Loading…
Loading…
AAOI does not currently pay a dividend.
Sell-side consensus EPS, revenue estimates, YoY growth, forward P/E, and per-year analyst coverage — for any covered stock.
Click below to see what's inside, then upgrade to unlock for this and 80,000+ other tickers.
A year-by-year projected price path from the sell-side EPS consensus, with an editable target P/E and the implied annual return from today's price.
Click below to see what's inside, then upgrade to unlock for AAOI and 80,000+ other tickers.
See price against where its own fundamentals say it should trade — the shaded gap is the discount or premium, across five valuation lenses.
Click below to see what's inside, then upgrade to unlock for AAOI and 80,000+ other tickers.
See exactly how AAOI's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for AAOI and 80,000+ other tickers.
Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment. AAOI caters to a varied clientele, including internet data center operators, manufacturers of cable television and telecommunications equipment, and internet service providers…
While investors have recognized Applied Optoelectronics's role in AI infrastructure, I believe the market still underestimates the scale of the business the management is building. The investment case is remarkably simple: management either executes on its manufacturing expansion—or it doesn't. If execution succeeds, AAOI's long-term earnings power could be several times higher than what today's valuation implies.
Applied Optoelectronics sees surging demand for AI-driven optical networking products as it expands U.S. manufacturing, but intensifying competition could test its momentum.
Andar Capital Management HK Ltd purchased a new stake in Applied Optoelectronics, Inc. (NASDAQ: AAOI) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 134,000 shares of the semiconductor company's stock, valued at approximately $11,335,000. Applied Optoelectronics makes up 9.7% of Andar
SUGAR LAND, Texas, July 16, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power AI, today announced that it will release financial results for its second quarter ended June 30, 2026, on Thursday, August 6, 2026.
Applied Optoelectronics expands its Texas campus to scale 800G and 1.6T transceiver output as hyperscale AI demand outpaces capacity through mid-2027.