====Applied Optoelectronics (AAOI) reported earnings on Thur 7 Nov 24 (a/h)

 

Applied Optoelectronics misses by $0.04, beats on revs; guides Q4 EPS below consensus, revs in-line 

• Reports Q3 (Sep) loss of $0.21 per share, excluding non-recurring items, $0.04 worse than the FactSet Consensus of ($0.17); revenues rose 4.2% year/year to $65.15 mln vs the $62.6 mln FactSet Consensus.
• Co issues guidance for Q4, sees EPS of ($0.04) to $0.04 vs. $0.06 FactSet Consensus; sees Q4 revs of $94 mln to $104 mln vs. $98.56 mln FactSet Consensus.

Earnings this week : Nov 4 - 8, 24 (wk 45)

Monday (November 4)

• Morning: AMG BCRX BEN BNTX CC CEG CHH CNA DOCN ENTG FIS FOXA FRPT FTDR IART KNF KRYS MAR NSSC NYT OMI PEG RVTY TGI TPG TRS YUMC ZTS
• Afternoon: ADUS AHH AIG ALAB ANDE AOSL ATUS AVB AZPN BCC BFAM BWIN BWXT CBT CDNA CE CLF CRBG CRUS CWK DEI EGHT ELME EQH ES EVER FANG FN FWRD GKOS GT GXO HHH HIMS HMN HOLX HPK HUN ICHR ILMN INSP INTA JELD LSCC METC MQ MTG NVTS NXPI O OGS OTTR PARR PLMR PLTR PRAA PRIM QNST RHP RRX SANM SLAB SLF ST SUPN TBI TDC VMEO VNO VNOM VOYA VRTX VVX WOW WTRG WYNN

Tuesday (November 5)

• Morning: ADM AGCO AHCO APLS APO ARCH BEAM BLD BLDR BOW BR BRKR CEIX CMI DD DEA EMR EXK EXPD FTS GFS HLMN HSIC INGR IT LGIH LPX MLCO MPC MPLX NEO NMRK NOVT NPO OGE PAYO PINC PTLO QSR SHC STVN TKR TRI ULS WLK XMTR YUM
• Afternoon: AFG AIZ BBAI BGS CPNG CRC DVN EXAS GMED GO GPOR HLIO IFF IMOS IOSP IRBT JKHY KGC LUMN MASI MCHP MRC MRCY NE NHI NOG OUT PAAS PBA QLYS RARE RVLV RYTM SMCI SNDX TMCI TSLX TX USPH VTEX WTTR

Wednesday (November 6)

• Morning: AEP ASC ASTE ATHM AVA AVDX BCO BIP CELH CLBT CLVT CNDT COR CRL CTRI CVS DIN DK ENOV EYE FOLD GIB HLNE HWM IONS IRM JCI JLL KMT KRNT LINE LNTH LXP MAC MCFT MFA MKTX  NVO  OC ODP PERI PFGC PNW PRGO SFL SGHC SMG SMRT SNDR SRE STWD SUN SWX TEVA TRMB VERX VSH
• Afternoon: ACAD ACLS ADTN AEE ALB AMC ANSS APA APP APPS ARM ASH ASPN ATO AWR BALY BBDC BBSI BKH BMBL BROS BTG BYND CCRN CDE CDLX CDRE CERT CHRD CLNE COHR COOK COTY CRSR CSGS CTVA CWAN CXT CXW CYTK DLX DUOL DV ECPG ELF ENLC ENS EOLS ET EVTC FBIN FICO FNF FNV FRSH FSK FSLY GFL GH GILD GNK HCAT HL HST HUBS IIPR IONQ IPAR JAZZ JOBY JXN KAR KD KGS KNTK KVYO KW LAW LB LOPE LYFT LZ MCK MELI MEOH MKSI MODV MRO MTCH MWA NFG NMIH NTR ODD ORA OSUR PCRX PLYA POWI PR PRI PTC PYCR QCOM QGEN QTWO RAMP RCUS RDN RGLD RGNX RLAY RLJ RNR RPD RVMD RYN SBGI SEDG SITM SKT SRPT STE STR SUI TKO TNDM TPC TRIP TS TTWO UPWK VAC VCYT VECO VSAT VSTO VTLE VZIO WAY WES WK WMB WOLF XHR ZG ZIP

