Applied Optoelectronics (NASDAQ: AAOI) is shaping up to be a solid buy for long-term investors as it is a leader in optical and photonic technology.
Its products range from transceivers and lasers to amplifiers and short-distance cables, all critical to telecommunications and digitization globally. The driving force in 2026 is datacenters and AI, but the technology spans use cases, as it enables faster, higher-bandwidth communications across the technology world, from chips and components to datacenters and hyperscale networking.
