Friday ...
AOL

Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?

The optics complex has been one of 2026's most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide. Applied Optoelectronics (NASDAQ:AAOI) ...
24/7 Wall St

Applied Optoelectronics Is Up 439% in 2026: Is It Outperforming Other Optics Stocks Like Lumentum and Coherent?

AAOI leads 2026 with a 439% YTD gain, but LITE edges it out on a one-year basis at 1,155%. NVDA's Computex 2026 and META's hyperscaler capex are driving surging demand for 800G and 1.6T transceivers ...