Applied Optoelectronics (AAOI) Rallied on Robust Results and Winning Major Orders

1 hour ago 5

Soumya Eswaran

Thu, June 25, 2026 astatine 9:20 AM CDT 3 min read

Carillon Tower Advisers, an concern absorption company, released its first-quarter 2026 capitalist missive for the "Carillon Eagle Small Cap Growth Fund". A transcript of the missive tin beryllium downloaded here. Small-cap stocks delivered mixed results successful the 4th arsenic the marketplace favored worth stocks implicit growth. The Russell 2000 Growth Index fell 2.82% successful the quarter, portion the Russell 2000® Value Index accrued 4.96%. The archetypal 4th saw equity marketplace volatility owed to Iran strikes, boosting vigor prices. The steadfast is optimistic that the turbulence successful the marketplace volition beryllium short-lived, with improved valuations and imaginable affirmative developments from de-escalation successful the Middle East. In addition, delight cheque the Fund's apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Carillon Eagle Small Cap Growth Fund highlighted Applied Optoelectronics, Inc. (NASDAQ:AAOI). Headquartered successful Sugar Land, Texas, Applied Optoelectronics, Inc. (NASDAQ:AAOI) is simply a starring supplier of fiber-optic networking products serving information centres, cablegram television, telecom instrumentality manufacturers, fiber-to-the-home, and net work providers. On June 24, 2026, Applied Optoelectronics, Inc. (NASDAQ:AAOI) closed astatine $146.97 per share. One-month instrumentality of Applied Optoelectronics, Inc. (NASDAQ:AAOI) was -13.05%, and its shares gained 429.24% implicit the past 52 weeks. Applied Optoelectronics, Inc. (NASDAQ:AAOI) has a marketplace capitalization of $11.79 billion.

Carillon Eagle Small Cap Growth Fund stated the pursuing regarding Applied Optoelectronics, Inc. (NASDAQ:AAOI) successful its Q1 2026 capitalist letter:

"Applied Optoelectronics, Inc. (NASDAQ:AAOI) supplies fiber-optic networking products utilized successful high-speed cablegram networks and progressively utilized successful artificial quality (AI) information centers. The institution reported a steadfast 4th and discussed winning large caller orders from ample hyperscale customers. The institution besides has made advancement connected a caller US-based installation that is expected to summation its capableness to service different hyperscale customers adjacent year."

JPMorgan Reaffirms NVIDIA (NVDA) arsenic a Top AI Networking Play

Applied Optoelectronics, Inc. (NASDAQ:AAOI) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 55 hedge money portfolios held Applied Optoelectronics, Inc. (NASDAQ:AAOI) astatine the extremity of the archetypal quarter, up from 36 successful the erstwhile quarter. While we admit the imaginable of Applied Optoelectronics, Inc. (NASDAQ:AAOI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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