Applied Optoelectronics

Posted on | by Leon Hinde | Leave a Comment on Applied Optoelectronics

Applied Optoelectronics, reported its Q2 2026 results on August 6, 2026, delivering $191.9 million

Next Earnings Date: November 5, 2026 (Q3 2026 results).

    Expected Revenue Growth

    • Q3 2026 Revenue Guidance: $255.0 million – $290.0 million
    • Midpoint: ~$272.5 million
    • YoY Growth: ~128% – 130% increase compared to Q3 2025.

    Revenue Segment Highlights

    • Data Center Segment: $107.7 million (+140.4% YoY, +32.3% QoQ), representing ~56% of total revenue.

    * 800G Transceivers: $12.8 million (more than doubled sequentially and up >10x YoY).
    * 400G Transceivers: $48.4 million (up >4x YoY, +27.4% QoQ).

    • CATV Segment: Record $80.6 million (+43.8% YoY, +20.6% QoQ), driven by 1.8 GHz / DOCSIS 4.0 network upgrades.

    Coherent

    Posted on | by Leon Hinde | Leave a Comment on Coherent

    Coherent is under Algo Engine buy conditions.

    Earnings Announcement (Q4 & Full-Year FY2026): Wednesday, August 12, 2026 (Post-market)

    strategic equity investment and multi-year supply agreement with NVIDIA, fortifying cash balance ($1.59 Billion in cash/equivalents) to fund capacity expansion.

    Q4 FY2026 revenue guidance represents expected year-over-year top-line growth of 24.9% to 34.1%, with the midpoint implying a ~29.5% YoY expansion driven by continued momentum in AI data center optical transceivers.

      CoreWeave

      Posted on | by Leon Hinde | Leave a Comment on CoreWeave

      CoreWeave, is rated a buy with the stop loss at $85

      Rather than functioning as a general-purpose cloud provider (like AWS, Microsoft Azure, or Google Cloud), CoreWeave operates as a dedicated AI Hyperscaler built strictly for high-density, high-throughput AI workloads, model training, and real-time inference.

      Consensus Expectations for Q2 2026; Tuesday, August 11, 2026, after the market closes

      • Revenue Estimate: ~$2.56 Billion
      • YoY Growth: +111% (compared to $1.21 Billion in Q2 2025).

      Super Micro

      Posted on | by Leon Hinde | Leave a Comment on Super Micro

      Super Micro Computer, is rated a buy, with a stop-loss at $29.33

      Upcoming Earnings Release (Q4 FY2026): Tuesday, August 11, 2026 (After Market Close)

      • Revenue: Expected around $11.0 Billion (representing ~91% YoY growth, at the lower end of management’s $11.0B–$12.5B guidance range due to shipment timing

      Trailing P/E trades around ~16x–17x.

      Quantinuum

      Posted on | by Leon Hinde | Leave a Comment on Quantinuum

      Quantinuum

      will report its Second Quarter 2026 financial results after market close on Tuesday, August 11, 2026, followed by a conference call at 5:00 PM Eastern Time.

      This marks Quantinuum’s inaugural earnings report as a public company following its $1.68 billion initial public offering (IPO) on June 5, 2026.

      QNT has the deepest cash balance sheet and strongest corporate backers (Honeywell/Nvidia/JPMorgan) in the quantum space.