Thursday (November 7) 

• Morning: ACIW ACMR AGI APD APPN AQN BDX BIGC BRY BSY CARS CCJ CCOI CEVA CG COLD COMM DCO DDOG DNOW DNUT DT DUK EDR ELAN EPAM EPC EVRG FWRG GDRX GEO GERN GOLD GOLF GOOS HAE HAIN HAL HBI HGV HIMX HOUS HSY IBP INSW IRWD KLG KRP KVUE LCID LCII LFST LGND LSPD MDU MFC ML MPW MRNA MRX MT MTSI MUR NABL NTLA NVMI NXST OLPX OSCR PBH PCG PENN PLNT PLTK PRKS PRVA PZZA RL ROK RXO SCSC SEE SHOO SPTN STGW STRA TAP TBLA TDG TGLS TGNA THR THRY TPB TPR TPX UAA USFD VCEL VITL VTRS VYX WBD WD WRBY WWW XPEL XRAY YETI YOU
• Afternoon: AAOI AAON ABNB ACVA ADMA ADPT AFRM AGL AKAM AL ALLO ALRM ALTM AMN AMPL AMRC ANET ARLO ARRY ASLE ASTH ATEN AVPT AXON BE BHF BILL BL BLNK CABO CARG CIVI CLFD COLL CPAY CPK CPRI CYRX DBX DH DIOD DKNG DOCS DRH DXC ENV EOG ESTA EVH EXPE EXPI FIGS FIVN FLYW FNKO FROG FTNT G GDOT GETY GPRO HRB INDI INGN JAMF KTOS KURA LASR LGF.A LITE LPRO MGNI MLNK MNST MP MRVI MSI MTD MTUS MYGN NET NUS NVEE NWSA OEC OLO OPEN OPK OS OVV PACB PBI PEB PINS PODD PRA PTCT QDEL RDFN REZI RIVN RNG RRR RUN RXST SG SOLV SPT SQ STEP SVV SYNA TEM TOST TTD U UPST VCTR WBTN WEST WPM WTI XPOF YELP ZD

Friday (November 8)

• Morning: ADNT AMCX ANIP ATMU ATSG AXL BAX BLMN CLMT CNH ERJ FLGT FLO FLR FTRE GTN HLLY IMXI KOP LAMR NRG PAA PAL PAR PWP RBA SONY WMS
• Afternoon: HE PARAA

Applied Optoelectronics (AAOI) reported earnings on Tue 7 Aug 2018 (a/h)

** charts before earnings ** 

  

** charts after earnings **

  

Applied Optoelectronics beats by $0.20, beats on revs; guides Q3 EPS in-line, revs in-line 

• Reports Q2 (Jun) earnings of $0.64 per share, excluding non-recurring items, $0.20 better than the Capital IQ Consensus of $0.44; revenues fell 25.2% year/year to $87.8 mln vs the $77.79 mln Capital IQ Consensus.
• Co issues in-line guidancefor Q3, sees EPS of $0.54-0.75, excluding non-recurring items, vs. $0.65 Capital IQ Consensus Estimate; sees Q3 revs of $82-92 mln vs. $90.58 mln Capital IQ Consensus Estimate.

Earnings this week : Aug 6 - 10, 18 (wk 32)

Notable earnings out this week

Monday (August 6)

• Morning: CTB  BID CAH NWL  SEAS TSN 
• Afternoon: CDEV ETSY HTZ MAR MOS  RNG Z  ZG  TWLO TLND WTW  AEL AKCA AMRS ANDV ANDX ANSS APLE ARNA ATSG AVD AWR BHF BKD BKH BRKS BWXT CBT   CMP CPE CRY CRZO CVCO DCO DPLO DVAX EDIT   EVBG FATE FIVN FRGI FRPT  HHC   ITRI KMT KRNT LGND LMNX     MTSC MTW MWA MXWL NCMI NGHC NPTN NSA NVGS OAS OFIX OTTR PI PLOW PLYA RBC REN   RPD SNHY SYKE TCMD THC  TRTX TUSK  WMC  ZGNX 

Tuesday (Aug 7)

