12 Best Performing Stocks in February

2. Applied Optoelectronics, Inc. (NASDAQ:AAOI)

Total Returns in February: 90.74%

On February 26, Applied Optoelectronics, Inc. (NASDAQ:AAOI) announced fourth-quarter 2025 revenue of $134.3 million, up from $100.3 million a year ago and $118.6 million the previous quarter. The corporation reported a GAAP gross margin of 31.2%, up from 28.7% in the fourth quarter of 2024 and 28.0% in the third quarter of 2025, while the non-GAAP gross margin was 31.4%. The firm reported a GAAP net loss of $2.0 million, or $0.03 per share, a decrease from a loss of $119.7 million, or $2.60 per share, a year ago, and $17.9 million, or $0.28 per share, the previous quarter. The non-GAAP net loss totaled $0.6 million, or $0.01 per share. CEO Thompson Lin mentioned demand in the CATV and datacenter areas.

For the full fiscal year 2025, the company achieved GAAP sales of $455.7 million, up from $249.4 million in 2024, with a GAAP gross margin of 30%. Applied Optoelectronics, Inc. (NASDAQ:AAOI) announced a GAAP net loss of $38.2 million, or $0.64 per share. Revenue for the first quarter of 2026 is expected to range between $150 million and $165 million, with a non-GAAP gross margin of 29% to 31%.

Applied Optoelectronics, Inc. (NASDAQ:AAOI) designs and manufactures optical communication products. It manufactures optical devices such as laser diodes, photodiodes, related modules, and circuitry, as well as equipment for fiber-to-the-home, cable television, point-to-point communications, and wireless applications.