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Applied Optoelectronics (AAOI) Q4 Loss Narrows to $0.01/Share, Stock Drops 16% on Cash Burn Worries

Applied Optoelectronics narrows Q4 loss to $0.01/share vs expected $0.11 loss, but shares plunge 16% on cash burn concerns despite revenue guidance of $150-165M for Q1.

March 13, 2026 2 min read

Applied Optoelectronics narrows Q4 loss to $0.01/share vs expected $0.11 loss, but shares plunge 16% on cash burn concerns despite revenue guidance of $150-165M for Q1.

Loss Per Share (GAAP)
$0.01
vs $-0.11 est. (narrower loss, 91.1%)
Revenue
$134.3M

Cash Position. The company ended the quarter with $216 million in cash. The sharp stock decline despite the narrower-than-expected loss points to investor concern over the cash consumption rate and elevated capex spending.

What to Watch: Q1 2026 results in early May will test whether the $150-165 million revenue guidance materializes and whether the company can reduce its cash burn rate.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

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Tags: #AAOI