• Morning:  ACM AES AFI AMRC ANIP AQUA ARMK ATKR AVNS AYR BHC BIOS BLD BOLD BR CEVA CORE CROX DEA DF DISCA DNR DQ EGN EGRX EMR EPC EXPD FSS GSKY GTN HAE HLNE HZN IIVI IONS JELD LABL LGIH LPX MGP MNK NHI NJR NS NWN ODP OMI ONCE ONDK PPL PRIM QNST RDUS RHP SAGE SATS SN SNH SPNS TAST TDG TECH TGH TGNA TRS USAC USCR VGR VPG VSH VSM XRAY ZBRA 

• Afternoon:   AAOI  AAXN AIZ ALB ALRM AMBR ANDE ARA BECN BIO BLDR BOFI BOOT BTG CAR CARG CBLK CGBD CIVI CLR CSOD CUTR CWH CYBR DCP DDD DHT DIOD DIS DK DXC DXPE ENV ESE EVH EVRI FGEN FOSL FTK G GCP GWPH HALO HCKT HDP HST ICHR IFF INFN INGN INSP IOSP IPAR IVC IVR JAZZ KAR KRO LC LRN MMI MODN MTCH MXL NEWR NNI NP NVTA OPK ORA PAA PAGP PBPB  PE  PEN PLT POWL PRA PRAA PRI PRMW PRSC PTCT PUMP PXD PZZA QDEL QTWO RLJ RWT SFLY SIEN SNAP SRC SUPN SWX TPC TPIC TRHC TWNK TWO VSLR WEN WK WRD XEC XOG 

Wednesday (Aug 8)

• Morning:   ATHM   CARS CBB CHH CLNY CNDT CNK CRL CSTE CUB CVS DEPO DLPH EBIX ENDP ETM EXTR FI FRTA GEL GOGO GVA HRI HZNP ITG JLL KDP KELYA KORS LAMR LITE LXP MGA MIDD MYL NOVT NXST NYT SBGI SINA  SO STE STWD SUP TGI TLRA TPB TRI WAAS WB WWW WYND

• Afternoon: ACAD ACTG ADT AINV AMBC AMPH ANGI AOSL APEI ATO AVT AYX AZPN BKNG BREW BV CISN COLL CPA CTL CVNA CXW DAR DNB DOOR ECPG ELF ENS EQIX ETE ETP EVRG FANG FG FLO FLS FNV FOXA FSM GBDC GDOT HPR IAC IAG INSY JACK KAMN KIDS LASR LOPE MBI MELI MFC MNST MRAM MUR NEU NKTR NNBR NTES NTRA NUAN NVAX OCLR ORIG OSUR OUT OXY PAAS PDCE PEGA QHC RGLD ROKU RPT SAIL SD SEMG SENS SGMO SJI SLF SRPT SUN TCX TIVO TTGT UHAL UPLD VNOM VRTU WMGI XPER YELP ZTO

Thursday (Aug 9)

• Morning:   BAM BPMP CABO CCE CDAY DDS DSKE FBM GCI GOOS HIMX HL HPT IMOS KOP LAUR LNG LOXO MMS MNTA MPAA NCLH NICE NOMD OGE PEGI PLUG PQG PRGO PRTY PTLA RDNT SGRY SMI SND SNR SPH TRCO TTI UNT  UPL VIAB VRTV VSTO WBT WIN WMS WP

• Afternoon:  ACXM AIRG AL ALTR ASYS AVID AVLR BW CDNA  CHUY COLD CORT CYRX DBX ECOM  ELGX  EPAY FNKO FSCT ICUI INVH JAG JCOM LGF.A MCHP MIME NWSA OLED OMER OSTK  PBYI PCTY PLNT RBA RDFN ROAD RUN  SPPI SSRM SYNA  TRUE  TTD UNIT VSAT WOW WPRT WTTR XON

Friday (Aug 10)

• Morning:  AIT ERF MDP RUTH

Long trade : AAOI +6% (4/18)

• Apr. 19:  #97;  vol. 1.7M

  

Applied Optoelectronics (AAOI) reported earnings on Wed 21 Feb 2018 (a/h)

** charts before earnings **

** charts after earnings **

monthly 

Applied Optoelectronics beats by $0.06, misses on revs; guides Q1 (Mar) EPS, revs below consensus 

• Reports Q4 (Dec) earnings of $0.89 per share, $0.06 better than the Capital IQ Consensus of $0.83.
• Co issues downside guidance for Q1 (Mar), sees EPS of $0.28-0.34 vs. $0.69 Capital IQ Consensus Estimate; sees Q1 (Mar) revs of $67-71 mln vs. $86.45 mln Capital IQ Consensus Estimate.
• 'Even though we see inventory headwinds with one of our customers and the typical seasonality in Q1 due to fewer production days in China because of the Lunar New Year, we continue to expect the second half of 2018 to be stronger than the first half'.

