AAOI Benefits From Strong 800G Demand: Can It Beat LITE & COHR?

Applied Optoelectronics reported 800G revenue up more than tenfold year over year, as demand outpaces supply. Management also reiterated capacity expansion targets aimed at sustaining growth through mid-2027, pointing to a continued supply-constrained backdrop. The outlook supports a bullish near- to medium-term growth trajectory despite limited supply availability.