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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 ...
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Applied Optics celebrates golden anniversary

This year marks the 50th anniversary of Applied Optics, the peer-reviewed scientific journal published by the Optical Society of America (OSA) that includes articles emphasizing applications-centered ...

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 ...
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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 ...