AAOI is trading 15% up today as the stock builds on post-earnings momentum following a Q1 beat fueled by massive AI-related datacenter demand.
- Revenue grew 51% to $151.1M, driven by a 154% surge in datacenter sales and the commencement of first-volume 800G shipments.
- Management raised full-year guidance to over $1.1B, citing $1.5B in total demand as manufacturing capacity ramps up to meet orders.
- The gain significantly outpaces a flat Nasdaq, reflecting strong investor confidence in the company's AI infrastructure growth.