Catalyst Event
Applied Optoelectronics Inc (AAOI) · Other
From Akros U.S. AI Optical Communication and Network Infrastructure Index (AUAIOCNI)
3/23/2026, 12:00:00 AM
Applied Optoelectronics announced a new volume order for 800G single-mode data center transceivers from a major hyperscale customer, valued at over $53 million. Shipments are expected to begin in Q2 2026. High impact (>10%) is estimated due to the significant contract size.
Korean Translation
주요 하이퍼스케일 고객으로부터 5,300만 달러 이상의 800G 단일 모드 데이터센터 트랜시버 신규 대량 주문을 받았다고 발표함. 출하는 2026년 2분기에 시작될 것으로 예상됨. 상당한 계약 규모로 인해 10% 이상의 높은 주가 영향이 예상됨.
Related Recent Events
Applied Optoelectronics Inc (AAOI) · Earnings Release
Low impact (~1%) is estimated for the Q1 2026 earnings release which is scheduled.
5/7/2026, 12:00:00 AM
Celestica Inc (CLS) · Other
Announced a planned board leadership transition: Chair Michael Wilson will retire, with President and CEO Rob Mionis to become Chair effective May 19, 2026; >1% price impact expected.
3/24/2026, 12:00:00 AM
Lumentum Holdings Inc (LITE) · Other
Lumentum was added to the S&P 500 index, effective before the market open on March 23, 2026.
3/23/2026, 12:00:00 AM
Tower Semiconductor Ltd (TSEM) · Other
Tower Semiconductor and Coherent demonstrated a breakthrough 400Gbps/lane data transmission using a silicon modulator on Tower's production-ready silicon photonics (SiPho) process, targeting next-generation 3.2T optical transceivers for AI data centers.
3/23/2026, 12:00:00 AM
Lumentum Holdings Inc (LITE) · Other
Following the company's bullish forecast, analysts at BNP Paribas raised their price target on Lumentum to $1,040 on March 23, 2026, forecasting significant upside potential driven by AI infrastructure demand, forecasted.
3/23/2026, 12:00:00 AM
Ciena Corp (CIEN) · Other
Stifel analysts raised the price target for Ciena to $430 from $320, maintaining a Buy rating, citing a constructive outlook following the company's strong Q1 results and strategic update at the OFC 2026 conference, forecasted. Low importance due to estimated 1-5% price impact typical of analyst target adjustments.
3/23/2026, 12:00:00 AM