AAOI
Applied Optoelectronics Inc
$
33.040
Line
|
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
37.000
Open
36.140
VWAP
34.39
Vol
4.70M
Mkt Cap
2.06B
Low
32.830
Amount
161.45M
EV/EBITDA(TTM)
--
Total Shares
38.91M
EV
2.34B
EV/OCF(TTM)
--
P/S(TTM)
4.71
Applied Optoelectronics, Inc. is a vertically integrated provider of fiber-optic networking products. The Company designs and manufactures a range of optical communications products at varying levels of integration, from components, subassemblies, and modules to complete turn-key equipment. The Company also designs, manufactures, and integrates its own analog and digital lasers using the proprietary Molecular Beam Epitaxy (MBE) and Metal Organic Chemical Vapor Deposition (MOCVD) alternative processes for the fabrication of lasers. The Company manufactures lasers and laser components and performs research and development activities for laser component and optical module products. The Company offers its fiber-optic networking products, primarily for four networking end-markets, such as cable television, (CATV), Internet data center, telecommunications, (telecom), and fiber-to-the-home (FTTH). The Company has manufacturing facilities in Taipei, Taiwan and Ningbo, China.
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Market Estimates
Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2026Q1
FY2025Q4
FY2025Q3
146.90M
+47.11%
0.045
-325%
144.64M
+44.25%
0.032
-260%
119.77M
+83.84%
-0.088
-58.1%
Estimates Revision
The market is revising Downward the revenue expectations for Applied Optoelectronics, Inc. (AAOI) for FY2025, with the revenue forecasts being adjusted by -0.85% over the past three months. During the same period, the stock price has changed by 48.90%.
Revenue Estimates for FY2025
Revise Downward
-0.85%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+5650%
In Past 3 Month
Stock Price
Go Up
+48.90%
In Past 3 Month
5 Analyst Rating
-17.68% Downside
Wall Street analysts forecast AAOI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AAOI is 27.20 USD with a low forecast of 15.00 USD and a high forecast of 34.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
1 Hold
0 Sell
Strong Buy
-17.68% Downside
Current: 33.040
Low
15.00
Averages
27.20
High
34.00
-17.68% Downside
Current: 33.040
Low
15.00
Averages
27.20
High
34.00
Raymond James
Simon Leopold
Outperform
maintain
$18 -> $25
2025-08-08
Reason
Raymond James
Simon Leopold
Price Target
$18 -> $25
2025-08-08
maintain
Outperform
Reason
Raymond James analyst Simon Leopold raised the firm's price target on Applied Optoelectronics to $25 from $18 and keeps an Outperform rating on the shares. The firm remains constructive regarding 2026 sales, and tells investors in a research note that new awards, added capacity and geopolitics double its datacenter optical market share from a low base by 2026,
B. Riley
Neutral
maintain
$13 -> $15
2025-08-08
Reason
B. Riley
Price Target
$13 -> $15
2025-08-08
maintain
Neutral
Reason
B. Riley raised the firm's price target on Applied Optoelectronics to $15 from $13 and keeps a Neutral rating on the shares. The firm views the company's Q2 report as mixed.
Northland
Tim Savageaux
Outperform
downgrade
$50 -> $30
2025-08-08
Reason
Northland
Tim Savageaux
Price Target
$50 -> $30
2025-08-08
downgrade
Outperform
Reason
Northland analyst Tim Savageaux lowered the firm's price target on Applied Optoelectronics to $30 from $50 and keeps an Outperform rating on the shares. Despite a significant revenue ramp, much higher operating expenses drive continued losses and the share count has "doubled since the AI Optical saga began," the analyst tells investors in a post-earnings note. The impact of the expense base and share count on long term earnings upside are "significant," the analyst added.
Needham
NULL -> Buy
initiated
$32
2025-07-25
Reason
Needham
Price Target
$32
2025-07-25
initiated
NULL -> Buy
Reason
Needham initiated coverage of Applied Optoelectronics with a Buy rating and $32 price target. The company is positioned to gain "material share" in the $12B high-speed global optical datacom transceiver market, the analyst tells investors in a research note. In addition, Applied's cable television business has started to rebound, contends the firm.
