Group 1 - Top Wall Street analysts have revised their outlook on several prominent companies, indicating a shift in market sentiment [1] - The article suggests that investors consider buying JAZZ stock based on analysts' recommendations [1]

Company Performance - Dell Technologies Inc. shares increased by over 21% after reporting fourth-quarter earnings of $3.89 per share, surpassing the consensus estimate of $3.53 [2] - Quarterly revenue for Dell reached $33.38 billion, exceeding the Street estimate of $31.73 billion and showing a significant increase from $23.93 billion in the same period last year [2] Market Overview - U.S. stocks experienced a decline, with the Dow down 1.40% to 48,807.06, the NASDAQ falling 1.09% to 22,628.28, and the S&P 500 dropping 0.74% to 6,858.05 [1] - Consumer staples shares rose by 1.3%, while financial stocks fell by 2.6% [1] Commodity Prices - Oil prices increased by 2% to $66.54, gold rose by 1.1% to $5,252.30, silver surged by 7.7% to $94.360, and copper saw a rise of 0.9% to $6.0605 [3]

Applied Optoelectronics Inc (NASDAQ:AAOI) is trading sharply higher Friday morning after the fiber-optic component maker posted stronger-than-expected fourth-quarter results and issued upbeat guidance for the first quarter. Here’s what investors need to know.Applied Optoelectronics stock is surging Friday. Why are AAOI shares at highs?Q4 Revenue Jumps 34%, Tops EstimatesLate Thursday, the company reported an adjusted fourth-quarter loss of 1-cent per share, far better than Wall Street's projected loss of 11 ...

周五，光通讯概念股Applied Optoelectronics(AAOI.US)股价拉涨，截至发稿，该股涨超38%，报74.49美 元，该公司一季度业绩指引超预期。该公司将2026年营收指引上调至10亿美元以上，并预计2027年营收 约40亿美元。尽管800G收入增长因亚马逊(AMZN.US)固件定制问题延后至2026年二季度，但机构认为 数据中心需求仍具支撑。该股过去一年累计上涨123%，目前市值约40亿美元。 ...

智通财经APP获悉，周五，光通讯概念股Applied Optoelectronics(AAOI.US)股价拉涨，截至发稿，该股 涨超38%，报74.49美元，该公司一季度业绩指引超预期。该公司将2026年营收指引上调至10亿美元以 上，并预计2027年营收约40亿美元。尽管800G收入增长因亚马逊(AMZN.US)固件定制问题延后至2026 年二季度，但机构认为数据中心需求仍具支撑。该股过去一年累计上涨123%，目前市值约40亿美元。 ...

Core Insights - Applied Optoelectronics (AAOI) shares surged 20-28% after a strong Q4 earnings report, beating EPS estimates by 90% due to robust datacenter demand [1] - The company guided Q1 revenue to be between $150 million and $165 million, indicating a sequential growth of approximately 17% at the midpoint [1] - Management indicated that demand will outpace production capacity through mid-2027, suggesting a multi-year constrained supply scenario [1] Financial Performance - Q4 revenue reached $134.27 million, exceeding the $132.22 million estimate, representing a year-over-year growth of 33.9% [1] - The company reported a loss of $0.01 per share, significantly better than the estimated loss of $0.1084, marking a 90% beat [1] - Datacenter revenue was $74.88 million, up 69.2% year-over-year, now accounting for over half of total quarterly revenue [1] Future Projections - AAOI finished 2025 with total annual revenue of $456 million, with potential monthly revenue reaching $378 million by mid-2027 if demand and production ramp up as expected [1] - This projection implies an annualized run rate exceeding $4.5 billion, approximately ten times the revenue reported for the entire year [1] - Management's guidance reflects confidence in scaling production and maintaining gross margins above 30% while increasing R&D spending, which rose 54.5% year-over-year to $25.8 million in Q4 [1] Market Reaction - The stock's significant price increase reflects market optimism regarding AAOI's growth potential and the shift from incremental growth to a potential category leap [1] - CEO Thompson Lin expressed confidence in the company's momentum entering 2026 and highlighted a $300 million investment for facility expansion in Texas [1] - The stock currently trades above the $50 analyst consensus price target, indicating a valuation premium driven by optimism but also associated risks [1]

At 6:22 a.m. ET on Friday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading highe ...

Core Viewpoint - Applied Optoelectronics Inc. (NASDAQ:AAOI) experienced a significant drop in share prices after a strong earnings performance last year, indicating profit-taking by investors following a five-day gain [1]. Financial Performance - The company narrowed its net loss by 80% in the previous year, reducing it to $38.2 million from $186.7 million in 2024, while total revenues increased by 83% to $455.7 million from $249 million [2]. - In the fourth quarter, net loss decreased by 98% to $2.02 million from $119.7 million year-over-year, with total revenues rising by 33.9% to $134.27 million from $100.27 million [4]. Future Outlook - For the first quarter of the year, the company anticipates revenue growth of 50% to 66%, projecting revenues in the range of $150 million to $165 million [6]. - The President and CEO, Thompson Lin, expressed confidence in the company's momentum and growth potential, citing strong demand in both CATV and datacenter businesses [5].

Shares of Applied Optoelectronics Inc (NASDAQ:AAOI) rose sharply in pre-market trading after the company reported better-than-expected fourth-quarter financial results and issued first-quarter sales guidance above estimates.Applied Optoelectronics reported quarterly losses of 1 cent per share which beat the analyst consensus estimate of losses of 11 cents per share. The company reported quarterly sales of $134.274 million which beat the analyst consensus estimate of $134.120 million.Applied Optoelectronics ...

Ten big names ended Thursday’s trading on a lackluster performance, mirroring two of Wall Street’s major indices, as investors digested more corporate earnings, among others.Meanwhile, only the Dow Jones finished in the green during the session, inching up 0.03 percent. The Nasdaq and the S&P 500 both fell by 1.18 percent and 0.54 percent, respectively.In this article, we name the 10 worst-performers on Thursday and detail the reasons behind their drop.To come up with the list, we focused exclusively on the ...