Applied Optoelectronics (AAOI) reported earnings on Thur 3 Aug 2017 (a/h)

** charts before earnings **

 

** charts after earnings **

  

SUGAR LAND, Texas (AP) _ Applied Optoelectronics Inc. (AAOI) on Thursday reported second-quarter net income of $29.1 million.

On a per-share basis, the Sugar Land, Texas-based company said it had net income of $1.43. Earnings, adjusted for one-time gains and costs, came to $1.54 per share.

While telecom companies have been the company's primary customers, Applied Optoelectronics has been getting a boost from new customers such as Amazon.com (AMZN), Microsoft (MSFT) and Facebook (FB).

The internet companies are upgrading data centers to superfast communications for cloud-based services. Tech firms are upgrading to 100-gigabit-per-second technology in data centers packed with computer servers.

Applied Optoelectronics sees weak revenue for the current quarter, shocker given that the optical stock had raised or beaten guidance several times this year. It cited some slower demand from a large customer, which could be Amazon. Applied Opto, the No. 1 stock in the No.1-rated Telecom-Fiber Optics group, crashed early Friday. Acacia Communications (ACIA) and Infinera (INFN) also had bad news late Thursday. Earlier in the week, Macom Technology Solutions Holdings (MTSI), an optical-related chipmaker, sees weak China demand. However, Oclaro (OCLR) reported better-than-expected fiscal fourth-quarter profit and revenue and sees strong demand in the current fiscal year.


Several other optical stocks fell in late trading, including Lumentum (LITE), Oclaro (OCLR) and Finisar (FNSR). Acacia Communications (ACIA), which gave weak September guidance late Thursday, also retreated.

Infinera (INFN), which makes system-level fiber-optic products, was down 9% to 10.40 in late trading. Infinera reported second-quarter results late Thursday. June-quarter revenue missed views while the company reported a loss of 15 cents a share, in line with expectations.

This week's biggest % winners & losers: July 10 - 14, 17 (wk 28)

The following are this week's top 20 percentage gainers and top 20 percentage losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top 20 % gainers

• Healthcare: ARNA (24.28 +26.13%), TRVN (2.78 +23.01%), FOLD (12.84 +22.99%), HRTX (15.45 +20.23%)
• Materials: NAK (1.49 +18.25%)
• Industrials: HTZ (15.22 +30.31%), GNK (10.91 +20.42%)
• Consumer Discretionary: MYCC (17.1 +30.53%), LILAK (26.03 +19.62%), LILA(26.11 +17.09%)
• Information Technology: AAOI (84.2 +25.11%), BZUN (29.5 +17.44%), SPWR(10.12, +15.79%),  KEM (16.07 +15.78%)
• Energy: HK (6.78 +61.43%), PES (2.5 +35.14%), NVGS (10.75 +25.73%), FMSA(3.74 +16.15%), REN (32.7 +16%)
• Utilities: NRG (23.24 +43.1%)

This week's top 20 % losers

• Healthcare: RVNC (23.45 -14.1%), TBPH (37.11 -12.81%), GEN (1.5 -9.64%), COLL (12.23 -8.94%), LMAT (29.14 -8.91%)
• Industrials: MSM (73.66 -17.27%)
• Consumer Discretionary: ANF (8.89 -26.89%), BNED (7.76 -24.14%), HOV (2.45 -14.93%), BGFV (11.5 -9.09%), FRGI (18.25 -7.83%)
• Information Technology: ATEN (6.92 -14.46%), CYBR (42.68 -13.43%), HLIT (4.68 -12.62%), COMM (35.13 -7.92%), ACIA (39 -7.74%)
• Consumer Staples: SFS (7.75 -8.82%)
• Telecommunication Services: CNSL (17.96 -13.28%), CBB (17.35 -10.34%)

Long trade : AAOI +25% (7/17)

• 7/7:  3, 10, 12, 97
• vol. 3.7 M