Wolfe Research
initiated
2025-07-07
Reason
Wolfe Research
Price Target
2025-07-07
initiated
Reason
Wolfe Research initiated coverage of Applied Optoelectronics with a Peer Perform rating.
Rosenblatt
Rosenblatt
Buy
maintain
$30 -> $34
2025-06-26
Reason
Rosenblatt
Rosenblatt
Price Target
$30 -> $34
2025-06-26
maintain
Buy
Reason
See All Ratings
Valuation Metrics
The current forward P/E ratio for Applied Optoelectronics Inc (AAOI.O) is 218.09, compared to its 5-year average forward P/E of 12.34. For a more detailed relative valuation and DCF analysis to assess Applied Optoelectronics Inc 's fair value, click here.
Forward PE
The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
N/A
5Y Average PE
12.34
Current PE
218.09
Overvalued PE
131.38
Undervalued PE
-106.70
Forward EV/EBITDA
The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
N/A
5Y Average EV/EBITDA
-38.50
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
150.39
Undervalued EV/EBITDA
-227.38
Forward PS
The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
N/A
5Y Average PS
1.37
Current PS
33.04
Overvalued PS
3.89
Undervalued PS
-1.15
Financials
Annual
Quarterly
FY2025Q2
YoY :
+137.93%
102.95M
Total Revenue
FY2025Q2
YoY :
-40.75%
-15.08M
Operating Profit
FY2025Q2
YoY :
-65.16%
-9.10M
Net Income after Tax
FY2025Q2
YoY :
-75.76%
-0.16
EPS - Diluted
FY2025Q2
YoY :
+1693.40%
-91.03M
Free Cash Flow
FY2025Q2
YoY :
+36.97%
30.27
Gross Profit Margin - %
FY2025Q2
YoY :
+124.45%
-66.37
FCF Margin - %
FY2025Q2
YoY :
-85.35%
-8.84
Net Margin - %
Trading Trends
Insider
Insiders areSelling! The selling amount has increased 715.07% over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
785.9K
USD
5
6-9
Months
779.2K
USD
5
0-12
Months
929.4K
USD
5
Bought
0-3
0
0.0
USD
Months
3-6
9
1.3M
USD
Months
6-9
1
386.2K
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
0.0
Volume
0
6-9
Months
0.0
Volume
0
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
0
0.0
Volume
Months
6-9
0
0.0
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Insider
Insiders areSelling! The selling amount has increased 715.07% over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
785.9K
USD
5
6-9
Months
779.2K
USD
5
0-12
Months
929.4K
USD
5
Bought
0-3
0
0.0
USD
Months
3-6
9
1.3M
USD
Months
6-9
1
386.2K
USD
Months
0-12
0
0.0
USD
Months
AAOI News & Events
Events Timeline
2025-10-28 (ET)
2025-10-28
07:12:25
Applied Optoelectronics Reveals Plans for Expansion in Sugar Land
2025-10-07 (ET)
2025-10-07
12:02:36
Applied Optoelectronics Experiences a 9.9% Decline
2025-09-10 (ET)
2025-09-10
07:31:26
Applied Optoelectronics Expands QuantumLink Solution with Four New Software Modules
Sign Up For More Events
Sign Up For More Events
News
8.0
10-23NASDAQ.COMDecember 5th Options for Applied Optoelectronics (AAOI) Now Open
8.0
10-06NASDAQ.COMSignificant Monday Options Trading: AAOI, VKTX, ADBE
3.5
09-29NewsfilterAOI to Present 800G OSFP 2xSR4 Optical Transceiver Utilizing 100G VCSEL Technology at ECOC 2025
Sign Up For More News
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FAQ
What is Applied Optoelectronics Inc (AAOI) stock price today?
The current price of AAOI is 33.04 USD — it has decreased -7.09 % in the last trading day.
What is Applied Optoelectronics Inc (AAOI)'s business?
What is the price predicton of AAOI Stock?
What is Applied Optoelectronics Inc (AAOI)'s revenue for the last quarter?
What is Applied Optoelectronics Inc (AAOI)'s earnings per share (EPS) for the last quarter?
What changes have occurred in the market's expectations for Applied Optoelectronics Inc (AAOI)'s fundamentals?
How many employees does Applied Optoelectronics Inc (AAOI). have?